Daily commentary: On mobile computing

Samsung and Apple produced record profits this past quarter. meanwhile companies like Motorola, Nokia, HTC, and RIM are all losing money. It seems like a winner takes all paradigm is shaping up in the mobile space. But going forward, I would be watching trends at an industry-wide level as much as at this company level.

The first trend to watch is in terms of the shift to emerging markets from developed economies. For example, I caught an analysis today which suggested high-end saturation to me. MG Siegler of Tech Crunch who is an Apple proponent was wondering how Android handsets could still have so much share when Apple's latest phone was selling so well on the major carriers. He questions the numbers. As I read his analysis, it occurred to me that one reason that Android is taking sh...


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