The Mobile Epoch
Mobile took technology from the desk to every part of life.
-
Apple had mixed earnings: most of the world was great, but China was bad again. The reason is that in China WeChat matters more than iOS.
-
Apple’s event may have been lacking on the surface, but it laid the groundwork for innovations that will be revealed in time. And yes, it was courageous.
-
The PC was famously the digital hub; now that is the smartphone.
-
Two Minutes, Fifty-six Seconds
After endless dithering, that’s how long it took me to know the iPhone 5C would cost $549. It was at two minutes, fifty-six seconds1 that Tim Cook said there would be a video – a video! – about the iTunes Festival. And it was awesome. In case you didn’t watch the whole video (and you […]
-
The Deal That Makes No Sense
Early this morning Microsoft acquired Nokia for €3.79 billion (plus €1.65 billion for patents). It is a deal that makes no sense. While industry observers love to pontificate about mergers and acquisitions, the reality is that most ideas are value-destroying. It is far better to form an alliance or partnership; most of the benefits, none […]
-
Two Bears
There are two Apple bear cases; only one applies to Apple, though, and the other applies to Samsung.