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Research

  1. Apple: It’s all about the “marketing”

    · · Research

    “In fact, as a percentage of revenue, Apple has actually been decreasing its ad spending every year for the past eight, from nearly 5% in 2001 to 1.37% today. That’s about half the 3.6% Research in Motion’s spends…

  2. Apples vs. Nokia in North America

    · · Research

    Comparing US sales of iPhones vs. Nokia’s NA device business. AT&T iPhones activated in Q3: 3.2 million Nokia phones sold in North America Q3: 3.1 million (obviously, Nokia’s figures include Canada and Apple might have…

  3. Market Caps

    · · Research

    For reference, some selected current market caps: The top 10 world-wide: Steve Ballmer is not worried, Apple is just a rounding error.

  4. Peugeot Renault and Citroen

    · · Research

    I’m trying explain the complete lack of interest in Nokia among the US blogging/early adopter audience. If you are an enthusiast, why do you not care about the market leader. The automotive analogy is not quite perfect,…

  5. You Can’t Touch This

    · · Research

    Apple’s Q4 2009 conference call revealed that iPod touch sales were up 100% year over year. For the full fiscal year, iPhone grew 78%.

  6. Tim "Corleone" Cook

    · · Research

    When asked more pointedly, “So when you go from exclusive to multiple, you don’t change the charge to the carrier?” Cook answered, “Correct.” Apple has more pricing power than the Don.

  7. iPhone Money Trail

    · · Research

    Peter Oppenheimer, Apple’s Chief Financial Officer, said that the Average Selling Price of iPhones in the quarter “was just over $600. This reflects both high mix of 3GS sellthrough and benefits of rebalancing the ending…

  8. 100k Apps

    · · Research

    On Tuesday Apple will cross over 100,000 apps on the App Store for an installed base of ~50 million devices. On Thursday Microsoft will launch Windows 7 with 8500 apps “certified” for an installed base of 1 billion PCs.…