asymco

Nokia’s latest quarterly results and forecast caused a 15% drop in the share price on a day when the S&P rose by about 1%. The drop was the largest single day change in the company’s valuation since 2004. The cause for the drop was not macroeconomics or performance in the previous quarter, but the guidance [...]

When the iPhone was announced in January 2007 I tried to envision the competitive response from Nokia. The method involved some knowledge of the product development cycle that I was faintly aware of. Now that the iPad is out, it will be useful to revisit this prediction with respect to other incumbents who will be [...]