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November 14, 2012

Comments

Tester

Do you really trust that bullshit site? I prefer to get my information from less biased sources.

I clicked through 5 or 6 articles there and it's all anti-Windows rants. Not what I'd call informative. There may be a grain of truth buried under all that hate but I don't feel like digging it out from all the waste.

Oh, and concerning Nokia, behold the arrogance they displayed years ago and which undoubtedly caused in no small part their eventual demise:

http://www.engadget.com/2007/11/05/symbian-nokia-microsoft-and-apple-downplay-android-relevance/

bjarneh

Baron95> Yes, it it may work out for Google long term. Or it may not. Hard to say.

70% market share and rising, it really is hard to say..


@Tester, @Earendil Star

nice articles!

John Waclawsky

@Earendil Star Don't you just love it when the trolls gang up and try support each other to defend/sell/shill etc. a utterly crappy MS windows phone. Its almost funny to read the nonsense except it is a pure waste of time. Look back over the years, every new Microsoft iteration is going to magically change the world. How many times have we heard that total nonsense with Kin, Zune, Win Mobile, WP 6.6 7, 7.5 8, ...10 I just laugh at these people LOL

Here's an insightful read that would be really powerful if someone updated it

http://www.roughlydrafted.com/RD/Q4.06/2E6D9BB2-FE1B-4556-8389-67BD581FBCCC.html

notzed

RyanZA: "While it ultimately feels a bit unfortunate that the C64 (and symbian, blackberry, etc) went out of production, it was still a really good thing long term. For devs to make really good stuff, the less platforms the better, since each platform means more code, more bugs, different UI, etc etc."

Umm, so somehow monopolies are now good economics are they?

I consider the whole of the 90's to be a complete lost decade in computing terms - it wasn't until the internet came along that intel and microsoft's stranglehold on suppressive computing was challenged. And it lead to an explosion of ideas and money making opportunities which were not possible in that oppressive environment.

Having a single system also means products are limited to the capabilities of that single system and are subject to the whims of whomever controls it. The reason an Amiga or even a C64 could do multimedia much better than a PC of the corresponding era was because it had real-time features a modern PC still lacks.

Diversity is good, it allows experimentation and the exploration of niches - and there are plenty of programmers to fill every niche possible.

Monocultures are also too fragile, they turn into expensive exercises in keeping out the competition that harms everyone.

Android may not suffer from this so much because it is free and open - we already have multiple customised versions from multiple vendors - and even individual developers. Something totally unthinkable with any version of microsoft or apple os's.

This type of thing (well, linux really, together with hardware advances) is allowing a huge proliferation of new and innovative devices because the platform has finally been commoditised. Two years in it is already a much more interesting decade than the 90s was - lets just hope the patent wars don't wreck it.

futureGEN-Z

@Duke
quote "Tester the troll ....kinda rolls off your tongue. LOL At a minimum he and LeeBase seem to be Microsoft apologists"

I think only astrosurfer will have oppinion skewed toward Microsoft.

For me,
Screw Microsoft, I hope microsoft bankrupt for all the things they did (Novel, DR-DOS, OS/2, Sendo, Nokia). Microsoft Era = Dark Ages of competition... The bankrupt of Microsoft will lead humanity into new world/technology order.

And I really hope android win, because with android/opensource competition is on a new level.

Some company... for example, samsung could found a bug in android and fix it without the need of google to fix it (microsoft always took a long time to fix bug, glad their loosing the fight, microsoft = bad).

All company that use Android can compete, yet contributing at the same time... The power of open source is THE FUTURE.... The power of MicrosoftOS = past.

foo

@Baron95 "These comments that Google will win the smartphone war is very funny."
@LeeBase "70% market share on a product they give away."

What you apparently miss is the fact that Android is bigger than Google.

Android is open source, it can survive if Google looses interest, or even if Google falls. Can you say the same about the relationship of manufacturers with Windows Phone? No, they are hostage of Microsoft. When Microsoft says "jump" they (particularly Nokia) ask "how high". Android manufacturers can simply fork the development as Amazon did. WHY WOULD A MANUFACTURER PREFER WINDOWS PHONE TO ANDROID?

That's the reason why Android is quickly becoming the Windows of mobile.

foo

@notzed "Umm, so somehow monopolies are now good economics are they?"

