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Rabu, 30 Juli 2014

A Closer look: Mary Meeker vs. Samsung Earnings - Mobility TechZone

     

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July 30, 2014

A Closer look: Mary Meeker vs. Samsung Earnings


Mary Meeker and her team at Kleiner Perkins issued their Internet Trends 2014 report this past May, and while Mary has been associated with hyping the tech bubble, she has also long been a good trend spotter, providing lots of perspective as to the who, the what, and the why. Her current projection is that we will continue to see 30 percent growth in smartphone adoption, a view that is not shared by IDC, which predicts less than 20 percent growth in that same area.


Samsung’s recent earnings warnings point to cheaper competition in China for pretty good phones. The company 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. As in modern times, though, in reference to wedding announcements, where friends mean well but say stupid things like “Well, I hope this works” or “Did you sign a pre-nup?”, Samsung gets dismissed as being “not an iPhone.” Of course, this is a very unfair commentary on a company that has brought us significant upgrades in processing and screen resolution. What it ably illustrates, though, is the associative skills of brand...Read More



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