Source: http://www.businessinsider.com/apple-made-twice-as-much-profit-on-phones-as-everybody-else-combined-2011-7
Apple is now the leading phone manufacturer by market share. It passed Nokia for the first time last quarter.
But more impressive: it captured two-thirds of all profits in the mobile phone business last quarter, according to statistics from Asymco.
Another way of looking at it: Apple made about twice as much profit on mobile phones as Samsung, RIM, and HTC did — combined. Nokia, Motorola, Sony-Ericsson, and LG all saw losses.
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Source: http://www.businessinsider.com/chart-of-the-day-ben-horowitz-tech-valuations-2011-6
The valuations of internet-based companies have significant room for growth in the next decade, argues venture capitalist Ben Horowitz for the Economist.
To understand why, Horowitz produced the three charts below. As you can see, the “Internet Cycle” is due for a massive explosion in the next ten years based on historical trends.
He says that major technology cycles generally last 25 years, with the “bulk of the purchases” happening the last 5-10 years as late adopters sign on. Using this as a frame of reference he says we are “poised to hit the major adoption wave for the Internet technology platform over the next 8 years.”
This isn’t just idle chatter from Horowitz, either. His VC firm Andreessen Horowitz raised almost $1 billion to invest in this next wave.
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