Stock Talk 01: Bell Ringing

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Welcome to the inaugural episode of Stock Talk, our new mobile market focused show! Chris, Ed, and Rene start things off talking about Apple’s position in an increasingly cross-platform, HTML 5 world, RIMM trading below book, and what LTE means for future business. This is Mobile Nations Stock Talk!

Hosts

Feedback

Got something to say? Agree or disagree with something we said? Have something you want us to discuss on a future show? Don’t just sit there yelling at the screen, dammit, let us know!

Credits

Our music is pROgraM vs. Us3R by by morgantj. Introduction by Joseph Holder.

Thanks to the Mobile Nations network of store for sponsoring this podcast, and to our fantastic live chat members for keeping us honest and making us smart!

Mobile Nations

Tim

I’m very excited that Mobile Nations has decided to do a stock-focused podcast. The inaugural podcast was a good start though I found it surprising that the hosts were so convinced that Apple is doomed to being a commoditized hardware maker in the face of a supposedly unstoppable Android onslaught, that Research in Motion is a valid template for Apple’s future, and that the commoditized component vendors are where the real money will be made… It would be great to have some guests on to challenge these notions. For example, it would be great to hear from Andy Zaky, Florian Mueller, or Horace Dediu. There are a lot of reasons why the hosts are wrong about the future of the mobile handset marketplace, including patent litigation, Android fragmentation, and Apple’s dominance of the supply chain.