The best worst case scenario
Measuring bundle strength to estimate potential for iPhone disruption The iPhone was introduced as a bundle: an iPod, a Phone and an Internet Communicator. It went on to bundle a camera, a game console, an email client…
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Measuring bundle strength to estimate potential for iPhone disruption The iPhone was introduced as a bundle: an iPod, a Phone and an Internet Communicator. It went on to bundle a camera, a game console, an email client…
Or, why do cameras have phones? In a retrospective on the iPhone Uno, I noted that the iPhone was launched with three “tentpoles:” a widescreen iPod, a Phone and an Internet Communicator. Effectively, a music player,…
Measuring the iPhone Uno Ten years ago, I noted that the iPhone was the most popular product of all time. At the time, it had just crossed 1 billion units sold. This exceeded the quantities of other categories I…
An Office Hours question, September 11, 2026. Q: Aside from the iPhone Pro & Duo, what was significant with Apple’s latest? We’ve had a lot of betas since WWDC, leading to OS 27. That’ll be big. People overall have been…
An Office Hours question, September 11, 2026. Q: The Stairway to Heaven now tops out at $3,200. That’s a very high price at presumably low volume. How does it affect your thinking about the average selling price? If you…
An Office Hours discussion, September 11, 2026. Q: The Duo starts at $2,000. How should people think about that price? I published this idea that the pricing of the product is about a dollar ninety a day at the starting…
Reflections on the iPhone Uno The more one thinks about the iPhone Duo the more the “Duo” branding appears to be signifying something beyond two screens or two thousand dollars. It becomes apparent that it also…
Prices for the iPhone 18 Pro and Duo are lower than expected When the iPhone Duo price was announced in the Steve Jobs theater I was the only one applauding. Prior to the Duo bombshell, the iPhone 18 Pro prices were…
Time to re-frame pricing on a daily basis The launch of the iPhone Duo and the surge in memory pricing has caused a disturbance in the force. The new Stairway graph is shown below (click on graph to see higher…
From the Steve Jobs Theater I’m writing while still in the SJ Theater in Cupertino after the end of the event and the media frenzy around the demo devices. The atmosphere was noticeably more enthusiastic and the venue…