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Farshad

  1. Trouble with the robot?

    · · Research

    The latest data from comScore showed a few surprises: New smartphone users dropped to a very low level, below the trend line. Slightly less than 300k new smartphone users abandoned their feature phones every week during…

  2. The highway to hell

    · · Research

    A glance at Nokia and RIM’s market values today shows that they are both valued below book. With respect to RIM, The company’s share price has collapsed in the past year, and it is now only valued at about $5.4 billion,…

  4. Beneath contempt: The Apple TV business model

    · · Research

    Last year we sold … 2.8 million Apple TVs. This year, just in the first six months of our year we’ve sold 2.7. Tim Cook at D10 1:45. I note the “our” in “our year”. This implies fiscal year (that and the fact that he…

  5. Post-traumatic life expectancy of phone vendors

    · · Research

    “Clearly this stuff isn’t selling,” said Monga [an analyst at Veritas Investments Research in Toronto.]… RIM took a $485 million pretax charge to write down the value of its PlayBook inventory in December, after shipping…

  6. Shipped and sold: A brief introduction

    · · Research

    Markets are difficult to measure. Mainly because the information is not easy to obtain and that which is obtained is not made public. Collecting, analyzing and filling in the gaps is big business with many firms involved…

  8. The PC market overview for Q1

    · · Research

    In terms of units Windows-based computers made up 78% of all PCs sold in Q1. That was an increase from the 74% in the previous quarter but a decline from 90% a year ago. OS X based computers were about 3.7%, a decline in…

  9. Up to eleven

    · · Research

    During my talk at the first Apple Investor Conference in January I said that I would pay very close attention to the Machinery, equipment and internal use software line item from its PP&E during the next quarterly report…