My Patrix site
Law of conservation of modularity
When I applied the modularity dichotomy to smartphone operating system there were several implications that came to light. One was the question of whether the market has reached the point where products were “good…
Tag
Theory
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Citizen Publisher
In March this year Richard Stengel, managing editor of Time magazine, was speaking about the iPad. For a while many movies were more like filmed plays, until directors really learned to take advantage of the…
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14 Percent of App Store apps target the iPad
From Distimo (registration required):
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What do you have to believe for an Android dominated future?
If we look at the growth of smartphones independently from all phones, the category looks impressive: Smartphones are now almost 24% of all phones, up from 10% three years ago. What’s also impressive is all participants…
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Re-framing the dichotomies: Open/Closed vs. Integrated/Fragmented
Google likes to market itself as “Open” in contrast to “Closed” alternatives. Apple likes to market itself as “Integrated” in contrast to “Fragmented” alternatives. These dichotomies are judgmental and meant to portray…
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The Mac App Store: can it change the software business?
What is it that makes the iTunes App Store so compelling? Will the value the App store added to the iPhone be added by the Mac App Store to the Mac? Here are the characteristics I think make the App Stores valuable:…
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Back to the PC
Apple’s “Back to the Mac” was a clever play on words. Everyone expected it to mean that the event was going to focus back on new Mac products. As we had been so steeped in iDevice news the Mac was feeling neglected. It…
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The imminent demise of killers
Before proclaiming the death of a company or product it’s important to understand what makes it live. I’ll illustrate with a personal experience. I was once asked to comment on a product designed to be a “Blackberry…
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The cognitive illusion that is iPhone n-1
How do you think about the iPhone 3GS after the iPhone 4 is out? I have a hypothesis that it’s not what it seems. The standard logic is that the 3GS (which I will call the n-1 where n is the current phone version) is a…
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Correlating Innovation and Share Prices
In the last article on the P/E ratio vs. Growth for some of the largest companies, the question of PEG came up. PEG is the P/E over Growth and it’s a good way to index valuation relative to growth. Usually Growth is…