The Pocket Moleskine

A random smattering of thoughts.
Earnings Before Interest and Taxation of Apple and it’s biggest competitors in the mobile space before and after the introduction of the iPhone.

“Android does not offer more than a lifeline. It is not a foundation for  long-term profitability as it presumes the profits accrue to the  network and possibly to Google. Profit evaporation out of devices to  Google may be a possibility at some time in the future, but only if the  devices don’t need too much attention to remain competitive. But because  they’re still not good enough (and they won’t be for years to come),  it’s certain that attention to detail is what will be most important to  stay abreast of Apple.”

Earnings Before Interest and Taxation of Apple and it’s biggest competitors in the mobile space before and after the introduction of the iPhone.

“Android does not offer more than a lifeline. It is not a foundation for long-term profitability as it presumes the profits accrue to the network and possibly to Google. Profit evaporation out of devices to Google may be a possibility at some time in the future, but only if the devices don’t need too much attention to remain competitive. But because they’re still not good enough (and they won’t be for years to come), it’s certain that attention to detail is what will be most important to stay abreast of Apple.”