In fact, as a percentage of revenue, Apple has actually been decreasing its ad spending every year for the past eight, from nearly 5% in 2001 to 1.37% today. That’s about half the 3.6% Research in Motion’s spends advertising BlackBerries.  http://bit.ly/3xLoas addthis_url = ‘http%3A%2F%2Fmeownewsletter.com%2F2009%2F10%2F28%2Fapple-its-all-about-the-marketing%2F’; addthis_title = ‘Apple%3A+it%26%238217%3Bs+all+about+the+%26%238220%3Bmarketing%26%238221%3B’; addthis_pub = ”;

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Apple had $34.1 billion cash end of September or $38/share. That’s up from $31b and $34/share last quarter. Anyone could have forecast this cash (it was $32/share beginning of this year). Back in March when the stock traded at $78 or 2x cash Apple was being valued at $40 in forward earnings or 6x TTM [...]

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Peter Oppenheimer, Apple’s Chief Financial Officer, said that the Average Selling Price of iPhones in the quarter “was just over $600. This reflects both high mix of 3GS sellthrough and benefits of rebalancing the ending channel inventory toward the 3GS.” An astonishing admission from Apple who has never revealed their iPhone ASP. Previous analyst estimates [...]

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When thinking about the number of devices shipping out of Apple, and the relative value of those units compared to the competition you have to always think of the platform. The market leader Nokia claimed to have sold 16+ million smartphones in the quarter.  When comparing platforms, to whatever Apple ships in iPhones you have [...]

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On Tuesday Apple will cross over 100,000 apps on the App Store for an installed base of ~50 million devices. On Thursday Microsoft will launch Windows 7 with 8500 apps “certified” for an installed base of 1 billion PCs. iPhone: not your father’s ecosystem. addthis_url = ‘http%3A%2F%2Fmeownewsletter.com%2F2009%2F10%2F19%2Fapple-ecosystem-numbers-overwhelm-antitrust-lawsuit-in-sight%2F’; addthis_title = ‘Apple+Ecosystem+Numbers+Overwhelm%3A+Antitrust+Lawsuit+in+Sight%3F’; addthis_pub = ”;

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The implications of the newly announced app transaction model are profound.  To begin with, consider the following: 10 MB limit – Developers can now get their apps under 10MB now in much more easily. This allows them to take advantage of users downloading over the carrier networks and not wi-fi. They can offer more content [...]

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Nokia does not seem to get Comes With Music service off the ground.  Here are some numbers.  The official blog on which Nokia is celebrating CWM’s first birthday acknowledges: “Sure, it didn’t start out that rosy, with many people not really certain about what Comes With Music offered … we never shied away from the important education process that [...]

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Nokia announced yesterday a management reshuffle: * Splits phone business into three * Former CFO Rick Simonson to head core phone businesses * Jo Harlow named head of smartphones * Apple’s John Martin to head high-end mobile computers unit * Sales chief Timo Ihamuotila to take over as CFO Now get ready for the story [...]

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