My Patrix site

  1. Samsung’s profit center

    · · Research

    Will there come a time when Samsung will earn more profits from the iPhone franchise than from its own Galaxy product line? The problem for Samsung is that although it still sells the most phones ((over 80 million but we…

  2. The one where I offer stock tips

    · · Research

    Let’s say I offered you the option to invest in a monopoly or in a hit-driven company whose survival depends on always finding the next big thing? Which would you invest in? Before you answer, let’s say I offered you the…

  3. How iPad Educates

    · · Research

    The fact that the iPhone is contributing over 90% of the operating profits in mobile phone sales has penetrated even as far as the Wall Street Journal. However, it’s not yet commonly known that the Mac captures a…

  5. Selling Watch Sales Data

    · · Research

    There is no reliable information on Apple Watch sales. None of the analysts which follow Apple or the phone, computer or watch markets have any insight into this. The only source of information is Apple itself and they…

  6. Breaking the Law

    · · Research

    For the first time in many years I feel that there is some potential uncertainty in the results Apple will announce. After a period of excellent accuracy (shown in graph below), the company’s guidance has begun to…

  7. iOS v. Windows and Immunity to Disruption

    · · Research

    The pattern of Mac growth exceeding Windows PC growth (and overall PC growth which includes the Mac) is old news. It has been observed for at least 40 of the last 42 quarters. It’s a historically interesting contest, but…