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Francisco Kattan

Insights on the Mobile Ecosystem

Posts Tagged ‘Palm

Why Amazon should NOT Acquire webOS from HP

Rumors about who will buy webOS from HP have been floating around for a couple of months now, including a recent surge in buzz as HP’s new CEO Meg Whitman ponders how to deal the whole Palm mess she inherited.   One of the potential buyers that has gotten lots of attention is Amazon (main story here).   Why not? After all Amazon has now emerged as one of the most significant threats to Apple and its ecosystem.  Although this threat has been brewing for some time, it only became obvious after Amazon’s recent launch of the Kindle Fire, a Tablet that is expected to split the market with the iPad and relegate all other contenders to “also rans.”

The Kindle Fire relies on Google’s Android operating system and the prevailing argument in the blogosphere is that Amazon needs webOS to differentiate:

“By purchasing the remnants of Palm, Amazon would have free rein to redesign webOS to its own liking, and it would be able to further differentiate its Kindle devices from the slew of Android tablets in the market” (from the story referenced above).

A cursory analysis of both companies (see table below) seems to support this argument.  Amazon has all the pieces in place to pose a credible threat to Apple, except for the ability to differentiate at the OS level.

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Written by Francisco Kattan

November 9, 2011 at 11:02 pm

Posted in Amazon

Tagged with , , , , , , , , ,

Microsoft Shows its Cards with Windows Phone 7

As the launch of Windows Phone 7 approaches the question in everyone’s mind is:  is it too late for Microsoft to secure a leading position in mobile? We’re now at year 3 “Ai” (After the iPhone).   In the last 3 years the landscape has changed dramatically:

  • Apple launched 4 successful phones plus the iPad
  • Google launched Android and quickly secured a market leading position
  • RIM has lost some ground with two under achieving devices (Storm and Torch)
  • Palm launched the failed Pre and ran out of cash
  • Once almighty Symbian faded
  • Nokia and Intel joined forces with Meego
  • Samsung launched Bada….

all this… and Microsoft has yet to make its first move.

In a platform battle that is surely to consolidate, in the limit, to likely one big winner plus niche players, it’s not a pretty situation for Microsoft.  But if you are in Redmond you can’t afford to lose in mobile.  PC shipments are an increasingly small share of device shipments, with mobile devices enjoying all the growth.  Losing in mobile would relegate the Windows platform from a virtual monopoly to a minority player in only a few years when looking at all connected devices.

The question is what cards does Redmond have to play (besides a ton of cash)?

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Written by Francisco Kattan

August 25, 2010 at 10:14 pm

Why Steve Jobs will Never put Adobe Flash on iPhone OS Devices

[First a quick disclaimer:  although I worked for Adobe in the past and I still have many friends there, I have no inside information on this topic.  This post represents my personal opinion based on publicly available information.]

Given the launch of the Flash-less iPad and the leaks from Apple’s post launch employee meeting most industry insiders have finally concluded that Adobe Flash is not coming to iPhone OS devices.    Over the last two-and-a-half years the conversation has shifted from

  • When will the iPhone support Flash? to…
  • Will the iPhone ever support Flash? to most recently…
  • Why won’t Apple devices ever support Flash?

The question in most people’s mind now is why not?  That is the question I want to address with this post.

While most of the debate in the blogosphere  centers around technical reasons, the real reason is not technical at all.  It is a calculated business decision made by Steve Jobs.

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Written by Francisco Kattan

March 7, 2010 at 10:54 am

The Mobile App Store Landscape 5 years Ai (After the iPhone)

[This is a repost of my guest article at Vision Mobile’s blog]

2009 was the year of the app store wannabes.  Following the remarkable success of the Apple App Store, OEMs, mobile platform vendors, mobile operators, and traditional aggregators either created new app stores or repositioned their existing offerings as app stores.  There are now between 24 to 32 app stores depending on who is counting (see Distimo’s app store report and the WIP App Store Wiki for reference), and more stores are surely to follow.  However, key questions remain about how the app store landscape will emerge after the current period of hysteria subsides and the dust settles.

– Are we going to see many app stores on each handset?
– Will app malls emerge to host multiple app stores within?
– Will operator stores gain critical mass?

[Or will we see a “no app store” future as proposed by Matt Millar via the comment thread?]

Andreas Constantinou wrote an excellent article that defines the app store building blocks and predicts a “dime-a-dozen” app store future.  I will build on this post, but will offer an alternative view of how the landscape will evolve.

It’s a Winner-Take-All Contest

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Written by Francisco Kattan

January 22, 2010 at 10:35 am

Why Droid will hurt RIM more than the iPhone

By now I’m sure you’ve seen Verizon’s aggressive “idon’t” campaign to compete against the iPhone with its new Motorola Droid.  This is Verizon’s second attack on the iPhone after the first attempt with the Blackberry Storm failed miserably.   Despite the Storm, AT&T continued to add new subs on the strength of the iPhone.  Just last quarter AT&T added another 3.2 million new iPhones, 40% of whom were new customers to AT&T (a 2 year trend now).

Although Verizon desperately needs to counter the iPhone, I believe this latest attempt will hurt RIM much more than Apple.   In other words, it will backfire cannibalizing more Verizon RIM devices than AT&T iphone devices.   Here are two reasons why:

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Written by Francisco Kattan

November 18, 2009 at 10:20 pm

My Number 1 Wish for Operators

I just participated in a panel discussion representing developer needs from operators.  The panel was moderated by Alan Qualye who kicked off the panel with the question:

If  you could have one wish to make working with a operator easier, what would that wish be?

Having worked with many developers I have many wishes, but my top wish for operators is simply to LISTEN to developers.  And by this, I mean to really listen, prioritize their requirements, and take action.

Only a year ago operators had a virtual monopoly for distribution of mobile applications and developers had to beg to get on deck.   It was difficult to get on deck, it was expensive to get certified on every handset, revenue share was low, and it was difficult to stay on deck because discovery by consumers was difficult.

But the tables have been turned now.  Competition for developers is at an all-time high.   Handset OEMs, OS players, development tool vendors, social networks, game consoles, operators, infra providers are all luring developers.  In fact, many developer programs have even created multimillion dollar funds to subsidize developers for their platform (such as the $10M Open Screen Project Fund my team and I set up for Adobe with Nokia).

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Written by Francisco Kattan

September 1, 2009 at 5:55 pm

App store galore – friend or foe for the operators?

Once upon a time operator branded app stores were thought to be doing well.  After all, lots of games, screen savers, and ring tones were being downloaded on mass market feature phones.    Qualcomm bragged about its thriving developer community and Verizon’s Get it Now store was a good case study in the industry.

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Written by Francisco Kattan

April 9, 2009 at 12:41 am