2. Five huge trends in mobile: 285 MM 255 MM US mobile users total Huge growth – 20% CAGR But tons of users with no smartphones 150 MM 75 MM Smart-phones 2009 2013 Massive growth in smartphones Pure hardware is an awful business Pure software is a small business But winners integrate the hardware + software + cloud Incumbents are focused only on “premium”/killing-iPhone Source: In-stat, Canalys, ABI forecasts
3. Web front end Mailhost links Built from the bottom up to be cheaper, faster, easier and betterfor mobile email Push servers Cloud hosted Wireless network App OS Device form factor Chips + radio
4. Wired: #1 Gadget Time: Gadget of the Year ID Magazine: Annual Design Review BusinessWeek + IDSA: Bronze Medal Pogue: Sweet Mossberg: Sleek & simple