My Patrix site
It’s a great misfortune that we don’t have data about the future. It makes it hard to tell what’s going to happen. It’s even harder because although sometimes we have data about the past, the past and the future don’t…
When I began the series of posts on Google vs. Android I put forward some questions about the business logic of Google becoming an operating system supplier, especially as that role can be seen as being…
Two years ago: With new netbooks, laptops, desktops, and, yes, a smartphone, Acer CEO Gianfranco Lanci explains why he expects to soon overtake No. 2 PC maker Dell via Acer Boss Lanci Takes Aim at Dell and HP –…
IDC released a new forecast for the worldwide smartphone market which included a long range forecast–all the way to 2015. Most people fixated on the share data in 2015. Not hard to do since whoever wrote the press…
The World-Wide Developer Conference is an event for developers. It is not a trade show and it is not a consumer show or an enterprise show for salespeople. Except for the keynote, all events are subject to Non-disclosure…
Apple’s second fiscal quarter has just ended. Time for analysts to put forward their predictions for the quarter’s report (due in about 3 weeks.) If history is a guide, the estimates will range quite widely and accuracy…
Yesterday RIM reported their quarterly earnings. The results were mixed to slightly negative and the shares were down 10% in after-hours trading. I’ll work through the smartphone market data at a later time but for now…
Apple is having difficulty meeting demand for the iPhone and the iPad. It is growing both businesses at more than 100% and they make up about 65% of revenues, and 71% of profits. The Mac business is also growing at 2x to…
AT&T’s intent to acquire T-Mobile USA is subject to regulatory approval. Will regulators look at the deal through the lenses of sustaining the traditional industry’s profit allocation or through the lenses of device-led…
data source: ITU