The Five Year Plan | asymco
If we include all iOS and Android devices the “computing” market in Q3 2008 was 92 million units of which Windows was 90% whereas in Q3 2013 it was 269 million units of which Windows was 32%.
Asymco: ‘The Five Year Plan’ | Daring Fireball
５年の変化が意味するもの | maclalala2
My 4 “must reads” are: Horace Dediu, Benedict Evans, Steve Cheney, and Ben Thompson.
I reached out to them independently recently and asked them if they would answer some questions about how they came to start blogging and how they see the mobile internet space today. I’ll publish each of their answers separately in the future.
Q: Is Tim Cook the right CEO for the company at this time?
A: I hold the belief that he’s been CEO for much longer than it seems. Jobs was not a CEO in any traditional sense. He was head of product and culture and all-around micromanager. He left the operational side of the company to Cook who actually built it into a colossus. Think along the lines of the pairing of Howard Hughes and Frank William Gay. What people look for in Cook is the qualities that Jobs had but those qualities and duties are now dispersed among a large team. The question isn’t whether Cook can be the “Chief Magical Officer” but rather whether the functional team that’s around Cook can do the things Jobs used to do.
‘He’s Been CEO for Much Longer Than It Seems’ | John Gruber
Exactly. That’s not to say Steve Jobs was not in charge, nor that he is not sorely missed. But Tim Cook has been, effectively, running the company for a long time. There are certain decisions and moments requiring leadership where the burden falls on the CEO. But much of Jobs’s authority — product design, marketing, media negotiations — now falls on the shoulders of executives like Jony Ive, Phil Schiller, and Eddy Cue.
今回の iPhone イベントのポッドキャストではこれがいちばんオモシロい・・・
Dan is joined by Christina Warren, Horace Dediu, Benedict Evans, and Haddie Cooke to discuss their thoughts on the September 10th Apple Event announcing the iPhone 5c, iPhone 5s, and more.
S is for Service | asymco
But that still leaves the question of why are those operators who do carry the iPhone willing to pay so much for it? I only assume that their decision process is likely to be rational. Mainly because we have a large enough sample but also because there is a lot of money at stake requiring quite a bit of internal consensus and vetting before committment. We have to conclude that operators place the orders because they obtain value from the iPhone even when it’s priced at a premium to the average alternative.
The question which follows then is how do they obtain value? I’ve argued that this follow-the-money process leads one to conclude that the iPhone helps in moving users to higher revenue data services. These are more profitable services for operators and the subsidy model creates more loyalty and thus reduces churn and creates a stable cash flow which can then be leveraged through debt to upgrade networks and attract yet more loyal iPhone users.
C is for Cognitive Illusion | asymco
The surprise was that the 5C was not “low end” in any way other than having a plastic case. It has a minor spec increase over the 5 but is otherwise a 5 feature set in a plastic skin. It also is priced as if it was the continuation of the 5, with a modest reduction in ASP.
In summary I’d say that the C signals the beginning of the “good enough” phase which was also evidenced by the increasing mix of the older models during the last year. Financially it shows up as lower ASP, which, as the graph above implies, I expect to drop to $600 and lower during the next year. Margins may not be affected much as the C is still very highly priced relative to its cost of production.
In the weeds | asymco
Although discussions related to how Apple will “use its cash” center on acquisitions of companies, Apple’s has been busy acquiring, just not companies. It has been buying capital equipment. Capital meaning (in the original sense of the word) the means of production.
Here is how I interpret the answer:
Apple CEO Tim Cook on Product Strategy (Video) | AllThingsD
Tim Cook at All Things D, on Why Apple Hasn’t Made a Range of iPhones | Daring Fireball
My questions for Tim Cook | asymco
Next week at AllThingsD’s D11 conference in LA, Apple CEO Tim Cook will be interviewed by Kara Swisher and Walt Mossberg. Here are some questions I’m hoping they will ask.
Horace Dediu’s Questions for Tim Cook | Daring Fireball
After giving dozens of talks in the last year using an iPad with Perspective I’ve learned a few things. Having also spent years using Powerpoint to try to do the same thing, I’ve experienced first hand how slideware has gotten in the way of great storytelling.