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Google announced its first computing product: the Pixel. It’s not the first Chromebook but it is the first device which is uniquely branded as a Google product (Motorola notwithstanding.) It’s a curious choice given that…
I’ll be speaking at the Harvard Business School Technology and Operations Management Digital Seminar Series on “The evolution of value chains in a computing markets measured in the billions of units per year.” 2013 will…
Apple’s products are the envy of the world. They have been spectacularly successful and are widely imitated, if not copied. The expectation that precedes a new Apple product launch is only matched by the expectation of…
A short interview for iCon where I’ll be presenting tomorrow. The interview originally took place on January 9th, 2013. Jasna Sykorova: You have focused on mobile devices for some time now. What made you to start to give…
Yesterday Tim Cook spoke at the the 2013 Goldman Sachs conference: There’s no better place to discover, explore and learn about our products than in retail. It’s the retail experience where you walk in and you instantly…
On February 6th, 2013 Apple reported that a total of 25 billion songs had been downloaded from its iTunes music store. The previous definitive value was in October 2011 though there was mention of “more than 20 billion”…
As Apple introduced a new set of revenue categories, the performance of its “minor” businesses has become clearer. The changes include re-statement of what used to be called “Software” revenues as part of iTunes. Apple…
During the fourth quarter 2012 Apple’s margin fell to about 38%, a level not seen since two years earlier and down from a peak of 47% in Q1 2012. Does this lower margin foretell lower prices or a loss of competitiveness?…
The fourth quarter of 2012 was 13 weeks in duration while the fourth quarter of 2011 was 14 weeks. The difference implies that a comparison of revenues should be done with an adjusted 93% of the 2011 values. The growth…
My thanks to all those who made Asymconf California the best Asymconf ever. We had over 200 attendees and, for the first time ever, 50 workshop participants and a panel session. The venue was spectacular: IBM’s historic…