My Patrix site
  1. What happens when smartphones become too good?

    · · Nota Bene

    Thoughts just before the Duo launched The smartphone industry has spent much of its history persuading consumers that the device in their pocket could be substantially better. Cameras improved, screens sharpened, and…

  2. The Dawn of Gestural Computing

    · · Research

    Reflections on the iPhone Uno The more one thinks about the iPhone Duo the more the “Duo” branding appears to be signifying something beyond two screens or two thousand dollars. It becomes apparent that it also…

  3. Asymco Bulletin 030 – Sep 13, 2026

    · · Bulletin

    The Asymmetric Weekly Asymco Office Hours Duo: Sunnyvale and Boston → Two cities, two sessions, two happy hours, marking Apple’s first keynote under John Ternus. West Coast: Sunnyvale, Friday, September 11. This session…

  4. Apple Watch Is Growing in a Shrinking Market

    · · Nota Bene

    Global smartwatch shipments fell 4% year over year in the second quarter. However, Apple’s shipments climbed 14%, the fastest growth among the five largest brands. Its global market share increased to 20.1% from 17%…

  5. Are iPhones too cheap?

    · · Research

    Prices for the iPhone 18 Pro and Duo are lower than expected When the iPhone Duo price was announced in the Steve Jobs theater I was the only one applauding. Prior to the Duo bombshell, the iPhone 18 Pro prices were…

  6. Is the Stairway to Heaven still working?

    · · Research

    Time to re-frame pricing on a daily basis The launch of the iPhone Duo and the surge in memory pricing has caused a disturbance in the force. The new Stairway graph is shown below (click on graph to see higher…

  7. Apple iPhone Event First Impressions

    · · Research

    From the Steve Jobs Theater I’m writing while still in the SJ Theater in Cupertino after the end of the event and the media frenzy around the demo devices. The atmosphere was noticeably more enthusiastic and the venue…

  8. Apple now in third place in US PC market share

    · · Nota Bene

    32% growth as market shrinks Apple moved into third place ahead of Lenovo, with US PC shipments growing 32.1% YoY, supported by a full quarter of MacBook Neo availability. This lifted Apple’s share of the US consumer PC…