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Research

  1. Apple's iPhone replaces Blackberry

    · · Research

    British bank Standard Chartered is replacing the Blackberry, currently its standard corporate communication device, with the iPhone. The process of migrating corporate email services from the Blackberry to the iPhone…

  2. Mobile data use overtakes voice in US

    · · Research

    Data use overtook voice on cellphones for the first time, according to CTIA data. Internet access and text messaging occupied more data on US carriers’ networks than did the equivalent in calls. The reversal came both…

  3. Google gives up on Nexus One online store

    · · Research

    Google gives up on Nexus One online store, moves to retail | Electronista. So much for Google the Shopkeeper. UPDATE: This also puts the idea of Android generating any revenue for Google at a logical dead end. As it…

  4. Sony would say No to Walkman today

    · · Research

    Sony is “not convinced there is a large enough market to justify bringing out a tablet,” via Sony Considering Developing Tablet Computer to Compete With Apple’s IPad – Bloomberg. I wonder what current Sony management…

  5. Apple's product trajectories

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    In a well written and reasoned essay, John Gruber observes how Apple evolves their products after starting with a perfectly narrow new product definition. Toward the end he brings us to the iPad saying: That brings us to…

  6. David Hockney on the iPad

    · · Research

    “The iPad is far more subtle, in fact it really is like a drawing pad. They will sell by the million. It will change the way we look at everything from reading newspapers to the drawing pad. “It can be anything you want…

  7. Plus ça change, plus c'est la même chose

    · · Research

    And so this morning, the handset maker announced another sweeping overhaul of its management structure, its second reorganization in less than a year. via Nokia Reorgs Evidently Biannual | John Paczkowski | Digital Daily…

  8. Apple's Valuation Struggle

    · · Research

    I don’t know how many times I can re-write this story but here goes another try. In the graph below I show Apple’s historic share price overlaid Apple’s P/E (with and without cash). The share price is the line in green…