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This is a quick note to mention that I’ll be speaking at the Tools of Change (TOC) Frankfurt Conference this October on the eve of the Frankfurt Book Fair. Conference details: You can get a 20% discount if you use the…
This is a talk I gave today at Aalto University. It’s a wide ranging talk and Q&A session lasting about 2 hours. You can listen and see the visuals using the Perspective app on your iPad. Download the app (free from the…
On October 5th, 2011 I asked Why is there no iPhone 5? The question was prompted by the pervasive media surprise that the 2011 iPhone launch was the “4S” and not a completely new design. I answered this question with the…
Quarterly financial data is often a lagging indicator of strategic success. RIM’s vital signs were exceptionally strong up until early 2011. Consider the following graph showing RIM’s device growth. Using language…
Tim Cook is quoted as having said the inventory is not only evil but that it’s fundamentally evil. With just-in-time production inventory can be reduced, at least work-in-progress inventory. Unfortunately inventory…
When Apple announced five million iPhone 5 were sold to end users over its launch weekend, I was surprised. Not because my guess had been around 6 million, but because the company had set expectations by announcing a…
As the chart below shows, the last quarter (second calendar 2012, third fiscal 2012) was disappointingly moderate with 20% earnings growth and 23% net sales growth. It was the first quarter since the iPhone launched that…
Jenn Webb of O’Reilly writes: With its recent release of the new Kindle Fire HD tablets, some have argued that Amazon has declared war on Apple and its iPad. But how serious is the threat? Are the two companies even…
Matteo Fumagalli is a student of economics at University of Insubria, Italy. He is writing a thesis for a bachelor’s degree analyzing the smartphone industry. He asked me to answer the following questions: -First…
We don’t want to just make a new phone. We want to make a much better phone. – Jony Ive, video at iPhone 5 launch event Disruption theory has taught us that the greatest danger facing a company is making a product better…