lose the game
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Polar Bear & Seal Dilemma in the Apollonius Circle
Abstract Polar bears pursue seals. But polar bears cannot swim as well as seals. As the ice cap melts, there is less ice caps for the seals to rest. Both have to survive. With melting ice caps, the seal as victim should adapt to the same speed as the pursuer, the polar bear. In the…
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Raw War: Google ∧ Apple = 1
Google and Apple are like chess players in a smart game – their war is raw. They are as thran as a pair of cloth galluses. Both players attack: they have developed a cognitive awareness of each other as competitors and like[1] Radar O’Reilly they always know the rival strategy before the rival does. Players…
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Activist shareholders, Tobin’s q = Marris v
Investors generally over-react to good and bad times. Equity values are now increasing at a decreasing rate across the indexes as investors anticipate corporate earnings and begin to read the signals; many investors extrapolate past share price performance, and using an moving average or charting the trends in the share price are de rigueur in…
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Spin-0 for Apple in a French defence: from iPod to iNext or acquire a telco?
In our previous Blog entries, on the smartphone and tablet market, we referred to the market as a game, G. In G a new phenomenon has occurred, created by a convergence of technology coupled with rational consumers asking: is the iPhone5 = a mini iPad or is the new iPad mini = iPhone6? This line…
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i-Lag or Byte of the Apple
The smartphone has evolved from new gadget to just another gadget – it has become commoditized. The Razr i will indeed allow you to switch quickly between the web, play games, send texts and take photos. Will iOS 6 disappoint as consumers realize that it begins to slow down your iPad2 and is backward incompatible…
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Simon en-cycling to SMIN!
In less than 10 years the smartphone game has eclipsed its humble beginnings of combining a PDA with a phone. The App-ing Generation T who communicate and share across technologies can have an ice cream sandwich in their operating system or a mountain lion or faster graphics performance with ivy. Poorer consumers across the developing…
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nano iPhone now or lose the game!
It could be time in the smartphone game for a nano iPhone from Apple Inc as spherical competitors, ie from anywhere at anytime enter the game,…with Huawei and Qualcomm new chip spec in low cost low price with multi-functionality and the emergent DataWind in India with the $35 phone and promised $100 tablet……already we see…