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Apple’s continuing valuation struggle continues to fascinate. While underperforming on a multiple basis both the S&P 500 and its own historic value, Apple is nearing bargain bin pricing.
To illustrate this further, get the new Asymco Data Download for the iPhone.
You can now use an iPhone to visualize how the owners of the company that created it are being punished.
In first half of 2010, iPhone and iPod touch traffic increased from 33.9% to 41% in Finland. Apple’s devices account for a very small percent of the total phones in use in Nokia’s home country.[1] The analysis was performed by QAim on a sample of 64 million “mobile downloads”.
Original article in Finnish.
“A wave of iPhone and iPod owners behave differently than others.”
Weird bunch, those iPhone owners…
[1] Installed base of iPhone is small but share of smartphones in recent quarters is above 20%. See: YLE: Nokia’s smartphone share crumbles in Finland
Flush with $45 billion in cash and investments ($50 per share) and no debt, Apple sports an enterprise value of about $190 per share. Compare that to $15 of earnings this year and enough catalysts to make next year’s estimate of $18 seem easily attainable, and you have a stock that actually trades at a discount to the S&P 500.
via Why Apple’s Stock Actually Looks Cheap — Seeking Alpha.
This is not news around here…
Seven confirmed Windows Phone devices getting readied for launch. Four more being rumored:
Devices – Windows Phone 7 Central.
To be built by HTC, Samsung and LG with Dell and Asus rumored.
Vendor love for Android runs as deep as Operator love of Android.
A few years ago I read a book called “Breaking Windows” which was the story of the DOJ investigation into Microsoft’s abuse of monopoly. The book was written by a journalist who tried to summarize some of the findings from the published internal emails.
One of the takeaways was the logic of Microsoft’s entry into the Office market. The main internal justification was not that it would be a hugely lucrative new business, but that it was a necessity to the maintenance of the Windows business.
The story was that Lotus, having a huge installed base, could (and did) arbitrarily refuse to upgrade their software to the latest Windows version and in so doing, could kill the franchise. Lotus owned the “killer app” and
