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With the iPad still unavailable three months after its launch and with only 1.7 million iPhones available for purchase in the first three days, Apple’s inability to meet demand is surfacing as its most immediate and glaring problem. This problem merits the deployment of some of the cash Apple is hoarding. As I wrote in [...]

Verizon slashes Microsoft Kin phone prices • The Register. My guess is that Microsoft’s business model for the Kin was always to share revenues for Kin data plans.  Trouble is that users won’t pay high monthly fees for data without a significantly more flexible device.  Thus even making the Kin free won’t get a large [...]

With the recent iPhone 4 launch the media spotlight has faded on the iPad.  However, the iPad is still missing in action at many (most? all?) Apple stores.  I called four stores in the Boston area and they are only available by reservation.  The waiting time varies but I’ve been told to expect one week [...]

The third fiscal quarter is at an end and it’s time to estimate performance.  Andy Zaky has kicked off earnings season with his detailed accounting of what could be a $63.5 billion year for Apple. I put forward below my estimates side-by-side with Zaky.  I come in at $62.6b for the year, differing by just [...]

Much has been made of the potential for Android to reduce the growth of iPhone. The iPhone seems to be doing very well and continuing to be supply rather than demand constrained. RIM however seems to be under significant pressure.  A Goldman Sachs analyst first pointed this out in her last report and placed a [...]

Adding this all up, Microsoft has several mobile OS products in various stages of production, including Windows Mobile 6.5 Windows Phone 7 KIN Windows Embedded Handheld Windows Embedded Handheld 7 Windows Embedded Standard 7 Windows Embedded Compact 7. As ZD blogger Mary Jo Foley noted recently, this fact is somewhat amusing in the wake of [...]

RIMM shares dropped more than 5% after hours after company reported “light” units and a 20% rise in profit with a 24% rise in revenue. RIMM sold 11.2 million units (of which 4.9 million were new subscribers and the rest replacement units–a deterioration in replacement rate). This represents 43% growth. The unit growth is nearly [...]

Roughly translated: Nokia is rapidly losing share in the smartphone market in Finland. The iPhone is becoming a large part of the market.  Sales grew in the first quarter but a growing slice of revenues is going to Nokia’s competition.  iPhone share of the Finnish smartphone market has not been previously disclosed but Sonera Sales [...]

Apple Sells Three Million iPads in 80 Days – Yahoo! Finance. After 1 2 3 million units sold in 28 60 80 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 [...]

Apple just reached a new all-time closing high.  It’s remarkable that so soon after a recession the stock is enjoying new highs.  The Dow would have to gain 40% to make the same claim. So some may ask whether Apple’s stock is getting ahead of itself.  Perhaps it’s showing signs of “irrational exuberance”. This is [...]