In the worst case scenario those figures change to 6.4 percent smartphone market share and 53 percent of the stocks value disappears. If Nokia manages to do everything perfectly, which it almost never does, then the best case scenario is 15 percent smartphone market share and share price goes up 54 percent.
Wednesday, February 23, 2011
Nokia will be Volatile, Analyst Says
RBS analyst Didier Scemama believes Nokia's stock price will drop to 5.80 Euros. In a “base case” scenario the Nokia of 2013 will have 11 percent of the smartphone market and the stock price will drop by 15 percent, says RBS analyst Didier Scemama.
Gary Kim has been a digital infra analyst and journalist for more than 30 years, covering the business impact of technology, pre- and post-internet. He sees a similar evolution coming with AI. General-purpose technologies do not come along very often, but when they do, they change life, economies and industries.
Mobile Payments Price War
New moves by mobile payments provider Square suggest competition is heating up in the small business mobile payments space.
Intuit's GoPayment system charges 2.7 percent, plus 15 cents per transaction, while Square now charges 2.75 percent, but no per-transaction fee.
The moves suggest that small business mobile payments now has become a serious business, with serious competition for customers.
Gary Kim has been a digital infra analyst and journalist for more than 30 years, covering the business impact of technology, pre- and post-internet. He sees a similar evolution coming with AI. General-purpose technologies do not come along very often, but when they do, they change life, economies and industries.
What is a Book?
Average physical book prices are going up, and average units sold are going down, at the same time that ebook reader ownership also is growing.
Having seen this before, just about all of us would conclude that a shift to new formats, business models and delivery channels is inevitable.
Gary Kim has been a digital infra analyst and journalist for more than 30 years, covering the business impact of technology, pre- and post-internet. He sees a similar evolution coming with AI. General-purpose technologies do not come along very often, but when they do, they change life, economies and industries.
40% of Facebook Users are Mobile
According to Facebook over 200 million of its active users now access the network from mobile devices, representing 40 percent of its 500 million total membership. Mobile users are also twice as active on Facebook than non-mobile users, the company says.
Gary Kim has been a digital infra analyst and journalist for more than 30 years, covering the business impact of technology, pre- and post-internet. He sees a similar evolution coming with AI. General-purpose technologies do not come along very often, but when they do, they change life, economies and industries.
Mobile Music Revenues $5.5 billion in 2015
Music consumed on mobile handsets will generate $5.5 billion annually in 2015, representing growth of $3.1 billion from 2010 levels, according to Juniper Research.
Gary Kim has been a digital infra analyst and journalist for more than 30 years, covering the business impact of technology, pre- and post-internet. He sees a similar evolution coming with AI. General-purpose technologies do not come along very often, but when they do, they change life, economies and industries.
Tuesday, February 22, 2011
Still Some Skepticism About LTE, In Some Quarters
Apparently some in Europe simply don't believe that fourth-generation LTE networks actually are going to be in commercial service this year, in the United States. And that isn't to argue about whether LTE-Advanced is that "only" LTE. Apparently there is some skepticism about the earlier, commercial versions as well.
Apparently there is some merit to being able to buy it, at a retail store, and use it in many cities, as an aid to belief.
Gary Kim has been a digital infra analyst and journalist for more than 30 years, covering the business impact of technology, pre- and post-internet. He sees a similar evolution coming with AI. General-purpose technologies do not come along very often, but when they do, they change life, economies and industries.
Consumer, Business PC Markets Divergomg?
The latest round of earnings reports might suggest a divergence of consumer and business PC trends. Hewlett-Packard's consumer PC revenue was down 11 percent from last year for the quarter ended January 31, 2011. In contrast, sales of PCs to businesses were up 12 percent.
Dell consumer revenue was down eight percent from last year in the last quarter of 2010. The company appears have done adequately selling to large enterprises and businesses.
Microsoft: revenue from sales of Windows on new PCs was up three percent from last year in the last quarter of 2010. Microsoft says the business PC refresh cycle -- not consumers -- is driving growth in Windows.
Dell consumer revenue was down eight percent from last year in the last quarter of 2010. The company appears have done adequately selling to large enterprises and businesses.
Microsoft: revenue from sales of Windows on new PCs was up three percent from last year in the last quarter of 2010. Microsoft says the business PC refresh cycle -- not consumers -- is driving growth in Windows.
One might conclude that consumers are flocking to tablets, while businesses are continuing to hold up Windows PC sales.
Apple sold 7.3 million iPads last quarter, while Mac unit sales were up 23 percent in the last quarter of 2010. Is it a permanent trend?
Apple sold 7.3 million iPads last quarter, while Mac unit sales were up 23 percent in the last quarter of 2010. Is it a permanent trend?
Gary Kim has been a digital infra analyst and journalist for more than 30 years, covering the business impact of technology, pre- and post-internet. He sees a similar evolution coming with AI. General-purpose technologies do not come along very often, but when they do, they change life, economies and industries.
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