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  • The China Mobile iPhone is specific to China Mobile

    The China Mobile iPhone deal is official. From Apple’s press release： Apple® and China Mobile today announced they have entered into a multi-year agreement to bring iPhone® to the world’s largest mobile network. As part of the agreement, iPhone 5s and iPhone 5c will be available from China Mobile’s expansive network of retail stores as well…

  • Misunderstood

    Apple just posted their holiday iPhone commercial: This is what I’m talking about. It’s not about specs, it’s not about thinness, it’s about what those physical properties make possible for real people. Now please do the same for the iPad (which has always been harder to advertise). Previously: Whither Liberal Arts link The Magical iPad link…

  • China Mobile Adds the iPhone Follow-up

    I received some really interesting feedback from several readers to yesterday’s piece about China Mobile finally adding the iPhone: China Mobile may not need its own iPhone. I updated yesterday’s post with this point, but in case you missed it, Naren Balaji pointed out this Forbes post: Apple AAPL new iPhone 5s and 5c support more…

  • Apple, China Mobile Sign Deal to Offer iPhone

    From the WSJ China Mobile Ltd. has signed a long-awaited deal with Apple Inc. to offer iPhones on its network, a person familiar with the situation said, an arrangement that would give the U.S. technology giant a big boost in the world’s largest mobile market. The rollout of iPhones on the world’s largest mobile carrier by…

  • WSJ: Apple Finds Surprising Growth Market in Japan

    Oh boy. Where to start? I suppose at the beginning: In the past two years, Japan has emerged as Apple’s fastest-growing region, far outpacing its home market and the booming economies of Greater China and the rest of Asia. Japan is also home to Apple’s biggest profit margins, and the only one of Apple’s five regions…

  • So the 5S is (allegedly) killing the 5C. Why is this bad news?

    John Koetsier, writing at VetureBeat: Apple has the prototypical good-news, bad-news scenario on its hands, with soaring sales of its flagship iPhone 5S contrasting sharply with souring sales of its “for the colorful” iPhone 5C. “Our latest channel checks confirm that Apple indeed has cut back 5C production by 35 percent and increased 5S production by…

  • An Interview with Eric Jackson at Forbes

    Eric Jackson recently interviewed me for his column at Forbes. I’m cross-posting here my answers to the tech industry related questions. Check out the full interview to read more about me personally and the background of stratechery. Q: Where is Apple at right now as a company in this post-Steve Jobs period? A: I think, were…

  • 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.

  • The $550 iPhone 5C Makes Perfect Sense

    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 the…

  • 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 really…