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Ben Thompson / stratechery:
While Dropbox leads in consumer adoption, Box's early focus on enterprise sales a key strength   —  Battle of the Box  —  The problem with the old thin client model was the assumption that processing power was scarce.  In fact, Moore's Law and the rise of ARM has made the exact opposite the case - processing is abundant.
Jan 21, 2014, 9:40 AMIn context
Ben Thompson / stratechery:
Tablets initiated the PC decline; the complexity of Windows 8 accelerated it   —  Windows 8 and the Cost of Complexity  —  PCs just suffered their worse quarter ever.  From the WSJ: … Here are the last 10 years of PC Sales from IDC (thanks to Charles Arthur, who wrote a great column today …
Jan 12, 2014, 6:10 PMIn context
Ben Thompson / stratechery:
Promotion in the App Store   —  Two interesting articles last week, better together.  —  First came TheInformation's1 maiden piece about How Apple Gives Some Apps an Edge (subscription required): … The next day came news that Cut the Rope 2 was launching in two weeks, and that it would be exclusive to iOS.
Dec 10, 2013, 8:15 AMIn context
Ben Thompson / stratechery:
In Oct event, Apple unable to focus on iPad's strength: productivity not limited to PC uses   —  The Magical iPad  —  In The Missing “Why” of the iPad I wrote: Yesterday's presentation covered the “What” and “How” of the iPad, but it had nothing about “Why.”  Why does the iPad exist?
Oct 28, 2013, 7:15 PMIn context
Ben Thompson / stratechery:
Presentation suggests Apple lacks vision for the iPad sans Jobs, Forstall   —  Whither Liberal Arts?  The Missing iPad Story  —  Steve Jobs closed the January, 2010 introduction of the iPad with this now famous slide:  —  Steve Jobs and the intersection of technology and the liberal arts
Oct 23, 2013, 7:00 PMIn context
Ben Thompson / stratechery:
So the 5S is (allegedly) killing the 5C.  Why is this bad news?   —  John Koetsier, writing at VetureBeat: … First, the necessary caveat: Apple supply chain rumors are notoriously unreliable.  But let's assume this one is true, and see if we can figure out the bad news Koetsier is referring to.
Oct 21, 2013, 5:05 AMIn context
Ben Thompson / stratechery:
Thinking about iPhone Pricing   —  Before the 5C was well-known, I argued that sticking with just one new iPhone model a year had a dangerous precedent: Ford, and the Model-T: … It was controversial to suggest Apple might add SKUs - heck, it's still controversial today - even though the logic is inexorable.
Sep 9, 2013, 8:55 AMIn context
Ben Thompson / stratechery:
The Deal That Makes No Sense   —  Early this morning Microsoft acquired Nokia for €3.79 billion (plus €1.65 billion for patents).  It is a deal that makes no sense.  While industry observers love to pontificate about mergers and acquisitions, the reality is that most ideas are value-destoying.
Sep 3, 2013, 6:30 AMIn context
Ben Thompson / stratechery:
If Steve Ballmer Ran Apple   —  Bear with me, I know my premise is ridiculous.  —  Imagine Steve Ballmer was right now the CEO of Apple, with the same set of products and opportunities.  Suspend disbelief about cultural clashes, or organization structure.  Presume Ballmer could set the strategy …
Aug 25, 2013, 6:40 PMIn context
Ben Thompson / stratechery:
C is for Choices   —  I have to admit, it was a bit of a thrill breaking the news to the western world of the latest iPhone leak: … Still, it really wasn't anything new (although I did learn the reason for dual flash), and certainly nothing of strategic import. … So let's analyze.
Aug 21, 2013, 7:55 PMIn context

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