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"Google+ is a prime example of our complete failure to understand platforms from the very highest levels of executive leadership (hi Larry, Sergey, Eric, Vic, howdy howdy) down to the very lowest leaf workers (hey yo). We all don't get it." -- Google engineer Steve Yegge in a reportedly leaked blog post. (Silicon MOREJP Mangalindan, Writer - Oct 13, 2011 3:30 AM ET
Of those purchased in last 3 months, 56% were Androids. iPhone holds steady at 28%.
The results of a Nielsen survey conducted in August and released Monday reinforced several ongoing trends:
The smartphone pie is getting bigger. While 43% of all mobile subscribers in the U.S. had a smartphone as of August, according to Nielsen, 58% of those who bought a new mobile phone in the last 3 months chose a smartphone over a feature MOREPhilip Elmer-DeWitt - Sep 26, 2011 10:59 AM ET
Expected to account for 73.4% of a market that has grown more than 260% since 2010
Gartner Inc. is a lot better at telling you what's already happened than predicting what's about to.
Witness Thursday's report on worldwide tablet sales in which it describes Apple (AAPL) as having a "free run" in the tablet market this coming holiday season, accounting for nearly three quarters of the 63.6 million units sold before the MOREPhilip Elmer-DeWitt - Sep 22, 2011 11:29 AM ET
The worldwide tablet market grew 303.8% year over year, and it's mostly Apple's
Since IDC launched its Worldwide Quarterly Media Tablet and eReader Tracker in January, its coverage of the tablet market has been, shall we say, spotty.
Its tracking report for the first quarter of 2011 didn't arrive until July, causing serious confusion among some high-profile tech writers who mistook it for a second-quarter report (see What slowdown in tablet sales?).
IDC's MOREPhilip Elmer-DeWitt - Sep 15, 2011 9:31 AM ET
The sharp rise of one of Apple's frenemies triggers a fierce debate about what it means
Some of the most intelligent conversations on the Internet these days are to be found in the comment stream of Horace Dediu's Asymco blog. Not only does Dediu produce striking charts and graphs from his analysis of the mobile phone market, but he carefully moderates the subsequent discussion, pruning repetitive comments and chasing out the MOREPhilip Elmer-DeWitt - Aug 1, 2011 6:41 AM ET
When you look at the market caps of its competitors, the picture is pretty clear
UBS's Maynard Um posted two interesting charts in a note to clients Monday.
The first compares the growth in Apple's value since 2007 with its chief competitors in the PC and handset businesses.
Apple's (AAPL) market capitalization (calculated by multiplying its share price by the number of shares outstanding) now stands at $327 billion, making it the world's MOREPhilip Elmer-DeWitt - Jul 12, 2011 7:49 AM ET
By the same "PEG" measure, the 3 most overvalued are Amazon, Cisco and Netflix
Here's a simple exercise suggested by one of my readers.
Take a stock you're interested in and calculate its price/earnings to growth ratio, better known as its PEG ratio. The formula looks like this:
According to Peter Lynch, who popularized the measure, the P/E ratio of any company that's fairly priced will equal its growth rate. In other words, MOREPhilip Elmer-DeWitt - Jun 19, 2011 7:08 AM ET
It could, in theory, acquire every cellphone vendor except Samsung with cash alone
Asymco's Horace Dediu has been tracking Apple's (AAPL) growing liquid assets and the shrinking valuations of its mobile competitors, and he estimates that they soon will cross.
Apple's third fiscal quarter closes next week, and when it does, Dediu is pretty sure that Apple will have amassed more than $70 billion in cash, cash equivalents, short-term marketable securities and MOREPhilip Elmer-DeWitt - Jun 17, 2011 10:26 AM ET
Google's OS is still more popular than Apple's, but no more than it was in March
Apple (AAPL), Google (GOOG) and Research in Motion (RIMM) have reached something like a three-way stalemate in the battle for dominance of the U.S. smartphone market, according to Nielsen survey results scheduled for release Tuesday.
Smartphones are increasingly popular -- they now represent 37% of all U.S. mobile phones -- and smartphones running Google's Android operating MOREPhilip Elmer-DeWitt - May 30, 2011 2:00 PM ET
Despite higher prices, sales to end users worldwide more than doubled
Gartner issued its "mobile devices" report for the first quarter of 2011, two weeks after rival IDC's.
Here's what Gartner had to say about Apple (AAPL):
Apple sold 16.9 million units to end users worldwide, more than doubling its sales of iPhones year-on-year. This market-beating growth came from all regions: the iPhone is now available in 90 countries from 186 CSPs [communications MOREPhilip Elmer-DeWitt - May 19, 2011 11:21 AM ET
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