State of the Mobile Internet
Some interesting tidbits here from Akamai (with the full report here). My comments are in Bold. The average monthly 3G traffic is the highest for laptops (1-7 GB), followed by tablets (250-800 MB) and smartphones (80-600 MB) -> not surprising Online video (30–40 percent) is the largest contributor to mobile traffic volume, followed by Web browsing […]
How Impactful is Verizon for RadioShack and RadioShack for Verizon
By now you’ve read the news that RadioShack (RSH) will stop carrying T-Mobile devices on September 14th and start carrying Verizon devices on September 15th. If you missed it you can read more here: (Reuters, TechCrunch, Engadget). How impactful might this be for both Verizon and RadioShack? Let’s start first with RadioShack. Despite poor results, the stock […]
Bullish on Apple? Bullish on China
One can’t help but be bullish – at least a tinge – on both Apple and China. From a recent NYT article: Last week, Apple reported blockbuster sales and profits in its third quarter, including $3.8 billion in revenue in greater China, which includes Taiwan and Hong Kong. For the first three quarters of Apple’s fiscal […]
Internet of Things Infograph
What the Secondary Market Tells us about iPad Availability
I recent wrote how I wasn’t sold on the premise that Apple’s quarterly iPad sales figures are largely influenced by supply chain dynamics. This morning I took a quick look at the secondary market for (used iPads). I didn’t perform an indepth study, but even a precursory examination tells an interesting story. First, here are the current prices for new […]
How Might Apple iPad Shipments Change Over the Next Year
Much has been written about the relationship between iPad supply and demand. I’ve added to that discussion here. What I haven’t seen discussed much is how iPad sales might change now that supply and demand are finding equilibrium. As I wrote, I don’t believe supply constraints have defined aggregate unit volume. But I do think it might have influenced […]
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 […]
Responding to Incentives
The perverse problem with No Child Left Behind like incentive structures: Teachers spent nights huddled in a back room, erasing wrong answers on students’ test sheets and filling in the correct bubbles. At another school, struggling students were seated next to higher-performing classmates so they could copy answers Read the full article here. […]
When is Technology Evolution Guaranteed
A recent article on the slow uptake of 3DTV raises the question: when is technology evolution certain?
The Future of the “Industry Analyst”
Last month Phil Fersht, CEO of HfS Research wrote about the changing (or in need of a change) industry analyst business. Gideon Gartner’s post yesterday brought this to my attention and it is certainly something that I’ve thought a lot about. IIAR is holding a teleconference on this topic late this month. Here are a few thoughts on the points […]
