My Patrix site
The iPhone Addressable Market
The iPhone is a severely constrained product. We’re used to thinking that it’s production constrained—and it is, but it’s also distribution constrained. It has a business model that is almost completely dependent on…
Category
Research
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The cost of mobile clicks
Google’s operating margins fell to 23.7% last quarter. This level is the lowest I’m aware of. From 2007 to late 2009 margin went from about 31% to about 37%. Then from early 2010 until present they fell. The history is…
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Asymconf California
Watch the video on YouTube Asymconf California is the second[1] in the series and will expand in scope and intensity relative to the first event in Amsterdam. Attendees will be treated to an engaging, participatory…
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Google vs. Samsung
Samsung’s recent success in mobile phones has been spectacular. It overtook Nokia for the top spot in overall unit sales. It went from having almost no smartphone sales to selling over 50 million units per quarter in a…
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On not being boring: A dramatic reading of Apple's share price
Apple’s renaissance began with the iPod. This was not evident right away however. The product was unveiled on October 23, 2001 at a time when Apple’s share price had just fallen 70% from year-earlier levels. It was…
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Minding the store
Apple’s Retail head was recently replaced. The hire seems to have been a mistake dealt with quite swiftly. It is tempting to think that the firing of a manager is due to a failure in their performance, measurable in…
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ReCapEx now available for iPad, iPhone and iPod touch
In addition to the video (On Capital Spending’s Transformation of the Electronics Industry – YouTube), you can download the presentation used as an iPad Perspective story here. It is a featured story on Perspective App…
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ReCapEx: The curious case of Apple's 2012 and 2013 Capital Expenditures
The latest yearly report from Apple includes, as it has in the past, the forecast of Capital Expenditures. I’ve been tracking this data as an indicator of both strategic intent and potential forecasting tool for iOS…
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On Capital Spending's Transformation of the Electronics Industry – YouTube
Asymco’s Horace Dediu on Capital Spending’s Transformation of the Electronics Industry – YouTube. A video of Horace Dediu’s presentation at IBM’s Electronics Global Leadership Forum in Taipei on 23 October 2012. Horace…
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The policymaker's dilemma
Here is an exchange with Robert van Apeldoorn, Journalist with Trends Tendances Magazine in Belgium. (www.trends.be/fr). The exchange took place in early September via e-mail. Robert: -Information and Communications…