Mobile will be bigger than you think

http://www.businessinsider.com/henry-blodget-mary-meekers-internet-presentation-from-web-20-2009-10#mobile-will-be-bigger-than-you-think-1

by rpbertp13 • 17 years ago

21 10 17 years ago

businessinsider.com

joecode• 17 years ago

Overall an interesting slide-show, though it contains some silly points, such as:

o "New Computing Cycles Supported by 10X More Devices"

[The graph is extremely artificial. An extrapolation based on 4 made up points. And really, the growth in units of computers can be better explained by increasing market potential (i.e. cheaper, smaller => more users), not just more devices multiplying like so many rabbits gone rampant.]

o "Apple market share / impact should surprise on the upside for at least the next 1-2 years."

["should surprise"---what does that even mean? What if it doesn't surprise? Would that also be a surprise?]

nfnaaron• 17 years ago

["should surprise"---what does that even mean? What if it doesn't surprise? Would that also be a surprise?]

It means that they are expected to exceed expectations. HTH. :)

joezydeco• 17 years ago

You should clarify. "Expectations that are set by people that have no idea what Apple is really doing internally"

haseman2• 17 years ago

Woah there. This is the kinda stuff we saw in the early dot-com days. Mobile will be big, but there are some huge hurdles to get over...just off the top of my head:

1-Bandwidth limitations. Have you tried using AT&T in San Francisco?

2-Divergent platforms: I write mobile software for a living and I'd say about 60% of my time is spent making the same software work on a different device. This is ruthlessly inefficient and I've yet to see anything (aside from the single resolution iPhone) to address this issue.

3- User Interface: Small screens, small keyboards.

Mobile will be big, but it's got problems, and if too much VC is poured in now we'll build up a market that can't be sustained. It's already happened, in some ways, with the iPhone marketplace.

Easy does it.

ars• 17 years ago

> Bandwidth limitations.

This is going to be a big problem - the simple physics of it, means it's much more limited than wired.

> I write mobile software for a living

I always wondered about that. Do you write native apps, or is it some kind of HTML? I see so many: WAP, WML, XHTML-MP. Which do I use if I want to get started?

thejo2• 17 years ago

It really depends on the market you're trying to address. I would assume that most phones sold in the developed markets in the last two years have browsers with XHTML+CSS support. But, tons of low end phones are still sold the world over. They may support only WAP. We started with WAP on a project and quickly gave up.

haseman2• 17 years ago

I personally write native apps. J2ME for most low end AT&T phones and blackberries. Brew (A SDK straight out of the 80's built on non-static C) for Verizon. Java on Android for the Google phones and, of course, Objective C on Mac OS for iPhones.

I'll work with any 3 of these platforms in a given day. 2 if I'm lucky, 1 if there's a looming deadline ;-)

dmv• 17 years ago

Henry Blodget promoting Mary Meeker content - early dot-com days indeed.

thejo2• 17 years ago

The operators / carriers are a big limitation to innovation in the mobile space. It is completely closed in comparison to the internet. In India, where I worked for a startup which is trying to build a platform without getting into bed with the operators, they pretty much got away with what would appear to normal people to be illegal. Your services are blocked for the simple reason that they may be competing with their own. They will do everything possible to screw up the user experience. I'm not sure how it is in the US. While there are opportunities, there are too many gatekeepers at present.

CSunday• 17 years ago

Of course mobile will be BIG! The signs are everywhere

Mobile will be bigger than you think

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