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ifoAppleStore’s Gary Allen alleges that John Browett, head of Apple Retail, felt the stores were “too bloated”. He cites “numerous tipsters” that Browett ordered a reduction in the number of employees. As the information…
The second quarter showed continuing growth for Android with 19 points of share growth from a year ago. Only Windows Phone showed a gain y/y in share up 1.6 points to about 3%. In the same time, Bada lost half a point,…
Samsung has been selling smartphones for a relatively short time. Although the company sold Windows Mobile, Linux and PalmOS during the last decade, it did not gain significant volumes until it began selling Android…
In a footnote to my last post on Apple Retail (The face and the brand) I used data on operating performance from Apple and an assumption about employee salaries (which turned out to be low) to estimate that about 7% of…
At this year’s WWDC Apple offered an update on Game Center accounts. The data we have so far is shown in the following graph. Before being acquired, another network, OpenFeint, announced 180 million iOS accounts in…
According to data from comScore, in the past 24 months 50 million Americans became Android phone users. In the same time frame Apple added 24 million iPhone users. As I mentioned in my Asymmetric Competition post, it…
The Mac grew at the extremely low rate of 1.8% over last year’s second quarter. Although it grew faster than the Windows PC market, the gap has narrowed quite a bit. The following graph shows the growth of the two…
In my last podcast (Impatient for Growth) I mentioned my frustration at Apple’s slow entry into emerging markets outside of China. I cited Tim Cook’s comments that he did not see an opportunity there in the short term.…
My thanks to Adam Lashinsky of Fortune for inviting me to Fortune Brainstorm Tech in Aspen this week. I was asked to participate in a panel session with Gene Munster of Piper Jaffray to discuss “The Future of Apple”. The…
The US is a crucial market for both Nokia and Microsoft’s strategies. This importance was highlighted during the launch at CES in January when not one but three CEOs (Microsoft’s Steve Ballmer, Nokia’s Stephen Elop, and…