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We cover the valuation question regarding Apple and tech in general as seen through investors’ eyes. This discussion ranges a bit on P/E compression and the psychology of investors–which might change with Apple TV. We…
A year ago I noted that Apple could buy most of the mobile phone industry with cash on hand (excluding Samsung’s operations). Since then Apple’s cash has grown significantly and the value of all phone vendors except…
Nielsen and comScore survey US consumers through different methodologies, however they both try to paint a picture of the smartphone patterns of ownership and consumption. I regularly report on comScore’s data as it’s…
Gartner has published preliminary PC unit sales for Q2. The data from Apple’s Mac sales has not been published yet but based on some estimates, we can draw a partial picture of the personal computer market. My estimate…
We start with a discussion of RIM’s latest quarterly performance and follow with a description of the inherent tension between managing and leading. To further illustrate this divergence we discuss the conflicting…
Steve Ballmer July 9th, 2012 on competing with Apple: We are trying to make absolutely clear: We are not going to leave any space uncovered to Apple We are not. No space uncovered that is Apple’s We have our advantages…
John Cox of Network World: We asked him eight questions about the five-year impact of Apple’s iPhone, and he replied from his iPad. Q: Five years ago, people actually began to get their hands on the Apple iPhone. There…
When the Macintosh was launched in 1984, computers running the MS-DOS operating system were nearing a dominant position in the market. Having launched in 1981 as the IBM PC, they were quickly cloned and four years later…
According to comScore, as of end of May, the ratio of consumer phone users in the US (aged more than 13) who use smartphones as their primary phone has reached 47%. The question is whether this is reaching saturation. My…
The number of BlackBerry phones sold fell 41% year-on-year in the last RIM fiscal quarter. Sequentially the fall was 30%. Though surprisingly poor, I note that Nokia’s smartphone business fell even more dramatically last…