My Patrix site
Why is there no iPhone 5?
I’ve been asked what will be the effect on the market of the iPhone 4S. Actually the question was what would be the effect on the market of there being no iPhone 5. I’d answer that the iPhone 4S is a product designed to…
Author
Farshad
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5by5 | The Critical Path #9: Getting To Know You
Dan and Horace talk about some of the more profound implications of “intelligent assistance” in personal devices both in terms of business models and in terms of industry dynamics. Getting assistance is an implied…
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Let's talk 'Let's talk iPhone' on 5by5.tv
Thirty minutes after the end of the ‘Let’s talk iPhone’ event, 5by5.tv will be hosting a set of commentators[1] giving initial impressions of announcements. “Tune-in” at http://5by5.tv/live I’ll update this post with a…
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Sprint's gamble
The Wall Street Journal reported that Sprint Nextel made a “multibillion-dollar” gamble on the iPhone. This is based on information that Sprint committed to buy 30.5 million iPhones over the next four years. Wall Street…
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iOS vs. Microsoft: Comparing the bottom lines
I began comparing Microsoft and Apple’s financial performance with a review of “top line” or revenues by product lines over a four year period. This post is about the “bottom line” for the same companies and products.…
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The case against the Kindle as a low end tablet disruption
In an Harvard Business Review post Rob Wheeler makes the case for the Kindle Fire as a disruptive innovation. I believe that it is but crucially I disagree that the Kindle Fire is a low end disruption. My assessment of…
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Comparing top lines: Apple vs. Microsoft
I’ve been providing analysis of Apple’s operating and financial performance for some time. Recently we’ve begun to look at comparisons of financial performance for comparable companies. Now it’s time to dig deeper and do…
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5by5 | The Critical Path #8: In Memory of Robert Boyle
Episode #8 • September 28, 2011 at 2:00pm Horace and Dan talk about why CEOs are paid so much and what analysis has come to mean in equities research and the value of cross-pollination between the camps that form around…
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Visualizing the Steve Jobs era
On October 4th, Tim Cook will take the stage at Apple’s fall event. With Steve Jobs’ transition to head the Board of Directors of Apple and after serving as CEO for fourteen years, it is time to take a look at his reign.…
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When will Apple's share price reach $500?
Apple’s share price has recently hit a new all-time high, over $400 per share. As often happens there was no specific new information from the company to justify this increase. On the other hand there is usually no news…