Nokia regained top spot in operating profit.  I’ll leave net profit assumptions aside this time, but Apple is sure to have beat by having far lower R&D as percent of sales. Nokia Smartphones had a good quarter due to new launches.  I attached share and ASP comparisons for smartphones in both companies. Much of Nokia’s [...]

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I think it’s a logical evolution of mobile computing. A hop along the trajectory. When the iPhone first rolled out as an embodiment of the new touch-based UI–a disruptive technology, I said it was far too good as a phone. It could not be a better phone because phones were as good as they could [...]

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Observations: 0. feature rationing in effect. Apple is also clearly demarcating the product as fitting in a continuum of usage behaviors. If there will be cannibalization, it will be affecting Mac, not iPhone. 1. it’s a new line in the income statement. Accessories and other revenues will add cream on top. 2. Guessing a $600 [...]

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Anonymous posting from inside MSFT: “E&D is going through the biggest re-org the division has ever had. ERod has decided to pursue other opportunities effective immediately. TVM is no more. Windows Mobile is heading out of E&D and into Windows because Sinofsky pointed out Robbie’s continued failure in the mobile space during the December strategy [...]

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Sony Ericsson shipped 14.6 million phones at an average selling price of EUR120 in the fourth quarter, down from 24.2 million units at an average selling price of EUR121 a year before. Net sales fell to EUR1.75 billion from EUR2.91 billion, in line with market expectations. – We will see next week, but by my [...]

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Profit Capture of Incumbents. See the graph under the link provided (source: Morgan Stanley). In 5 years, Incumbent operating profits from the mobile phone industry went from 100% share to 39% share. If this is not indicative of a successful (i.e. disruptive) entry, I don’t know what is. I should also point out that Symbian, Android [...]

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On account of Apple having cash of nearly $35 billion(*) while Google has about $22b, Google still retains a lead in terms of Enterprise Value ($165b vs. $154b). EV gives a better perspective on future earnings potential. On the other hand, Apple is increasing cash more rapidly. I think $45b net cash by the end [...]

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Rob Glaser left Real Networks which prompted me to do some thinking. Let’s take a stroll down memory lane of Glaser quotes: In 2003: “It’s absolutely clear now why five years from now, Apple will have 3 (percent) to 5 percent of the player market. … The history of the world is that hybridization yields [...]

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Noted this in a business week article – not surprising: Even if it’s consummated, an Apple-Bing deal may prove short-lived. The person familiar with Apple’s thinking says Apple has a “skunk works” looking at a search offering of its own, and believes that “if Apple does do a search deal with Microsoft, it’s about buying [...]

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Nokia’s Android implementation could create a rich and market-leading total offering benefiting additionally from the Google ecosystem. Moreover, it would easy become a volume leader within the Android ecosystem. I asked this question from a former Nokia executive and his response was “you might as well ask why Muslims don’t eat pork”. But Nokia is [...]

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