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An interview with Ossi Oikarinen, Technical Director at Team Rosberg, a 30-year veteran of motorsport, Formula One TV presenter and deep insider. We cover Grand Prix racing and DTM touring cars from the point of view of…
Dan Niles, a former analyst who is now a portfolio manager, said on a CNBC appearance that the WWDC event actually had nothing of any real meat for investors From Worldwide Developer’s Conference Prompts Analysts to…
The Re/Code conference begins this week, and Apple executives Eddy Cue and Craig Federighi will be answering questions from Kara Swisher and Walt Mossberg. Here are some questions I hope they ask: For Eddy Cue: For Craig…
In The Capitalist’s Dilemma, Clayton Christensen and Derek van Bever introduce a powerful new theory which explains the relative paucity of growth in developed economies. They draw a causal relationship between the…
On continental trips, diesel engines and autobahn speeds, pilgrimages to Porsche and BMW’s brand meccas. How to understand the world through toy cars, from Matchbox to Hot Wheels, Siku, Majorette to Tomica. On the…
The Apple stores are now 13 years old. ((The first store at Tysons Corner in McLean, VA opened on May 19 2001)) In the first full year of operation (2002) the stores generated revenue of $282 million. In the last full…
In the graph below the grey circles represent the US penetration (percentage of households which own) MP3 players. Superimposed on this sparse sample graph is a line showing the sales of iPod touch. This second graph has…
Three years ago Apple’s Greater China Q1 sales were $2.22 billion or 9% of total. This year they were $9.29 billion ((Including China retail, revenues reached “almost $10 billion”)) or 20% of total. Over this time frame…
· Farshad · Conference, Research
Steve Jobs famously said that Apple stands at the intersection of of Technology and the Liberal Arts. He said it more than once because he thought it was an important distinction of the company. In an intuitive way, the…
This is what “Not getting the Cloud” looks like: “Not getting the cloud” means that in the last 12 months Apple obtained: In summary, iTunes, Software and Services has been growing between 30% and 40% for four years and…