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Samsung Electronics warned Tuesday that its third-quarter earnings would fall below market expectations. It did not cite a decrease in shipments but an increase in marketing expenses coupled with an unfavorable mix (i.e.…
If software can be injected into an industry’s product it will bend to the will of the software writers. This theory expands on Marc Andreessen’s observation that “software is eating the world”. The evidence is that…
My thanks to Eric Jackson for his thought-out questions on Apple. As published in Forbes, here is his Interview With Horace Dediu: What To Expect When Apples Expecting. A few excerpts: Q: Do you expect to see a sapphire…
Amazon’s recent disputes with publishers (Hachette and Disney) shows a degree of market power that is closer to monopsony than to monopoly but this power is nevertheless real. It may not not be something that requires…
One of the paradoxes of the “post-industrial” era is the aversion to application of capital to growth opportunities. Generally speaking, capital has become trapped in bank accounts as opposed to equipment which could be…
ABI Research estimates that AOSP (or forked Android) is the fastest growing mobile operating system with a total share of units shipped of about 20%. This is not surprising considering that most Chinese vendors don’t…
Catalin Stelian Andrei, Editor of The Day, INTERNET PROTV asked me twenty questions: 1. What phone do you have in your pocket right now? Why that model? I carry the iPhone 5. The last iPhone I bought was an iPhone 5C…
The Re/Code conference begins this week, and Apple executives Eddy Cue and Craig Federighi will be answering questions from Kara Swisher and Walt Mossberg. Here are some questions I hope they ask: For Eddy Cue: For Craig…
Three years ago Apple’s Greater China Q1 sales were $2.22 billion or 9% of total. This year they were $9.29 billion ((Including China retail, revenues reached “almost $10 billion”)) or 20% of total. Over this time frame…
This is what “Not getting the Cloud” looks like: “Not getting the cloud” means that in the last 12 months Apple obtained: In summary, iTunes, Software and Services has been growing between 30% and 40% for four years and…