In the Harvard Business Review and a 50-minute podcast, a deep dive into what it means
Horace Dediu -- the Harvard-trained analyst who writes the influential Asymco blog -- was studying the mobile phone market for Nokia (NOK) in 2005 when Google (GOOG) bought Android, primarily as a defense against the perceived threat that Microsoft (MSFT) was about to do to cellular telephony what it did to desktop computing.
The real threat, MOREPhilip Elmer-DeWitt - Aug 17, 2011 1:12 PM ET
Google built its success on a simple search box that disrupted that old-line business, the web portal. So why is it working so hard to become one itself?
By Kevin Kelleher, contributor
FORTUNE -- Google is becoming all things online. Its quest to organize all the world's information has pushed it beyond the search box. Google saw that people loved Yelp, so it aggregated reviews. It saw how we took to group-buying MOREAug 17, 2011 5:00 AM ET
Google doesn't actually have to make money on its Motorola-brand smartphones
"A year from now, would you purchase an iPhone 6 for $200 if you could get a Google-Motorola Droid 5 smartphone for $50-100 with a 2-year plan from AT&T or Verizon?"
So begins an intriguing thought experiment conducted by the team at Trefis, the stock analysis firm that breaks down companies' stock prices based on the contributions of their major products MOREPhilip Elmer-DeWitt - Aug 16, 2011 2:54 PM ET
Google's $12.5 billion bid to buy Motorola Mobility is likely to reshape the mobile industry. But a deal would have been unimaginable without the surging Android platform.
FORTUNE -- Google's proposed $12.5 billion acquisition of handset maker Motorola Mobility is a bid to protect itself from litigious competitors as well as to dramatically move its mobile business forward. But the search titan's biggest acquisition ever wouldn't even be imaginable if it MOREBeth Kowitt, Writer-Reporter - Aug 16, 2011 11:12 AM ET
With one $12.5B deal it gets two weapons: a manufacturing arm and a rich IP portfolio
Google's (GOOG) announcement Monday that it has agreed to buy Motorola's recently spun off mobile devices business -- listed on NASDAQ as Motorola Mobility (MMI) -- for $12.5 billion could mean one of two things.
Either Google really wants to get into the Android manufacturing business -- putting it into direct competition primarily with Apple (AAPL), MOREPhilip Elmer-DeWitt - Aug 15, 2011 9:14 AM ET
Visualize four years of mobile phone warfare through Asymco's snake-like bubble charts
Horace Dediu, who has been pushing the envelope of data visualization for more than two years, has outdone himself with the interactive chart he posted on his Asymco.com blog Sunday afternoon.
Most conventional graphs display data over just two axes, X and Y. If you want to see how the data in those dimensions change over time, you end up having to draw a MOREPhilip Elmer-DeWitt - Aug 15, 2011 7:10 AM ET
The sharp rise of one of Apple's frenemies triggers a fierce debate about what it means
Some of the most intelligent conversations on the Internet these days are to be found in the comment stream of Horace Dediu's Asymco blog. Not only does Dediu produce striking charts and graphs from his analysis of the mobile phone market, but he carefully moderates the subsequent discussion, pruning repetitive comments and chasing out the MOREPhilip Elmer-DeWitt - Aug 1, 2011 6:41 AM ET
The iPhone last quarter took in 5.6% of unit sales and 66.3% of the profit
Some readers complained when we ran a similar headline almost a year ago, accompanied by the bottom chart at right.
At the time, Apple (AAPL) had a 3% share of the global mobile phone market but was taking 39% of the profit -- a situation that didn't seem to bode well for its competitors.
Since then, the imbalance MOREPhilip Elmer-DeWitt - Jul 30, 2011 7:26 AM ET
The payoff should Apple prevail in the patent wars: an estimated $30 billion
In a note to clients issued Thursday, Bernstein's Toni Sacconaghi takes a hard look at the flurry of patent lawsuits Apple (AAPL) has launched against the manufacturers of Google (GOOG) Android phones.
All in all, he likes Apple's chances. The two key bullet points (we quote):
We anticipate that Apple will push its legal claims hard and unrelentingly and believe MOREPhilip Elmer-DeWitt - Jul 28, 2011 12:50 PM ET
It could, in theory, acquire every cellphone vendor except Samsung with cash alone
Asymco's Horace Dediu has been tracking Apple's (AAPL) growing liquid assets and the shrinking valuations of its mobile competitors, and he estimates that they soon will cross.
Apple's third fiscal quarter closes next week, and when it does, Dediu is pretty sure that Apple will have amassed more than $70 billion in cash, cash equivalents, short-term marketable securities and MOREPhilip Elmer-DeWitt - Jun 17, 2011 10:26 AM ET
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