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Farshad

  1. The cognitive illusion that is iPhone n-1

    · · Research

    How do you think about the iPhone 3GS after the iPhone 4 is out? I have a hypothesis that it’s not what it seems. The standard logic is that the 3GS (which I will call the n-1 where n is the current phone version) is a…

  2. The symmetry of share shifts in mobile phones

    · · Research

    Thanks to a reader’s suggestion, I took another look at the profit and market share data from the mobile phone market overview posted last quarter. This time to compare the vendors on two dimensions at the same time. I…

  3. New Comment system in use

    · · Research

    I activated IntenseDebate comments. This allows many features (see below) including the editing of comments. There might be some issues or bugs that will be discovered only once the system is in use so let me know what…

  4. iPad lead seen as 'overwhelming'

    · · Research

    Chris Whitmore predicted 2.0 million iPads would be sold in 2010 soon after the product launched. (asymco | Analysts predict iPad sales) More recently, Chris Whitmore writes for Deutsche Bank: “We believe Apple’s lead in…

  5. Goldman downgrades Microsoft, blames iPad

    · · Research

    “We believe the intrinsic value of shares cannot be unlocked if the status quo remains, and we have increased caution near term on a more elongated PC refresh cycle, combined with the newer threat of notebook…