Saturday, September 18, 2010

Tech Company Market Caps: major movements


I have been hearing lots of media noise and excitement about:

  • double digit global smartphone growth,
  • the incredible uptake of the Apple iPad tablet,
  • the accelerating importance of Google's Android OS for smartphones.
Have we reached the tipping point cusp of the mobility revolution, a year or two early?

To explore this idea I did a quick market cap shift analysis some selected information technology companies. Here are the results. Pretty amazing! What do you think?

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