Total annual global shipments exceeded PCs (including tablets) for the first time in 2011
Source: Canalys
Canalys singled out Apple (AAPL) for special mention Friday when it announced that by its count, shipments of smartphones in 2011 overtook those of client computers, even when tablets are included.
"Apple's impressive end to the year resulted in it becoming the...
Something is amiss when Apple's price per earnings per trailing growth approaches zero
Click to enlarge. Source: Asymco.com
"I want to scream every time I see or hear another one of those ridiculous claims that Mr. Market doesn't understand Apple (AAPL), doesn't respect it, doesn't get it, etc." an investment analyst named Marc Gerstein wrote in an...
Humiliated by a bunch of bloggers, amateur analysts and assorted day traders
Click to enlarge.
With revenues that grew 73% and earnings that more than doubled, Apple (AAPL) proved Tuesday that the fourth quarter results that so disappointed Wall Street last fall were a fluke. The company that Steve Jobs built is still that rare beast in...
Averaging the Q1 2012 estimates of the six analysts with the best track records
Whisper numbers, according to Wikipedia, emerge from widening cracks in the spreadsheets maintained by Wall Street analysts. Quoting an article by Daniel Svensson, the entry explains:
"When the estimate is first calculated by sell-side analysts, the number is submitted to companies such as...
The 18% gap between the Street's estimates and the independents' suggests that it can
Click to enlarge. Data: Company reports, Apple 2.0
Last fall, a Wall Street analyst who shall remain nameless suggested in a note to clients that the days of the big Apple (AAPL) earnings surprises may be over.
He was referring to the string of...
37 years of computer history in three graphs, two blogs and a podcast
NOTE: This is a log chart. Source: Horace Dediu
The chart above, one of three that Horace Dediu has posted on Asymco.com over the past two days, and which he discussed on his Critical Path podcast Wednesday, takes some explanation.
First, it's on a log, not...
Apple is the only bright spot in the industry's worst quarter in a decade
Source: Gartner. Chart: PED
Fourth quarter personal computer numbers for the U.S. market came in from Gartner and IDC Wednesday and for the second quarter in a row, Apple (AAPL) sales grew like gangbusters while the Microsoft (MSFT) Windows PC market actually shrank.
Apple...
And re-sold it to consumers for billions more than it paid, according to Toni Sacconaghi
The only difference between a 16 GB iPhone 4S and the 32 GB model is 16 GB of NAND flash memory, for which Apple (AAPL) charges customers $100.
But according to Bernstein Research's Toni Sacconaghi, Apple buys that memory for a heavily discounted...
And in the Apple market, Lion is still trailing two-year-old Snow Leopard
Data: NetApplications. Graph: PED
In its final monthly report for 2011, NetApplications offers a window on the shifting fates of the various flavors of Microsoft (MSFT) Windows and Mac OS X that show up at its 40,000 clients' websites.
As a rule, creaky old legacy systems...
A stock-market anomaly, a new iPhone, a second iPad, two new wireless carriers, a swarm of lawsuits and a malware false alarm
What the hell happened to AAPL on Feb. 10? Image: Andy Zaky
Out of the 793 items about Apple (AAPL) filed in this space over the past 12 months, these were the 10 that -- for...
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