Comments on: Crossing the chasm with Android: Can we view disruptive initiatives like Android in the context of the existing value chain?

By: Birgit

Birgit — Sun, 28 Jun 2009 17:10:32 +0000

I am interested in your suggestion that SIM vendors might use this platform to build their own devices. Do you still think that this is a viable strategy?
What role do SIM card applications play in the current value network in your opinion?
I am researching this for my MBA thesis at Cass Business school and I don’t work for any SIM vendor or operator.
Birgit

By: Ajit Jaokar

Ajit Jaokar — Mon, 02 Jun 2008 11:48:14 +0000

Thanks Dave. Apologies for the delayed response. Travelling. I need to clarify your qs and lets speak on phone. YEs, I need to have openid!

By: Dave Birch

Dave Birch — Fri, 30 May 2008 11:20:10 +0000

Nice piece — very thoughtful. One question though: You say that Android is good for driving competition in “softer” elements of consumer proposition but will that be true if mobile operators have control over the serious applications (eg, payments) that have to be in the SIM for security reasons?
P.S. Why no OpenID login?

By: Mobile phone repairs in London

Mobile phone repairs in London — Tue, 27 May 2008 11:10:47 +0000

How refreshing to come accross articles that offer a broader perpective on the mobile handset industry! Nice one!
While I completely agree with the fact that there is a general tendency towards HW and SW commoditization, I am not sure that it will go all the way.
The desktop PC market has been completely commoditized and it has become very difficult to make any money out of it. However, the laptop PC market still offers pockets of margins, as Apple and Sony currently prove. Why? Because laptop PCs (like mobile phones) are items that you take outside of your home and that you are SEEN with. Therefore, some people will look for specific designs, other will want to show their status through ownership of specific form factors, etc.
As long as there is some emotional connotation attached to mobile handsets, OEM still have a chance to avoid full-blown HW commoditization.

By: Ajit Jaokar

Ajit Jaokar — Mon, 26 May 2008 06:49:53 +0000

Thanks Kamala. Tom Kosnick and his team at Stanford(Mohit etc) are doing a great job. Glad you liked it kind rgds Ajit

By: kamla bhatt

kamla bhatt — Mon, 26 May 2008 01:28:51 +0000

Nice and timely article.
Interestingly, just a few minutes ago I was on the phone with Tom Kosnik,who teaches at Stanford and is writing the sequel to Crossing the Chasm with Geoff Moore.
One of the questions we briefly discussed was whether Crossing the Chasm has adapted itself to consumer products and then I hit my browser button and there is your Tweet about this article!
Kamla Bhatt