re: Clay Christensen & “The Commoditization of Wireless Handsets”
... OK, Clay, I drew my little diagram with an X,Y axis and plotted pace of innovation v. pace of improvement ...
... and OK, today we are going to talk around the RIM Blackberry as an innovative product with a nice simple app for starters ...
... but I found it odd that Clayton said ...
"5 years from now the industry will be dominated by industry standard open architecture"
... and never mentioned Nokia's role in the Open Mobile Architecture Initiative, or how they would best apply there strategy, or appear to intend to apply the strategy.
The history of disruption .... the big guys with tremendous resources (like Nokia) have to adjust to transition, and have difficulty doing so ... so Nokia has a more torturous path than RIM.
Nokia is best positioned to do it (make the transition) ... but nobodies ever done it.
... and someone asked Clay, "what do you think, Clay, of Nokia Symbian v. Microsoft SmartPhone 2002 over next 3 years" ....
Wow ...... Well ..... if you go back to my diagram ............
Microsoft is trying to port Windows OS to the Stinger phone but the the business model may be premature .... by packing Stinger so full of features there is lots of downside ... by contrast the RIM blackberry starts with a nice single simple app.
... and, do you, Clay, think its easier for RIM to add voice to Blackberry. than it would be to add Blackberry functionality to a voice device...
WOW .... why do I think that? .....
... and When asked to comment on GSM GPRS etc. v. CDMA 1xRTT/1xEV-DV, Clayton commented:
George Gilder unambiguously states that CDMA will eat GSM's lunch but in reality technology can arrive before users can really use it .... very often a conventional approach proceeds along at its pace and catches up by the time the user has the need ... bandwidth hungry applications are slow to come .... our lives just don't change that fast ... as fast as technology changes ...
- Eric - |
