Kyle B

Seeing an End to the iPod's Hegemony

"Amid all this, iPod sales have essentially leveled out. For the past couple of years, Apple has sold about 10 million to 11 million iPods per quarter, with a boost to about 22 million around Christmas. Make no mistake -- the iPod/iTunes combo still dominates, and it dominates because right now it is the best, most complete solution for most consumers. But iPod's growth has stalled, and competitors aren't banging at the door because they're stupid -- they're banging because they think they can have an impact on the market."

The market for iPod users will eventually level off. That's why Apple continually tweaks the software and changes hardware that appeal to buyers (including those with iPods.) And that is why others are continually chasing the leader.

The Wireless Application Marketplace: Apple, Google, Microsoft and RIMM

Great observation by scott s.
AAPL cannot go forward without "watching" an important BOD member.
I vote him out.

Understanding Valuation Multiples With Respect to Cash

How to calculate using Deferred Revenue Accounting was my first thought as I read this article. Please revise this subject for Apple to include the DRA.

Apple Math: Market Share over Margins

Great article.
I am not an accountant so I did not understand how phone current revenue would be deferred and be reported in forward quarters. This article gives me a reason to continue to be long for the future reporting. Long investors that bail may not see the rewards of the current sales.
Does invested deferred earnings get invested and reported in a similar manner or does it get into cash reserve?