MEOW! Blog

Multimedia Ecosystem Opportunity Watch

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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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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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Nokia Starts to Understand the BOTH/AND Business Logic

Published in May 22nd, 2008
Posted by ChairmanMEOW! in Digital Thoughts
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Today we saw an interesting announcement between Orange and Nokia: the companies are going to integrate their proprietary content services and promote them together.  The co-promotion will be implemented on ten Nokia handsets in Orange’s ‘signature range’.  This is exactly what Nokia needs to do – move the operators away from ‘EITHER me OR you’ thinking [...]

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Nokia Sells Beer, Apple and RIM own Night Clubs

Published in April 8th, 2008
Posted by ChairmanMEOW! in Digital Thoughts
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Nokia is probably going to announce yet another stellar quarter on April 17 – unique in the industry where their traditional competition seems to fail – most notably Motorola.  Their 40% market share, a well-oiled product design and manufacturing machine and a $3.6 billion marketing budget will keep them executing well in the direction they [...]

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