My Patrix site
iPad Gross Margin Estimate: 40%
My ASP estimate is about $600 with COGS around $300. Additional costs of distribution of $60 will make 40% GM look reasonable over time. Quarterly 2010 forecast in table above. Read more…
Category
Research
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Best Articles on the iPad (so far)
On iPads, Grandmas and Game-changing The iPad is the Prius Future Shock The iPad Is For Everyone But Us Old World vs. New World Computing
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HTC: Hard to Compete
HTC is the world’s fourth largest smartphone company. It ships 80% of all Windows Mobile and probably a similar proportion of Android devices. Like Microsoft in 2003, Google turned to HTC for its first smartphone, the G1…
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Shazam!
Disney owns Marvel Comics and Jobs owns Disney. You do the math. Fortune writes more…
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The Effect of Restatement of iPhone Subscription Income on Apple’s P/E Ratio
Apple trading below 20 P/E (18.9 today vs. 33 pre-re-statement) It had dropped to 11 in early 2009.
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Blackberries are not Smartphones
It’s time to re-evaluate the categorization of smartphones. The term has always been problematic. It loosely means a phone that runs an advanced operating system and has third party SDKs. There is no industry standard…
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Seeing What’s Next
Steven Frank: A lot of thoughtful people, many of whom are bloggers, look at this history and say, “Look at this march of progress! Surely the desktop + windows + mouse interface can’t be the end of the road? What’s…
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Future Shock
Fraser Speirs gets it: What you’re seeing in the industry’s reaction to the iPad is nothing less than future shock. Very good reading. Fraser Speirs – Blog – Future Shock
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That River in Egypt
Mini-MSFT: Windows Mobile 7: we so dropped the ball in our early phone OS presence that now it seems like it’s a losing battle to have a dog in this fight. But WinMo7 is out there. To me, I can imagine this becoming like…
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iPad Redux
“In many ways this defines our vision, our sense of what’s next.” – Jonathan Ive They just signed the death certificate of the PC.