Author

Farshad

The year of the iPad for the second year in a row

26 January 2012 · Farshad · Research

The iPad and Mac businesses both grew well in the last quarter. Tim Cook said they are observing some cannibalization of Mac from the iPad but much more switching to iPad is coming from the Windows PC market. The…
Price competition

26 January 2012 · Farshad · Research

Apple’s products are often seen as being priced “at a premium”. This is mostly a matter of perception, but in certain categories Apple’s products are priced above the industry average (though probably still affordable to…
Apple added $38 billion in cash last year

24 January 2012 · Farshad · Research

Last year I suggested that Apple could reach $100 billion for 2011. That was based on the addition of about $20 billion during 2010. Apple added $38 billion to reach $97.6 billion at the end of 2011. The following chart…
The story of Fernforest and Petro Dale

22 January 2012 · Farshad · Research

Once upon a time there were some innovative farmers that developed a new hybrid crop that could satisfy the hunger of a growing population. This crop grew best in large farms which had to be situated far from where…
My thoughts on iBook Author

20 January 2012 · Farshad · Research

My thoughts were expressed 20 months ago in a private email. I did not get a response.
5by5 | The Critical Path #22: Asymconf

19 January 2012 · Farshad · Podcast

The motivation behind Asymconf and an archaeological expedition into the ancient history of personal computing. 5by5 | The Critical Path #22: Asymconf. I had a huge headache while doing this.
Introducing Asymconf

18 January 2012 · Farshad · Research

Asymconf is the Asymco experience. Live. Attendees will be treated to an engaging, participatory experience. Using the case method, you will be guided through four probing questions pertinent in modern market analysis.…
The conditions for survival and prosperity

18 January 2012 · Farshad · Research

Yesterday’s post described the history of personal computing platforms over the past 37 years. It showed a distinct shifting of “eras” between traditional personal computing and the emergent mobile computing represented…
[Updated] The rise and fall of personal computing

17 January 2012 · Farshad · Research

Thanks to Jeremy Reimer I was able to create the following view into the history of computer platforms. I added data from the smartphone industry, Apple and updated the PC industry figures with those from Gartner. Note…
Apple as top personal computer vendor

16 January 2012 · Farshad · Research

“Yes. I think it’s possible if you integrate tablets” – Meg Whitman, HP CEO in response to the question of whether Apple could overtake HP in computer sales in 2012. via HP CEO Meg Whitman Admits Apple Could Surpass HP…