A Useful look at Mobile Market Share Assertions

John Kirk:

In a phone network, the value is in the phone owner.

– In a mobile computing network, the value is in the app, not the mobile phone owner.

– In a phone network, the more phone owners there are – the more people you could call and be called by – the more powerful the network effect and the more valuable the phone network becomes.

– In a mobile computing network, the more developers there are – the more apps available for consumption – the more powerful the network effect and the more valuable the computing network becomes.

– In a phone network, there is no difference between a phone owner and a phone user – they are one and the same.

– In a mobile computing network, there is a HUGE difference between the mobile phone owner and the mobile user.

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