Horace Dediu

@asymco

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The only calibration I have is comparing Apple's Machinery & Equipment with Google's CapEx.

No surprises in retail.

. Both are up but CapEx is way up.

What's growth got to do with it? #SongTitlesIWishExisted

Apple left the 30-40xEPS band in '08. Is it going to leave the 15-25x band in '12?

Consistency: Forecasting US smartphone penetration of smartphones since May 2010.

Growth is back.

. Including the iPad

How many more PCs have been sold vs. Macs? Nearing the ratio of 1985.

First look at $RIMM's previous quarter volumes in context of competition and history.

Has anyone seen Marty? (thanks )

One in five phones sold runs Android.

Apple 5 year track record of phone market shares.

Sony Ericsson 5 year track record of phone market shares.

Samsung's 5 year track record of phone market shares.

LG's 5 year track record of phone market shares.

Motorola's 5 year track record of market shares.

HTC's 5 year track record of market shares.

$RIMM's 5 year track record of market shares.