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In a recent article I made the claim: My bet is that by the end of 2012, it will be hard to find any branded phones which won’t run a smartphone I also showed how pricing has evolved over the last three years. Two days…
Apple now trading at 12.9 times Deagol’s fwd EPS estimate (10.5x after excluding cash). Deagol’s AAPL Model: Fiscal 1Q 2011 Final Estimates. The revenue growth rate is expected to continue at 66% (following 61% and 67%…
Windows Phone 7 launched on 10 devices over 60 carriers in over 30 countries with 1.5 million of channel inventory in 6 weeks. Given the breadth of distribution, that number is not huge, amounting to less than 10k phones…
When Apple promoted HTML5 as an alternative to Flash, the value was said to be in being an open standard, and in having better efficiency for device-based execution. The problem is that there are no authoring tools for…
I am preparing a productization of the data underlying the models I use. I am working with Timetric.com to build the product and we are considering several options for packaging and pricing/access. The first question I…
One of the most popular themes running through the mobile phone industry this year has been the unprecedented growth in Android adoption. I’ve argued that the adoption was initiated on the supply side by vendors and…
First, a round-up of the quarter’s numbers: For comparison, here are a select few vendors’ smartphone reported shipments. RIM is the first to report and we’ll be hearing the the rest by the end of January. The number…
Toshiba plant to make LCD panels for Apple: report | Reuters. Apple will invest in a portion of the investment for the factory, the Nikkei said. This is one of the more interesting news items I’ve seen for a while.…
Andy Rubin, the executive in charge of Google’s mobile software effort, said that international expansion lay behind the latest advance. Speaking in an interview with the Financial Times, he also predicted that a boom in…