Smartphone Truths and Samsung’s Inevitable Decline

For me, anyway, the most surprising thing about Samsung’s disappointing earnings was just how surprised many folks seemed to be. The smartphone market is a massive one, but also rather predictable if you keep just a few key things in mind: Everyone will own a smartphone – I don’t think this is controversial, but it’s […]

Digital Hub 2.0

The PC was famously the digital hub; now that is the smartphone.

The Magical iPad

This is part three in a series on last week’s iPad event. Part 1: Whither Liberal Arts? | Part 2: The Missing “Why” of the iPad | Part 3: The Magical iPad In The Missing “Why” of the iPad I wrote: Yesterday’s presentation covered the “What” and “How” of the iPad, but it had nothing […]

Whither Liberal Arts?

This is part one in a series on last week’s iPad event. Part 1: Whither Liberal Arts? | Part 2: The Missing “Why” of the iPad | Part 3: The Magical iPad Steve Jobs closed the January, 2010 introduction of the iPad with this now famous slide: His remarks: The reason that Apple is able […]

Obsoletive

Not all products are disruptive: some are obsoletive. They are more expensive but remove the need for entire categories of products.

What Clayton Christensen Got Wrong

Clayton Christensen continually predicts that Apple will be disrupted because his theory does not incorporate the importance of the user experience.

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.