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Category Archives: Marketing

It’s a Trap – More on Chip Benchmarks

February 9, 2021by D/D Advisors 2 Comments

It’s a Trap – Intel published a set of benchmarks that purport to show their chips actually outperform Apple’s M1. We use this example as a primer in all the shortcomings of Benchmarks as a Marketing tool. TL;DR – the Apple M1 is probably very good.

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Analyst Decoder Ring, Apple, Components, Marketing, Silicon

Apple Silicon – First Impressions

June 23, 2020by D/D Advisors 5 Comments

Apple Silicon – First Impressions – Using the flexibility of a custom design, Apple seems to have made huge improvements in power efficiency, but used those to boost the raw performance of their laptops, without harming battery life.

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Apple, Components, Marketing, Silicon

iPhone Purchase Plan Decision Maker – Now With All the Carriers

September 14, 2015by D/D Advisors 1 Comment

Over the weekend I took a look at how much the various iPhone purchase plans compare. That was mostly an exercise is trying to decide what I should do next […]

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Apple, Business Model, Marketing

How to Buy an iPhone – Some math behind purchase plans

September 12, 2015by D/D Advisors 7 Comments

Signing up for a mobile carrier smartphone plan has reached the most advanced stage of capitalism – like hot dog buns and hot dogs. In the US, when you buy […]

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Apple, Business Model, Marketing

CES without the Selfie Sticks: The Affiliate Summit

January 21, 2015by D/D Advisors 1 Comment

I spent the day at the affiliate marketing summit in Las Vegas. This industry was once known as the center of spam. It still draws people pitching nutritional supplements and payday loans, but there are some clear signs of maturity, and is firmly established as part of the marketing stack.

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Appconomy, Business Model, Marketing, Mobile Ads, The Valley

An Update on my Status

January 20, 2015by D/D Advisors 2 Comments

As of last Friday, I am officially unemployed. This is the good kind of unemployment, the kind that comes from working hard to eliminate the need for your own job. […]

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Business Model, Marketing

BABA: Portfolio Manager Summary

November 4, 2014by D/D Advisors Leave a comment

Alibaba is a bet on the growth of commerce in China, not just online commerce but a broad definition of commercial activity. Alibaba is now deeply entrenched in China’s business future. […]

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Appconomy, Business Model, China, Marketing, Mobile OS, Mobile Web

The 3 Roles of Alibaba

November 4, 2014by D/D Advisors 2 Comments

Alibaba has a lot going on. Parsing through its S-1 is not an easy task. But I have begun to view the company playing three different roles: Alibaba as a […]

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Appconomy, Business Model, Maps, Marketing, Mobile Web, Stocks, Uncategorized

MWC 2014: The Times they are Changing – Recap

March 10, 2014by D/D Advisors Leave a comment

Before the show, I posted that the nature of MWC has changed a lot over the years. This used to be a show solely focused on selling heavy iron networking […]

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Appconomy, Components, Marketing, Mobile Ads, Mobile OS, Mobile Web, MWC, Networking, Silicon

A quick follow-up on mobile advertising

January 30, 2014by D/D Advisors Leave a comment

A few weeks back I took a look at the mobile advertising landscape and the future of some of the smaller players in the market. In that piece, I mentioned that […]

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Appconomy, Marketing, Mobile Ads, Mobile Web

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