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Research

  1. Tight supply of iPhone 3GS?

    · · Research

    Just noticed that the Apple online store now says it takes 1-2 weeks to ship an iPhone 3GS. I think this just changed from 5-7 days shipping. Is Apple having supply problems again with the 3GS model? Or perhaps Apple is…

  2. Why OPK was fired

    · · Research

    Under Kallasvuo Nokia embarked on the most dramatic shift in its business since entering the mobile phone business in the early 90s. The shift was not into mobile software which began in 2001 under his predecessor. It…

  3. It takes nearly $1 billion/yr to run iTunes

    · · Research

    In recent articles I highlighted the acceleration in iTunes App downloads where the rate is approaching 18 million apps per day and the cumulative total apps which is about to overtake the cumulative songs downloaded. We…

  4. Google vs. Android Part IV

    · · Research

    Verizon, unfortunately, is also what ruins the phone. Or, rather, what it’s forced Samsung to do to the phone, which you could sum up in a word: Bing. Bing is the default—and only—search engine on the Fascinate. A Google…

  5. Smartphone market growing faster than expected

    · · Research

    IDC raised its 2010 smartphone sales growth forecast to 55 percent from 44 percent earlier. Citing booming smartphone demand it also lifted its forecast for overall cellphone market growth to 14.1 percent from 12.6…

  6. Will Apple need to cut margins on the iPhone?

    · · Research

    Many comments on and off this blog raise the specter of the inevitable decline in Apple’s margins due to two forces: The first claim can be countered by observing that Apple has not cut margins when switching from…

  7. Nokia's fifth last chance

    · · Research

    The cellphone maker will unveil its new flagship model E7, which comes with a large touchscreen and full keyboard, at the show in London, two sources with direct knowledge of Nokia’s plans told Reuters. via PREVIEW-Nokia…