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I wanted to check how popular the App Store was for the world’s brands. As a quick experiment, I went through the first 100 names in the Forbes 1000 list (ranked by Revenues) and found that 37 had some app store…
Apple’s latest re-statement of financial statements eliminated subscription accounting for the iPhone not just for the past quarter but for the entire history of the product, back to mid-2007. This allows a more precise…
Google sold about 80,000 Nexus One smart phones in their first month on the market, according research firm Flurry,Dow Jones Newswires reports. By contrast, Apple sold about 600,000 iPhones when it launched the device in…
I would sell AAPL when hateful articles are no longer written. When the consensus that Apple is dominant is overwhelming then sell. When computing has de-facto shifted to mobile, then sell. When there are no more iKiller…
Deagol, one of the most accurate forecasters of Apple’s financial performance rages against the failure of mainstream databases to correctly report financial data. Having witnessed incompetent analysis and lapses of…
Mike Monteiro writes: I went back for a second helping of Avatar this Sunday. There’s a scene early on in the movie where one of the scientists walks across the lab carrying the “mobile computer slab of the future.”…
Obviously, not everyone is on the cluetrain… Credit Suisse analyst Jonathan Chaplin : “Our analysis suggests that Apple will eventually sell the device at all carriers; however, there is a much greater probability that…
I knew of Dick Brass at the time when he was promoting ClearType inside Microsoft. We met his team to consider licensing our table recognition algorithms for the production of ebooks for Microsoft Reader, an early ebook…
Jobs said that they have over 140k apps as of Jan 27th. The spider on 148apps.biz has been pretty accurate and it’s showing a bit over 150k apps as of today. Over 21k apps were added in January, with only December’s 25k…
My ASP estimate is about $600 with COGS around $300. Additional costs of distribution of $60 will make 40% GM look reasonable over time. Quarterly 2010 forecast in table above. Read more…