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Multimedia Ecosystem Opportunity Watch

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Samsung to abandon Windows Mobile for Android? | Electronista

Published in November 23rd, 2009
Posted by ChairmanMEOW! in Digital Thoughts
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This prediction says that WinMo and Symbian are out at Samsung. Not a big surprise there. The real news is some new “proprietary” OS is to take a majority share of the portfolio moving Android out of the picture gradually after 2011. You will infer from my previous comments that the reason any deep pocketed [...]

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Prediction: 100 Million iPhone/iPod Touch

Published in November 23rd, 2009
Posted by ChairmanMEOW! in Digital Thoughts
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On April 9th, 2007 Apple announced that the 100 millionth iPod had been sold, making the iPod the fastest selling music player in history. The first iPod was sold five and a half years earlier, in November 2001. Three months after that 100 millionth iPod, Apple sold the first iPhone. My prediction is that sometime [...]

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On Open Standards

Published in November 16th, 2009
Posted by ChairmanMEOW! in Digital Thoughts
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In the sense that open always wins, that may be. But by then Apple will have moved on to the next thing. Open only wins when the underlying service is a commodity for which improvements (other than price) will not be valued. In my way of speaking, openness is semantically equivalent to “modular” and that [...]

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App Store Statistics

Published in November 9th, 2009
Posted by ChairmanMEOW! in Digital Thoughts
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The competition situation looks reasonable on a logarithmic scale…App Catalogs.key addthis_url = ‘http%3A%2F%2Fmeownewsletter.com%2F2009%2F11%2F09%2Fapp-store-statistics%2F’; addthis_title = ‘App+Store+Statistics’; addthis_pub = ”;

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More Apple Stock Analysis

Published in November 2nd, 2009
Posted by ChairmanMEOW! in Digital Thoughts
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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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Touch screen numbers for Nokia

Published in November 2nd, 2009
Posted by ChairmanMEOW! in Digital Thoughts
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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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Cash Is King

Published in October 26th, 2009
Posted by ChairmanMEOW! in Digital Thoughts
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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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iPhone Money Trail

Published in October 26th, 2009
Posted by ChairmanMEOW! in Digital Thoughts
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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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Amazon Walled Garden Gets More Compelling

Published in March 5th, 2009
Posted by ChairmanMEOW! in Digital Thoughts
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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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Apple’s Real Opportunity is in Financing Post-Paid Conversions

Published in June 11th, 2008
Posted by ChairmanMEOW! in Digital Thoughts
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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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