Operators used to bundle content, access and device. Now devices bundle access and content. The Amazon Kindle and Dell NetReady are early examples. But we can think of some more disruptive examples. What about a Facebook Phone with global roaming included? Start up Macheen wants to cash in on the opportunity. We think there is […] Read more »

Based on Q3 2011 results from Cap Gemini, Atos, Logica and Ordina, the Benelux IT Services Market is down 5% year on year for Q3. Given the economic and financial turmoil the Q4 outlook is grim. Can companies achieve full year targets? Who will buy Ordina? Read more »

Cloud is not among the five new Vodafone growth opportunities that were presented at the Q2 financial results meeting a couple of days ago. We believe Vodafone is right and consider competing in the cloud services space difficult for telcos. Have a look at our 12 reasons why telcos will not dominate cloud computing. Read more »