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Farshad

  1. Changing places: Microsoft trades HP for Nokia

    · · Research

    The juxtaposition of HP’s strategy of increased independence and Nokia’s new strategy of increased dependence can’t be more striking. HP is probably Microsoft’s biggest customer. As the largest licensee of Windows it…

  2. Visualizing jumping off a burning platform

    · · Research

    Here’s what a platform jump looks like: The devil is in the details. Although there was great excitement among investors at the prospect of platform agnosticism, the reality of the press releases shows that Nokia may…

  3. The (iPod)Touch(i)Pad

    · · Research

    The world’s largest PC company just launched a “media tablet[1]”. Conflating the iPod Touch and iPad brands into “TouchPad” HP joins RIM in announcing an integrated OS/device product to compete as a platform vs. iOS and…

  4. Why focusing on a few products is hard

    · · Research

    “Focus is about saying no.” This quote is perhaps apocryphal but it’s credited to Steve Jobs. It’s not a novel idea. Many companies chant this mantra but do they really understand what focus implies? Focus is the…

  5. Android and iPhone: Conquistadors or pioneers?

    · · Research

    Picking up the discussion of vendor share, I used Canalys estimates of platform shares to visualize the effect of Android on the smartphone market: Not wishing to belabor the point, but Android and iOS are less than 2…

  6. The Apple doctrine

    · · Research

    The best way to get to the essence of any company is by evaluating its priorities. These priorities are like an unwritten constitution. The analog in theology is dogma which when codified becomes doctrine. In law it’s…