cubed.fm
Apple’s Big Event: Doubling Down on the Ecosystem | Cubed Podcast
http://cubed.fm/2014/09/apples-big-event-doubling-down-on-the-ecosystem
With Ben Bajarin, Benedict Evans, and? Apple’s Big Event: Doubling Down on the Ecosystem. Ben Bajarin and Benedict Evans discuss the announcements around Apple’s big event. We discuss everything from iPhones taking share of premium from Android, to payments and Apple’s business model advantage, and some high level thoughts on what smart watches may actually be. Google Wallet Leaking Money. This entry was posted in Episodes. September 13, 2014. Less Expensive iPhones, and the Globalization of Tech.
cubed.fm
Cubed Episode 18: The Paradigm Shift of Mobile Engagement Models | Cubed Podcast
http://cubed.fm/2014/02/cubed-episode-18-the-paradigm-shift-of-mobile-engagement-models
With Ben Bajarin, Benedict Evans, and? Cubed Episode 18: The Paradigm Shift of Mobile Engagement Models. Sorry listeners for the two week delay in getting this episode of Cubed. Today we discuss how the mobile engagement model has changed and why Facebook’s understanding of this led them to buy WhatsApp. We kept it a little shorter today as we had a hard stop but wanted to get an episode recorded for you all. WhatsApp and $19bn – Link. Trojan Horse Messaging – link. This entry was posted in Episodes.
cubed.fm
Cubed Episode 19: The Mobile Market is Fascinating and Complex | Cubed Podcast
http://cubed.fm/2014/03/cubed-episode-19-the-mobile-market-is-fascinating-and-complex
With Ben Bajarin, Benedict Evans, and? Cubed Episode 19: The Mobile Market is Fascinating and Complex. Today we are joined by Jan Dawson of JackDaw research. We dive into the post Mobile World Congress news and discuss Nokia’s low-end strategy with the Nokia X. We also take a look at the market for the next billion smartphone consumers and whether ecosystems are sticky or not. Tablets, PCs, and Office: Link. The Challenge for New Mobile Operating Systems: Link. How Facebook is Like a Milkshake: Link.
zhongguojishugushi.blogspot.com
China Tech Tales: Montage's IPO
http://zhongguojishugushi.blogspot.com/2013/10/montages-ipo.html
Technology, Economics and Politics in Greater China. Thursday, October 3, 2013. Would assure foreign investors and regulatory agencies that they could actually have access to the documents needed to properly vet Chinese tech firms. Subscribe to: Post Comments (Atom). Innovation Policy in Hong Kong. Click cover for Amazon UK link. Other Books to which I Contributed. Greater China's Quest for Innovation. Trump Agenda: Privatisation of Medicare and Social Security? China Digital Times (CDT). Marbridge Consu...
zhongguojishugushi.blogspot.com
China Tech Tales: Foxconn and Brazil: Wild Promises and the Realities of Currency Appreciation
http://zhongguojishugushi.blogspot.com/2011/10/foxconn-skittish-on-brazil.html
Technology, Economics and Politics in Greater China. Monday, October 3, 2011. Foxconn and Brazil: Wild Promises and the Realities of Currency Appreciation. Apparently, Foxconn is growing cold on making major manufacturing investments in Brazil (link here. Well, knock me over with a feather. As I pointed out in a post earlier this year (link here. Subscribe to: Post Comments (Atom). Innovation Policy in Hong Kong. Click cover for Amazon UK link. Other Books to which I Contributed. China Digital Times (CDT).
zhongguojishugushi.blogspot.com
China Tech Tales: October 2013
http://zhongguojishugushi.blogspot.com/2013_10_01_archive.html
Technology, Economics and Politics in Greater China. Thursday, October 3, 2013. Would assure foreign investors and regulatory agencies that they could actually have access to the documents needed to properly vet Chinese tech firms. Links to this post. Subscribe to: Posts (Atom). Innovation Policy in Hong Kong. Click cover for Amazon UK link. Other Books to which I Contributed. Greater China's Quest for Innovation. Trump Agenda: Privatisation of Medicare and Social Security? China Digital Times (CDT).
cubed.fm
Episode 22: The Tablet is Dead Except Not Really. | Cubed Podcast
http://cubed.fm/2014/05/episode-22-the-tablet-is-dead-except-not-really
With Ben Bajarin, Benedict Evans, and? Episode 22: The Tablet is Dead Except Not Really. Ben Bajarin and Benedict Evans discuss the recent troubles of the tablet market and whether growth is ahead and what the expectations of the tablet market should be. This entry was posted in Episodes. May 16, 2014. Episode 21: The Beats Puzzle, and US Smartphone Installment Plans. Apple, Google, and Mobile Computing Philosophies →. Benedict Evans Ben-Evans.com. Proudly powered by WordPress.
reactware.wordpress.com
Why It’s Unnecessary to Completely Reinvent the iPhone Year After Year | React-Ware
https://reactware.wordpress.com/2012/09/18/why-its-unnecessary-to-completely-reinvent-the-iphone-year-after-year
New Software and Hardware Arouse Reactions. Why It’s Unnecessary to Completely Reinvent the iPhone Year After Year. As I was waiting in line for Apple’s iPhone event. Last Wednesday, I was talking with a number of my analyst colleagues. We all agreed that no matter what Apple launched, there would be folks in the media writing headlines about why the iPhone was disappointing, what it was missing and being generally negative. At my firm’s publishing site, Tech.pinions. Leave a Reply Cancel reply. Will Sur...
aaplmodel.blogspot.com
deagol's AAPL model: October 2012
http://aaplmodel.blogspot.com/2012_10_01_archive.html
Here you'll find my latest AAPL estimates based on my financial model of Apple Inc's business. This should not be considered financial advice, do your own diligence, no guarantee from past performance, and all of that, etc. The idea is for you to figure out as much as you can, and when stuck on something just ask me. Enjoy! Wednesday, October 24, 2012. Revised: Fiscal 4Q 2012 Final Estimates. Monday, October 15, 2012. Long-term Apple Segmented Revenue Visualizations and Projections. About the very long-t...
aaplmodel.blogspot.com
deagol's AAPL model: July 2013
http://aaplmodel.blogspot.com/2013_07_01_archive.html
Here you'll find my latest AAPL estimates based on my financial model of Apple Inc's business. This should not be considered financial advice, do your own diligence, no guarantee from past performance, and all of that, etc. The idea is for you to figure out as much as you can, and when stuck on something just ask me. Enjoy! Tuesday, July 23, 2013. Fiscal 3Q 2013 Final Estimates. 3mo ending Jun-2013 Rev($M) EPS($) - - - - - - - - - - - - - - - - -. Subscribe to: Posts (Atom). View my complete profile.
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