Good data driven analysis is our little company's stock in trade. I ran across a piece of data driven analysis that delves into my favorite whipping boy, RIM.
Michael Mace has presented the kind of insight, in a well structure presentation of facts, that is compelling in it's logic. It is also very well written, so reading it through and understanding it is simple, as it should be.
Follow John Gruber's link below to the article and read it through. Not only does it speak to RIM directly, but should also make us all think about our own businesses, a d even how we think. Well done!
Daring Fireball
Michael Mace, back in December:I looked at everything from videogame companies to the early PC pioneers (companies like Commodore and Atari), and I found an interesting pattern in their financial results. The early symptoms of decline in a computing platform were very subtle, and easy for a business executive to rationalize away. By the time the symptoms became obvious, it was usually too late to do anything about them.I thought this was a compelling and cogent case against RIM when I linked to it in December. Now, almost five months later, it's looking more and more like Mace was correct.
The symptoms to watch closely are small declines in two metrics: the rate of growth of sales, and gross profit per unit sold (gross margins). Here's why.
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