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After 12 million units sold in 28 60 days, it’s time to review the analysts’ predictions: First year iPad unit forecasts (sourced from TMO Finance Board) Brian Marshall, Broadpoint AmTech 7.0 David Bailey, Goldman Sachs 6.2 Kathryn Huberty, Morgan Stanley 6.0 Shaw Wu, Kauffman Bros. 5.0 Mike Abramsky, RBC Capital Markets 5.0 Gene Munster, Piper [...]

A few eyebrows were raised when Microsoft presented a slide at a French event where they made the claim that 30 Million Windows Phone devices would be sold by the end of 2011.  Given that the first Windows Phone won’t ship until October 2010 at the earliest, or, according to Mr. Ballmer, “by Christmas,” count [...]

Asymco is now in its third home and fourth design.  After starting in February 2010 with iWeb hosted at me.com, moving a month later to WordPress.com, I’ve finally moved the blog to a proper hosting site (dreamhost) and merged the blog with asymco.com. One reason I had to leave WordPress.com was that they required payment [...]

The number of Android devices is rising steadily; it’s already up to 135.  Android devotees should rightly rejoice.  However, Android is not the first mobile platform with an open licensing strategy. A quick visit to pdadb.net lets us count the number of devices that shipped for every mobile platform in history.  We can also see [...]

Four out of 10 sales of the iPhone are made to enterprise users. When the iPhone came out, what most people heard in the first year from ‘07 to ‘08 was oh my God, it’s not BlackBerry secure. This is not going to work on the enterprise space. At the end of the day, it’s [...]

Softbank stopped accepting reservations for the iPad after only three days. In one Twitter exchange, Mitsuru Yoshii sent a message to Softbank Chief Executive Masayoshi Son saying that the iPad was the “21st century’s black ships.” In response to the historical reference to the U.S. Naval fleet that opened up Japan to the West in [...]

Consumer tastes have overtaken the needs of business as the leading force shaping technology. via New King of Technology – Apple Overtakes Microsoft – NYTimes.com. Why is it that other “consumer-oriented” companies like Sony, Nokia and Phillips have not benefitted from this shift?  As far as I can tell they are no better off (and [...]

Daniel Eran Dilger in fine form after Apple became the world’s largest technology company by market capitalization. These days, Apple’s primary competitors have all fallen down on their knees while clutching their gutted bellies… Who is left? Google, the paid search giant that backers hope will beat Apple in hardware and software platforms… despite Google [...]

It was bound to be again as it was prior to 1990. Apple’s Market Capitalization is once again greater than Microsoft’s.

We’re focused on putting Windows Phone 7 in phones, no plans for tablets. Ballmer: No plans for WP7 in tablets? | WMExperts. Keep pining for those fjords.