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Farshad

  1. Is the iPad a PC?

    · · Research

    Gartner published its estimates for “PC” shipments during the fourth quarter. As I’ve done in the past, I combined their estimates with known shipments from Apple and separated Apple’s performance from the Windows-based…

  2. 5by5 | The Critical Path #21: Negative Costs

    · · Podcast

    Continuing their discussion of the creative side of Hollywood accounting, Dan and Horace take a look at the way income from movies is distributed and why no movies ever make money. The observations sharpen focus on the…

  3. Enter, Prise

    · · Research

    Historically, Apple’s sales to business and government buyers of personal computers have been, in a word, minuscule. To put a number on it, Forrester published data where the estimated value of those sales in 2007 were…

  5. Predictions for 2012

    · · Research

    I have none to offer. It may sound strange to hear me say that I don’t make predictions even though I often talk about how things will change and even provide some forecasts. The difference is one of degrees. A…

  6. Estimating iPhone sales in the US during Q4

    · · Research

    Verizon has been the first source of data on iPhone sales for Q4. They reported 4.2 million iPhones sold. The first quarter of Verizon iPhone sales had 2.2 million units, followed 2.3 million in Q2 and 2 million in Q3.…

  8. Apple's commoditization discount

    · · Research

    When asked where Apple’s growth will come from, most analysts or observers will cite new products. As long as there are new products, then there is growth. Conversely, if there are no new products, then there will be no…

  9. Interactive Apple Analyst Data

    · · Research

    As the quarter is now at an end, it’s time to once again review the performance of Apple’s most highly paid observers. The data set linked includes published quarterly forecasts starting quarter ending June 2008 to…