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Mary Meeker vs. Samsung Earnings: A Clearer Perspective - Mobility TechZone

     

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July 16, 2014

Mary Meeker vs. Samsung Earnings: A Clearer Perspective

Partner, Crossfire Media

In May of this year, Mary Meeker and her team at Kleiner Perkins issued their Internet Trends 2014 report. While Mary has been associated with hyping the tech bubble, she is always a good trend spotter and gives us lots of perspective as to not only the who, but the what and the why.

Her projection is that we will continue to see 30 percent growth in Smart Phone adoption. This is a view not shared by IDC as quoted by Reuters, which predicted less than 20 percent growth.

In discussing the earnings warnings Samsung gave recently, they point to cheaper competition in China for pretty good phones.

Samsung has built some amazing solutions and James Brehm recently saw one of the new devices they were bringing to the market and gave us a review...Read More



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