As consumers shift their use of Facebook from PCs to smartphones, investors worry about lower mobile advertising revenues. Is this a temporary situation that will be remedied when usage patterns settle, or do investors have a right to be concerned? Must the advertising industry learn to adapt to a permanently leaner income stream from smartphones?From http://www.mondaynote.com/2012/06/10/mobile-advertising-the-20b-opportunity-mirage/
Interesting article. In the end, it makes the case for tighter fiscal and economic integration of Europe and the Eurozone in particular. I hope we’ll see Germany adopt this view and push it in the coming months.
Investors Chronicle - Europe’s problem, Germany’s choice
http://www.investorschronicle.co.uk/2012/06/01/comment/chris-dillow/europe-s-problem-germany-s-choice-unMKa7caMrTwS3zvIITh6J/article.html
Is everybody misdiagnosing the euro area’s crisis? Jorg Bibow of the Levy Economics Institute in New York thinks so. He says the region’s problem is not sovereign debt at all, but rather an internal balance of payments crisis.
Read it at http://mobileopportunity.blogspot.ca/2012/05/fear-and-loathing-and-windows-8.html (it’s a bit long, but it’s definitely worth it).
Why you should care. The rollout of Windows 8 has very important implications for not just Microsoft but everyone in the tech industry. In normal times, most people are unwilling to reconsider the basic decisions they have made about operating system and applications. They’ve spent a huge amount of time learning how to use the system, and the last thing they want to do is start learning all over again. That’s why the market share of a standard like Windows is so stable over time. But when a platform makes a major transition, people are forced to stop and reconsider their purchase. They’re going to have to learn something new anyway, so for a brief moment they are open to possibly switching to something else. The more relearning people have to do, the more willing they are to switch. Rapid changes in OS and app market share usually happen during transitions like this.
Windows 8 is a revolutionary transition in Windows, easily the biggest change since the move from DOS to Windows in the early 1990s.
Great article. Too bad nobody advocates for this louder.
The Fairness Trap
http://www.newyorker.com/talk/financial/2012/06/04/120604ta_talk_surowiecki
To move Europe away from the brink, voters and politicians on all sides need to stop asking themselves what’s fair and start asking themselves what’s possible.
Microsoft really did spend a lot of time thinking Windows 8 through. They made some pretty bold bets. This article is well worth a read to get a sense of where they think the future of computing (especially PC computing) is going.
Whether it works in its Windows 8 embodiment or not, the idea of one-PC-device-to-rule-them-all has a strongly seductive sense to it. I hope their hardware partners will live up to the hype Microsoft is generating!
Creating the Windows 8 User Experience:
http://blogs.msdn.com/b/b8/archive/2012/05/18/creating-the-windows-8-user-experience.aspx
(via Instapaper)
