samsung

Two Bears, Revisited – stratēchery by Ben Thompson

Two Bears, Revisited – stratēchery by Ben Thompson Excellent article by Ben Thompson. He revisits his earlier (also excellent) two bears article to show how those two fears – one for Apple, one for Samsung – started to come true last quarter. 

Android instability

Android instability Ben Evans with a blog post of something he first phrased in the Cubed podcast – a contrast of ecosystems from the point of view of PC vs Android vendors. Amongst Android vendors, only Samsung is making money and they have to feel awfully unsure about what the next 2-3 years could bring …

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Google’s Tasty Lemonade – stratēchery by Ben Thompson

Google’s Tasty Lemonade – stratēchery by Ben Thompson A semi-contrarian view on the Motorola sale from Ben Thompson. He agrees the initial purchase was crazy, but admires Google for getting a lot of value from what was a big mistake. Interesting how he links this to Google’s recent deal with Samsung.