1. Minding the store

   9 November 2012 · Farshad · Research

   Apple’s Retail head was recently replaced. The hire seems to have been a mistake dealt with quite swiftly. It is tempting to think that the firing of a manager is due to a failure in their performance, measurable in…

2. ReCapEx now available for iPad, iPhone and iPod touch

   8 November 2012 · Farshad · Research

   In addition to the video (On Capital Spending’s Transformation of the Electronics Industry – YouTube), you can download the presentation used as an iPad Perspective story here. It is a featured story on Perspective App…

3. 5by5 | The Critical Path #62: The New Chess Game

   8 November 2012 · Farshad · Podcast

   In this episode Horace and Moisés discuss the iPad mini launch weekend (vis-a-vis older iPads and Windows 8), the curious case of choosy late adopters of smartphones in the US and the mystery of Apple’s capex late in the…

4. ReCapEx: The curious case of Apple's 2012 and 2013 Capital Expenditures

   7 November 2012 · Farshad · Research

   The latest yearly report from Apple includes, as it has in the past, the forecast of Capital Expenditures. I’ve been tracking this data as an indicator of both strategic intent and potential forecasting tool for iOS…

5. On Capital Spending's Transformation of the Electronics Industry – YouTube

   6 November 2012 · Farshad · Research

   Asymco’s Horace Dediu on Capital Spending’s Transformation of the Electronics Industry – YouTube. A video of Horace Dediu’s presentation at IBM’s Electronics Global Leadership Forum in Taipei on 23 October 2012. Horace…

6. The policymaker's dilemma

   6 November 2012 · Farshad · Research

   Here is an exchange with Robert van Apeldoorn, Journalist with Trends Tendances Magazine in Belgium. (www.trends.be/fr). The exchange took place in early September via e-mail. Robert: -Information and Communications…

7. 5by5 | The Critical Path #61: Testing the App Supernova: An interview with Maxwell Wessel

   5 November 2012 · Farshad · Podcast

   5by5 | The Critical Path #61: Testing the App Supernova: An interview with Maxwell Wessel. Horace interviews Maxwell Wessel, fellow at Clay Christensen’s Forum for Growth and Innovation at Harvard Business School. We…

8. The late smartphone adopter paradox

   5 November 2012 · Farshad · Research

   comScore reports that US smartphone penetration has decisively crossed over 50% in August. This should not come as a surprise as the penetration rate has been very linear. Now that we’ve crossed this milestone, the thing…

9. The App Revolution (in Filmmaking)

   1 November 2012 · Farshad · Research

   The following article is published in Filmmaker Magazine. Fall 2012, Vol. 21 #1. There is a saying I once heard: “Once you change the method of distribution, the product has to change.” This itself is a take on the idea…

10. Hey Big Spender

    31 October 2012 · Farshad · Research

    In previous posts I described the patterns of asset value growth for Property Plant and Equipment at Apple and how that change has been thus far correlated to the production of iOS devices. The analysis was based on…