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Nokia’s Windows (Smart)Phone performance was drowned out last week by Microsoft’s big announcement of the Surface inventory write-off. They are pieces of the same puzzle however. First, a look at Nokia. There were 7.4…
Tag
Industry
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The PC Calamity
As Intel has improved its products, their demand has decreased. Enormous efforts put into improvements are neither valued nor absorbed. The problem is not with the processors themselves but with the systems within which…
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"Everybody has got a smartphone"
… says UBS analyst John Hodulik, as quoted by the Wall Street Journal. No they haven’t. According to the latest comScore survey data, 98 million Americans above the age of 13 don’t use a smartphone as their primary…
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What's a BlackBerry user worth?
Last week BlackBerry announced that it had 72 million subscriber accounts. The current market capitalization is $5.4 billion and enterprise value (i.e. excluding net cash) is about $2.8 billion. That implies a net…
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What's an Apple user worth?
This week Apple announced that iTunes has 575 million accounts. This is the 8th update (that I know of) over the last four years. The history of this data is shown in the following graph. The number of accounts has…
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Forecasting Windows market share
Last week Frank X. Shaw, VP of corporate communications at Microsoft stated: … most of the people around me were using their iPads exactly as they would a laptop – physical keyboard attached, typing away, connected to a…
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In the weeds
Although discussions related to how Apple will “use its cash” center on acquisitions of companies, Apple’s has been busy acquiring, just not companies. It has been buying capital equipment. Capital meaning (in the…
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Tim Cook's answer to my first question
Tim Cook was asked the first question (on the iPhone portfolio). His answer is paraphrased here: We haven’t so far. That doesn’t shut off the future. Why? It takes a lot of really hard work to do a phone right when you…
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Apple retail revenues per visitor reach new record
In the US, on a sales per square foot basis, Apple retail continues to perform twice as well as Tiffany & Co., the second best retailer, and three times as well as lululemon athletica, the third best retailer. The latest…
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The allure of iTunes
My estimate of last quarter’s iTunes gross revenues suggested a spending rate of $40 per iTunes account. It would make sense to consider how that figure changed over time. The following graph shows the pattern: You can…