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Apple Since Launch of the iPhone
It has been a month since the launch of the iPhone and in this post we will see how Apple (NASDAQ: AAPL) has been doing since the launch. Following the launch, estimates of the first weekend sales of iPhone took the figure to an over optimistic and ridiculous level of 700,000. The announcements from AT&T
iPhone’s Component Ecosystem: Synthesis
Over the last few weeks, we have reviewed the iPhone’s Component Vendors. Here is a recap of the articles: iPhone’s Inside Beneficiaries provides an overview of the various players. We covered Samsung, one of the top component providers, who also has the manufacturing and design capabilities to become the iPhone’s major competitor in the future.
Maggie Wilderotter Joins Yahoo’s Board of Directors
WSJ reports that Maggie Wilderotter has joined Yahoo’s Board. This may be considered as the first big move by Jerry Yang to catalyze change in the company. You can read my interview with Maggie here to catch up on who she is, and what she has done before. And my central thesis on Yahoo’s turnaround
iPhone’s Component Ecosystem: Infineon
This post on Infineon will be the last in the series of posts analyzing the major players in the iPhone’s component ecosystem. In the iPhone, Infineon provides the digital baseband through a PMB8876 S-Gold 2 multimedia engine with EDGE functionality, a radio-frequency transceiver and power-management devices. As per iSuppli, these parts account for $15.25 or
Google’s AdSense Revenues Vulnerable
How much is AdSense’s share in Google’s business? To find an answer we scanned Google’s balance sheet and cash-flow statement for the past year including those of the last quarter (Q2-06/2007). Predictably, there is no indication of AdSense’s figures. Analysts however maintain that the figure hovers between 37%-44%. A somewhat clearer picture emerges in the
iPhone’s Component Ecosystem: Balda
One of the most important features of the iPhone is its touch screen that is highly flexible and allows rotating, zooming, panning, scrolling and flipping using multi-finger gestures on the screen. The German company Balda is the supplier of this glass-surfaced touch screen that has sharper resolution, better resistance to scratches or smudges, and better
iPhone’s Component Ecosystem: Intel
In this post, we will be analyzing Intel as part of the series on the major players in the iPhone’s component ecosystem. In the iPhone, Intel provides a wireless flash with 32 Mbytes of NOR coupled with 16 Mbytes of SRAM for code execution. Intel Corp. (Nasdaq: INTC) is the world’s largest chip manufacturer with
I Would Not Sell Sify
On the face of it, there is a strong similarity between Rediff (REDF) and Sify (SIFY). Both have portal sites that offer a wide gamut of online services. But in Sify’s case the portal is just a small piece in a big jigsaw puzzle that together makes up the company’s operations. In order to understand