http://meownewsletter.com Multimedia Ecosystem Opportunity Watch Mon, 09 Nov 2009 21:42:05 +0000 http://backend.userland.com/rss092 en Subscribe with My Yahoo!Subscribe with NewsGatorSubscribe with My AOLSubscribe with BloglinesSubscribe with NetvibesSubscribe with GoogleSubscribe with PageflakesSubscribe with PlusmoSubscribe with netomat HubSubscribe with Flurry Let's talk about RIM for a second.  RIM is actually quite symmetric to Apple's approach.  They have a very well integrated product and solution and this is why they have excelled in growing well above market rates for a few years.  Their growth is on a par with or even ... http://feedproxy.google.com/~r/MeowBlog/~3/1gpI0-vcjBc/ http://meownewsletter.com/2009/11/09/the-achilles-heel-of-rim/ The competition situation looks reasonable on a logarithmic scale...App Catalogs.key http://feedproxy.google.com/~r/MeowBlog/~3/5nPOZAgSnLs/ http://meownewsletter.com/2009/11/09/app-store-statistics/ Any judgement on comparing Apple's app store strategic positioning versus its competition requires a broader view of the product and market. The new "mobile computing" use case that smartphones try to serve is not going to be satisfied with solutions that are built from modular components.  The reason is simple: as ... http://feedproxy.google.com/~r/MeowBlog/~3/e-sjny1HBts/ http://meownewsletter.com/2009/11/03/expanding-on-the-importance-of-apples-integrated-approach/ I came across this job posting on the Internet - it clearly shows that Nokia is trying to get scale for its Microsoft solutions integration, using offshore partnerships in its already strong Indian market.  Nothing wrong with that as long as you guys don't forget that it will not solve ... http://feedproxy.google.com/~r/MeowBlog/~3/zwRfWhJmReo/ http://meownewsletter.com/2009/11/03/mating-of-elephants-part-2-nokia-microsoft-collaboration-deepens/ Comparing US sales of iPhones vs. Nokia's NA device business. AT&T iPhones activated in Q3: 3.2 million Nokia phones sold in North America Q3: 3.1 million (obviously, Nokia's figures include Canada and Apple might have sold a few more phones in the US than AT&T activated so Apple outsold Nokia by a significant ... http://feedproxy.google.com/~r/MeowBlog/~3/jv4yiMA9ABo/ http://meownewsletter.com/2009/11/03/nokia-vs-apple-in-the-us/ A quick analysis on the AAPL financial performance relative to the stock market data. http://bit.ly/30suDK http://feedproxy.google.com/~r/MeowBlog/~3/djvo1kkoOXU/ http://meownewsletter.com/2009/11/02/more-apple-stock-analysis/ Q3 touch from Nokia included three devices: N97, 5800 and 5530. In total they shipped 5.7 million touch units. The N97 flagship sold 1.8 million units (sell-in). E series added another 4.4 million units. http://feedproxy.google.com/~r/MeowBlog/~3/tkLQGaQpZu8/ http://meownewsletter.com/2009/11/02/touch-screen-numbers-for-nokia/ Apple wiped the floor with Nokia.  Twice the net profit and almost on par with gross profit.  A whole fricking billion dollars a quarter in R&D. The R&D Mafia take is 10.2% of sales. You heard of corporate welfare.  Well in Finland they believe in welfare payments for engineers. http://feedproxy.google.com/~r/MeowBlog/~3/ikDB8lzrCR8/ http://meownewsletter.com/2009/11/02/apple-vs-nokia-3q-in-numbers/ In fact, as a percentage of revenue, Apple has actually been decreasing its ad spending every year for the past eight, from nearly 5% in 2001 to 1.37% today. That's about half the 3.6% Research in Motion's spends advertising BlackBerries.  http://bit.ly/3xLoas http://feedproxy.google.com/~r/MeowBlog/~3/69QKl3vO74E/ http://meownewsletter.com/2009/10/28/apple-its-all-about-the-marketing/ http://feedproxy.google.com/~r/MeowBlog/~3/mx3d4RsTANc/ http://meownewsletter.com/2009/10/26/the-largest-20-companies-in-the-world-by-market-cap/