Comments on: The ASUS effect : Mobile innovation triggered by open source, long tail devices and a shift in the device value chain

By: Ajit Jaokar

Ajit Jaokar — Tue, 12 Aug 2008 09:47:13 +0000

Thanks for your comments Vishy. kind rgds Ajit

By: Stefan Constantinescu

Stefan Constantinescu — Tue, 12 Aug 2008 09:27:38 +0000

Please fix the link to ‘have all announced reference designs at Barcelona.’ there is a period after the html that needs to be chopped off.
I can’t help but agree with your conclusion that there are too many factors all lined up that should make the top 5 scared since we’re going to have new players coming from places that today we can’t even imagine, with designs that are bleeding edge.
It’s all about design at the end of the day, people buy the prettiest device in the shop.

By: Vishy Gopalakrishnan

Vishy Gopalakrishnan — Mon, 11 Aug 2008 21:12:54 +0000

Ajit – Good deconstruction of the value chain.
My question is around your conclusion about the benefits – not necessarily questioning the benefits to consumers and developers in the long run. But in the short/medium term, especially developers are left to choose across at least six (if not more) different device OS environments.
For the vast majority of developers, this is pretty daunting given the complexity of mobile app development. Yes, there will be some winners but in the short term, it seems like fragmentation will still rule and act as some kind of a ‘governor’ on the true innovation potential of mobile apps/services.
Vishy