marketstrategy

Apple agrees to buy Beats for $3 billion; adds music veterans Iovine, Dr. Dre to staff $AAPL

Apple agrees to buy Beats for $3 billion; adds music veterans Iovine, Dr. Dre to staff $AAPL The rumor is now official. However, there’s still a lot of puzzling pieces here: Is Apple moving away from it’s “One P&L to rule them all” strategy if it operates Beats as a completely separate brand? Apple is …

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furbo.org · Wearing Apple

furbo.org · Wearing Apple While his conclusion seems wrong, the basic argument against a “IWatch” present here by Craig Hockenberry seems pretty cogent. Fashion and personal taste are so integral to a watch it’s hard to see anything being mass market and broadly successful. Name a watch company that only has one or two watches …

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When will smartphones saturate?

When will smartphones saturate? Horace Dediu has been doing some interesting work with logistic growth functions and forecasting smartphone adoption rates. He continues that here, applying the data to not only the US market, but also the global market. And he reminds us that the North American smartphone market is only 11% of the global …

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Bundling and Pricing Innovation

Bundling and Pricing Innovation Horace Dediu on the aforementioned suggestion that smartphone subsidies will go away. His take is that carriers are unlikely to find real “unbundled” alternatives that they would like – that the demands of building and maintaining the networks will drive their need to stabilize the relationship with the customer, which drives …

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Moonshot

Moonshot Horace Dediu on the iteration and “small wins” that drive a consumer product. Sometimes the big sweeping visions do actually foresee the future, but to do it in a way that wins, you have to be doing a new, useful job for your customers. It calls to mind Steve Jobs telling the shocking story …

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