My Patrix site
Category
We turn our attention to the notion of competition. It’s a concept that has many contradictory connotations. What we anticipate as sporting or fair is never the way business or war is conducted. How should you think…
In my last podcast (Impatient for Growth) I mentioned my frustration at Apple’s slow entry into emerging markets outside of China. I cited Tim Cook’s comments that he did not see an opportunity there in the short term.…
This episode is recorded on the day after Apple’s second quarter earnings release. We go through all the income statement updates and discuss what went wrong (almost everything) and what went right (precious little). We…
We cover the valuation question regarding Apple and tech in general as seen through investors’ eyes. This discussion ranges a bit on P/E compression and the psychology of investors–which might change with Apple TV. We…
We start with a discussion of RIM’s latest quarterly performance and follow with a description of the inherent tension between managing and leading. To further illustrate this divergence we discuss the conflicting…
Dan and Horace reflect on the Osbourne effect of Windows Phone 8 on Nokia and how to value a company in distress. In particular, we talk about the potential of a Microsoft acquisition and the conditions needed to make it…
Today I was a guest on Jen Simmons’ The Web Ahead. It was a chance to discuss some of the big questions facing the Web in general especially vis-à-vis apps and mobile in general. How can we understand the business of the…
Horace and Dan look at Microsoft’s Surface through disruption colored lenses. First, the ongoing evolution of the computing value chain and how it foretold us of Surface. Second, how the economics of Microsoft’s…
What topics would you like to have me discuss on The Critical Path podcast? Put forward your questions as comments below. If you see a question already asked, vote for it by marking it up.
Having just returned from China, Horace gives his impressions which leads to a discussion about industrialization and innovation and how countries “mature” and what is Apple doing in China and the new relationship…