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Apple’s stock price has been rising. Although it’s still priced at a P/E of 22 while facing near term EPS growth well above 50%, this is belated recognition of the potential of the iPad and the iPhone. However, as it has…
Much of what I write is structured around theories of strategy and management. The word theory gets a bad reputation among managers because it’s associated with the word “theoretical” which connotes impractical. But a…
The iTunes app store has gone over 310k apps approved and has 250k apps in its catalog. The Android Market, in spite of (or perhaps because of) an abundance of copyright infringements, is growing nearly as quickly.…
Since wireless subscriptions in the US are running at about 100% penetration, it’s possible to classify the wireless subscribers as representative of the entire population. So it’s safe to categorize the population of…
As previously described in an earlier piece on the transistor, there is a theory that underlies much of what this web diary is about. Telecommunications is undergoing wrenching change. And not for the first time. The…
How Nokia Fell from Grace – BusinessWeek. The author asserts that company success and failure are determined by the location of its headquarters. He also adds a bit of stupid manager theory to flesh out his thesis for…
By request, a list of some of my favorite asymco articles. Asymco Favorites
With 50 million clients installed likely this year, FaceTime is a service which may have potential. By potential I mean, of course, its potential to make a dent in the universe, the universal goal Jobs has set for Apple…
I am taking a comment thread and promoting it to an article so as to expose it to a larger audience. There are two points of view: Ariel writes: I believe that next year and perhaps the year after that will see intense…
Many comments on and off this blog raise the specter of the inevitable decline in Apple’s margins due to two forces: The first claim can be countered by observing that Apple has not cut margins when switching from…