My Patrix site
Competing with a Mac
Publicly, Mr. Lazaridis and Mr. Balsillie belittled the iPhone and its shortcomings, including its short battery life, weaker security and initial lack of e-mail. […] Internally, he had a very different message. “If that…
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Industry
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An interview with Niaz Uddin at eTalks
My thanks to Niaz Uddin for asking some good questions and posting my replies: Horace Dediu on Asymco, Apple and Future of Computing | eTalks. Full interview is here, excerpts below: Niaz: Why do you study Apple? Horace:…
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S is for Service
One of the enduring mysteries of the iPhone has been its lack of a portfolio. After six years it seems that Apple has finally acquiesced that there should be one, albeit currently limited to two items. The second enigma…
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C is for Cognitive Illusion
My assumption going into this, sixth iteration, of the iPhone was that we would see the expansion of the iPhone into two distinctly positioned products: a low-end C and a high-end S. The assumption was based on what what…
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Game over
In the “Race to a Billion” there is a graph showing Android reported activations and iOS cumulative unit sales alongside cumulative console sales. The contrast between mobile phone platforms and game consoles is…
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Who's next?
In February I asked Why doesn’t anybody copy Apple? Put another way: Why is it that everyone wants to copy Apple’s products but nobody wants to copy being Apple? Being Apple means, at least: I asked somewhat rhetorically…
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Unforgiven, Continued
In June of 2011 I asked “Does the phone market forgive failure?” Not much time has passed since but the answer still seems to be no. The trigger I was using for this point of no return when the vendor began making…
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AMP Index update
The following graphs show the most visible global phone brands and the approximate percent of value they captured since 2007. The graphs each show trailing four quarter average of shares of units shipped, revenues,…
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That Competition Thing
Bill, I think the smartphone market has always been competitive. [Only] the names have been changed. Tim Cook responding to Bill Shope’s question on the competitive landscape, April, 2013. Indeed, over the years, the…
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Apple's biggest acquisition
At the end of the first quarter 2013 there were 946,035,000 fully diluted shares of Apple stock outstanding. At the end of the second quarter there were 924,265,000. The 21,770,000 shares that disappeared were purchased…