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Today Apple announced both a dividend and a share re-purchase plan which, when combined, will consume 45% of Apple’s current US cash reserves. The dividend will be $2.65/share/quarter and the buyback will cost $10…
We discuss the five characteristics of disruption: Net growth and value creation, inevitability, increased speed of change, necessity for macroeconomic growth, historical consequences. This and much more will form the…
@mastermmik: love how @asymco thinks of everything and everyone as being “hired” to do something. lol via Twitter. Hiring products to do jobs for us is not a difficult cognitive leap to make. But can we extend the…
The phenomenon we call business disruption could benefit from a different name. Although it signifies a disturbance or an interruption in an industry, it’s much more than that. The nominal definition I work with is that…
Regarding the recently proposed Reception and workshop at the Apple Investor Summit, registration is now open. You can purchase tickets here: asymco-workshop Details and venue: Time: 6:30 PM Thursday, March 15th…
At last year’s iPad 2 launch, I compared the specs of the newly announced iPad with those of a laptop and desktop from five years earlier. This year I am comparing the new iPad with Apple’s computers from four years…
Dan Benjamin is joined by Marco Arment of Instapaper.com and Horace Dediu of Asymco.com to discuss the just-announced Apple iPad 3rd Generation. via 5by5 | 5by5 Specials #5: Fat Wireless: iPad 3rd Generation.
Horace interviews writer/producer Dan Abrams. Dan talks us through the budgets and cost structures of independent movies as well as the obstacles to innovation presented by the current industry structure. We talk about…
The latest comScore US mobile subscriber monthly data is in: comScore Reports January 2012 U.S. Mobile Subscriber Market Share – comScore, Inc. January saw a return to trend line growth in US smartphone add rates. The…
This is a reminder that I will be speaking at the Apple Investor Summit on March 15th at the Los Angeles Convention Center. My topic will be Apple’s capital expenditure structure and how that foretells strategy. I will…