Microsoft VP Nick Parker:
> “We’ll reach price points that are very industry competitive for 7, 8, 10-inch devices,” Parker said, speaking to reporters after his keynote at Computex, Asia’s largest computing show. “They will really surprise you. Last year, we were in the 3s, 4s, 500 dollars. This year, we’ll be 1s, 2s, 3s.”
Not sure if this is a move to move inventory through the pipeline or an attack to build market share from the low end.
It’s truly amazing how many videos and photos we take each year on our iPhones. The big difference between the two types of media, is that photos are shared quite a bit more than videos. Vivoom wants to change that. […]
This is some incredible compelling analysis. I would urge anyone interested in the methodology behind PC/tablet/phone market share “reporting” (and I do use that term loosely) to read this top-to-bottom.
Things start off with a bit of history.
> Following a routine that began in the 1990s, Gartner and IDC spent the 2000s noting that Apple’s Mac market share was virtually irrelevant, afloat in an ocean of PC sales without giving much regard to the fact that Apple enjoyed very high share in some market segments (such as education and graphic design) and essentially none in others (such as enterprise sales, kiosks and cash registers).
Then came the iPod, then the iPhone, then the iPad, with Mac sales rising as the Mac-iOS ecosystem evolved and expanded.
And that’s when this article really gets interesting. In a nutshell, a case is made that IDC, Gartner, and Strategy Analytics (the big three) set out to torpedo Apple’s perceived market share.
> There’s little mystery of who shot down the iPad’s market share or what weapon they’re using: all three major market research firms rapidly fire off headline bullets clearly aimed at wounding the perception of Apple’s tablet. One can, generally, only speculate about why this is occurring.
>
> However, Strategy Analytics has offered some unusual transparency regarding its motive for carving out a very specific market and then stuffing the pie chart with “tier two” volume to the point where the world’s best selling tablet is crushed down into an embarrassing statistical sliver of shrinking “share.”
Read the article. Fantastic.
When Canadian telecom Nortel went bankrupt in 2009, there was a bidding war between Google and a consortium called Rockstar Bidco for more than 6,000 Nortel patents. Rockstar, which is owned by Microsoft, Apple, RIM, Ericsson, and Sony, won the auction for $4.5 billion.
This afternoon, Rockstar filed suit against Google for patent infringement. You can read the complaint here.
From the complaint:
> On August 1, 2000, United States Patent No. 6,098,065 (the “‘065 patent”) was duly and legally issued for an invention entitled “Associative Search Engine.” Rockstar is the assignee of the ‘065 patent and has granted an exclusive license to NetStar, who holds all rights and interest in the ‘065 patent. A true and correct copy of the ‘065 patent is attached hereto as Exhibit A.
>
> Google has infringed and continues to infringe the ‘065 patent by its manufacture, use, sale, importation, and/or offer for sale of systems, methods, products, and processes for matching search terms with relevant advertising and/or information based on those search terms and other user data, including but not limited to Google’s process of receiving search requests
from a user, using its search engine to generate search results based at least in part on the search request, selecting—through Google’s AdWords and/or any other products, methods, systems, or services Google uses to store and choose relevant advertising—a relevant advertisement based on the search request and/or user data, and providing the search results together with the particular advertisement to the user; and additionally Google’s systems, methods, products, and processes of using other user data aside from the search request to help select the search result and/or advertisement; and additionally and alternatively its contributing to and inducement of others to manufacture, use, sell, import, and/or offer for sale infringing systems, methods, products, and processes in the manners described above. Google is liable for its infringement of the ‘065 patent pursuant to 35 U.S.C. § 271.
This is going to get messy.
Gartner and IDC released their quarterly PC shipment numbers. No tablet data, no phone data, just personal computers. Lots to chew on. Some highlights from Gartner’s US numbers:
To me, there are two big takeaways from this. First, tablets are cannibalizing PC sales. No big news there. Second, I see any decline in Apple sales as a sign of the aging of Apple’s Mac line. The iMac and MacBook Air refreshes are recent and the Mac Pro and Macbook Pro lines are due, hopefully soon. My instinct here is that we’ll see a nice bounce in the numbers, starting with Q4.