There’s a famous quote attributed to Pauline Kael, the movie critic, which is usually paraphrased as “How did Nixon win? I don’t know anyone who voted for him” but which actually goes like this:

“I live in a rather special world. I…

This analysis is based on the data from US wireless operators’ earnings for Q1 2014. You can see a set of data published previously here, or a fuller set of data on Slideshare here. The deck is also embedded below:

In what must be an enormously frustrating development for Apple PR, rumors of Apple acquiring Beats for around $3.2 billion broke last night on the Financial Times website. I say frustrating, because if there’s one company that likes to control the message on a new announcement, it’s Apple. And it’s so…

The FT reported yesterday that Apple will be announcing some sort of smart home ecosystem next week at WWDC. Interestingly, I’d written about Apple’s potential to do something interesting in the smart home space a couple of months ago on Techpinions, as part of a longer piece about…

I had the pleasure of joining the regulars on the Beehive Startups podcast last week for their latest episode. Beehive Startups is a local effort to profile and cover startups here in Utah, and it was fun to do this one in person rather than by Skype. Clint Betts and Mike Templeman…

I had the pleasure of recording the second episode of the new Techpinions podcast with Bob O’Donnell and Ben Bajarin on Friday, and the podcast went up on Saturday May 3rd. The podcast focused mostly on Amazon’s potential entry into the smartphone market, and we mentioned a…

This will probably be the last in my series of posts about big tech companies’ Q1 2014 earnings. There was lots of press coverage of Sony’s earnings over the last several weeks, most of it for the wrong reasons — guidance revised downward, forecasting a loss for the…