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New Survey Data on iPad Demand Suggests Significant Upside From Current Estimates
Admob did an interest survey. Although limited by its methodology (see below) the data is incrementally interesting as it also relates to the ChangeWave survey. ChangeWave suggested that 13% of early adopters claim they are likely to buy an iPad. Admob suggests that 16% of existing iPhone users would be likely to purchase an iPad Continue reading
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Palm's Forecast
full-year revenue would be “well below” its previous target of $1.6 billion to $1.8 billion. Wall Street was expecting $1.6 billion If we assume $1 billion/yr. revenues, that works out to about 3 million smartphones a year out of a market that Gartner just forecast to be 215 million this year. That gives Palm just Continue reading
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Droid is now $50
90% off.Amazon.com: Motorola DROID A855 Android Phone (Verizon Wireless): Cell Phones & Service Continue reading
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But… it has multitasking!
Palm warns of 30% miss on estimates. Feb. 25 (Bloomberg) — Palm Inc. said it expects that adjusted revenue for the third quarter of fiscal year 2010 will be in the range of $300 million to $320 million. The average estimate of analyts surveyed by Bloomberg was for adjusted third-quarter revenue of $409.3 million. The Continue reading
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App Stores Grow Dramatically, Ovi Climbs to Third Place
The last four months have seen tremendous app growth. Apple grew by 59k apps while Android added nearly 10k and Nokia added 5.5k apps to Ovi. As a percent, Palm grew the fastest with 1,352%, followed by Ovi with 827%. The slowest growing was actually Blackberry App World with a mere 56% growth. More curious Continue reading
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HP continues to say that it is serious about smartphones
The consequences of licensing a mobile OS: Sales of H.P.’s hand-held products, including its iPaq smartphone, dropped to $25 million in the quarter, down from $57 million in the same period last year. Apple, by contrast, had sales of $5.6 billion for iPhones and related products during its most recent quarter. To put it in Continue reading
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From Apple Computer Inc to Apple (Mobile) Inc
Tim Cook confirmed at a Goldman Sachs press conference yesterday that Apple is calling themselves a “mobile device company” officially. The “traditional model” of having companies sell different things — hardware, software, peripherals — just doesn’t work on today’s world, according to Cook. So Apple is no longer a computer company, or an OS maker, Continue reading
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33 Million iPod Touch Sold
Tim Cook made the claim yesterday that about 75 million iPhone OS devices have been sold. The total iPhones we know are about 42 million. That leaves at least 33 million iPod touch units or 44%. iPod touch grew 55% y/y in CQ4. My estimate had been 40% iPod share of the platform, so this Continue reading
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Apple vs. Exxon-Mobil
Tim Cook : We can put all of our products on the table you’re sitting at. Those products together sell $40 billion per year. No other company can make that claim except perhaps an oil company. We are the most focused company that I know of, or have read of, or have any knowledge of. Continue reading
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100 Million Windows Mobile Devices
by 2007. The goal was set 6 years and 3 months ago: On November 3, 2003, Microsoft announced that it intends to sell 100 million Windows Mobile devices by year 2007. This goal has been set by Steve Ballmer. Majority of Windows Mobile devices that are expected to be sold will be smarpthones, not just Continue reading
