This IPO seems like a bad bet. Perhaps they will follow Google and Amazon and create a hardware offering. Smart companies stick to their core competency.
“We currently do not show ads or directly generate any meaningful revenue from users accessing Facebook through our mobile products, but we believe that we may have potential future monetization opportunities such as the inclusion of sponsored stories in users’ mobile News Feeds.”
And thèse don’t include Dec and the 4S isn’t yet being sold in China and and and …..
Nicu are you numbers big enough?
http://techcrunch.com/2012/01/09/ios-marketshare-up-from-26-in-q3-to-43-in-octnov-2011/
33.75M – I had it for most of the quarter a slightly over 30M but I had to take into consideration the rain of positive articles and even pro analysts comments, as they have access to very fresh data from surveys, suppliers, carriers etc.
it’s only today that I have seen for the first time the shipping time drop to 3-5 days; they have sold everything they could make – which also verifies the theory of Asymco that this is true long term; this year Apple used the same production facilities, processes and tools for the iPhone (no new design) and knowing they are entering straight the holiday quarter, I think they kept the pedal to the metal every second
I usually estimate my numbers using a “confidence interval” because I empirically found that it works better than simply guessing one number; when I do that I hope that 70-80% of the time the real value falls into it; for the iPhone, my interval is 30.5M-37M
If you guys are interested, I could write an article (on SA) to explain my methodology of cooking up estimates (I’m hesitating because is a potentially boring subject and I’m also a bit lazy)
I’m always interested, but hate to impose upon your innate right to laziness. 
Wish you all personal and financial good tidings.
Thanks Birra…Happy Holidays to you too and other TH members.
p.s. hope u r enjoying yr “apple/non-android car”!
How a paradigm shift can make a colossus irrelevant.
Damn. Android copying the iPhone again.
http://money.cnn.com/2010/07/15/technology/iphone_beta/index.htm
You just lack class.
This, coming from the guy who repeatedly posts [typically clueless] articles bashing anyone/anything that competes with Apple. Pot, meet kettle.
this would have been a better article to reference (for both of you).
http://www.anandtech.com/show/5254/investigating-the-galaxy-nexus-lte-signal-issue
Thanks. I’d seen that and considered posting it, but since factual data tends to not influence the OP, I opted for a link pointing out hypocrisy instead.
Anyone/anything that competes with Apple should be bashed “with extreme prejudice”.
For my Android friends.
http://www.appleinsider.com/articles/11/12/21/android_device_activations_reach_700000_per_day.html
Here’s some better links. These seem way too generic and in no way related to what makes the iPhone unique to be of much consequence.
http://www.macrumors.com/2011/12/19/itc-rules-for-apple-in-patent-case-bans-some-htc-imports/
“Apple shares rise 3% in wake of HTC patent ruling”
(http://www.marketwatch.com/story/apple-shares-rise-3-in-wake-of-htc-patent-ruling-2011-12-20?link=MW_latest_news)
HTC shares rise 7% in wake of Apple patent ruling
http://investing.businessweek.com/research/stocks/snapshot/snapshot.asp?ticker=2498:TT
“CHANGE TODAY +31.00 6.97%”
Huh?
Interesting — HTC might have actually risen even higher than just 7% today had it not been for a Taipei trading limit. But a share buyback also contributed the increase.
“Shares in HTC rose by the daily maximum allowed 6.97 percent in Taipei trading on Tuesday, also helped by a company announcement that it would buy back 10 million of its shares.”
http://finance.yahoo.com/news/apple-wins-u-trade-body-000601382.html
So, come on! Your initial post suggested, by stating that comparison that it was somehow more of the HTC victory than Apple’s. It’s like bragging I kicked someone’s ass, and then saying – by the way there was another 20 guys on it with me. 
And HTC’s “CHANGE TODAY +33.00 6.93%”. Apparently it hit a trading limit again.
“Your initial post suggested, by stating that comparison that it was somehow more of the HTC victory than Apple’s.”
I suggested no such thing. I’m actually trying to figure out why HTC’s stock is reacting the way it is, as HTC itself seems to be the only one saying that HTC was victorious. My best explanation is that while the ruling is a loss, people had baked a far worse loss into HTCs stock price. But still — +14% in 2 days?
