An analysis of mobile phones as software platforms says there can be only one big winner
An engineer and investor who call himself Tulip Farmer — surely not his real name — posted a provocative piece on Seeking Alpha Friday that looks at the smartphone wars as a battle to be the dominant software platform.
A platform, as Farmer defines it, is a device or service that customers buy primarily because they want the third party applications (emphasis his) that run on it.
In the two examples he offers — IBM’s (IBM) mainframe in 1960s and Microsoft’s (MSFT) MS-DOS in the early 1980s — one platform emerged with the lion’s share of the market and the others either failed or were pushed into niche markets.
You can read the rest of his piece, and further thoughts about how to capitalize on the trend, here.
[Follow Philip Elmer-DeWitt on Twitter @philiped]