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Now we understand what Nokia's CEO meant when he said the company had to "jump into the icy seas" in order to save itself. The "icy seas" in question has materialized as Microsoft's OS, It is ironical that it was Nokia that originally led the main handset makers away from Microsoft  and into the Symbian consortium for fear of becoming commoditized hardware makers. Now, years later, the company has been forced to make a dramatic U-turn. Why didn't Nokia choose Android? Probably because both Nokia and telcos - who are its main customers - fear a Google monopoly (or a Google-Apple duopoly) and don't feel threatened by a now weakened Microsoft. Moreover, the two companies are somewhat complementary, with Nokia having scale but lacking a competitive OS, and the opposite for Microsoft. But critics might wonder whether - in this fierce competition between ecosystems - it is wise to pick a weaker ally for fear of intra-ecosystem competition, and risk losing the battle between ecosystems. Moreover, Nokia will have to pay Microsoft for OS licences and not have exclusive rights, so that the risk of becoming commoditized is for real. Finally, the announcement was made today, but new products will not be ready for months (how different from Apple's approach to announcements!). In the meanwhile, Nokia's market share is likely to plunge significantly. A real jump in the icy seas  

Article on the complemetary role of public and private financing in supporting technology in the early phases of its lifecycle. Financing is a mixed blessing, since it is necessary to make technology viable, but it risks supporting the "wrong" technology or dominant design

Interesting discussion on the diffusion of solar energy around the world and especially in the US. The main point is: is solar energy a valid energy source, and is just in need to have some economies of scale and learning to kick in? If so, government subsidies may be helpful... but don't they bring the risk of locking us into a wrong technology, or simply the wrong technological generation?

When dealing with e-books, the reader is not everything, of course, since you need content too. The problem is that with digital goods there is a huge risk of commoditization and of consumers feeling entitled to "free" content ("marginal cost is nil, so why shouldn't I get it for free"?). This explains the reason publishers are pushing to retain control over pricing decisions instead of leaving it to distributors.

Another take on e-book readers. We definitely are in the fluid phase of innovation, with a flurry of competing alternatives coming out, sales growing, price slowly decreasing (but still far from the level acceptable for mass diffusion)... but absolutely no agreement on dominant design. Will it be black-and-white, or must we wait for color? Will it be dedicated readers or tablet PCs?

Mac and Linux users are still being asked to hold their horses, but Windows loyalists can begin testing out that hotly-anticipated group video calling feature today. Skype's latest beta, which was detailed earlier in the month, is now available to download for those willing to take the risk, with Skype 5.0 Beta adding support for "group video calls with up to four people." Hit that source link to get things rolling, and be sure to drop us a line once you and your four besties have had a chance to give 'er a go.

Google on Tuesday said it will acquire Global IP Solutions Holding, which makes processing software for voice and video over IP, for $68.2 million. The deal means that Google will own the voice and video conferencing engine behind its competitors' instant messaging systems. Global IP Solutions (GIPS) provides best-in-class voice and video processing in IP communications. GIPS enables its customers to deliver unmatched quality, with a faster time to market and less risk than alternative solutions. Its customer list includes Nortel, Oracle, Samsung, WebEx, Yahoo!, AOL and other key players in the VoIP market. The purchase of GIPS comes a day before Google's I/O conference. Given Google's acquisition of Gizmo5 and its existing Google Voice service, the search giant appears to be collecting enough assets to give Skype and others competition on the consumer and business fronts. GIPS's software can also be layered into Google Apps in multiple areas as a business collaboration tool.

Outsourcing has succeeded because of its ability to industrialize business activities - reduce risk, drive standardization, increase productivity, and improve predictability.

Photovoltaic technology is an interesting case study. Americans firms have pushed their way in thin-film technology, but are finding it difficult to scale up manufacturing. Meanwhile, the Chinese have invested heavily in reducing manufacturing cost of traditional technology. Though it is still early to understand which is the winning bet, it shows that it is not easy to make such far reaching choices