November 2011
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Day November 1, 2011

Apple Investor Summit

This is a quick note that I’ll be speaking at the Apple Investor Summit, March 15-16, at the Los Angeles Convention Center. My topic will be the analysis of Apple’s capital structure for strategic insight.

Apple co-founder Steve Wozniak and Walter Isaacson, Steve Jobs’ Biographer, will be keynote speakers.

The organizers are offering a Friends, Family & Followers VIP discount pre-sale from today until Friday, November 4th. Go to to register at the discounted rate and check out the other speakers.


The Mobile Phone Landscape

I collected all the data available so far and created a new graph that illustrates the complete market evolution over a three year period.