It is better to have an open source monopoly, where everyone has fork, than a closed one.

Amazon forked Android. Anyone can do that.

"Diversity is good, it allows experimentation and the exploration of niches - and there are plenty of programmers to fill every niche possible."

Android allows diversity; Windows Phone doesn't. That's the reason why we see a flood of Android devices, occupying every niche imaginable. Some of them flop, some of them succeed. How can Microsoft mimic that?

Microsoft is trying to mimic Apple with a common standard for manufacturers. That's great for Microsoft, but terrible for the manufacturers, because there is so little space for differentiation.

When a company can't provide cost advantage nor differentiation, it is doomed to become a niche player.

Recommended read: http://www.quickmba.com/strategy/competitive-advantage/

RyanZA

@notzed Microsoft having an economic monopoly was a very bad thing, since they could force people to use their software, etc. Platforms having a monopoly has pros and cons

Pros of platform monopoly:
1) Lots of developers since users can buy some software and know it will run
2) Well tested software since popular software on a monopoly platform is going to be hugely used/tested
3) Room for niche software - you can't make software targeted at a small customer base and then only be able to serve a small number of customers on a small platform

Cons of closed platform monopoly (windows, apple):
1) Platform developer can outmaneuver any competitors trying to use their platform
2) Slow innovation since enhancements to the platform are driven by only 1 company
3) Platform acts as a 'tax' - everyone has to pay the platform owner a tax even if they aren't using the platform fully (having to buy windows just to copy .dlls to your linux box to run some software, etc)
...) Tons more..

You could argue either way for pros-cons of the above. Some people think Windows was really good and helped computers grow fast, at least at the start. Personally I think it was a really bad thing though, mostly because of how MS (illegally) abused the platform monopoly...

However, Android is an open monopoly and none of those cons apply. So you get only the pros. Anybody can develop a brand new platform that can still run Android apps, etc, since they can just embed the open source dalvik into their OS. (Blackberry is heading this route)
I'm running MIUI on my Samsung phone currently, and it has very nice enhancements to Android such as blocking app permissions, ability to download full themes and customize the phone, etc.


So yeah, an open platform monopoly really is a good thing.

bjarneh

LeeBase> 70% market share on a product they give away.
LeeBase> Yes, folks, Android is far from having been proven to be a winner for Google.

They also "give away" a web-search-thing, and email. They just keep on giving, never asking for anything in return, total saints!

Google are advertisers, income does not come from us, WE are their product.

Tester

If Google had wanted to make money off Android it wouldn't be an open source platform.

It's also obvious that they didn't need Android to promote their services.

So what did they need it for? The most likely answer: To prevent Msft and Apple from dominating yet another market segment.

Do they have to fear Samsung? I doubt it. Samsung's revenues come from selling hardware mostly. They would ultimately risk more by walling themselves off.

Amazon is a bad comparison. Their main business is to sell content - and to promote that business they have to shut out Google and its services.

RyanZA

@LeeBase

Problem for Samsung is that they need to have Google Apps / Google Market. To get those, they must play by Google's rules. Sure they can go ahead and make their own store and maps and everything, but Samsung has tried to do that before and failed (and even Apple has failed on the mapping side...). So Samsung can't easily push Google out of the picture without heavily annoying customers and pushing them to competitors. LG has hardware just as good as Samsung's. Samsung is thriving because their product is the best currently. If they drop Google, they no longer have the best product.

Long term they may need to drop Google, but this 'long term' is 5+ years and completely out of anybodies ability to predict right now...

darwinphish

Tomi:

Do you have any national or regional numbers for smartphone sales and platform adoption? I ask because I believe the world wide numbers are hiding what is happening in specific markets. For example, I believe China and India together represent over 1/3rd of the smartphone market and in those countries Android absolutely dominates, with some recent reports stating over 90% of sales. Obviously if China and India so heavily favour Android then Android's dominance in other countries/regions is less than the worldwide average. I know, for example, Android does not out sell iOS 2-to-1 in the US.

All that said, I have had a hard time finding exact numbers for China and India so I am hesitant to draw any strong conclusions. If you have and can share any of this data it would be greatly appreciated.

bjarneh

@LeeBase

true, they can be ripped off, but not much.. this stuff is GPL, if it was BSD; it would be plain madness.

