http://theequitykicker.disqus.com/Nic Brisbourne’s view from London on venture capital and exploiting change in technology and mediaenMon, 03 Nov 2008 18:22:14 -0000http://www.theequitykicker.com/2008/10/31/phone-industry-becoming-like-the-pc-industry/#comment-4456544Nic, Nokia could well play the IBM role - but who will play Microsoft ;)alan pMon, 03 Nov 2008 18:22:14 -0000http://www.theequitykicker.com/2008/10/31/phone-industry-becoming-like-the-pc-industry/#comment-4456543Hey Alan - good question. I guess if you have to pick a single company I would say Nokia or open source (maybe driven by Google). Google will be peripheral and mostly interested in pushing search and their internet products, which makes them a little different to any of the web companies.nicMon, 03 Nov 2008 17:05:16 -0000http://www.theequitykicker.com/2008/10/31/phone-industry-becoming-like-the-pc-industry/#comment-4456545The PC industry analogy has been around quite awhile - a more appropriate mental model imho is to observe that Apple has "made" the Mobile Web possible with the iPhone as they did with Apple II in the PC industry. The question is who will play IBM/Microsoft in Mobile. Google?alan pSat, 01 Nov 2008 10:48:30 -0000