My Patrix site
Unix's Revenge
With QNX now firmly roadmapped at RIM and Android spreading among vendors like a virus, I wanted to point out that these operating systems share one ancestor: Unix. Technically Linux, which underlies Android, among…
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Correlating Innovation and Share Prices
In the last article on the P/E ratio vs. Growth for some of the largest companies, the question of PEG came up. PEG is the P/E over Growth and it’s a good way to index valuation relative to growth. Usually Growth is…
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Amazon App Store For Android
Yep, Amazon Launching Their Own App Store For Android Too. No surprises here. Amazon, a retailer, is building a retail experience for apps. They are taking Android and throwing away Google’s app store and a few other…
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WebOS: HP, and HP Only. QNX: RIM and RIM Only
WebOS: HP, and HP Only. With the launch of RIM’s tablet computer based on QNX and HP’s confirmation that WebOS will not be licensed, we have avoiding Android. These are the companies which today are profitable and enjoy…
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Morgan Stanley analyst predicts Microsoft will buy its way to triple smartphone market share in 2 years
“You could buy your way in, if you are Microsoft,” he said. “This is a market where a deep balance sheet will help Microsoft determine where they want to go.” He notes a good marketing campaign can do wonders for…
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The Symbian open source experiment has failed
ZDNet reports Sony Ericsson are abandoning Symbian for Android, and Samsung headed down the Android and Bada road a while back. There are precious few device manufacturers remaining as foundation members, e.g. ZTE, Sharp…
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How much did Google pay for distribution on the iPhone?
I’m willing to bet that Google pays between $5 to $10 per iPhone for the privilege of default search. I think that’s where Schmidt got the figure for what Android is worth. It also makes sense given the rumor that…
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NYT blames yet another culprit: Nokia’s Culture of Complacency
“I am sure there are things we could have done better and innovations we missed,” Ms. Suominen added. “But that happens to all companies. We have been very successful with some other innovations.” She cited Nokia’s large…
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Apple's growth vs. top ten largest tech companies
In the last article I described growth vs. P/E and price change for the largest “ultra-large cap” companies, of which Apple features prominent. In this article I take the same analysis to the top ten largest technology…
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Apple's growth vs. top 10 largest market caps
Apple’s stock price has been rising. Although it’s still priced at a P/E of 22 while facing near term EPS growth well above 50%, this is belated recognition of the potential of the iPad and the iPhone. However, as it has…