My Patrix site
In the last two posts (How much does an Apple store cost?, The down payment on iCloud) I discussed two line items in the PP&E asset class on Apple’s Balance Sheet. In isolation, the data is interesting as it gives us an…
Apple loves to talk about its stores. They do it in every conference call, keynote event and SEC filing. There is a monotony with the repetition of how many they have and how many they are building and how pretty they…
Balance Sheets are not typical targets of focus in software or services or “high tech” companies. Except for Cash, there are usually not much in terms of assets for analysts to contemplate. With outsourced manufacturing,…
The iPad is still only slightly more than a year and a half old. Forecasting unit volumes has proven very difficult. But more than that it’s proven very difficult to appreciate the impact on the market it’s disrupting,…
Dennis Ritchie created C and co-created Unix. One of the unsung heroes of the modern world. He died yesterday. His “The C Programming Language” was my bible during a formative period of my life. In his memory I re-link a…
Windows Phone is in limbo. The company acknowledged that it has performed below expectations. During the last quarter for which we have data (ending June) I have an estimate that Windows Phone sold only 1.4 million units…
Last week I proposed that there were two significant markets for the new iPhone: 1) the existing iPhone user base 2) smartphone “non-consumers”. Today I want to dig a bit deeper into the first market to get an idea of…
The iPhone portfolio is now larger than ever. It’s arguable that, for the first time, we can actually call it a portfolio vs. the [n, n-1] pair of products that’s been available to date. A year ago I even argued that the…
The August comScore mobile survey (MobiLens) is out. It measures the penetration or consumption of various mobile products and services in the US over a three month period. I track the change in this data over time. Here…
He had taste. He was curious. He was patient. He was foolish. He was hungry. These things many others can do. Maybe you can.