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[Updated with Mac OS versions. See footnote 3.] I’m glad Windows 8 is named the way it is. With Windows 7 Microsoft went to a numbering system which is much more rational than the mixed naming of the past. The number 8…
The question of low end disruption should be a concern to any manager. It’s one of the most important sources of growth and has led to a vast amount of wealth creation. Apple was an early low end disruptor by selling…
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…
HP’s sudden departure from a business model that has sustained the company since inception is symptomatic of the passing of an era. Yesterday HP announced that it would exit the PC and tablet computer business, focusing…
The violence with which new platforms have displaced incumbent mobile vendor fortunes continues to surprise. This while entrants have grown share in spectacular fashion: The picture of platform share over time looks like…
Almost all valuation models for Apple assume it’s a hardware company. The modeling algorithm for hardware is simple: The major difficulty is in predicting the growth of each product line. This is difficult because buyers…
In the last two weeks we received two more data points which allow an update to the “race to a billion” platform growth trajectories. Android reached 130 million active users and iOS reached 200 million. The updated…
About 10 years ago I met an advertising executive in New York who explained the difficulty of advertising a new brand of deodorant to consumers. “Most people never change their deodorant,” I remember him saying. “They…
Yesterday Nokia warned that its guidance for the quarter and the year were “no longer valid.” The surprise to me is that management was surprised. In February I warned that even if Nokia could fool consumers into buying…
“Jim and Mike brought the company to where it is … which is part of the biggest problem they’re facing,” said Charter Equity analyst Ed Snyder, who has covered RIM since its public listing in 1997, two years before the…