My Patrix site
Visualizing iPhone vs Android Shares
Following up on my last post on how misleading US-only share comparisons can be, I decided to draw charts to visualize the comparison. As Android and iPhone compete in various ways, it’s hard to see which is the…
Category
Research
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Apple P/E Briefly Drops to 20
Apple’s Price/Earnings ratio (trailing twelve months) based on restated (non-subscription) accounts. Grey line is P/E ex-cash.
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NPD: iPhone is 65 percent of AT&T's smartphone volume
Much ink is being spilled over Android outselling the iPhone in the US in Q1. Here’s what NPD survey data shows: The table below combines the NPD, AT&T, and Canalys data to show units for iPhone and Android in the US,…
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Survey: Consumers are replacing other computers with iPad
According to a new survey, 44% of iPad purchasers say they won’t be buying a notebook because of the device. via Survey: Consumers are replacing other computers with iPad. Count me in with those 44%.
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Apple's WWDC event sold out in 8 days
iPads sell out in days, WWDC sells out in days, can Apple deal with demand? It might be a nice problem to have, but one gets a sense that Apple has growing pains. AppleInsider | Apple’s WWDC event sold out in just 8…
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Why Nokia's board backed the CEO in a stay-the-course strategy
Nokia chairman Jorma Ollila said the company’s management is fully supported by the board via Nokia board backs CEO, new device strategy | Electronista. In my assessment of Nokia’s competitive response to the mobile…
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Misdiagnosing Failure: Why Disruptive Innovation Models Miss on Apple
In a thought-provoking article in The Motley Fool (Predicting Failure: Testing the “Disruptive Innovation” Model ) summarizing recent research in disruptive innovation, the following quote jumped out at me: Then again,…
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Global smart phone OS shares
In the free press release linked below Canalys reveals their estimates of vendor shares but not the OS shares for smartphones. However it’s not hard to see the OS split due to the high degree of exclusivity of OS’s to…
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Analysts predict iPad sales
After 1 million units sold in 28 days, it’s time to review the analysts’ predictions: First year iPad unit forecasts (sourced from TMO Finance Board) Looks like at least half of these guys have already blown it. For the…
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iPad outsells iPhone
Apple today announced that it sold its one millionth iPad on Friday, just 28 days after its introduction on April 3. iPad users have already downloaded over 12 million apps from the App Store and over 1.5 million ebooks…