My Patrix site
Two Million Droids
During the reported quarter, Motorola shipped 12 million mobile phones, commanding a global market share of just 3.7%. However, the newly launched two Android 3G smartphones CLIQ and DROID witnessed impressive results.…
Category
Research
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Nokia back on top
Nokia regained top spot in operating profit. I’ll leave net profit assumptions aside this time, but Apple is sure to have beat by having far lower R&D as percent of sales. Nokia Smartphones had a good quarter due to new…
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First Thoughts on the iPad
I think it’s a logical evolution of mobile computing. A hop along the trajectory. When the iPhone first rolled out as an embodiment of the new touch-based UI–a disruptive technology, I said it was far too good as a…
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Oppenheimer on Quattro
When asked about the company’s recent acquisitions of Quattro and Lala after yesterday’s earnings report, Apple’s chief financial officer Peter Openheimer answered, “In terms of Quattro and Lala we acquired Quattro…
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The Dynabook
Alan Kay, regarding his reaction to the iPhone in January 2007: When the Mac first came out, Newsweek asked me what I [thought] of it. I said: Well, it’s the first personal computer worth criticizing. So at the end of…
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Cash is King
40 billion at end of 2009 shows acceleration over 2008. In 2008 Apple added $9.7B in cash while in 2009 it added $11.7B. Apple still has no debt. I consider it safe to assume that at least $10 billion will be added…
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Sony Ericsson ships 14.6 million phones
Sony Ericsson shipped 14.6 million phones at an average selling price of EUR120 in the fourth quarter, down from 24.2 million units at an average selling price of EUR121 a year before. Net sales fell to EUR1.75 billion…
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Incumbent Profits in Mobile Phones
In 5 years, Incumbent profits from the mobile phone industry went from 100% share to 39% share. If this is not indicative of a successful (i.e. disruptive) entry, I don’t know what is.
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Keeping it Real
From the VP of marketing for the Limo Foundation: Growth within the siloed Apple ecosystem will actually stifle the grass-roots innovation It’s interesting that this comment came on the day after Rob Glaser left Real…
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Apps are not Applications
Understanding the new world of apps. Apps are not Applications. That should have been the first sign that the software market was changing. It’s obvious in retrospect; people were buying software that would make them…