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  1. When will Apple's share price reach $500?

    · · Research

    Apple’s share price has recently hit a new all-time high, over $400 per share. As often happens there was no specific new information from the company to justify this increase. On the other hand there is usually no news…

  2. The perils of possession without utilization

    · · Research

    [Updated with new charts including data from StatCounter and not NetMarketshare] Generally speaking there is an equivalence drawn between iOS and Android as technologies and even as user experiences. However, as I’ve…

  3. RIM and the lamentation of the analyst

    · · Research

    RIM shipped 10.6 million Blackberries and 200,000 PlayBooks in the last quarter. Management noted that their sell-through was significantly higher for Blackberry (13.7 million) but seems to be very weak for PlayBook as…

  4. Mobile Impossible

    · · Research

    In yesterday’s post about the “biggest mobile loser” I covered the exodus of users from non-smart devices in the US and EU5. I also said that what happens in those regions tends to happen in other regions with a time…

  5. 5by5 | The Critical Path #6: Black Boxes

    · · Podcast

    Horace and Dan tackle corporate valuation and hypothesize whether amateur bloggers know more about Apple than professional analysts. We also look at the ancient economic history of Windows and how that still shapes it…

  6. Biggest mobile loser? The non-smart phone

    · · Research

    Yesterday comScore published survey results for EU5 (France, Germany, Italy, Spain, UK) on smartphone use and installed base. The headline is very similar to what would be written about the US: Android had phenomenal…