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“Yes. I think it’s possible if you integrate tablets” – Meg Whitman, HP CEO in response to the question of whether Apple could overtake HP in computer sales in 2012. via HP CEO Meg Whitman Admits Apple Could Surpass HP…
Gartner published its estimates for “PC” shipments during the fourth quarter. As I’ve done in the past, I combined their estimates with known shipments from Apple and separated Apple’s performance from the Windows-based…
Continuing their discussion of the creative side of Hollywood accounting, Dan and Horace take a look at the way income from movies is distributed and why no movies ever make money. The observations sharpen focus on the…
Historically, Apple’s sales to business and government buyers of personal computers have been, in a word, minuscule. To put a number on it, Forrester published data where the estimated value of those sales in 2007 were…
Data on Q4 performance is starting to trickle in. Last week Motorola, as part of a profit warning, revealed their Q4 smartphone shipments were 5.3 million. RIM had reported 14.1 million units (quarter ending November).…
I have none to offer. It may sound strange to hear me say that I don’t make predictions even though I often talk about how things will change and even provide some forecasts. The difference is one of degrees. A…
Verizon has been the first source of data on iPhone sales for Q4. They reported 4.2 million iPhones sold. The first quarter of Verizon iPhone sales had 2.2 million units, followed 2.3 million in Q2 and 2 million in Q3.…
Horace and Dan begin a journey through the financial carnival that is Hollywood and talk about the wonders they encounter. via 5by5 | The Critical Path #20: Below the (belt)line. During the show I refer to the diagram…
When asked where Apple’s growth will come from, most analysts or observers will cite new products. As long as there are new products, then there is growth. Conversely, if there are no new products, then there will be no…
As the quarter is now at an end, it’s time to once again review the performance of Apple’s most highly paid observers. The data set linked includes published quarterly forecasts starting quarter ending June 2008 to…