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RIM's tailspin
The number of BlackBerry phones sold fell 41% year-on-year in the last RIM fiscal quarter. Sequentially the fall was 30%. Though surprisingly poor, I note that Nokia’s smartphone business fell even more dramatically last…
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Activating 5.6 million units per day
Google reported a new activation rate milestone: 1 million/day. The rate of activations has been increasing steadily which leads to a question: how high can it go? The answer is easy to determine. It can go no higher…
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5by5 | The Critical Path #44: White Knights and White Nights
Dan and Horace reflect on the Osbourne effect of Windows Phone 8 on Nokia and how to value a company in distress. In particular, we talk about the potential of a Microsoft acquisition and the conditions needed to make it…
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Horace Dediu on HTML5 vs. native apps « uniform zulu zero zero
This week Mr. Dediu was a guest on The Web Ahead (another 5by5 show hosted by Jen Simmons) where he discussed how the forces of disruption apply to the web. It was an interesting discussion as usual, but if you’re…
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5by5 | The Web Ahead #24: Jobs the Web Does with Horace Dediu
Today I was a guest on Jen Simmons’ The Web Ahead. It was a chance to discuss some of the big questions facing the Web in general especially vis-à-vis apps and mobile in general. How can we understand the business of the…
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What will happen to Nokia?
There is no shortage of information about what happens to companies in distress. The cause of distress varies widely and is often not well understood but the actions and symptoms of distress are very consistent. We can…
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The face and the brand
In the five years since the iPhone launched, Apple created a total of 35,852 retail jobs. Some of those jobs came from new store openings. The total store count went from 172 to 361, more than doubling. But the growth in…
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MacDirectory: Exclusive | Apple's iOS Market Analysis
HD: Apps are like the sauce in a dish. They add flavor and distinguish the dish. Increasingly they also offer nourishment. Some would argue that we can live with plain cooking but spices drove people to do incredible…
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5by5 | The Critical Path #43: We'll take it from here
Horace and Dan look at Microsoft’s Surface through disruption colored lenses. First, the ongoing evolution of the computing value chain and how it foretold us of Surface. Second, how the economics of Microsoft’s…
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Who will be Microsoft's Tim Cook?
As previously noted, Apple has overtaken Microsoft (and Google) in operating margin percentage. This is an astonishing statistic as Apple is still largely perceived to be a “hardware company” while Microsoft is a…