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· Farshad · Conference
Airshow New York was our best Airshow ever. We sold out to an audience who engaged and challenged us to our best performance. We are learning more each time and after three shows we have honed the show to a fine…
Asymcar 5: A Faster Horse. Of Phaetons, Coupés, Shooting Brakes, Broughams, Hackneys, Cabriolets, Landaus and Limousines. Horace and Jim step back in time to revisit the raison d’être for carriages and the emerging…
Gartner reported that PC shipments totaled 80.3 million units in Q3. Subtracting an estimated 4.4 million Macs yields an estimated 75.9 million Windows PCs. ((The total will be less than this as some PCs will not ship…
In yesterday’s post forecasting smartphone penetration I neglected to mention the exact subset of the US population being sampled. The analysis is based on comScore’s sampling which covers only those devices which are…
The latest comScore data places penetration at about 61%, up over 10 percentage points from the same time last year. The 50% last year is itself up nearly 14 percentage points from the same time in 2011. This progress in…
In May 2012 I wrote: The pattern may be that companies either have short post-trauma lives of about two to three years or relatively long post-trauma lives lasting 4 to 5 years. What determines this life expectancy and…
Publicly, Mr. Lazaridis and Mr. Balsillie belittled the iPhone and its shortcomings, including its short battery life, weaker security and initial lack of e-mail. […] Internally, he had a very different message. “If that…
Horace discusses AirShow NYC and his appearance on Bloomberg Surveillance, plus opening weekend sales of 9 million iPhone 5s/c units. We look ahead to what else Apple may have in store through sustaining and disruptive…
My thanks to Tania Chen for organizing my appearance on Bloomberg Surveillance in New York on September 26th. Is Apple Really Dominating the Tablet Wars?: Video – Bloomberg. Although there isn’t much one can cover in 5…
The most interesting juxtaposition in market data happened this week. Apple announced 9 million units of the iPhone 5s/c sold in their opening weekend while BlackBerry recognized 3.7 million smartphones sold in the three…