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Research

  1. Apple trading at a discount to the S&P 500

    · · Research

    Flush with $45 billion in cash and investments ($50 per share) and no debt, Apple sports an enterprise value of about $190 per share. Compare that to $15 of earnings this year and enough catalysts to make next year’s…

  2. Seven confirmed Windows Phone 7 phones

    · · Research

    Seven confirmed Windows Phone devices getting readied for launch. Four more being rumored: Devices – Windows Phone 7 Central. To be built by HTC, Samsung and LG with Dell and Asus rumored. Vendor love for Android runs as…

  3. HTC: How Taiwan Compares

    · · Research

    Taiwanese operators Chunghwa Telecom and Taiwan Mobile have reported much interest in iPhone 4 pre-orders. Both operators announced at 9pm on 26 August they would open pre-ordering at 10am on 27 August and both operators…

  4. The next 100 million iOS devices part II

    · · Research

    Brian Marshall, an analyst with investment firm Gleacher & Co., predicts that Apple will have sold 200 million iOS devices by this time next year. He expects the iPhone and iPad to represent 68 percent of gross margins…

  5. Dogfooding Asymco stats

    · · Research

    Frequent readers of this blog know they’re in good company. There have been over 1000 comments in but a few months and, without any qualification, they have all been valuable. I’ve been delighted that contributing…

  6. ADD this: Apple's Balance Sheet

    · · Research

    Only on Asymco… Let your fingers do the walking through Apple’s income statements since FQ1 2005. Glide effortlessly through juicy bits of assets and liabilities. Slide your finger through nineteen quarters of financial…

  7. All the new screens

    · · Research

    There is a rush to market a whole new batch of tablets. Here’s another one. Yet another tablet They all bear an outward resemblance to another tablet that was widely panned. So what strikes me about all of these designs…

  8. Bond market discounting Nokia's credit rating

    · · Research

    The world’s largest mobile-phone maker’s bonds are trading as if Nokia’s rating has been cut, with spreads over government debt widening as the company strives to develop devices with the same mass appeal as the iPhone,…