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 […]
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 […]
Eureka!
Coverage in Fast Company about an exciting new section at the 2012 CES. See you in January.
A Comparison of PSTN and IP Traffic From 1997 to 2015
A Comparison of PSTN and IP Traffic From 1997 to 2015. Slides start on page #4. [slideshare id=8515037&doc=acomparisonofpstnandiptrafficfrom1997to2015-110705135902-phpapp02&type=d]
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 […]
Context and Curation are King
For far too long there has been an argument about what wins the day – software or hardware. As the argument goes, hardware is commoditized and software becomes king. I argue that context is king and in the end curation win the day. Throughout the history of tech, the companies that have been able to create “something” from “nothing […]