My Patrix site
Headroom
On a planet with around 6.8 billion people, we’re likely to see 5 billion cell phone subscriptions this year. http://www.itu.int/net/pressoffice/press_releases/2010/06.aspx ITU expects to see the number of mobile…
Category
Research
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It if Very Hard to Make Something Foolproof Because Fools are so Ingenious
When folks need an elevator, we should give them an elevator, not an airplane. We’ve been giving them airplanes for 30 years, and then laughing at them for being too stupid to fly them right. I think we’re the stupid…
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Into the Mind of a Windows Mobile User
What are we to make of the new Windows Phone 7 Series? First, we have to distinguish it as a new platform. Let’s use Microsoft’s new naming conventions and call it “WP7S” as distinct from the current Windows Mobile 6.5…
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Apple's Valuation Dredging Bottom
The fact that AAPL is less valuable — in terms of the P/E ratio — than the average S&P 500 company continues to baffle me. Apple’s P/E is a bit misleading because of the price “P” a large part is cash which should not be…
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Platform Bonanza! Three new Platforms in one Day
Delivering precisely what the world needs today: Three new ambitious platforms starting with zero installed bases and no applications are going up against the following: It should be noted that Microsoft’s new Windows…
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Blackberry Users Consume One Fifth the Data of iPhone Users
As mentioned before, Blackberries should not be thought of as smartphones. Consumer Reports announced this week the results of a study it commissioned assessing the monthly data usage for customers of Apple’s iPhone and…
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iPhone App Catalog on Track for 500k Apps by July 2011
Taking the data released so far on the iTunes App Store and performing to usual regression analysis gives us a high degree of confidence that 300k apps will be achieved by end of this year and 500k well before the end of…
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iTunes: Apps Downloading Faster than Songs
Apple just started its countdown clock to 10 billion song downloads. I combined the data available for iTunes downloads of Songs and Apps (from Wikipedia) in the graphs above. Obviously, the App download rate is…
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Android vs. Google
When I heard about Android being positioned against the iPhone, I thought about how that decision must have been justified internally at Google. I wondered how Andy Rubin added up the benefits of his product vs. the…
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Calibrating iPhone Growth
I calibrate my growth rates on the assumption that Apple will overtake the combined share of the two money-losing handset vendors. Sony Ericsson and Motorola are the weakest competitors in terms of portfolio and…