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Episode #8 • September 28, 2011 at 2:00pm Horace and Dan talk about why CEOs are paid so much and what analysis has come to mean in equities research and the value of cross-pollination between the camps that form around…
5by5 | The Critical Path #7: Genericized Trademarks. Episode #7 • September 21, 2011 at 12:00pm Horace and Dan look at brand theory and decide it should not be left to the experts. Also, we ask what jobs products are…
[Updated with Mac OS versions. See footnote 3.] I’m glad Windows 8 is named the way it is. With Windows 7 Microsoft went to a numbering system which is much more rational than the mixed naming of the past. The number 8…
Horace and Dan tackle corporate valuation and hypothesize whether amateur bloggers know more about Apple than professional analysts. We also look at the ancient economic history of Windows and how that still shapes it…
Horace and Ryan discuss HP’s departure from the PC business, the end of the TouchPad, buying your way into innovation and what it takes to compete and survive in the Post PC era. via The Critical Path #5: HP’s Innovation…
The Critical Path #4: Acquisitions – 5by5. Ryan Irelan speaks with Horace Dediu about Google’s planned acquisition of Motorla Mobility and the potential ramifications for competitors.
Apple’s cash and marketable securities increased to $76,156,000,000. The increase was 15% sequentially or $10.4 billion in three months. That’s the equivalent of an increase of $11 per share (to a current $81.2/share.)…
The Critical Path #3: It’s Good to Be King – 5by5. July 3, 2011 at 6:00pm Horace Dediu and Dan Benjamin discuss the power of cash to control supply chains in the post-PC era and how Apple is challenging conventional…
The Critical Path #2: Synchronized failure – 5by5. Horace Dediu and Dan Benjamin discuss how smartphone pioneers Nokia and RIM falter while the market is booming.
Critical Path #1: The Five Year Plan – 5by5. Critical Path is a talk show contemplating the causality of success and failure in mobile computing. Using Apple as a lens to look at both telecom and traditional computing…