Surge of mobile device market is making companies run in crazy directions!!!!

While the mobile industry is becoming increasingly central to all computing, it is Apple that is clearly dominating the market place and more enviable its its very high profitability. A great majority of the revenue comes from mobile devices that are launched not far ago. Looking at this companies are running like crazy - few giving up in the race and others running at high speed to get pie of this surging market.

HP, with leading market share in PC business has surprised industry by announcing that it will stop selling laptops, tablets and smartphones. It will stop making hardware for devices purchased as part of the acquisition of Palm Computing, and will license the webOS platform software to other companies.

And Google, which has avoided selling handsets save for one brief failed attempt, is buying Motorola Mobility for a hefty $12.5B. Google becomes both partner and competitor to current Android-based handset makers as Motorola will continue making Android-based phones and tablets. Contrary to this, Apple don’t license their software but use it only for their own hardware.

Legal battles is also not short of any catfight - Microsoft is suing Barnes & Noble, Foxonn. Oracle is suing Google. Sony is suing LG. Samsung, Motorola, Nokia, HTC and Kodak are all suing Apple, and Apple is suing them all barring Kodak.

HP Spins Off its PC Business

I too believe that (perhaps) HP is reading market incorrectly, and even if they turn this their way; company will need at least a 4-5 year makeover period.  And who knows, market might surprise them even at that time.

Interestingly, two exactly opposite strategies being tested in the market: Company like Oracle increasing its baggage, Google trying hardware and at the same time traditional HW company like HP shedding its core (DNA?).

Consumerization of IT is going to bridge the gap between what we call two distinct segments LE and Consumer (SMB is already becoming “not that” meaningful segment). At this point of time putting oneself in either of the (wrongly proclaimed “mutually exclusive”) segments does not look like a far sighted wisdom.

The way IT is penetrating individual household (start from Smartphone,  Smart TV, Smart Camera Still/Video…….. to increasing personal/household digital content, pervasive computer/laptop/IPAD,….. and do not forget emergence of video/interactive gaming…so children are part of this revolution) and pressing need to seamless communication within these devices as well as among various online/cloud based services accesses is going to transform individual household consuming IT like what a SMB is today. And add to this increasing trend of work from home/entrepreneurship.

If we don’t read correctly, at some point of time in future, some consumer company will start eating up what we call enterprise segment today.

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