My Patrix site
The (iPod)Touch(i)Pad
The world’s largest PC company just launched a “media tablet[1]”. Conflating the iPod Touch and iPad brands into “TouchPad” HP joins RIM in announcing an integrated OS/device product to compete as a platform vs. iOS and…
Category
Research
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Why focusing on a few products is hard
“Focus is about saying no.” This quote is perhaps apocryphal but it’s credited to Steve Jobs. It’s not a novel idea. Many companies chant this mantra but do they really understand what focus implies? Focus is the…
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Android and iPhone: Conquistadors or pioneers?
Picking up the discussion of vendor share, I used Canalys estimates of platform shares to visualize the effect of Android on the smartphone market: Not wishing to belabor the point, but Android and iOS are less than 2…
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The Apple doctrine
The best way to get to the essence of any company is by evaluating its priorities. These priorities are like an unwritten constitution. The analog in theology is dogma which when codified becomes doctrine. In law it’s…
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Smartphone users still prefer branded phones
The smartphone market has grown threefold in the span of three years. However, as noted previously, the share of units running a licensed OS has not grown dramatically. The following chart shows the vendors’ shares with…
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Comparing Share of Growth: Integrated smartphone vendors held their own in Q4
The smartphone market grew to about 100 million units last quarter. That’s nearly double what it was a year earlier and triple what it was three years earlier, the year the iPhone made its debut. Few markets grow this…
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Nokia employs as many people to develop its smartphone software as Apple does to develop all its products
In a recent post I pointed out that Apple’s R&D was about 2.2% of sales in the last quarter. Bernstein took a look at the R&D for Nokia and presented a chart showing the difference between the mobile industry players in…
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Calling the end of innovation in mobile computers
People are lining up to call the market for mobile phones. Analysts and amateurs alike are connecting points on charts and predicting with confidence the future of mobile platforms. Consensus is forming that there is no…
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The remarkable stability of pricing
Prices provide accurate, independent signals about where, when, and how to create and deploy value-creating innovations. The mechanism of free markets signals what should be rewarded and what shouldn’t. When comparing…
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The Asymco way
When I started Asymco.com I did not have a plan. I did not have a policy or vision statement. I wrote what I found interesting. I knew nothing of blogging or of web publishing as a business. Over the following nine…