#Google can keep trying to do messaging apps, but will not win. Gtalk, Hangout, whatever. 1/5 of the world can't use or sent messages to.
#Ferrari sells less than 10k cars a year and makes a lot of money. #Tesla is selling many more at huge losses. It's not that simple, right?
#Fitbit is down ~50% year to date. 2015 #1 wearable maker. Apple doesn't share sales figures, but is it hard to imagine they are #1 now?
Can #Apple merge with #IBM? Apple has 200B+ in cash, IBM is at about 130B.
Let's bet against #Kanye's #Tidal, at best, can only be the 3rd best music platform, then slowly become exclusive for Kanye and disappear.
#Apple is growing well into IT services. 1 billion active users, $31 billion in 2015. AWS is less than $10 billion. #Appstore is a service.
#WesternDigital buying #SanDisk is a great move to keep them ahead of #Seagate for a while. Will Seagate buy Samsung or Intel SSD business?
There are 20 #AppleStores in mainland China, 4 in HK. Greater China sells more #iPhones than US. Grey import from HK is insignificant!
It is easy to claim that #AppleWatch is in the same wearable market as #Fitbit. Why did Nike quit the fitness tracker market?
How many flagship phones does #Samsung need? A whole fleet of them, many flags. Urm... What's flagship again?
You can call #Google a subsidiary, but it is their main money maker.
#Apple didn't have to release the new #iPodTouch with such top spec to win. That's just how they keep a few years ahead of the market.
Not saying that #Apple shouldn't be interested in the auto market, but will they make #iCar anytime soon? Not likely. Look at Tesla's P/L.
Can #Xiaomi become the first global #InternetOfThings company before the big slow down in mobile handset market in 2015?
#Xiaomi raised $1.1B at $45B valuation. Worth 3 times more than #Lenovo? 2015 will be interesting. Handset market will be so competitive.
New #iPads price range, $249 - $829, #iPhones $649 - $949. Miniaturization costs? Maybe. Smart pricing to what market wants is v.profitable.
Over a year since launch, you hardly see anyone wearing #Smartwatch by #Samsung. In 12 months, you will see some people wear #AppleWatch.
Is #GoPro a fad? Can it really be 4x the market cap of #HTC who just entered into the same market? Are we really go back to such basic cam?
$100 for #AndroidOne is great news. But in a truly globalized market, this will put pressure on all Android handset makers to drop prices.
Thank you to #Samsung for proving that there is a strong market for bigger smartphones. #Apple will take over from here now.
#Mobile handset market has always been boring. The excitement about #smartphone was the actual usage of the device. #Apple is still winning.
Only a few companies ever truly made money from selling software. Why did we expect the mobile software market to be any different?
Global #Tablet market declines will hurt #Samsung and others much more than #Apple. It's mostly about inventory and channel control.
Whoever said #Netbook was a fad was wrong! Just relabelled as #Chromebook, still in market segment as #tablets. Will run #Android apps soon!
Do we need an analyst to tell us that #TouchID will be used widely by #Apple? They spent $350m on it and they will use it everywhere!
Analysts, what do they know? When was last time #Apple made a bad purchase? This might be a music industry changing move! Just like iTunes.
#Whatsapp's 450m active monthly users all over the world was priced at $19b, how should we value #Wechat's 355m users mainly in China only?
#PrimeSense is also pretty good with 3D scanning, if Apple can build it into iPhone in a seamless way, it can lead that space too.
Why is #Blackberry celebrating at least 20 million users left their platform to #iOS and #Android? Can they make money from #BBM?
Don't think we will see an update to #iPod this year. After 12 years, the real iPod-killer ended up to be #Apple with their own #iPhone.