smartphone
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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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Memo to Ms Ahrendts
MEMO Re: Apple Inc: Play not to lose: Minimax strategy Dear Ms Ahrendts Congratulations on your recent appointment. We have been commenting on Apple for a number of years in this Blog, and from the perspective of game theory. You should challenge everything about the data – market share figures, consumer loyalty and the source…
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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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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…