My Patrix site
On being reasonable
The discussion on why Apple is cheap was very useful. The debate brought into focus the possible causes for pessimism in the face of overwhelming evidence to the contrary. But maybe there is yet another explanation. The…
-
-
Why Apple is cheap
Imagine it’s late 2005. Apple’s fiscal year just ended and they reported their performance. You’re an analyst whose job includes forecasting the company’s performance for next year. This is a weighty responsibility. Your…
-
5by5 | The Critical Path #16: The Existence Proof
Horace interviews Dan Benjamin on the motivation, basis of competition and trajectory of the 5by5 network. By studying where podcasting came from and where it’s going we provide proof of existence of disruption in “big…
-
Global smartphone penetration nearing 10%
Tomi Ahonen has compiled a fascinating data set on 42 major countries’ smartphone penetration rates. The compilation is based on Netsize Guide, Informa, Google and Ipsos data. It is a complex sample with multiple…
-
5by5 | The Critical Path #15: The Theater of Disruption
With this interview, we begin a journey into the world of entertainment and the forces that are re-shaping what most of the world hires daily for recreation. We will talk to actors, writers, producers, distributors, and…
-
Hiding in plain sight
Guessing the next Apple product has become the parlor game of choice for a whole generation of technology journalists and analysts. The premise of the game is that given a track record of breakthrough products, there is…
-
Estimates for Apple's first fiscal 2012 quarter
As the chart below shows, the last quarter (third calendar, fourth fiscal 2011) was slow with only 52% earnings growth. The discussion centered on the (surprisingly) disruptive effect of the iPhone transition. Surprising…
-
How productive is an Apple store employee?
Apple publishes data about its “retail segment” which ifoAppleStore.com catalogs. Here are some statistics I was able to compute from the data: The combination of these two metrics are shown in the following chart:
-
Will Windows Phone get to compete with non-consumption?
Before diving into the answer to the question in the title, there is some new data to digest. The latest from comScore shows consistency with the previous months of smartphone growth in the US. The following chart shows…
-
Android vs. iPhone
It has no price and hence there are no ways markets can signal demand or value creation. Furthermore, Android is not being offered to users like the iPhone. Android’s “customers” are phone vendors who package the…