1. Exquisite Tweets from @benedictevans, @jandawson, @asymco, @DanielEran

    PreoccupationsCollected by Preoccupations

    Much more useful to think of tablets as competing with laptops than as companions to phones. pic.twitter.com/PRBtAPu7tB

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    benedictevans

    Benedict Evans

  2. Apple numbers around enterprise – $25bn in annual revenue in last twelve months from enterprise, up 40% year on year.

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    jandawson

    Jan Dawson

  3. Mac grew 3% in units (overall PC market is in rapid contraction).

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    asymco

    Horace Dediu

  4. NPD - iPad has 73% share of U.S. tablets priced >$200
    iPad has 70% share of commercial tablets

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    DanielEran

    Daniel Eran Dilger

  5. Mac grew 3% in units (overall PC market is in rapid contraction).

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    asymco

    Horace Dediu

  6. For context, this enterprise number is a little over 10% of total revenue for Apple twitter.com/jandawson/stat…

    Jan Dawson @
    Apple numbers around enterprise – $25bn in annual revenue in last twelve months from enterprise, up 40% year on year.

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    jandawson

    Jan Dawson