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Nostalgia

  1. Who is being reasonable now?

    · · Research

    Last week Horace wrote about the apparent “reasonableness” of analyst Apple estimates. He explained how the consensus for Apple’s growth was always deeply pessimistic because its performance could be argued to be…

  2. Why Apple is cheap

    · · Research

    Imagine it’s late 2005. Apple’s fiscal year just ended and they reported their performance. You’re an analyst whose job includes forecasting the company’s performance for next year. This is a weighty responsibility. Your…

  3. Hiding in plain sight

    · · Research

    Guessing the next Apple product has become the parlor game of choice for a whole generation of technology journalists and analysts. The premise of the game is that given a track record of breakthrough products, there is…

  4. In memoriam: Dennis Ritchie

    · · Research

    Dennis Ritchie created C and co-created Unix. One of the unsung heroes of the modern world. He died yesterday. His “The C Programming Language” was my bible during a formative period of my life. In his memory I re-link a…

  5. Visualizing the Steve Jobs era

    · · Research

    On October 4th, Tim Cook will take the stage at Apple’s fall event. With Steve Jobs’ transition to head the Board of Directors of Apple and after serving as CEO for fourteen years, it is time to take a look at his reign.…

  6. Polymath

    · · Research

    In a rare reflective moment Steve Jobs, after the launch of the iPad, mentioned Apple’s DNA. He said: “Technology alone is not enough. It’s technology married with the liberal arts, married with the humanities, that…

  7. The Allegory of Treo

    · · Research

    The following is a work of fiction. The combination seemed unthinkable just a few years ago. Nokia envisioned itself as a substantial rival to Redmond, threatening to head off its computing dominance as the power of…

  8. Flummoxed, again

    · · Research

    The last time I took a snapshot of the iPad death watch it was March 9th, 2010. Almost a year ago. The now-classic quotes are reproduced here. Last May I wrote: Apple keeps a tight lid on new products so that competitors…