When I started to write about the mobile space on Credit Writedowns three years ago, it was clear to me that Apple's strategy as a sole hardware manufacturer earning high margins and maintaining dominant market share was limited. The question at the time was how much money Apple could earn before that strategy became vulnerable. Since then, I have written a number of posts on mobile space strategy (I leave the valuation stuff mostly out). But I haven't re-visited the real bigger macro view in quite a while. I want to do that with the weekly here.
It is ambitious of me to try to write a wide-ranging piece on such a fast-moving and complex ecosystem in a blog post format. But that's what I am going to try to do. Hopefully, it will be helpful to you in thinking about how companies in this ...
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Edward Harrison is the founder of Credit Writedowns and a former career diplomat, investment banker and technology executive with over twenty five years of business experience. He has also been a regular economic and financial commentator in print and on television for the past decade. He speaks six languages and reads another five, skills he uses to provide a more global perspective. Edward holds an MBA in Finance from Columbia University and a BA in Economics from Dartmouth College.