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Farshad

  1. Does Growth Matter?

    · · Research

    In last week’s discussion of Apple’s (historically low) valuation, comments arose that perhaps the company’s discount is not unique. Can we look at comparable companies and determine whether the relationship between…

  2. The big bang theory of computing

    · · Research

    HP’s CEO Meg Whitman admitted that, when iPads are included, Apple will overtake HP as the world’s leader in computer shipments. “We need to improve our game and our products to take over the leadership position. Apple…

  3. The thermodynamics of Apple's share price

    · · Research

    Andy Zaky at Bullish Cross wrote a great post on Apple’s valuation, showing the deep discount of Apple’s earnings vs. an average company. It essentially states that Apple’s money is not green. Felix Salmon took it…

  4. Interactive charts for Apple's product lines

    · · Research

    Warning: This requires Flash. This is a data set that shows Apple’s product-level performance according to Units sold, Average Selling Prices, Cost of Sales, Gross Margin, Unit Growth, Revenues, Revenue Growth and Gross…

  8. How many iOS devices will be sold in 2012?

    · · Research

    There are several methods I turn to when estimating device sales. The first is to look at so-called top-down views of the demand. This method takes a view of the overall phone market and assumes share for smart devices…