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Research

  1. Apple's growth vs. top 10 largest market caps

    · · Research

    Apple’s stock price has been rising. Although it’s still priced at a P/E of 22 while facing near term EPS growth well above 50%, this is belated recognition of the potential of the iPad and the iPhone. However, as it has…

  2. Ten Years

    · · Research

    TenYears.jpg. credit: http://www.flickr.com/photos/x1brett/ The one on the right also includes a battery and cellular radios. Some still argue that the PC will never be replaced.

  3. Will Nokia build Windows phones?

    · · Research

    Will Nokia build Windows phones? | VentureBeat. The chances are extremely small. There are three scenarios where this would make sense: Although it’s never prudent to say never, I just don’t see any logic for Nokia to…

  4. Facebook to Enter Mobile Phone Market in 2011

    · · Research

    Despite being based on Android, a Facebook phone would be competition for Google as much as it is for Apple. Google benefits from ad revenue tied to their search and other services which would likely be supplanted by…

  5. Asymco: the existential theory

    · · Research

    Much of what I write is structured around theories of strategy and management. The word theory gets a bad reputation among managers because it’s associated with the word “theoretical” which connotes impractical. But a…

  6. Forecasting iPhone production and sales

    · · Research

    Analyst Jeffrey Fidacaro with Susquehanna Financial Group in a note to investors: via AppleInsider | Suppliers say Apple will build first 3M CDMA iPhones in December. What I don’t get from these numbers: My own estimate…

  7. Nokia's UK managing director resigns

    · · Research

    Nokia’s Uk managing director Mark Loughran reckons that the Nokia N97 will prove superior to the iPhone due to its significantly better camera sensor, lower tariffs and its radical change in styling and especially form…