My Patrix site
Dell's running
Once the pride and joy of the world’s largest computer systems builder, consumer products now make up just 18% of Dell’s total sales. That’s probably a good thing in the long run, because this segment is notoriously…
Category
Research
-
-
Revisiting the App Forecast
From a forecast I made on March 21st: 300k Apps Approved by August: My initial estimate in February for the 200k milestone was by May 1st. I was clearly off by nearly 40 days. If the add rate is maintained at 20k/mo 300k…
-
Life's (Not So) Good
Follow-up to LG dreams of smartphones. LG Doesn’t See Return To Operating Profit Until Early Next Year By Roger Cheng and Jung-Ah Lee Of DOW JONES NEWSWIRES SEOUL (Dow Jones)–LG Electronics (066570.SE), which readily…
-
Android and the philosopher's pencil
Does it not strike everyone as odd that a company whose business is in the cloud also needs to peddle systems software…even devices? It’s like a philosopher at a conference trying to convince the audience of his idea…
-
Talk of mobile dominance is bunk
I’ve been asked in comments on this blog who will win the “mobile war”. I use two analytical tools to answer this question: (1) history (2) value chain analysis. History shows that operators are very important and hence…
-
HTC: How They Compare
In the last mobile market update series I wrote of the evolution of market share, the shift in where dollars are spent, the tale of ASP erosion, profitability ratios over time and EBIT share over time. I did not include…
-
Analyst production forecasts for iPhone and iPad
On the iPhone, the firm raised their production forecasts from 14 million units to 18+ million, aided by easing constraints of display panels. Checks show consistent shortage of iPhone 4 inventory at Apple stores and…
-
iPad supply catching up with demand
Shipping delays have shrunk from 5-to-7 business days to 3-to-5 days which is great because now Apple will run more ads. Apple – iPad – View photos and images of iPad. But seriously, how long has it been? Five months…
-
Android's Pursuit of the Biggest Losers
The mobile phone market is intertwined with the telecommunications industry which is vast and there are numerous competitors which are much more dynamic and better capitalized than the moribund PC or music player…
-
The Stupid Manager Theory applied to Nokia
“I would say that the highest abstraction level of the problem is that there are incompetent people managing, ordering or directing things.” via Rescuing Nokia? A former exec has a radical plan [printer-friendly] • The…