My Patrix site
The face and the brand
In the five years since the iPhone launched, Apple created a total of 35,852 retail jobs. Some of those jobs came from new store openings. The total store count went from 172 to 361, more than doubling. But the growth in…
Tag
Theory
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The evolution of the computing value chain
The history of personal computing has come to be defined as the history of Microsoft. At least since 1981 Microsoft’s operating systems have been the consistent market share leaders, and by a very large margin. That is…
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The highway to hell
A glance at Nokia and RIM’s market values today shows that they are both valued below book. With respect to RIM, The company’s share price has collapsed in the past year, and it is now only valued at about $5.4 billion,…
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Shipped and sold: A brief introduction
Markets are difficult to measure. Mainly because the information is not easy to obtain and that which is obtained is not made public. Collecting, analyzing and filling in the gaps is big business with many firms involved…
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Interview with Bruno Ferrari of Exame magazine Brazil
My thanks to Bruno Ferrari of Exame magazine Brazil for asking the following questions. My answers were written two weeks ago on April 2nd. Based on financial data of the first fiscal quarter, it is possible to confirm…
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Why was Wall Street surprised by Apple's performance?
The Earth’s axis is tilted relative to the orbital plane it follows around the Sun. The angle is about 23.44 degrees. Because of this axial tilt, the intensity of sunlight incident on the northern and southern…
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Did the dividend decision affect Apple's share price?
One of the arguments made for the cause of the increase in Apple’s share price of late has been that dividends would attract more institutional investors and provide more liquidity to Apple’s shares. Can we test this…
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Apple at $600. Who knew?
Apple’s share price has increased rapidly in the last few weeks. The rise to $600 was swift and broke the pattern of slow growth the the stock was able to obtain over the past few years. The level, however, shouldn’t…
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What is disruption and how can it be harnessed?[1]
The phenomenon we call business disruption could benefit from a different name. Although it signifies a disturbance or an interruption in an industry, it’s much more than that. The nominal definition I work with is that…
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The new feeds and speeds: iPad vs. MacBook Air and iMac
At last year’s iPad 2 launch, I compared the specs of the newly announced iPad with those of a laptop and desktop from five years earlier. This year I am comparing the new iPad with Apple’s computers from four years…