My Patrix site

  1. Measuring iPhone progress

    · · Research

    Speaking of boats, there were recent claims that the iPhone is “dead in the water“. As someone who has done some sailing I can say that being dead in the water is dangerous. Not only are you not going anywhere but you…

  2. A rising tide does not lift leaking ships

    · · Research

    I’ve often said that the smartphone rising tide has lifted many boats. If you were selling smartphones during the last three years, your business was growing, no matter what phones you made. In fact, measuring success…

  3. Codifying asymmetry: How Apple became Jobsian

    · · Research

    Any student of organizational theory must struggle with the question of how to assign weight to the influence of the leadership of a company. In the case of Apple, the question is: Is Jobs is the embodiment of Apple or…

  4. Staying Hungry

    · · Research

    During the June 2005 Stanford University commencement speech Steve Jobs famously cited the farewell message placed on the back cover of the 1974 edition of The Whole Earth Catalog: “Stay hungry, stay foolish.” That’s a…

  5. Phone Tipping Point Countdown Reset

    · · Research

    comScore’s latest survey data is in and the news is good. In March an additional 3 million Americans became smartphone users. That translates to 700,000 every week or 100,000 every day switching from a non-smart or…

  6. Feature Tablets

    · · Research

    Andrian Georgiev, a reporter from the Bulgarian business newspaper “Capital weekly” wrote an article for which he asked me some questions. My answers are below. The article is available here (Bulgarian). Q: How many…

  7. The trouble with halos

    · · Research

    The Mac grew at 28% while the overall PC market contracted at 3%. The Mac has outperformed the PC market overall for 20 consecutive quarters. Prices increased sequentially and year-to-year. I’ve mentioned the increasing…

  8. Combating superlatives fatigue

    · · Research

    The following chart shows Apple’s growth for net sales and earnings over the last few years. I’ve used a grading system with color coding to show bands of growth. It’s easy to become de-sensitized to the scope of these…