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  1. It takes nearly $1 billion/yr to run iTunes

    · · Research

    In recent articles I highlighted the acceleration in iTunes App downloads where the rate is approaching 18 million apps per day and the cumulative total apps which is about to overtake the cumulative songs downloaded. We…

  2. RIM Torch on pace for 500k units in August

    · · Research

    “In our view, investors are missing the way BlackBerries are eating into Nokia’s messaging phone share in Europe, Latin America and Southeast Asia now that the E-series demand is slowing,” he writes. “We believe the…

  3. Where are the iPod touch knockoffs?

    · · Research

    The latest iOS numbers and the new iPod touch launch demonstrate what a huge hit the iPod touch has become. It’s safe to assume that about half of all iPods, or between 4 and 5 million units in the current quarter, are…

  4. 22 Million iPads in F2011

    · · Research

    Ghai now estimates that Apple will sell 5.75 million iPads in the quarter that ends Sept. 25, up from an earlier estimate of 5 million, and 22 million in fiscal 2011, up from 19.5 million. via The iPad as Trojan horse –…