A quick analysis on the AAPL financial performance relative to the stock market data. http://bit.ly/30suDK addthis_url = ‘http%3A%2F%2Fmeownewsletter.com%2F2009%2F11%2F02%2Fmore-apple-stock-analysis%2F’; addthis_title = ‘More+Apple+Stock+Analysis’; addthis_pub = ”;

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Q3 touch from Nokia included three devices: N97, 5800 and 5530. In total they shipped 5.7 million touch units. The N97 flagship sold 1.8 million units (sell-in). E series added another 4.4 million units. addthis_url = ‘http%3A%2F%2Fmeownewsletter.com%2F2009%2F11%2F02%2Ftouch-screen-numbers-for-nokia%2F’; addthis_title = ‘Touch+screen+numbers+for+Nokia’; 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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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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My former colleague from Macromedia, Laurent Sellier, just launched yesterday the Kindle i-Phone app.  This and the new Kindle (which I got last week) show the direction where Amazon is going with their core offering in books and digital media:  it is a full-fledged monetization platform for creatives of the future.  It is one of [...]

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We are now 46 hours into the new reality of the new iPhone 3G and how it will change the competitive landscape.  I have conversed with many of my Apple-evangelist friends who always have the latest on the announcement – including rumors – and who are irritatingly sure that Apple has a genial master plan [...]

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I just wanted to throw my two cents into the mix.  Everyone seems to be wanting to know what Apple will announce later today as if they could not just wait and let it happen.  Well, it will sure give indications on where we are going.  Remember, though, that it will give indications on what [...]

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