Re your other analogy:
“It’s like bragging I kicked someone’s ass, and then saying – by the way there was another 20 guys on it with me.”
Are you asserting that the share buyback was 20x more impactful than the ruling’s impact? I interpreted it more as gravy on the meat…
Looks like MS has better lawyers. Guess it doesn’t matter Apple wins too.
Microsoft Wins Ruling in Case Over Motorola Android Phones
I want this piano, but they’re not cheap.
http://www.cultofmac.com/136157/siri-plays-piano-like-beethoven-video/
http://www.bonanza.com/listings/Yamaha-PLAYER-Grand-Piano-Disklavier-G2-5-8-1995/23474135
Like the smaller form factor for mobility but I see it as an iPod Maxi. iPod apps would scale up fine but you can’t scale iPad apps down. Since the primary use would be consumption rather than creation it would divert quite a number of those who have purchased the smaller form factor but aren’t happy with their user experience. Of course iPad customers like myself would have both.
I guess Apple has to decide whether they are allowing a trojan into tablet markets by not covering 7 inch tablets. If they decide that’s the case they may do the 7″ tablet. I like your remark about iPod Maxi, that would be probably the way to go about it.
This is an area where Apple’s development tools have fallen way short. Android is even worse.
There is no interface that allows graphics to scale proportionally across screen sizes and resolutions. In order for me to produce a ‘universal’ app it was necessary to actually check in the code for the type of device and screen resolution. Then a great deal of difficult unique code was written for each case. Imagine the number of other developers who have had to solve the same problem.
Apple does not encourage ‘universal’ apps. If they could solve the problems involved with automatic scaling and encourage ‘universal’ apps they would lay waste to Android.
Here’s another area that has finally made me so fed up that I have finally pulled my app ‘temporarily’ from being sold. It’s been six months and I’m still fed up. The problem is threats from lawyers for every reason under the sun. I simply don’t make enough money to fight these threats and I can’t identify whether it’s lawyer spam meant to eliminate competition or not. Apple is right not to get involved but how many really good apps are gone for the same reason.
I think you mentioned it once here what your app was. Can you remind what your app does? Why do you think you are vulnerable to a legal action?
I think this is another BS rumor. http://stupidapplerumors.com/apple-launch-785-ipad-2012
Still like the smaller form factor but with headlines like those below it makes me feel that Apple should probably wait for Amazon’s balloon to burst. If there is a seven inch tablet market wait until there’s some profit in it. Presently Amazon is doing Apple a favor by setting the price of Android tablets at zero margin.
Apple is Now Forced to Build a 7-inch Tablet
conshmillo 9:27 am on February 3, 2012 3 days ago Reply
I think with that much traffic they’ll find a way.
Birra 3:18 pm on February 3, 2012 2 days ago Reply
Disagree, it’s all about advertising. There’s some money in news and games, but that’s dwarfed by ads. Since mobile uses apps and not the browser, it’s a bad bet.
Birra 1:41 am on February 4, 2012 2 days ago Reply
There’s something very US about FaceBook and social networks in general. I’ve tried FaceBook and simply was unwilling to expose my life the way some do. The few acquaintances I have in other parts of the world seem much more unwilling to live a life through the internet. They all seem to value their privacy much more than we do and rightfully so. Much like Amazon but for completely different reasons these offerings are not likely to be global.
Birra 1:55 am on February 4, 2012 2 days ago Reply
The US has been very successful in foisting their culture on the rest of the world. Just returned from vacation in Hawaii and witnessed Asians in skinny jeans with iPods playing the latest rap, but in every other way they were very much in tune with their cultural heritage. It’s difficult for me to believe that allows for a substantial participation in FaceBook.
JPWatkins 6:11 pm on February 4, 2012 1 day ago Reply
Facebook is the AOL of this decade. Hype greater than value, reproducible, disruptable, replaceable, and an annoying and intrusive obstacle and toll gate (disguised as a free and enabling portal) which is needlessly placed between users and their goals. Will it be more like Google, AOL, or Groupon [worthless] ? I say AOL.