Samsungs alternative (Bada/Tizen or whatever it's called) is also Linux based, as we know it's usually just a matter of time before stuff that works on one Linux platform, works on all other Linux platforms as well. Even the tiny Meego community has started building a compatibility layer for Android apps (with no funding):

http://wiki.maemo.org/Apkenv/Game_Compatibility

for now it's mostly Angry Birds, but this is destined to change. If you had some money to put behind it, it would be a matter of time, before Android apps ran fine on Meego/Tizen/Bada etc. and vice versa.


Google have already made their money back; they are now in so many pockets, and have access to location/email etc. that this is paid for ages ago. This is the real revenue, when Google knew nothing about users, their ads was worth 5 cents, now it's 5 dollars. The value of all that information can easily be seen by Google's attempts at buying/building facebook alternatives (orkut/googleplus).

A fishing-pole ad is pretty useless to someone who never fishes, but when you only show it to people who live places where they do a lot of fishing, and you know the person has called/emailed fishing-gear-stores etc, it's money..

RyanZA

@bjarneh

No, it's not GPL. It is Apache (same as BSD). Samsung can very easily strip out all Google stuff and replace it all with their own stuff. Nothing stops them at all if they want to do that.

@LeeBase

But Samsung is definitely not going to do this in the short term. Feel free to speculate on it if you want, but it is very much guaranteed that Samsung will be sticking with Google Apps for at least the next 5 years. (For Non-China markets only, though - for China, they may very well strip out everything Google if the cost of Google services exceeds the cost of doing that customization.)
Customers buying Android want all of their existing paid apps to carry across. They want their gmail to carry across. People would move to LG in a heartbeat to get access to Google services at present.

Tomi T Ahonen

Hi gang

Nice discussion, keep it going.

First to regular visitors, I have hoped I would not need to make this comment, but here goes.. obviously its no longer possible to even try to respond to all comments. I love it that we get so many commments so often on the blog, but apparently the popularity of this blog is now so big, we get often so many comments, with what time I have, I won't have the chance to respond to everybody. I will still do my best. Trust me, I read every comment and take it in.

I will comment now more generally on a few themes that came out. Early in the comments was the debate about size of reach vs how easy is it to make money on the platform. Baron95 gave an often-repeated line by those who don't have the biggest platform, that their system allows easier chances to make money. Yes, that will be relevant to some, and even a winning argument to few, but as many pointed out in the comments like bjarneh - the most common interest, by developers, is whose platform reaches the widest. I trust even you Baron95 will begrudgingly admit, that it is often the clinching argument at developers - whatever your personal preference of what it SHOULD be might be - and that the biggest platform over time always gets the most developers. That is what history has shown, that makes economic commercial sense. But it does not mean, that for some the argument is not valid, where can we make easiest money or most money.

And with that, I would add, Blackberry is the lest not-dead of the small platforms, for that very reason, the big corporations are very reluctant to throw out their Blackberry OS investment, they take long time to decide and the platform is thus far more viable and can sustain short-term problems, and still survive. A consumer-oriented platform, if hit by sudden loss in popularity (witness Symbian, Palm) cannot recover..

Tomi Ahonen :-)

cycnus

Google doesn't really a believer in Patent system. They believe by spreading the knowledge, innovation can be had at greater speed.... The idea is like a school, school/teacher doesn't hold back when teaching their student. And a teacher is succeed only if their student is become smarter than the teacher.... and this would benefit the ecosystem.... example. A teacher in medical teach all his knowledge, and the student find a cure to cancer, that in turn might help the teacher family.

Google believe in Open Source, and in open source by working together at the core level (OS), and competing at the user interface, it boost the speed of innovation. Thus would benefit Google.

I know for real capitalist, it's really hard to understand the essence of open source and afraid that open source would destroy the leading advantage of capitalist. I believe this is the reason that Microsoft destroy Nokia at all cost.

I, for one, really hope that astrosurfer like baron95 would look at Android vs. Microsoft at different angle. Because there is no benefit for them to think: I WOULD BUY WP8 EVEN THOUGH IT'S BAD, AND BECAUSE I THINK GOOGLE DOESN'T MAKE PROFIT FROM IT...

I really hope when they compare android vs. WP8, they would be honest and see which one is really best for them in short term and in 1-2 year.

Tomi T Ahonen

Then there was the comment about Android and Google's motivations.

