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Here is a video of my presentation at Mobilism 2012 on the story of mobile phone disruption. Thanks to Peter-Paul Koch (aka PPK) for organizing a great event and allowing me to present to such a smart and knowledgeable…
The latest data from comScore showed a few surprises: New smartphone users dropped to a very low level, below the trend line. Slightly less than 300k new smartphone users abandoned their feature phones every week during…
A glance at Nokia and RIM’s market values today shows that they are both valued below book. With respect to RIM, The company’s share price has collapsed in the past year, and it is now only valued at about $5.4 billion,…
This week, Horace follows up on his discussion of automobiles and road infrastructure by talking about how road networks were rebuilt in European countries to accommodate cycling. That leads to hints about the challenge…
Last year we sold … 2.8 million Apple TVs. This year, just in the first six months of our year we’ve sold 2.7. Tim Cook at D10 1:45. I note the “our” in “our year”. This implies fiscal year (that and the fact that he…
“Clearly this stuff isn’t selling,” said Monga [an analyst at Veritas Investments Research in Toronto.]… RIM took a $485 million pretax charge to write down the value of its PlayBook inventory in December, after shipping…
Markets are difficult to measure. Mainly because the information is not easy to obtain and that which is obtained is not made public. Collecting, analyzing and filling in the gaps is big business with many firms involved…
Dan and Horace take a nostalgic trip through the automotive industry. Horace asks why should a 20 year old car (which he happens to own) be replaced? Why are cars built to be disposed of and why aren’t they meaningfully…
In terms of units Windows-based computers made up 78% of all PCs sold in Q1. That was an increase from the 74% in the previous quarter but a decline from 90% a year ago. OS X based computers were about 3.7%, a decline in…
During my talk at the first Apple Investor Conference in January I said that I would pay very close attention to the Machinery, equipment and internal use software line item from its PP&E during the next quarterly report…