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Tim Cook on the 55 million iPads sold to date: This 55 is something no one would have guessed. Including us. To put it in context, it took us 22 years to sell 55 million Macs. It took us about 5 years to sell 22 million…
It’s perhaps fitting that an industry that produces illusions is in itself an illusion. The absence of public scrutiny of its finances and business model leads to a lot of myths or misconceptions. Some of these are…
Apple retained its top rank in profitability and regained the top spot in mobile phone revenues. The relative shares of revenues and profits are shown below: Individually, Apple’s share of units, revenues and profits is…
In a previous series of articles we discussed the capital Apple expends on equipment, real estate, leasehold improvements and data centers. Cost structure analysis reveals subtle shifts in strategy and the CapEx analysis…
The iPad and Mac businesses both grew well in the last quarter. Tim Cook said they are observing some cannibalization of Mac from the iPad but much more switching to iPad is coming from the Windows PC market. The…
Yesterday’s post described the history of personal computing platforms over the past 37 years. It showed a distinct shifting of “eras” between traditional personal computing and the emergent mobile computing represented…
Thanks to Jeremy Reimer I was able to create the following view into the history of computer platforms. I added data from the smartphone industry, Apple and updated the PC industry figures with those from Gartner. Note…
“Yes. I think it’s possible if you integrate tablets” – Meg Whitman, HP CEO in response to the question of whether Apple could overtake HP in computer sales in 2012. via HP CEO Meg Whitman Admits Apple Could Surpass HP…
Data on Q4 performance is starting to trickle in. Last week Motorola, as part of a profit warning, revealed their Q4 smartphone shipments were 5.3 million. RIM had reported 14.1 million units (quarter ending November).…
The following map shows the countries where iTunes Apps are available. It represents 123 countries. It also shows where the iPhone is currently available. The following map shows the countries where iTunes music can be…