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Theory

  1. The omnivorous app

    · · Research

    Marc Andreessen famously coined the phrase “software is eating the world.” It’s an apt observation. If you look back on the history of computing you’re likely to measure computers sold or devices sold or users harvested…

  2. Reverting to the mean

    · · Research

    Quarterly financial data is often a lagging indicator of strategic success. RIM’s vital signs were exceptionally strong up until early 2011. Consider the following graph showing RIM’s device growth. Using language…

  3. Is the iPhone good enough?

    · · Research

    We don’t want to just make a new phone. We want to make a much better phone. – Jony Ive, video at iPhone 5 launch event Disruption theory has taught us that the greatest danger facing a company is making a product better…

  4. 5

    · · Research

    It looks like the next iPhone will be called the iPhone 5. What’s in a name? As it turns out, quite a lot. Every hardware product that Apple has released has had a brand and a sub-brand. Macs for example use the Mac…

  5. Samsung's basis of competition

    · · Research

    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…

  6. Apple Store Operational Economics

    · · Research

    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…

  7. Asymmetric Competition

    · · Research

    Thanks to Angel Lamuno for sending me to a dry and boring lecture by Dr. Israel Kirzner from Feburary 1988. It got me thinking again about competition and how confusing it can be. The lecture was in part about how the…

  8. How many Lumia phones were shipped in the US?

    · · Research

    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…

  9. Building and dismantling the Windows advantage

    · · Research

    When the Macintosh was launched in 1984, computers running the MS-DOS operating system were nearing a dominant position in the market. Having launched in 1981 as the IBM PC, they were quickly cloned and four years later…