My Patrix site
The case for the iPad's future
The question of low end disruption should be a concern to any manager. It’s one of the most important sources of growth and has led to a vast amount of wealth creation. Apple was an early low end disruptor by selling…
Category
Research
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US smartphone penetration growth rate update
The survey data from comScore is in and it suggests that smartphone penetration increased by a significant 1.58%. It is now 35.1% with 82.2 million users. The weekly new user rate was about 863k/wk during July or about…
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Samsung's Polyplatform Paradox
Samsung has, over the years, shipped phones using almost every operating system it could get a hold of. That includes Symbian, Windows Mobile, Windows Phone, LiMo, Android, PalmOS and OPhone. As far as I know, today its…
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Tele Vision
Every few months rumors emerge of another technology company attempting to create a new product centered around the TV. Apple’s name comes up, of course, but so does Google. And Microsoft has been experimenting with no…
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Apple and comparables P/E ratios: Is punishment for growth being dispensed equally?
Apple’s valuation has been discussed several times on Asymco. Apple’s relative valuation in terms of P/E ratio has not improved since the recession despite an acceleration in financial performance. As Apple seems to be…
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Welcome Dirk Schmidt, Asymco Contributing Author
Asymco has reached nearly 19,000 comments from nearly 5,200 contributors. I value every comment and read them all. The process of contribution leads to peer review and encourages differing points of view. It’s essential…
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Is LG about to exit the phone market?
LG’s market position seems precarious. I first noted LG’s predicament about a year ago: LG dreams of smartphones [Updated] | asymco LG lost profitability in Q3 2009 and has not recovered it yet nor can it say when it…
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Polymath
In a rare reflective moment Steve Jobs, after the launch of the iPad, mentioned Apple’s DNA. He said: “Technology alone is not enough. It’s technology married with the liberal arts, married with the humanities, that…
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Estimates for Apple's fourth fiscal quarter: Entering the post-P/E era
I’m late with posting my estimates for Apple’s current (fourth fiscal) quarter. Normally I post my estimates a few days after the previous quarter’s earnings are announced. This quarter however there was a lot to think…
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Nokia vs. Android
Two years ago Nokia sold 30% of its smartphones in Western Europe. Today it sells 15% in that market. Its unit shipments went from 5 million to about half that and its market share went from 55% to 11%. Its rank in the…