My Patrix site
The PC clones of the post-PC era
Since I spend most of my time thinking about what will happen, at the end of each year, rather than looking forward I like to look back to see how wrong I’ve been. The great thing about being wrong is that you learn…
Category
Research
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G'Five overtakes Samsung in India: What does this mean for your favorite mobile OS?
With a market share of 31.5 percent, Nokia is still the largest vendor of handsets in the Indian market, followed by Chinese brand G’Five with about 10 percent share, IDC said on Wednesday. via PCWorld. No, I haven’t…
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The parable of the the PDA: predicting the smartphone's future
When reading the comments disputing the possible end of the voice-phone era I’m reminded of similar comments disputing the end of the PDA era. Although the Apple Newton pioneered the market in 1992 and John Sculley came…
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Apple has accepted nearly 400,000 apps in 2.5 years
There are now well over 390,366 apps in the app store[1] via 10,000 Apps! – Presented by 148Apps.com :: 10,000 iPhone and iPod Touch applications in the iTunes App Store. Since launch, December has been the month with…
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The $85 Smartphone and the imminent extinction of non-smartphones
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…
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Apple now trading at 10.5 times Deagol's fwd EPS estimate ex cash
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%…
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Microsoft's mobile effort: back to the future?
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…
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Describing Apple's growth, cost structure, product-level and overall profitability in a self-explanatory chart
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Is HTML5 a Flash in the pan?
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…
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Poll: How would you like to get Asymco data?
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…