My Patrix site

  1. Apple has moved on

    · · Research

    When Apple changed its name from Apple Computer to Apple Inc. they signaled that their business has moved on. We can say it’s to devices or to mobile computing or to the Post-PC era. To understand that this is not a…

  2. How we do all this will never be the same

    · · Research

    In a new ad for the iPad Apple once again makes the case that the tablet is a good substitute for a PC in a number of use cases (and permits some new ones.) We’ll never stop sharing our memories. Or getting lost in a…

  4. A princely sum

    · · Podcast

    Apple’s cash and marketable securities increased to $76,156,000,000. The increase was 15% sequentially or $10.4 billion in three months. That’s the equivalent of an increase of $11 per share (to a current $81.2/share.)…

  5. How did I get the iPhone number so wrong?

    · · Research

    Here were my predictions for the third fiscal (second calendar) quarter from April 25th. Estimates for Apple’s third fiscal quarter (ending June) | asymco Later in the quarter I updated them for submission to Philip…

  7. A new way to value Apple

    · · Research

    Almost all valuation models for Apple assume it’s a hardware company. The modeling algorithm for hardware is simple: The major difficulty is in predicting the growth of each product line. This is difficult because buyers…

  8. The Frontiers of Platform Adoption

    · · Research

    In the last two weeks we received two more data points which allow an update to the “race to a billion” platform growth trajectories. Android reached 130 million active users and iOS reached 200 million. The updated…

  9. Is the tablet computer a new PC or post-PC?

    · · Research

    Steve Ballmer stated and Andy Lees confirmed that Microsoft views iPad and other tablets as “just PCs”. From a market measurement point of view Canalys agrees. IDC and Gartner don’t, calling the new devices “media…