Linked by Matthew Johnson on Tue 31st Jan 2012 22:24 UTC
PDAs, Cellphones, Wireless In its analysis of last year's smartphone market in the U.S., NPD found that market share for Apple's iOS went up following the release of the iPhone 4S, to 43 percent of all smartphone sales in October and November from 26 percent in the third quarter. Android, meanwhile, retained its lead, but lost market share towards the end of the year, dropping in October and November to 47 percent from 60 percent in the previous quarter. These are some dramatic shifts in market share but what do they really mean to you and me?
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Bill and Clay ruined the discussion
by jared_wilkes on Wed 1st Feb 2012 03:03 UTC
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The success of Microsoft through the eighties and nineties and the strength of Clay Christensen's Innovator's Dilemma (which is flawed and in its first incarnation focused too heavily on economic disruption from below, and the commensurate network effects, rather than true innovation) have completely blurred out the true discussion. People are too quick to be reductionist, black-and-white, winner-take-all.

The real question is: What is required to make a platform sustainable? Is there a threshold for market share sustainability? Platform profitability? Development ease, speed, and cost? Are there other network effects beyond masses of users? Etc.

If you can arrive at intelligent answers to these questions, market share becomes less of a focus.

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