Tablet Breakdown

February 16th, 2012 by

So IHS released its quarterly market sharereport for the Tablet space today which gave some surprises. Most notably, Amazon has surpassed Samsung in market share of the tablet space (hardware makers just can’t get a break(we all know the price goes to zero eventually)). According to the report, Amazon shipped 3.89  million tablets in the quarter to capture 14% of the overall tablet market in Q42010. Another shocker was the belief that the late release of the iPhone 4s could have cannabalized iPad sales.

Image representing iPad as depicted in CrunchBase

Image via CrunchBase

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AAPL still hedge fund darling even for those who hate momentum hype

December 21st, 2011 by

David Einhorn’s 13F just came out with what he owns in the quarter. It comes as no surprise that this Green Mountain shorting Bill Ackman tag-teaming favorite holds a $300+ million stake in AAPL repping 10.72% of his portfolio proving that Apple is definitely not merely a momentum play. Ken Griffin’s Citadel also owns $900+ million stake in AAPL. For a good list of names that are still in AAPL, check out GuruFocus.

Some things to look forward to in 2012 from Apple:

On another note check out Brian Hall’s post that was featured in today’s Apple Business Insider noting that Apple’s app store is worth more the all of RIM. Rim was up  about 10% on takeover rumors…

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