Apple Stores Must Not Lose Sight Of Why They Became Successful [View article]
Gateway was originally started in Sioux City, South Dakota. The offices were adjacent to the stockyards. As a former Wall St. analyst, I can say that, unlike many companies I covered, the bullshit at Gateway was real.
Lessons Learned From My Attempt At Estimating Apple Earnings [View article]
The best way to estimate Apple (or any product company's) performance is to build a bottoms-up product shipment model and then feed it into a detailed operating business model. That's hard work. Not many people do it.
Apple Could Crush Competitors With a $99 iPhone [View article]
I believe this is the ticking time bomb in iPhone sales - the total cost of ownership. In these tough times, spending $1000 or more per year for a phone is going to be viewed as a place for budget-cutting, at least in the US where lower-cost phone options are available.
If you REALLY want iPhone sales to explode, get multiple carriers in a market to offer it and have them drop the cost of their service.
When IP-based wireless networks prevail (WiMAX is the tip of the iceberg), all proprietary cell networks will lose their value and service pricing will drop. Meanwhile, the carriers will milk customers for all they can - look at SMS pricing for a great example...
This will take at least ten years, but it is inevitable. Apple wins in this scenario, and the carriers lose.
Apple Stores Must Not Lose Sight Of Why They Became Successful [View article]
Lessons Learned From My Attempt At Estimating Apple Earnings [View article]
Apple Could Crush Competitors With a $99 iPhone [View article]
If you REALLY want iPhone sales to explode, get multiple carriers in a market to offer it and have them drop the cost of their service.
When IP-based wireless networks prevail (WiMAX is the tip of the iceberg), all proprietary cell networks will lose their value and service pricing will drop. Meanwhile, the carriers will milk customers for all they can - look at SMS pricing for a great example...
This will take at least ten years, but it is inevitable. Apple wins in this scenario, and the carriers lose.