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Theory

  1. I see no major acquisitions in Apple's future

    · · Research

    Yesterday I attended the first meeting of the Forum for Growth and Innovation. It’s an initiative where practitioners of Clayton’s Christensen’s theory of innovation can review new academic research before it’s…

  2. Why the Mac keeps growing

    · · Research

    When the iPhone vs. Android rhetorical war heats up, both sides bring up the history of Macs vs. Windows PCs. The commonly held thesis is that Windows triumphed as the PC was commoditized (and modularized). This triumph…

  3. Are mobile networks commodities?

    · · Research

    Apple has been contemplating a SIM card that would make carrier switching a lot easier. Sounds great, doesn’t it? “Apple is relenting,” said Rodman Renshaw analyst Ashok Kumar. “They are now completely backing away from…