My Patrix site
Asymconf 1.0
The first Asymconf was conducted on Friday, April 13th, 2012 in Amsterdam. Here are some statistics from the show: Overall, feedback has been very positive. We will now edit the video to make it available for download.…
-
-
How Samsung beat Nokia
Nokia currently estimates that Devices & Services net sales in the first quarter 2012 were EUR 4.2 billion, comprised of Mobile Phones net sales of EUR 2.3 billion (71 million units), Smart Devices net sales of EUR 1.7…
-
5by5 | The Critical Path #33: The Futility of Machinations
Dan and Horace are back to discuss the latest news from Nokia, RIM, HTC and Sony and what they have to do with each other. We touch on the distinction between market and product orientation and meander into the question…
-
When will smartphones reach saturation in the US?
Nielsen has already noted that more than half of US consumers have smartphones. comScore’s data seems to point to that threshold being crossed sometime this year. If that point is crossed then it would mark the…
-
Did the dividend decision affect Apple's share price?
One of the arguments made for the cause of the increase in Apple’s share price of late has been that dividends would attract more institutional investors and provide more liquidity to Apple’s shares. Can we test this…
-
Take the money and run
In August 2007, during the HD format wars between HD-DVD and Blu-ray format, Toshiba offered Paramount and Dreamworks $150 million to produce HD versions of their movies exclusively as HD-DVD.[1] This type of deal is…
-
Half of US iPhones are repeat purchases
Canaccord Genuity analyst Mike Walkley writes in a note to clients today. “In fact, we believe iPhones are outselling all other smartphones combined at Sprint and AT&T and selling at roughly equal volume to all Android…
-
5by5 | The Critical Path #32: Mockumentary
Horace talks again with Dan Abrams about film budgeting, Kickstarter, pre-production, location, technology for production, and a surprise announcement. We also discuss the project-oriented nature of movie production…
-
Weighing the share of value created
Philip Elmer-Dewitt published a table from Piper Jaffray’s Gene Munster which has some interesting details. Munster has taken a four year “tech sector” view of value creation (and destruction) and tried to see if there…
-
The role of capital [1]
At the end of 2011 Apple’s net property, plant and equipment (PP&E) was $7.8 billion. This reflects $12.34 billion gross PP&E net accumulated depreciation and amortization of $4.5 billion. The depreciation and…