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The new Apple TV has created a cottage industry of pundits debating the future ownership of your living room. This topic of to whom your living room belongs has been around since the 90’s when Microsoft sought to plant a…
When I asked members of The Wall Street Journal’s CEO Council, a group of chief executives who meet each year to deliberate on issues of public interest, to name the most influential business book they had read, many…
When I wrote about Android’s pursuit of the biggest losers, I made the explicit claim, backed by data, that Android was most attractive to device vendors who were in financial distress. Android is a lifeline to sustain…
Gartner explicitly explained so in its press release: “Gartner’s PC group does not track media tablet sales in this PC shipment data, so iPad sales are not included in these results via Is Apple the real U.S. PC market…
Once the pride and joy of the world’s largest computer systems builder, consumer products now make up just 18% of Dell’s total sales. That’s probably a good thing in the long run, because this segment is notoriously…
I’ve been asked in comments on this blog who will win the “mobile war”. I use two analytical tools to answer this question: (1) history (2) value chain analysis. History shows that operators are very important and hence…
The mobile phone market is intertwined with the telecommunications industry which is vast and there are numerous competitors which are much more dynamic and better capitalized than the moribund PC or music player…
Speaking of correlation… General Electric, the largest holding in the S&P 500 Value Index Fund, has a forward price-earnings ratio of fourteen. Apple, the quintessential growth stock and largest member in the S&P 500…
All phone vendors saw smartphones coming. They hired all the right market research companies and spent lavishly on analysts to confirm that phones with operating systems were imminent. Nokia was one of the early movers,…
This weblog could be read as a diary of the disruption of the mobile industry. There is lots of topical analysis and opinion, but sometimes I’ll post on the “theory” which describes what’s going on in a more abstract,…