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Let’s say I offered you the option to invest in a monopoly or in a hit-driven company whose survival depends on always finding the next big thing? Which would you invest in? Before you answer, let’s say I offered you the…
Paying for TV has been a curious consumer phenomenon. There was a time when TV was free to consumers. It was delivered as a broadcast over-the-air and paid for either by commercials (US mostly) or by taxes on viewers…
According to Folkore, in 1981 Apple took out a two page ad in Scientific American which explained that whereas humans cannot run as fast as other animals, a human on a bicycle is the fastest species on earth. Jobs had…
The “Stupid manager theory of company failure” (and its corollary, the “Smart manager theory of company success” ((As well as the “Smart/Stupid leader theory of national success/failure”))) remains the most popular,…
As corporate romances go, IBM and Apple’s must rank among the most unexpected. As I wrote on the date they changed their Facebook status, the two companies were antagonists for the better part of twenty years and their…
I received a few questions from Shirley Siluk of NewsFactor as a follow-up to my post on the trajectory of successful companies. 1. Do you foresee any hope for a turnaround for Samsung? If so, where do its best…
When the iPhone launched, Steve Jobs introduced it as being three products in one: When the Apple Watch launched, Tim Cook introduced it as being three things: As in the Revolutionary User Interface story, the symmetry…
In 2011 I wrote: My hypothesis is that The Primary Cause for the shift of profits from Incumbents to Entrants has been the disruptive impact of a new input method. It was a description of what I considered to be the…
Gartner’s own press release has an interesting spin: “After Two Years of Decline, Worldwide PC Shipments Experienced Flat Growth in Second Quarter of 2014, According to Gartner” Gartner’s actual figure is 0.1% growth.…
IBM did not invent personal computing but their “PC” became synonymous with the category. Having entered the market in 1981, the IBM PC quickly became the top selling brand. From 1984 to 1993 IBM sold more PCs than any…