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Apple trading below 20 P/E (18.9 today vs. 33 pre-re-statement) It had dropped to 11 in early 2009.

It’s time to re-evaluate the categorization of smartphones. The term has always been problematic. It loosely means a phone that runs an advanced operating system and has third party SDKs. There is no industry standard definition and some call it a converged device or a multimedia device. One analyst famously said that the iPhone did [...]

Steven Frank: A lot of thoughtful people, many of whom are bloggers, look at this history and say, “Look at this march of progress! Surely the desktop + windows + mouse interface can’t be the end of the road? What’s next?” Then “next” arrived and it was so unrecognizable to most of them (myself included) [...]

Fraser Speirs gets it: What you’re seeing in the industry’s reaction to the iPad is nothing less than future shock. Very good reading. Fraser Speirs – Blog – Future Shock

Mini-MSFT: Windows Mobile 7: we so dropped the ball in our early phone OS presence that now it seems like it’s a losing battle to have a dog in this fight. But WinMo7 is out there. To me, I can imagine this becoming like the Zune HD: well praised and all, but not making a [...]

“In many ways this defines our vision, our sense of what’s next.” – Jonathan Ive They just signed the death certificate of the PC.

During the reported quarter, Motorola shipped 12 million mobile phones, commanding a global market share of just 3.7%. However, the newly launched two Android 3G smartphones CLIQ and DROID witnessed impressive results. Launched in the fourth quarter of 2009, these two devices generated sales of 2 million units together in the quarter. Not sure what’s [...]

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 show also share and ASP comparisons for smartphones in both companies.

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 [...]

When asked about the company’s recent acquisitions of Quattro and Lala after yesterday’s earnings report, Apple’s chief financial officer Peter Openheimer answered, “In terms of Quattro and Lala we acquired Quattro because we wanted to offer a seamless way for developers to make more money on their apps, especially free apps.” As I said before: [...]