Good morning. Hello from somewhere between Madison and Chicago. I’m in the car on the way to the airport, heading back to Taiwan. As I noted yesterday, updates for the rest of the week will come at odd hours, including, obviously, today’s. Thanks for your patience. Yesterday on the main site I asked Is BuzzFeedSubscribe […]
Daily Update: Samsung’s Collapsing Profit, Sprint’s Facebook-only Plan, Facebook Splits Messenger
Good morning, I apologize this update is a bit late; I was up late recording a podcast where, appropriately enough, we talked about how Apple is able to preserve its margins because of its software, and then slept a wee bit long. Still, that’s a useful lead-in to today’s first item: Samsung’s Collapsing Profit ItSubscribe […]
Daily Update: iPads, PCs, and Minutes per Day; Apple’s Strength in China; Microsoft’s Mixed Results
Good morning, I apologize that today’s update is coming in a bit late, but I trust it will be worth it! Yesterday was a double-header with both Apple and Microsoft reporting results. I’ll take both in turn, but I think one of the more interesting takeaways comes from looking at them together. On to theSubscribe […]
Daily Update: Apple’s Strengths, Weaknesses, Opportunities and Threats
Good morning, I am on vacation this week, so instead of Daily Updates based on the news of the past few days, I am doing Strengths-Weaknesses-Opportunities-Threats (SWOT) analysis’ of five of the most important companies in tech: Microsoft, Apple, Google, Facebook and Amazon. These analysis’ are not meant to be comprehensive – I’m going toSubscribe […]
Daily Update: Samsung Profits Falling, Panasonic Toughbooks, Standards and the Internet of Things
Good morning, Just how useful is theory in understanding, and more importantly, predicting markets? Well, in the case of Samsung, pretty darn useful I’d say. On to the updates. Samsung Profits Falling From The Guardian: Samsung Electronics says that its second-quarter operating profits will fall to a two-year low, blaming growing competition in China, reluctantSubscribe […]
Daily Update: Google and Nest Information, AppleTV and HomeKit, Surface Pro 3 and Nokia X2
Good morning, The ramp up to Google I/O is beginning in earnest; the keynote will be tomorrow, June 25, at 9am. I’m looking into the feasibility of doing another live chat for access members; check out Glassboard for details (or upgrade here). On to the update: Google and Nest Interaction Even as late as lastSubscribe […]
Nest Buys Dropcam, Amazon Coins for Fire Phone Developers, Yahoo’s Digital Magazines
Good morning, I am still trying to recover from that U.S. soccer game. What could have been! At least there is always plenty of tech news to draw us in. On to the update: Google Nest Buys Dropcam On Friday Nest announced they were buying Dropcam, a home monitoring service. From Recode: Dropcam, the popularSubscribe […]
Daily Update: Apple TV Follow-up, Twitter COO Resigns
Good morning, Just two items today, but two biggies: a massive follow-up to my most recent article on Stratechery, as well as an overview of the Twitter mess. On to the updates: More on Apple TV and Consoles I wrote last week that it seemed few people knew that Computex is going on, which isSubscribe […]
Growing Apple at WWDC
In the end, as with many of Apple strategies, much of what transpired in Monday’s WWDC keynote was telegraphed many months ago, at least from a strategic perspective. Consider the thinking behind iOS 7. As Jony Ive told USA Today: When we sat down last November (to work on iOS 7), we understood that people […]
Daily Update: Justifying Beats, Amazon Prime Music Streaming, Swipely and Square Follow-up
Good morning, I will be traveling to San Francisco next week, which means the timing of these updates may be a little irregular for the entire week (likely several hours later on Tuesday through Wednesday in particular). Thank you for your patience. For Access members, I plan on doing some sort of live chat duringSubscribe […]