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Last July I asked the question “How many Lumia phones were shipped in the US?” My answer was 630k through the first half of this year. I revisit this question following Nokia’s latest quarterly report. As a quick review,…
With the iPad mini launch imminent, it’s time to think about the expanding iOS portfolio. We don’t know how much the “mini” will cost or what variants will be available but I took some rumors as a basis to form a…
Marc Andreessen famously coined the phrase “software is eating the world.” It’s an apt observation. If you look back on the history of computing you’re likely to measure computers sold or devices sold or users harvested…
Steve Jobs once joked that engineers think Hollywood writers do their work by drinking beer and telling jokes and Hollywood thinks building software is as easy as writing a check for the tech. In reality creating…
The Price/Earnings ratio is a very simple measure of the “value” a company has. The Price is the current share price and the Earnings is usually the sum of the last 12 months’ earnings per share. In other words it…
The iPad launched in April (i.e. Q2) 2010. Since then the PC industry (excluding Macs) has seen a decline in growth. The following graph illustrates global shipments as reported by Gartner: Note that the growth rate has…
My talk at the TOC Frankfurt is available as a free Perspective download. What are books hired to do? [Originally presented October 9th, 2012 in Frankfurt Germany.] I spoke about what books and other media are really…
My talk at the Tribute to Pike Powers is available as a free Perspective download. Manufacturing Miracles. [Originally presented October 8th, 2012 in Austin Texas.] I present a short history of manufacturing ramps during…
It takes money to make money. That’s a cliché. But it’s also true. The interesting question is how much can be gained from how little. In previous articles I explained how Apple’s expenditures of capital for equipment…
[The following was originally published on LinkedIn.] The US is in the forefront of smartphone usage. This has not always been the case. Five years ago only 3 percent of US phone users were using a smartphone, lower than…