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In his third “The Critical Path” podcast, Horace Dediu explained how Apple’s cash can be viewed as a strategic option, an opinion that resonated also with other analysts [1]. Cash is one of the most flexible resources as…
There has been increasing chatter about a new TV being developed by Apple. My opinion on the subject was summarized in the post called Tele Vision. I contend that a TV cannot be smart until the content it delivers…
Last quarter the iPad had unit growth of 166% with revenue growth of 146%. The iPad is selling more than twice the (also rapidly growing) Mac. The two product lines are shown below: A big reason the Mac is still growing…
Last quarter I was wrong because I thought Apple would throttle production of the iPhone 4 in the fourth quarter post-launch. “The reason growth would moderate was that Apple slowed production of the old model in order…
At the Open Source Business Conference in March 2004 Clayton Christensen gave a presentation. It’s available as an audio file for download here: Clayton Christensen | Capturing the Upside. I strongly recommend listening…
In the last two posts (How much does an Apple store cost?, The down payment on iCloud) I discussed two line items in the PP&E asset class on Apple’s Balance Sheet. In isolation, the data is interesting as it gives us an…
He had taste. He was curious. He was patient. He was foolish. He was hungry. These things many others can do. Maybe you can.
In an Harvard Business Review post Rob Wheeler makes the case for the Kindle Fire as a disruptive innovation. I believe that it is but crucially I disagree that the Kindle Fire is a low end disruption. My assessment of…
Announcing a new HBS PRESS BOOK Decoding Steve Jobs: Select Commentary from HBR.org by Norm Smallwood, Kate Sweetman, Dave Ulrich, Rosabeth Moss Kanter, Jeffrey Pfeffer, Horace Dediu, James Allworth, Max Wessel, Rob…
In the post on OS turning circles, I used the concept of a radius of turning as an analogy for agility. One problem with the analogy is that turning in circles implies a return to a starting point or at least a closing…