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Farshad

  1. The new iPad. Is it better?

    · · Research

    The problem with getting better is that if you’re more than good enough you’re actually getting worse. Improving beyond the point where your improvements can be absorbed is not only wasteful but it’s also dangerous. It…

  2. Next Airshow: Seattle, Nov 8

    · · Conference

    We will be conducting the 11th Airshow event in Seattle on Saturday, 8 November 2014. The purpose of Airshow is to: The method we devised borrows heavily from the techniques of cinematography and screenwriting to impart…

  3. Padcast: Apple Financial Review and Forecast

    · · Research

    On the eve of earnings and the “It’s been way too long” special event, it’s time to look back a few years and forward a few quarters. The instrument chosen is Apple’s income statement viewed in Perspective flows. Watch…

  4. What next, Samsung?

    · · Research

    I received a few questions from Shirley Siluk of NewsFactor as a follow-up to my post on the trajectory of successful companies. 1. Do you foresee any hope for a turnaround for Samsung? If so, where do its best…

  5. The Critical Path #125: War of Attrition

    · · Podcast

    Horace and Anders analyze the possible business models for Apple Watch, how it may be introduced, distributed, sold, and bought. What impact will the Watch have on Apple’s top and bottom lines? They further look into…

  6. On the trajectory of successful companies

    · · Research

    Samsung Electronics warned Tuesday that its third-quarter earnings would fall below market expectations. It did not cite a decrease in shipments but an increase in marketing expenses coupled with an unfavorable mix (i.e.…

  7. The Critical Path #124: Big in Japan

    · · Podcast

    Horace and Anders discuss Opening Weekend Sales of iPhone 6, Accurate Timekeeping Device, the 3rd tentpole of Apple Watch, leading to a brief history of wristwatches, a study of Job-to-be-done for the watch and what it…

  8. The Process of Theory Building

    · · Research

    I started working at The Clayton Christensen Institute and my job is to help develop the theory of disruptive innovation. In order to do this I need to understand at least two concepts: I’m more comfortable with the…