My Patrix site
The S&P 499
Thomson Reuters reported that excluding Apple, the entire S&P 500 grew profits at a rate of 4.4%. Including Apple the figure is 6.4%. Using one weird trick ((Algebra)) I calculated the value of profits generated by the…
Category
Research
-
-
How many iOS devices did/will Apple ship?
Last August I wrote: It’s therefore reasonable to assume that calendar 2014 will see at least 250 million iOS devices sold The actual figure was 259.5 million. Looking ahead, the capital spending pattern so far shows a…
-
Apple’s Growth Scorecard
Apple’s Net Sales grew at the rate of 30% in the last quarter. Earnings per share grew at 47%. Both of these figures are the highest since 2012. It should be noted that although the rate of growth is extraordinarily…
-
Asymcar 21: Where we’re going, we don’t need roads
Gartner asserts that “connected cars or smart cars are poised to play a pivotal role in the Internet of Things (IoT)”. We say “Hah!” Also, via Asymcar 21: Where we’re going, we don’t need roads | Asymcar.
-
Haunted Empire
The “Stupid manager theory of company failure” (and its corollary, the “Smart manager theory of company success” ((As well as the “Smart/Stupid leader theory of national success/failure”))) remains the most popular,…
-
Bigger than Hollywood
Apple paid $10 billion to developers in calendar 2014. Additional statistics for the App store are: Putting these data points together with others from previous releases results in a fairly clear picture of the…
-
The Monopolist
When the Apple Watch will begin sales, there will have been dozens of “smart watches” released. At CES this week at least 56 “wearables” were on display. One could be forgiven for thinking that Apple’s Watch will compete…
-
The 2015 “Sleeper Ideas” List: Trends, Stocks, And Private Companies To Watch – Forbes
My choices: 1. Cyanogen. This company should develop a credible path for AOSP (non-Google Android) especially in India. I expect a lot of traction as OEMs who embrace Android reject Google. 2. iPad. Not as a consumer…
-
Biggest news of 2014
As corporate romances go, IBM and Apple’s must rank among the most unexpected. As I wrote on the date they changed their Facebook status, the two companies were antagonists for the better part of twenty years and their…
-
Asymcar 20: Iconic Design
I recall details of a recent Tesla Model S test drive while evaluating their innovation on jobs to be done, form factor, design, production methods and their business model. (Also, other goings on with Uber, BMW and…