My Patrix site
  1. Peak RIM

    · · Research

    In their monthly survey update on US phone usage, comScore reported that by the end of April 74.6 million people in the U.S. owned smartphones. In the same period a year ago only 48.1 million did. The percent of…

  2. Does the phone market forgive failure?

    · · Research

    One of the details of Nokia’s warning which did not get a lot of attention was the mention that profitability for the current quarter could not be guaranteed. That is to say that Nokia may make a loss, perhaps for the…

  3. Is Nokia worth less than Skype?

    · · Research

    Yesterday Nokia warned that its guidance for the quarter and the year were “no longer valid.” The surprise to me is that management was surprised. In February I warned that even if Nokia could fool consumers into buying…

  4. Is RIM's management the cause of its failure?

    · · Research

    “Jim and Mike brought the company to where it is … which is part of the biggest problem they’re facing,” said Charter Equity analyst Ed Snyder, who has covered RIM since its public listing in 1997, two years before the…

  5. A new mobile phone market index

    · · Research

    Measurements of “share” are abundant. There is journalistic value in summarizing performance in a single figure of “share” but it usually is a very limiting view. For example in the global mobile phone market there are…