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The following interview was conducted by Bruno Ferrari a writer about technology for EPOCA, the weekly magazine of Organizações GLOBO, the largest Brazilian media company on March 30 2011. The article (published in…
At last night’s closing price Apple was trading at a P/E of 16.3. Excluding cash that ratio was at 13. On a conservative forward basis (my estimates) the stock is priced at less than 10 times next twelve months’…
As chronicled here, this quarter I went through three sets of estimates. This is a departure from my standard practice of sticking with one forecast made three months in advance. I felt last quarter was filled with…
Yesterday I wrote about the growth in Android vs. iOS. The two platforms’ can be said to be enjoying healthy growth, though in markedly different patterns. The consequences of this growth are being felt across the…
There is precious little data on Android units sold. There are estimates but no actual summary. Google themselves don’t seem to know as they don’t report sales, preferring to report “activations.” Assuming that…
Estimates for Apple’s second quarter earnings ending March | asymco. Since making the original estimates In January, I revised them at the end of March to the following: In the past I was comfortable keeping untouched…
Charles Arthur of The Guardian writes that PC sales “may have passed their peak“. That’s a powerful, concise statement. It’s backed up by a quote from Gartner’s Mikako Kitagawa: “This was the third consecutive quarter of…
Until the iPhone’s arrival in 2007, upgrading the software on a mobile phone was a rare experience for users. So rare that effectively it was not done. Few people were bothered though since they did not see the product…
I spent the last few days in Hong Kong at a conference discussing the smartphone industry. The participants were mainly investors or investment managers. One of the most frequently asked questions was how to spot…
HTC’s market cap has just overtaken Nokia’s. While market capitalization is a fickle thing, shifting with sentiment, this is still a remarkable feat. Nokia’s market capitalization has almost halved in the space of a year…