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Thinking over Apple's value
In intra-day trading Apple’s stock price traded at a P/E ratio below 15. That threshold is now at a price of about $315/share. Excluding cash the P/E is under 12. On a forward basis, there is widespread agreement that…
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Farshad
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The Critical Path #2: Synchronized failure – 5by5
The Critical Path #2: Synchronized failure – 5by5. Horace Dediu and Dan Benjamin discuss how smartphone pioneers Nokia and RIM falter while the market is booming.
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Apple could buy the mobile phone industry
The second quarter ends in less than two weeks. When it does, I expect Apple will have over $70 billion in Cash, Cash Equivalents, Short-term marketable securities and long-term Marketable Securities. That figure has…
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The app industry vs. the music industry
By my estimate, Apple has paid out $16.6 billion to content owners. $2.5 billion to app developers and about $14 billion to music companies. The developer payments are published by Apple, the music payments are estimated…
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iPhone liquidity: Why an unlocked Phone in the US matters
The iPhone is now available in the US unlocked. Judging by the lack of reaction to the news, one would assume that this is not a significant event. I would argue however that it’s a very significant event. What is…
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iTunes now costs $1.3 billion/yr to run
The iTunes store continues to grow. The data that Apple published in the last event included the following: As this data is added to the existing data and cross-referenced additional insight into the economics of iTunes…
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Getting to one billion iTunes accounts
There are 225 million iTunes account holders. 25 million joined in the three months. As the iTunes store has been operating since April 2003 it’s possible to step back and look at its history and measure the rate of…
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Android developers are more prolific but less persistent than iOS developers
According to 148apps.biz, the App Store has seen over half a million apps since inception. The number of available apps, according to Apple, is now 425k. (148apps claims 402k apps available in the US store.) The history…
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A new show launched today. Critical Path #1: The Five Year Plan – 5by5
Critical Path #1: The Five Year Plan – 5by5. Critical Path is a talk show contemplating the causality of success and failure in mobile computing. Using Apple as a lens to look at both telecom and traditional computing…
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Songs, Books and Apps: What do the three media types tell us about the future of consumption?
The 200+ million iOS devices have caused 14 billion apps to be downloaded in less than three years. The iTunes music store caused 15 billion songs to be downloaded over a 7 year period. The two media download totals are…