My Patrix site
Canalys calls it on PCs
‘Any argument that a pad is not a PC is simply out of sync,’ said Chiam. ‘With screen sizes of seven inches or above, ample processing power, and a growing number of applications, pads offer a computing experience…
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iPhone and iPad: Fine Young Cannibals?
The iPad and iPhone came, saw and conquered new markets. But since the products launched the question on every analyst’s mind has been on how much have these products “cannibalized” their brethren the iPod and the Mac.…
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Hyvä Suomi! O Canada!
When looking at unique visitors as a proportion of population, this site is more popular in Finland and Canada than in the United States. Very impressed with Singapore and New Zealand who punch above their weight. UK is…
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iOS enables 71% of Apple's profits. Platform products power 93% of gross margin
As the highly profitable iPhone makes up an increasingly larger proportion of Apple’s sales, the overall gross margin would be expected to grow. Sure enough that’s what’s been happening. The gross margin percent, which…
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Is Apple a candidate for acquisition?
As shown in the Apple growth scorecard, the company’s earnings growth is continuing at 75% with the top line increasing at the annual rate of 70%. The $59 billion of cash on the balance sheet has reached the equivalent…
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How does the Mac gain share while increasing its price premium over the Windows PC?
Apple set a new record for Mac sales in the fourth quarter. This was not a surprise. The growth was perhaps a bit lower than some expected (including me) but it was still a healthy 23% and 8x the PC growth rate. The Mac…
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The Bank of Apple: Using capital to ensure additional capacity and supply
When I wrote suggesting that the “best use of cash” was not acquisition but integration of manufacturing under the Apple control umbrella, the rumor that set off that discussion was that Apple was financing new…
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Estimates for Apple’s second quarter earnings (ending March)
Apple’s CFO guidance statement: We expect revenue to be about $22 billion, compared to $13.5 billion in the March quarter last year. We expect gross margins to be about 38.5%, reflecting approximately $50 million related…
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The end of exclusivity doesn't change the price operators pay for the iPhone
AT&T does not pay a higher price for iPhone exclusivity | asymco. At the risk of repetition, there are three instances in conference calls that Apple management has stated that the iPhone has a fixed price for all…
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How exclusivity distorted the US smartphone market
Here’s a wonderful chart from The New York Times: Will Apple Put the iPhone on Other Carriers? – NYTimes.com. Although the population of Android users is near in size to the population of iPhone users, the concentration…