Horace discusses AirShow NYC and his appearance on Bloomberg Surveillance, plus opening weekend sales of 9 million iPhone 5s/c units. We look ahead to what else Apple may have in store through sustaining and disruptive innovation.
Product, Promotion, Price, Positioning and Placement: The iPhone at seven. The 5C as a new product and the prospect for price reduction. The positioning of the 5S and the potential for the M series and Touch ID.
Dan is joined by Christina Warren, Horace Dediu, Benedict Evans, and Haddie Cooke to discuss their thoughts on the September 10th Apple Event announcing the iPhone 5c, iPhone 5s, and more.
A special episode in three parts: 1) Too many variables: The mechanics of the Microsoft Nokia deal 2) Climbing Everest without oxygen: The implications for Microsoft and 3) Post-abyss: The implications for Nokia.
This one starts slow but ends with a flurry.
We begin with a defense of Ballmer for preserving great things, continue by condemning him for not having destroyed those very same things and end by asking whether anyone could have done the right thing.
The Parable of Microsoft
Show Notes & Links:
Written by Ben Thompson (@monkbent)
Markets are expected to do one thing and one thing only: determine price. What happens when they fail? The tragedy and comedy of corporate raiders. Also more on what you can expect form Airshow New York.
High Density is an interview show where we try to articulate what it means to be great. My guests offer observations and insights into the transformation of business and society through technology.
Episode 2: Tim Bajarin
Tim recalls the beginning, middle and end of the PC industry and we discuss the causes of each.
Horace talks about Microsofts reorganization from Divisional to Functional, and the implications on their Windows and Mobile OS roadmaps. In doing so, he and Moisés touch briefly on the subject of last episode, Scott Forstalls ouster from Apple.
Horace expands on last episode’s discussion of organizational structure, as well as his recent appearance on Screen Time with Guy English. We begin speculation on the job iWatch would be hired to do, and preview the relaunch of High Density.