September 7, 2011
New York
HOW TO SCALE: USE CLOUD INFLATION TO GROW SALES
There is a reason why Apple’s stock has not been killed by Steve Jobs’ departure: the company is a system, not a person, that scales on the cloud. Our Soccer Ball Metrics — the surface remains the same no matter the size of the sphere — show just how this is done.
Here you see the core — no joke — of Apple’s success: no matter that it was a $6 billion company in 1998 or $125 billion today, it has kept days of sales in inventories running at about three. This all important Soccer Ball Metric, when combined with a …
January 31, 2011
, New York
*PROTECTED: WE CALLED NOKIA — NEARLY 5 YEARS AGO! HERE’S WHAT IT MUST DO NOW
January 19, 2011
, New York