Posts Tagged ‘Apple

Like a lot of people I am watching the launch of Windows 8 in the market unfold in real time and find it one of the most fascinating shows in tech right now. There are few moments in our industry’s history that combine such a wide array of transformational disruptions on a company, while at [...]

26Sep

Life With Android, 1 Year Later

Posted by Jeff as Wireless

A little over a year ago I turned off my iPhone 3 and fired up a new HTC Evo Android handset, the initial experience I wrote about here. I recently upgraded my handset from the Evo to the just released Samsung Epic Touch and wanted to share some thoughts about Android after having lived with it [...]

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Early Industry Leaders
Watcher's Council results - 'Hispanic Tidal Wave' Edition
Sunday Readings
Get Ready For New Highs
Read more on Cheung Kong (HLDGS) at Wikinvest

11Aug

HTML5 – A Wonder Drug

Posted by Jeff as Uncategorized

I was reading up on some of the commentary surrounding Amazon’s release of an HTML5 reader, one of the best comes from Constellation’s Charles Brett: Amazon’s announcement of its Kindle Cloud Reader, based around HTML 5, is a wonder of irony. Apple has successfully been taking 30% of purchases made via anything bought through an [...]

More on this topic (What's this?) Read more on Amazon.com, Apple at Wikinvest

I’ve already voiced my belief that the iPad will ultimately be a disappointment. It’s certain that Apple will sell millions of the devices to technophile early adopters but the prospects for the broader market are mixed and considering that Jobs has declared the iPad the “most important thing I’ve ever done” well I can’t help [...]

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Apple (NASDAQ: AAPL) No Longer Tablet King
Big Trader Sees Big Upside in Apple
IPhone Demise Is A Samsung Myth
Apple Stock Cash or Trash?
Read more on Apple at Wikinvest

I just read a very interesting op-ed about the opportunities and hazards of cloud computing and it resonated with me on several levels. Some are in plain view. If you entrust your data to others, they can let you down or outright betray you. For example, if your favorite music is rented or authorized from [...]

At this point I doubt there is any new information available that would dissuade people from the notion that Vista was one very screwed up launch, so I guess Microsoft’s PR strategy momentarily shifted to stating the obvious. The answers we got during this mid-June background conversation were brutally honest: Our source, a high-ranking Windows [...]

15Aug

AAPL Worth More than GOOG

Posted by Jeff as Uncategorized

And it’s a completely worthless comparison. Two companies in very different markets and subject to different economic factors related to costs and who buys their products. Lastly, it’s not a zero sum game folks… traders buying AAPL ain’t selling off their GOOG positions as a consequence. It’s also worth pointing out that AAPL is a [...]

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Google (NASDAQ: GOOG) Acquires Waze
Apple (NASDAQ: AAPL) No Longer Tablet King
(GOOG) Google to Stream Music for a Price
Big Trader Sees Big Upside in Apple
Read more on Apple, Google at Wikinvest

Piper Jaffray analyst Gene Munster took a lot of heat back in June 2007 when he predicted, three weeks before Apple even began selling the iPhone, that the company would be shipping them at the rate of 45 million a year by 2009. [From FORTUNE: Apple 2.0 Analyst: How Apple sells 45 million iPhones in [...]

More on this topic (What's this?)
Apple (NASDAQ: AAPL) No Longer Tablet King
IPhone Demise Is A Samsung Myth
Big Trader Sees Big Upside in Apple
Apple Stock Cash or Trash?
Read more on Apple, IPhone, HK & Shanghai HTLS at Wikinvest

15Jan

Competition is a Good Thing

Posted by Jeff as Uncategorized

Somewhat ironic to think that the biggest threat to the economics of music sales isn’t coming from illegal downloading but rather from the dominance of iTunes and inevitable commoditization of pricing that comes from competitors who have to resort to scorched earth pricing in order to establish a market position in the absence of compelling [...]

Mossberg says that Dell’s XPS One has the right stuff… still needs to be decrapified. In my tests, I found the XPS One to be much better designed and equipped than Gateway’s iMac competitor, also called the One. In fact, the Dell XPS One is the first Windows all-in-one desktop I’ve tested that I believe [...]

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(DELL) Dell Finalizes Icahn’s Stake
Sunday Morning Coffee
Read more on Dell, Expansys at Wikinvest

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