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Android Economics
Charles Arthur, writing for The Guardian, has noted that court filings seem to be revealing Google’s Android revenues. If this is the case, we have a significant breakthrough in understanding the economics of Android and…
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RIM to give up
RIM’s CEO, Thorsten Heins was quoted as saying, “We plan to refocus on the enterprise business and capitalize on our leading position in this segment. We believe that BlackBerry cannot succeed if we tried to be…
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Top-down vs. bottom-up: Which market analysis method is appropriate when disruption is knocking
In terms of platforms, IDC expects a relatively dramatic shift between 2011 and 2016, with the once-dominant Windows on x86 platform, consisting of PCs running the Windows operating system on any x86-compatible CPU,…
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5by5 | The Critical Path #31: Greenlighting
Horace talks to Mike Schneider, a feature film development executive about what development means in the context of filmmaking. We cover the changes the development process faces, the impact of technology on business…
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Apple at $600. Who knew?
Apple’s share price has increased rapidly in the last few weeks. The rise to $600 was swift and broke the pattern of slow growth the the stock was able to obtain over the past few years. The level, however, shouldn’t…
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The parable of Nintendo
With the launch of the Wii console, Nintendo averted disaster. When the Wii launched in late 2006 Nintendo had been facing the simultaneous attack from the “seventh generation” Xbox 360 which launched a year earlier as…
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5by5 | The Critical Path #30: Jetlag
5by5 | The Critical Path #30: Jetlag. The thirtieth Critical Path is an extended edition covering a broad sweep of topics: The new iPad and the value of filling the gaps, trip report on the Apple Investor Summit,…
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Estimates for Apple's second fiscal 2012 quarter
As the chart below shows, the last quarter (fourth calendar 2011, first fiscal 2012) was robust with 116% earnings growth and 73% net sales growth. I’ve heard many superlatives used to describe it. It is certainly…
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Tim Cook's latest promise to Apple's employees
In the recent event discussing Apple’s cash plans, Tim Cook stated that the primary objective of the stock repurchase program is to reduce dilution from the ongoing distribution of shares to Apple’s employees and…