The Good news for Apple is very Good indeed. Apple has a deal with China Mobile for selling Apple iPhones.Given that China Mobile has huge market share this should significantly impact Apple iPhone sales in China. However, the bottom line details are still a little murky depending on the contract. What is most remarkable is […]
Windows 8.1 is here and this is what Windows 8.0 should have been. Like its lead in tablets and mobile phones in the the late 1990’s and 2000’s, Microsoft may be squandering in the expanded world of mobile computing a great overall Windows OS lead and new version strategy to a flawed execution. Meanwhile all
Uncharacteristically, Apple has let a lot leak about its undelivered iWatch. Perhaps this leakage was motivated by all the Me-Too blunderbussing about iOS7. Whatever the cause, Sony is taking a riff from Samsung and extolling the virtues of its already released SmartWatch with a series of ads that say in Samsung Galaxy fashion – look what is
Samsung leads the Smartphone Market in the US taking over from Apple. But Samsung has leading or near leading positions in the appliances, TV, compact camera, and other electronic device markets. They, not GE nor Phillips nor Sony are currently the first innovators in bring the Moores Law powered electronic chip revolution to consumer products.
How + Why Samsung Leads Innovation in Electronic Devices Read More »
The Big 3 in Consumer Computing for the next 3-8 years have declared themselves. With Microsoft and Google now committing to hardware as well as software they have joined Apple as all-in in Consumer Computing. In effect the Apple Model, compete in any and all hardware and software segments while holding the critical OS keys
My brother Mark has done very well by his investment in Apple stock over the past decade. Given the recent, relatively substantial downturn in Apple stock PE ratio he received an investment advisory from ye Editor. Here is the jist of those remarks. I think Apple is at a crossroads– they could have become the major desktop PC
Apple at the Crossroads: Leadership in Client Computing at Stake Read More »
The Financial Press reported that both Apple and Microsoft had “blow out quarters” for their June 2011 end quarterly reports. The table below tells the tale: Comparison of AAPL-Apple and MSFT-Microsoft July 2011 Sales and Earnings Description AAPL Sales AAPL Profits MSFT Sales MSFT Profits Mar end 2011 $24.7B $6.0B $16.4B $5.2B Jun end 2011
There is no doubt that the classic Computing World is fragmenting. No more the Wintel monopoly as it is losing its 90% market share dominance of the personal computing client scene to upstart Apple iDevices, Android smartphones plus a wave of RIM,Dell, Samsung, Archos and other tablets. The PC, even in laptop form, is no
Given that no love has supposedly been lost between them, it is passingly strange that Apple has been giving the “kid gloves treatment” to Microsoft. What? Can’ ye Editor see that Apple has been ringing Microsoft’s clock in the new multimedia portable devices, smartphone and tablets markets. iPod has laid waste to Zune and company;
In Taketh5th’s coverage of the Summer IT Soap Opera, one of the most commented and controversial stories was the status of Windows Phone 7. The tech reviewers were all over the place on the July 2010 revealed developer editions of Windows Phone 7 on a Samsung smartphone. Here is the must reads to date: Gizmodo
Picnik is one of the best online photo editors – it is now a part of Google’s Picasa line of free online photo albums. The good news is that Picnik is fast and has some of the best online photo edit features plus context-sensitive help & hints. The system seems to be a bit slower
The first post on iDevices argued that the currently breaking wave of new iPhones, smartphones, iPads and tablets represent a major new face to personal computing. The common denominator among these iDevices is high portability, Web and WiFi connections, touch+gesture powered ease of operations, plus small but dense screens that are visible in most lighting
Peering into ongoing innovation is like looking at a prism. One can see images of what is emerging but the various shapes of an evolving idea in the market are like the facets of the prism – each one sees different forms, strategy and structure. iDevices presents just such a kaleidoscope image as a mix
BAM Investor has rattled Wall Street cages by releasing a prediction of a $45 Apple stock price as of 3rd quarter 2010, latest 1st quarter 2011. Ha! Poppycock and nonsense. Apple as of June 23 end of day is at $270 and the cash and equivalents alone is north of $27/share. Who do these BAM
There have been two huge economic developments in the past few weeks that are still under the radar. By under the radar, one means that it is possible to Digg or Stumble posts about the stories and still be “the first discoverer”. Second, though some aspects of the stories are covered – there has not
In our previous post on Chinese views as published in the Beijing based Chinese Business Magazine Caixin Online, Takethe5th found the posting tainted – written by an American and not yet translated into Chinese. The following article is dramatically more authentic – written by a Western-exposed, Chinese journalist and available in Chinese as well as
View from China: Chinese Low Labor Cost Economic Model Read More »
It is worthwhile point out that Google’s Apache-licensed Android is seen both by Gartner and comScore as one of the fastest growing smartphone OS. And in case you are wondering there is a flood of new Android and Chrome OS based devices reaching the market this summer and fall. And Intel + Nokia with MeeGo
Apache License, Google and Meego Layers, Linux Triumphs Read More »
I think Dow Jones MarketWatch indulges columnist Paul Farrell as the titular Cassandra – proof that Dow Jones takes in all perspectives just in case if markets and the world’s economies go terribly wrong, Dow Jones can point to their Cassandra and say “we told you so”. Here is a Whitman Sampler of Farrell’s forebodings
Walmart knocked down the prices again – by more than 50% to $97 for an Apple iPhone 3Gs as of last Tuesday. So the gadget press churned out the obvious – Apple was allowing Walmart to clear out the iPhone 3Gs stock for the upcoming iPhone 4 likely to be announced at the Apple Worldwide
Whats a waste! Apple’s Steve Job is getting awfully close to libelous scamming of Adobe Flash Player.Adobe has made the critical mistake of not putting enough resources into developing for Linux and Mac. And so Steve throws out HTML5 as a solution – and walks right into 3 big punches. First, HTML5 is far from
Apple is leaving a lot of room to maneuver in the smartphone and tablets battle. Yes Apple has the advantages of both first-to-market and huge number of phone apps lead over its rivals. But here are three reports which suggest that there are openings for rivals. Basic unit cost mean huge margins for Apple but
“Stock Pickers Suckered” is the title of a very interesting article in the latest Economist. What it shows is how easily top CEOs are able to bamboozle supposedly tried and true equity analysts. The study published in the Academy of Management Journal in its February 2010 issue is best characterized by its title – “A
The NYTimes story tells the tale – When Exxon Mobil invests in shale gas to the tune of $31billion then you know the articles in Technology Review and NYTimes on shale gas prospects are not far off the mark. The amounts of shale gas available are estimated at between 40 and 80 year supply. Given
