I can sympathize with the inability of many folks to grok exactly what Apple is thinking with iPhone 5C pricing. I myself was confused until just before launch, when I wrote Thinking about iPhone Pricing and honed in on the idea of “good-enough.” In the case of the iPhone, the 3G was clearly better than […]
HTC’s – and Windows Phone’s – Missing Market
According to Digitimes, HTC won’t use the top-of-the-line Qualcomm processor in their new phablet: HTC reportedly will adopt an old Qualcomm processor, the quad-core 1.7GHz Snapdragon S4 Pro APQ 8064, for production of its first large-size HTC One Max to be launched in October 2013, according to sources in the supply chain. Some sources said […]
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 […]
Thinking about iPhone Pricing
Before the 5C was well-known, I argued that sticking with just one new iPhone model a year had a dangerous precedent: Ford, and the Model-T: Still, the idea that Ford became overly focused on production as opposed to customer needs is a worrying one; if this fall brings nothing more than a 5S, with the […]
BlackBerry – and Nokia’s – Fundamental Failing
In December 2009, while a first-year student at Kellogg, I went to a RIM (now BlackBerry1) recruitment presentation. “Our problem,” the relatively senior fellow said, “is that when I get on a plane, everyone uses a BlackBerry until they close the door. Then they pull out their iPods. We need to make BlackBerry’s the only […]
The iPad is like the iPod, not the iPhone
Most folks seem to instinctively compare the iPad and the tablet market to the iPhone and smartphone market, and it’s easy to see why. They share the same OS, the same competitor, many of the same apps, and, of course, the same time period – the present. But in reality – and this touches on […]
Two Bears
There are two Apple bear cases; only one applies to Apple, though, and the other applies to Samsung.
Apple and the Innovator’s Dilemma
This paper was originally written in 2010 for a Corporate Innovation class at Kellogg Business School, and thus predates Stratechery by several years.