Media - what is it good for…

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iPhone launch - despite issues gets a free pass

July 11th, 2008 ·

So the blogosphere is abuzz with the iPhone 3G and app store launch.  I am convinced this will be a huge success but lots of teething problems are present in the launch.  And the issue I have with this is that very few people (Om Malik excluded) seem to be taking Apple to task for [...]

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Tags: apple · brand · mobile · web

Apple + PA Semi. Is Apple gearing up to take on Nokia?

June 12th, 2008 ·

Steve Jobs to John Markoff:
PA Semi is going to do system-on-chips for iPhones and iPods
I blogged about the acquisition here and my speculation about the purpose of the acquisition is confirmed by the Jobs quote (if you believe that he is honest here).  A couple of interesting things here:

The success of TI in the 1990s [...]

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Tags: apple · iphone · semiconductors

New iPhone - it’s the platform stupid

June 9th, 2008 ·

Steve Jobs may or may not announce a new iPhone today and that’s important but it almost does not matter because the real power of the iPhone is the SDK and apps that get built on it.  Apple has effectively turned the iPhone into a developer platform and that has a tremendous multiplier effect on the value [...]

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Tags: Gadgets · Mac · iphone · software · web

Content goes from king to the new loss leader

May 5th, 2008 ·

By now it’s fairly well-known that selling digital music downloads is a tough business with thin margins. However, across both online as well as brick-and-mortar retailing, music and video is being used more universally as a loss leader and it’s not clear what this trends means for content in general. For example:

for Apple, [...]

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Tags: Gadgets · Mac · mobile · music · web

Shocker - Apple buys PA Semi

April 22nd, 2008 ·

I am not sure what to make of this but Apple has apparently bought PA Semi for $278M.  When Apple made the switch to Intel, PA Semi was supposedly in the mix, so I am not sure what it means that they have now acquired  PA Semi.  Apparently, it will give them differentiation in the [...]

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Tags: Gadgets