Horace Dediu
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Dick Brass Vents
I knew of Dick Brass at the time when he was promoting ClearType inside Microsoft. We met his team to consider licensing our table recognition algorithms for the production of ebooks for Microsoft Reader, an early ebook reading solution for the PocketPC. It was then I learned about plans for “reading solutions” from Microsoft, almost Continue reading
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200k Apps by May 1
Jobs said that they have over 140k apps as of Jan 27th. The spider on 148apps.biz has been pretty accurate and it’s showing a bit over 150k apps as of today. Over 21k apps were added in January, with only December’s 25k apps beating it for the record. The add rate was seen steadying around Continue reading
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iPad Gross Margin Estimate: 40%
My ASP estimate is about $600 with COGS around $300. Additional costs of distribution of $60 will make 40% GM look reasonable over time. Quarterly 2010 forecast in table above. Read more… Continue reading
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Best Articles on the iPad (so far)
On iPads, Grandmas and Game-changing The iPad is the Prius Future Shock The iPad Is For Everyone But Us Old World vs. New World Computing Continue reading
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HTC: Hard to Compete
HTC is the world’s fourth largest smartphone company. It ships 80% of all Windows Mobile and probably a similar proportion of Android devices. Like Microsoft in 2003, Google turned to HTC for its first smartphone, the G1 and its latest, the co-branded Nexus One. The company shipped a total of 11.7 million mobile phones in Continue reading
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Shazam!
Disney owns Marvel Comics and Jobs owns Disney. You do the math. Fortune writes more… Continue reading
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The Effect of Restatement of iPhone Subscription Income on Apple’s P/E Ratio
Apple trading below 20 P/E (18.9 today vs. 33 pre-re-statement) It had dropped to 11 in early 2009. Continue reading
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Blackberries are not Smartphones
It’s time to re-evaluate the categorization of smartphones. The term has always been problematic. It loosely means a phone that runs an advanced operating system and has third party SDKs. There is no industry standard definition and some call it a converged device or a multimedia device. One analyst famously said that the iPhone did Continue reading
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Seeing What’s Next
Steven Frank: A lot of thoughtful people, many of whom are bloggers, look at this history and say, “Look at this march of progress! Surely the desktop + windows + mouse interface can’t be the end of the road? What’s next?” Then “next” arrived and it was so unrecognizable to most of them (myself included) Continue reading
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Future Shock
Fraser Speirs gets it: What you’re seeing in the industry’s reaction to the iPad is nothing less than future shock. Very good reading. Fraser Speirs – Blog – Future Shock Continue reading