Premium Strategy
Differentiation can equal huge profits, if you it can be maintained.
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The iPhone X is a quintessential Apple product, because it is the best; is there a market for iPhone 8?
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Google went wrong in the past by abandoning their horizontal business model; are they repeating their mistake, or does the future give them no choice?
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The iPhone 6 is going in the opposite direction that Apple’s critics think it should: more expensive, not less. It will work because Apple owns the high-end.
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The iPhone 8 Price Rise, The Cellular Apple Watch, Apple TV 4K and Disney
The iPhone 8 price raise was unexpected and a reminder of how much Apple values margin. Then, the cellular Apple Watch was the real glimpse of the future, and why no one should be surprised Disney didn’t make a deal with Apple.
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The Lessons and Questions of the iPhone X and the iPhone 8
The iPhone X is a quintessential Apple product, because it is the best; is there a market for iPhone 8?
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Samsung Buys Harman International, Qualcomm Acquires NXP, The Nintendo Classic Edition
Both Samsung and Qualcomm are moving into cars: I like Samsung’s move better, but both make sense. Then, Nintendo continues to have trouble adapting to the reality of today’s market
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Twilio’s Secondary Offering, Samsung Discontinues Note 7, Is Google Assistant Exclusive?
Twilio’s secondary offering reveals another reason why the IPO process won’t change. Then, Samsung’s Note 7 is officially a disaster that will hurt the company for a long time. Google may benefit, but is the Assistant really an exclusive?
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Google and the Limits of Strategy
Google went wrong in the past by abandoning their horizontal business model; are they repeating their mistake, or does the future give them no choice?
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Apple Event Follow-up: Super Mario Run, iPhone 7 Pessimism, Additional Notes
More on Apple’s event, in particularly Super Mario Run and why there is reason for pessimism around the iPhone 7 announcement. Plus additional notes on the event and Apple’s big chip advantage.
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The Saga of Samsung’s High-End Smartphones, The PC Enters a New Stage of Disruption
Samsung’s smartphone fortunes are looking up, now that the worst that could happen already has. However, the outcome is far grimmer for the PC.