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An interview with Horace Dediu
An interview with Horace Dediu. Curiously, given the high specs, I find myself using only an iPad for a week (without access to AC current).
Category
Research
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The Post-PC era will be a multi-platform era
Windows Phone Marketplace has reached 25,000 apps. That’s an impressive figure given that so few devices have actually been sold. Compared with Android which is activating half a million devices per day, Windows Phone…
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The Android (in)adequacy: How to tell if a platform is good enough
About 10 years ago I met an advertising executive in New York who explained the difficulty of advertising a new brand of deodorant to consumers. “Most people never change their deodorant,” I remember him saying. “They…
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How much is an iOS user worth to Apple? About $150. Every year.
During the last WWDC Apple revealed that there were 54 million active Mac users. If we look at the history of the product we can see that it took about 5.5 years to sell 54 million Macs. If we assume therefore that the…
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Nokia a trop écouté les réseaux télécoms
My thanks to Robert van Apeldoorn, journalist for Trends Tendances Magazine, for asking good questions. My responses are reproduced below. The article (in French) is titled “Nokia a trop écouté les réseaux télécoms” and…
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The iPhone at four; growing up or just growing?
Ever since the iPhone launched four years ago (to the day), the question on everyone’s mind has been: When will Apple expand the portfolio to reach into all market segments? I remember thinking in 2007 whether it would…
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Capital.bg | Nobody wants to buy RIM
Технологии и наука | Хорацио Дедиу: Никой не иска да купи Research In Motion RIM – Капитал. My thanks again to Andrian Georgiev for interview questions [Bulgarian] related to RIM. My answers to his questions (in English)…
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MacDirectory: Exclusive | Horace Dediu: Apple expert
“This is my site. It’s an evolving experiment in collaborative and peer reviewed analysis.” via MacDirectory: Exclusive | Horace Dediu: Apple expert.
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Thinking over Apple's value
In intra-day trading Apple’s stock price traded at a P/E ratio below 15. That threshold is now at a price of about $315/share. Excluding cash the P/E is under 12. On a forward basis, there is widespread agreement that…
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Apple could buy the mobile phone industry
The second quarter ends in less than two weeks. When it does, I expect Apple will have over $70 billion in Cash, Cash Equivalents, Short-term marketable securities and long-term Marketable Securities. That figure has…