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A year ago I noted that Apple could buy most of the mobile phone industry with cash on hand (excluding Samsung’s operations). Since then Apple’s cash has grown significantly and the value of all phone vendors except…
Gartner has published preliminary PC unit sales for Q2. The data from Apple’s Mac sales has not been published yet but based on some estimates, we can draw a partial picture of the personal computer market. My estimate…
There is no shortage of information about what happens to companies in distress. The cause of distress varies widely and is often not well understood but the actions and symptoms of distress are very consistent. We can…
In the five years since the iPhone launched, Apple created a total of 35,852 retail jobs. Some of those jobs came from new store openings. The total store count went from 172 to 361, more than doubling. But the growth in…
As previously noted, Apple has overtaken Microsoft (and Google) in operating margin percentage. This is an astonishing statistic as Apple is still largely perceived to be a “hardware company” while Microsoft is a…
The history of personal computing has come to be defined as the history of Microsoft. At least since 1981 Microsoft’s operating systems have been the consistent market share leaders, and by a very large margin. That is…
In February of this year MediaTek introduced an ARM chipset for Android smartphones targeting $160 end user pricing. I’ve heard estimates that this chipset will sell in the “hundreds of millions”. The question is: are…
A glance at Nokia and RIM’s market values today shows that they are both valued below book. With respect to RIM, The company’s share price has collapsed in the past year, and it is now only valued at about $5.4 billion,…
Last year we sold … 2.8 million Apple TVs. This year, just in the first six months of our year we’ve sold 2.7. Tim Cook at D10 1:45. I note the “our” in “our year”. This implies fiscal year (that and the fact that he…
“Clearly this stuff isn’t selling,” said Monga [an analyst at Veritas Investments Research in Toronto.]… RIM took a $485 million pretax charge to write down the value of its PlayBook inventory in December, after shipping…