Microsoft needs to first understand the type of company it is, and choose its strategy accordingly. That means focusing on services, not devices.
Why Doesn’t Apple Enable Sustainable Businesses on the App Store?
This series of posts is about enabling sustainable businesses on the App Store. In Part 1, I discuss why Paper and other productivity apps may not be doing as well as you might think. Part 2 explores why casual games, in contrast, are a sustainable business, but not a differentiator for platforms (I added a […]
Two Bears
There are two Apple bear cases; only one applies to Apple, though, and the other applies to Samsung.
Why Do Carriers Subsidize the iPhone?
Horace Dediu at Asymco used the data I compiled1 in “The Case for the Low-Cost iPhone” to further elucidate why carriers tolerate the iPhone’s industry-leading subsidies. The presumption behind smartphone usage is that it leads to more browsing which leads to more network usage which in turn, leads to more network revenues and, finally, more […]