My Patrix site
On being reasonable
The discussion on why Apple is cheap was very useful. The debate brought into focus the possible causes for pessimism in the face of overwhelming evidence to the contrary. But maybe there is yet another explanation. The…
Tag
Market
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Why Apple is cheap
Imagine it’s late 2005. Apple’s fiscal year just ended and they reported their performance. You’re an analyst whose job includes forecasting the company’s performance for next year. This is a weighty responsibility. Your…
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Global smartphone penetration nearing 10%
Tomi Ahonen has compiled a fascinating data set on 42 major countries’ smartphone penetration rates. The compilation is based on Netsize Guide, Informa, Google and Ipsos data. It is a complex sample with multiple…
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Hiding in plain sight
Guessing the next Apple product has become the parlor game of choice for a whole generation of technology journalists and analysts. The premise of the game is that given a track record of breakthrough products, there is…
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How productive is an Apple store employee?
Apple publishes data about its “retail segment” which ifoAppleStore.com catalogs. Here are some statistics I was able to compute from the data: The combination of these two metrics are shown in the following chart:
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Will Windows Phone get to compete with non-consumption?
Before diving into the answer to the question in the title, there is some new data to digest. The latest from comScore shows consistency with the previous months of smartphone growth in the US. The following chart shows…
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The big bang theory of computing
HP’s CEO Meg Whitman admitted that, when iPads are included, Apple will overtake HP as the world’s leader in computer shipments. “We need to improve our game and our products to take over the leadership position. Apple…
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Interactive Smartphone Platforms Data
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Visualizing Global Telecom Markets
Warning: This requires Flash. Try the following settings: Click here for a larger version. [hang2column foo=”bar”] Open the embedded document [/hang2column]
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How many iOS devices will be sold in 2012?
There are several methods I turn to when estimating device sales. The first is to look at so-called top-down views of the demand. This method takes a view of the overall phone market and assumes share for smart devices…