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Let’s say I offered you the option to invest in a monopoly or in a hit-driven company whose survival depends on always finding the next big thing? Which would you invest in? Before you answer, let’s say I offered you the…
The fact that the iPhone is contributing over 90% of the operating profits in mobile phone sales has penetrated even as far as the Wall Street Journal. However, it’s not yet commonly known that the Mac captures a…
Katy Huberty (Analyst – Morgan Stanley): You’ve said in the past that the watch may take longer to ramp given the new category and new interface to customers. Is that, in fact, playing out? Is the watch ramping slower…
There is no reliable information on Apple Watch sales. None of the analysts which follow Apple or the phone, computer or watch markets have any insight into this. The only source of information is Apple itself and they…
For the first time in many years I feel that there is some potential uncertainty in the results Apple will announce. After a period of excellent accuracy (shown in graph below), the company’s guidance has begun to…
The pattern of Mac growth exceeding Windows PC growth (and overall PC growth which includes the Mac) is old news. It has been observed for at least 40 of the last 42 quarters. It’s a historically interesting contest, but…
Horace and Anders talk about the “Plug Bug”, safety in the aircraft industry and take listener questions. Source: The Critical Path #154
https://soundcloud.com/drericjackson/ep-6-horace-dediu-on-ifwhen-the-iphone-will-be-disrupted Eric speaks with blogger and Apple/disruption analyst Horace Dediu about when the iPhone will be disrupted, why a purely…
Special guest Horace Dediu joins The Talk Show for the first time. Topics include the state of the maps industry, Apple’s functional organizational structure, what the WWDC keynote said about the state of the company…
A transcontinental journey, WWDC and listener questions. Source: The Critical Path #153