Economics and Platform Architecture (Part 3)
Part 2 of this series of articles looked at how transitioning from scarcity to an abundance of fundamental computing resources enabled the historic one-to-one r...
Category: Strategy
Economics and Platform Architecture (Part 1)
The underlying economics of computing resources have always had a profound impact on development of computing architecture and in-turn the structure of the comp...
How ‘Do Not Track’ Will Transform Internet Business Models
Imagine a world where all internet browsers are required to present users with a simple question: “Do you want your online browsing activity tracked, reco...
Microsoft’s Pivot – A Plan to Dominate “Devices and Services”
We are currently witnessing a major pivot in Microsoft’s core business model. It is starting to become clear that – as Steve Ballmer recently announ...
Why Microsoft Shareholders Should be Very Concerned
This weeks Partner’s conference has once again exposed Microsoft’s complete lack of any credible consumer strategy. On the one hand Ballmer claims h...
2012 Predictions
Just for fun – and in no particular order – here are some technology industry predictions for 2012.
Intel’s ARMageddon II
Back in January of this year I published an article about the threat the ARM processor architecture would pose to Intel in the high margin – highly profit...
Policy Challenges for A Globally Integrated Innovation, Production and Market Platform
“Cloud computing” is much more than simply a new set of technologies and business models. It is rapidly emerging as the platform that will underpin the next ge...
Microsoft’s Nokia Nightmare
Last week saw a lot of speculation regarding Microsoft’s possible acquisition of Nokia’s mobile devices business. The rumor was quashed by Stephen E...
Intel’s ARMageddon
In ten years we’re going to recognize this week as the moment Intel ceded its leadership position in the global chip business. Microsoft’s decision ...