Love the data, hate the graphic
One of the key themes we’re focused on at the moment is the multilateral asymmetric contest amongst major platform players (Apple, Google, Microsoft and Nokia in particular), device vendors (Apple, RIM, Nokia, Samsung, Sony Ericsson, LG, Motorola, HTC in particular), service providers (Google, Apple, Amazon in particular) and network operators (Verizon, Vodafone, FT Orange and so on). There’s some interesting data from Silicon Insider illustrating the size of the stakes…
The cash resources of some of the major players
While the numbers are interesting, I have to confess I hate the graphic…
It looks like an area chart, but it’s actually a line chart. Tufte’s head would explode…
And I’d love to see the analysis extended to include Nokia, RIM, Samsung and so on. And in this context, who cares about Intel, other than ARM and Qualcomm?
