My Patrix site
More media tablet hype
The iPad is still only slightly more than a year and a half old. Forecasting unit volumes has proven very difficult. But more than that it’s proven very difficult to appreciate the impact on the market it’s disrupting,…
Category
Research
-
-
In memoriam: Dennis Ritchie
Dennis Ritchie created C and co-created Unix. One of the unsung heroes of the modern world. He died yesterday. His “The C Programming Language” was my bible during a formative period of my life. In his memory I re-link a…
-
Windows Phone, a year on
Windows Phone is in limbo. The company acknowledged that it has performed below expectations. During the last quarter for which we have data (ending June) I have an estimate that Windows Phone sold only 1.4 million units…
-
How many iPhones will be upgraded next year?
Last week I proposed that there were two significant markets for the new iPhone: 1) the existing iPhone user base 2) smartphone “non-consumers”. Today I want to dig a bit deeper into the first market to get an idea of…
-
The new iPhone portfolio and implications on ASP
The iPhone portfolio is now larger than ever. It’s arguable that, for the first time, we can actually call it a portfolio vs. the [n, n-1] pair of products that’s been available to date. A year ago I even argued that the…
-
Can the BlackBerry recover?
The August comScore mobile survey (MobiLens) is out. It measures the penetration or consumption of various mobile products and services in the US over a three month period. I track the change in this data over time. Here…
-
Steve Jobs didn't
He had taste. He was curious. He was patient. He was foolish. He was hungry. These things many others can do. Maybe you can.
-
At $2.9bn/yr apps are challenging songs as the most valuable online medium
During the October iPhone event Apple gave an update on the app and song download totals. This is a reliable gauge of the iTunes ecosystem performance and Apple has been supplying these numbers for several years.…
-
Why is there no iPhone 5?
I’ve been asked what will be the effect on the market of the iPhone 4S. Actually the question was what would be the effect on the market of there being no iPhone 5. I’d answer that the iPhone 4S is a product designed to…
-
Sprint's gamble
The Wall Street Journal reported that Sprint Nextel made a “multibillion-dollar” gamble on the iPhone. This is based on information that Sprint committed to buy 30.5 million iPhones over the next four years. Wall Street…