Android is not there for Google to try to make money on the license (obviously) and here is the why. The mobile industry sits at the epicenter of digital convergence - most of my regular readers will know at least that I believe 100% this is true, and increasingly it is accepted by many futurists (but not all).

The critical central point of that digital convergence is the mobile service, that is delivered to our pockets through that gadget we call the mobile phone (increasingly, a smartphone). The one player, that has a certain path to that future is the carrier/operator who owns the spectrum and then builds a Billion-dollar network infrastructure with typically 10,000 base stations and antennas around the country, to serve their millions of clients. So if we look at mobile advertising or mobile banking or mobile commerce or mobile social media of the future, the only 'guaranteed' winner who will be there, is the evolution of what we now think of as the carriers/operators like Vodafone, Sprint, Telefonica, China Mobile etc.

That race is closed. If you were not there to buy the spectrum when the licenses came out, often a decade ago, you are now locked out. Apple cannot build a network on 4G and launch services on it. There is no spectrum. If there is a supplemental spectrum auction, as some countries have from time to time, then Apple could theoretically go try to bid for such a license and try to become a carrier/operator - but in so doing, they could at best gain a few countries, and lose the rest of the planet, as the other carriers/operators would immediately put all iPhones on sales boycott as they do not want handset makers becoming licensed operators/carriers.

Apple could also theoretically try to buy a carrier/operator, but it would amount to the same thing.

Now, what of Google. They were too late to try to outbid Vodafone or Telefonica or Orange or America Movil etc for 3G spectrum licenses, by the time Google figured out, they want to become a mobile company. They discovered a backdoor route to our pockets - Android.

Android is BY FAR cheaper way for Google to get into our pockets, than what Carlos Slim did by buying cellular telecoms operators/carriers in just about every Latin American country (and is starting to expand to Europe too). Google is, through Android, getting to 'have its cake and eat it too'. They 'cheated the system' and got into our pockets, without bidding for very expensive spectrum in auctions, and then building Billion-dollar networks across the planet. So this is actually a very clever ploy, to become a central player in the future of digital convergence. Don't ever expect Google to abandon the free Android model, and observe how stupidly Microsoft is killing what little chances it had, by insisting on the license fee. Google is inheriting the digital future, and Microsoft is pushing it away.

Tomi Ahonen :-)

cycnus

One more thing i would like to add here...
Google is getting money for every apps you buy in the Android Play Store.
So, google GOT MONEY from android directly from user.

Microsoft with their WP8 is doing DOUBLE DIP.
they got license money from WP8 manufacture (nokia, samsung, etc)
and also got some cut when someone buy apps/music/magazine etc.

What Google doing with Android is like selling the FREEMIUM apps.
You give FREE GAMES, and got $$ from selling the cheat item.

Szymon

4 bada . 5.2 M . 3.0 % ( 2.7 %)
5 Symbian . 3.4 M . 2.0 % ( 3.3 %)

me thinks there is typo in #4 or #5 (last % column).

Regards, Szymon.

Szymon

sorry no typo, just tired :( please remove both comments.

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    Tomi Ahonen is a bestselling author whose twelve books on mobile have already been referenced in over 100 books by his peers. Rated the most influential expert in mobile by Forbes in December 2011, Tomi speaks regularly at conferences doing about 20 public speakerships annually. With over 250 public speaking engagements, Tomi been seen by a cumulative audience of over 100,000 people on all six inhabited continents. The former Nokia executive has run a consulting practise on digital convergence, interactive media, engagement marketing, high tech and next generation mobile. Tomi is currently based out of Hong Kong but supports Fortune 500 sized companies across the globe. His reference client list includes Axiata, Bank of America, BBC, BNP Paribas, China Mobile, Emap, Ericsson, Google, Hewlett-Packard, HSBC, IBM, Intel, LG, MTS, Nokia, NTT DoCoMo, Ogilvy, Orange, RIM, Sanomamedia, Telenor, TeliaSonera, Three, Tigo, Vodafone, etc. To see his full bio and his books, visit www.tomiahonen.com Tomi Ahonen lectures at Oxford University's short courses on next generation mobile and digital convergence. Follow him on Twitter as @tomiahonen. Tomi also has a Facebook and Linked In page under his own name. He is available for consulting, speaking engagements and as expert witness, please write to tomi (at) tomiahonen (dot) com

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