5 years in the smartphone industry
5 years ago, in July 2010, I made a bold prediction that Microsoft would purchase Blackberry . The Past At the time, Blackberry was still the clear leader, with over 40% of the market: Even then, however, the trend was crystal clear. Apple had already caught them off guard, and Blackberry was slowly bleeding away market share. Meanwhile, Android was gaining quickly at everyone else's expense. Just look at the monthly increase in the graph above. At the time, it was obvious to me that Microsoft and RIM needed to combine forces if either one was to stand a chance. There were lots of rumors to that effect -- in 2011, 2013, and even earlier this year, but no deal ever panned out. Instead, in 2013/2014, Microsoft bought Nokia -- one of the few phone companies in worse shape than Blackberry. Predictably, this turned out to be a dismal failure, with Microsoft writing off $7.6 billion . The present Meanwhile, the market shifted much faster than I ever could have...