Pretty amazing statistic from The Economist the other day: Since the launch of the original iPhone in 2007, it has brought in $150 billion in sales revenue, with $74 billion of that in the past year. The iPhone is Apple’s biggest product, accounting for 53% of the company’s revenue. Indeed, if the iPhone were spun out as a separate…
The two smartest value-oriented investors writing blogs just simultaneously threw in the towel on Microsoft.
Redmond has awoken and the furnaces have been jerked into life, steam and smoke appear above the forest’s treeline.
And typically, there’s been a punitive effect on dividend payers in techland in the form of PE multiple compression
Deals dropping like bombs all around us this morning.
BYOD (Bring Your Own Device) is the real thing – corporate-issued BlackBerries are so over, now its all about making the apps and software work with your employees’ existing iPhone and iPad and Android devices (winner is $AAPL)
“It seems that we have a chess match because Twitter knows it is worth a lot to Google and that Google can’t let Facebook or Microsoft buy it. “
By purchasing Android, Google accomplished what Microsoft ($MSFT) set out to do in the 1990s with Internet Explorer.
Mega cap growth is an oxymoron.