Are Apple’s Strong iPad Numbers Just a Supply-Chain Story….

Last week Apple blew away (nearly) all expectations for fiscal Q3 iPad sales.  I hate saying, “Apple always exceeds expectations” because that just suggests estimates are consistently and systemically biased downward but they did far exceed fiscal Q3 iPad estimates after not accomplishing that feat in fiscal Q2. Analysts estimates for fiscal Q3 iPad sales ranged from 6 million to 9.5 million with […]

The Future of Curation

I’ve written about curation in the past. One of the keys to curation – one of the driving features to why curation matters – is discovery.  Curation drives discovery which drives more curation. The battle within curation today – and in the years to come – is how curation is done.  There are a variety of web services that empower the individual […]

What’s going on in 3DTV

A recent article in Home Media Magazine – citing research firm SNL Kagan – calls into question the growth rate of 3DTV: Sales of 3DTVs are projected to actually decline in 2011 as issues surrounding a universal standard, eyewear, dearth of content and price resolve themselves, according SNL Kagan. Principal 3DTV drivers include live sports and ongoing […]

Is the Future of Reading Social?

The role of social in reading is becoming more pronounced. I’m not talking neighborhood book clubs here (no offense). The social aspects of today’s reading leverages the digital environment where both reading and the sharing of content (and consequently content discovery) is taking place. In Kindle for example, Amazon shows sections of texts highlighted by […]

Evolutionary Currents: Adding Context to the Nook Color Upgrade

This week Barnes & Noble upgraded the software running on their Nook Color e-reader tablets. Users can now access apps, have email pushed to the device and watch flash videos. There are a variety of reviews on the web (see: here, here, and here) discussing the anticipated update so here I’ll take a differ tack […]

Apple’s AirPlay Remains the Sleeper Hit for 2011

Back in January I wrote that Apple’s AirPlay would drive a renaissance for audio.  Networked audio solutions have been building slowly to a crescendo I believe plays out over the next 24 months.  Of course companies like Sonos and Logitech with their Squeezebox suite of devices left important early footprints while defining the market for networked audio solutions.  Several years ago I spoke with […]

on Kindle Pricing Part II

Last week I provided an estimate of the implied revenue Amazon expects to earn in advertising from the newly discounted Kindle with Special Offers. I happened to catch MG Siegler’s post on TechCrunch on the same topic.  Siegler takes an approach I heard frequently immediately following the announcement, namely that $25 isn’t a strong enough discount.  Amazon should have been more aggressive and marked the device […]

The 360 degree solution

this was previously published in March 2008 in Dealerscope Magazine: Ten years ago, consumers bought consumer electronics devices largely independent of the services and content they would eventually use in conjunction with those devices. Those times are gone. As opposed to piecing together an a la carte experience by coupling hardware, software and services, today’s […]