My Patrix site
Category
Horace, you spent nearly a decade at Nokia, where you worked as a business development manager and industry analyst. Did you foresee their current, increasingly dire situation? I did not see an explicit downfall. I…
At this year’s WWDC Apple offered an update on Game Center accounts. The data we have so far is shown in the following graph. Before being acquired, another network, OpenFeint, announced 180 million iOS accounts in…
Phil Schiller stated (under oath) that when assessing sales for a new model of the iPhone, Apple used an easy shorthand: Each new generation sold approximately equal to all previous generations combined. That’s a helpful…
According to data from comScore, in the past 24 months 50 million Americans became Android phone users. In the same time frame Apple added 24 million iPhone users. As I mentioned in my Asymmetric Competition post, it…
The Mac grew at the extremely low rate of 1.8% over last year’s second quarter. Although it grew faster than the Windows PC market, the gap has narrowed quite a bit. The following graph shows the growth of the two…
Thanks to Angel Lamuno for sending me to a dry and boring lecture by Dr. Israel Kirzner from Feburary 1988. It got me thinking again about competition and how confusing it can be. The lecture was in part about how the…
In the 2011 Annual Report(10K) published October 26th Apple states: The Company anticipates utilizing approximately $8.0 billion for capital expenditures during 2012, including approximately $900 million for retail store…
As the following revenue growth table shows, the second calendar quarter of 2012 was not like the recent past. The bottom line growth (earnings) is the slowest since Q309 which had a difficult comparison with Q308 when…
Did I get anything right in last forecast? The table below shows the scores for my various estimates[1] Last quarter I managed a B+ overall but this quarter was a C+. The iPad estimate was a complete failure mitigated…
Here is the second Perspective “padcast” where I discuss: The discussion is an audio presentation with animated, interactive motion charts which can be manipulated by the user. It’s available as an in-app purchase for…