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(Note this is not the Critical Path, but a guest appearance on the sister show Mac Power Users.) Episode #65 • December 5, 2011 Katie and David are joined by Asymco publisher Horace Dediu, who talks about how he…
In last week’s discussion of Apple’s (historically low) valuation, comments arose that perhaps the company’s discount is not unique. Can we look at comparable companies and determine whether the relationship between…
HP’s CEO Meg Whitman admitted that, when iPads are included, Apple will overtake HP as the world’s leader in computer shipments. “We need to improve our game and our products to take over the leadership position. Apple…
Andy Zaky at Bullish Cross wrote a great post on Apple’s valuation, showing the deep discount of Apple’s earnings vs. an average company. It essentially states that Apple’s money is not green. Felix Salmon took it…
Warning: This requires Flash. This is a data set that shows Apple’s product-level performance according to Units sold, Average Selling Prices, Cost of Sales, Gross Margin, Unit Growth, Revenues, Revenue Growth and Gross…
Warning: This requires Flash. Try the following settings: Click here for a larger version. [hang2column foo=”bar”] Open the embedded document [/hang2column]
Warning: This requires Flash. Try the following settings: Note the “Vendor data” tab where you can see the source data and options for different chart types (upper right of chart). Click here for a larger version.…
Warning: This requires Flash. Try the following settings: Click here for a larger version. [hang2column foo=”bar”] Open the embedded document [/hang2column]
There are several methods I turn to when estimating device sales. The first is to look at so-called top-down views of the demand. This method takes a view of the overall phone market and assumes share for smart devices…
The Critical Path show switches format for this week’s episode. I interview a guest. 5by5 | The Critical Path #14: The Super-platform ecosystem. The idea is that rather than just telling stories and interpreting the…