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Deagol: Fiscal 4Q '10 actual results vs. estimates

Comprehensive and thoughtful review of the performance of the analyst cohorts in predicting Apple’s quarter: Deagol’s AAPL Model: Fiscal 4Q ’10 actual results vs. estimates. By Daniel Tello’s ranking I was first in Q2 but 8th (out of 38) in Q3. Overall, bloggers beat Pros but by a lower margin than in the past. I … Continue reading “Deagol: Fiscal 4Q '10 actual results vs. estimates”

Apps attract more viewer attention than most TV shows

Social games on iPhone, iPad and iPod touch devices are competing for television viewers.  In fact, these apps, tracked on the Flurry network alone, comprise of a daily audience of more than 19 million who spend over 22 minutes per day using these apps.  Treated as a consumer audience, its size and reach rank somewhere … Continue reading “Apps attract more viewer attention than most TV shows”

Escape from license-land: Measuring phone vendor commitment to licensed mobile platforms

Windows Phone had its day in the sun yesterday. After discarding its previous seven-year effort with Windows Mobile, Microsoft started with a clean sheet of paper. However, whereas the software has been re-built, the business model has not. WP is still a licensed operating system whose primary customers are mobile phone vendors. With Symbian mostly … Continue reading “Escape from license-land: Measuring phone vendor commitment to licensed mobile platforms”

Unix's Revenge

With QNX now firmly roadmapped at RIM and Android spreading among vendors like a virus, I wanted to point out that these operating systems share one ancestor: Unix. A technical triumph Technically Linux, which underlies Android, among others, is walled off from Unix from an IP point of view, but the philosophical and architectural lineage … Continue reading “Unix's Revenge”

Will Nokia build Windows phones?

Will Nokia build Windows phones? | VentureBeat. The chances are extremely small. There are three scenarios where this would make sense: If there was a specific market that required it. It would also need to be a large opportunity since developing a new platform and diluting existing platforms need significant upside. The only such market … Continue reading “Will Nokia build Windows phones?”

RIM Quarterly update: just the numbers

Noteworthy data (with my notes in parentheses.) 12.1 million phones shipped, 11 million sold through (estimated iPhones for this Q range from 11 to 13 million) Net subscriber account additions were 4.5 million which was lower than anticipated (41% of units sold through were to new subscribers which implies nearly 60% were to existing users) … Continue reading “RIM Quarterly update: just the numbers”

FaceTime and the elevation of emotion over function

With 50 million clients installed likely this year, FaceTime is a service which may have potential.  By potential I mean, of course, its potential to make a dent in the universe, the universal goal Jobs has set for Apple so many years ago. It’s entirely possible that FaceTime will be an inconsequential nice-to-have enhancement to the … Continue reading “FaceTime and the elevation of emotion over function”