Apple's iPad: The Analysts Sound Off
It’s still a bit early to claim any consensus reaction to Apple’s new iPad among Wall Street analysts. That said, there seems to be some agreement that the device has significant market potential,...
View ArticleMy Kid’s an Honor Student at iPad University: Apple on the Rebound in Edu
In the ’80s, Apple’s share of the U.S. education market stood at 50 percent. These days, it hovers around 20 percent, thanks largely to falling PC prices and the advent of the netbook. But that’s...
View ArticlePalm's Salvation? Less Push, More Pull.
Palm’s warning last week of a gruesome fiscal third-quarter revenue shortfall confirmed fears that have haunted the company since it first brought its new webOS handsets to market last year: Neither...
View ArticlePalm Running Out of Time–Again
Remarking on Palm’s gruesome third quarter during an earnings call yesterday, CEO Jon Rubinstein called the company’s performance “extremely disappointing to me personally.” This sentiment seems to be...
View ArticleNokia's Biggest Problem? Symbian.
It has been almost three years since Apple’s iPhone arrived at market, and Nokia, the world’s largest mobile phone maker, has still failed to develop a worthy rival to it. Will the company ever figure...
View ArticleApple Earnings: No Better Antennagate Deodorant Than Success
Apple’s big third-quarter earnings beat has sent the analysts who follow the company in search of new superlatives with which to describe its performance. A barrage of Apple (AAPL) research notes were...
View ArticleApple Stores Raking In Revenue
How’s this for a data point: Apple’s (AAPL) retail store revenue increased 72.8 percent year over year to $2.58 billion in the June quarter. That means, according to Needham analyst Charlie Wolf, Apple...
View ArticleBlip or Breakthrough? Mac Sales to Government Up 200 Percent.
Apple’s June quarter was a tremendous one for Mac sales to enterprise and government. Needham & Company analyst Charlie Wolf’s review of sales figures for the period shows a 49.8 percent...
View ArticleAnalyst: Smartphone OS Market Won't Be a Monopoly Play
Will Google’s Android OS do to the smartphone industry what Microsoft’s Windows OS did to the PC industry? Is the smartphone market a winner-take-all one? According to two much-discussed reports by...
View ArticleNokia's Grip Slipping in Key Regional Markets
Another interesting tidbit from that Charlie Wolf note I mentioned here yesterday, this one concerning Nokia and the deterioration of its market share in regions where it used to have a stranglehold....
View ArticleAnalyst: Windows Phone 7 Needs to Win Over Smartphone Makers as Well as Buyers
There’s another turf war brewing in the mobile space, and this one isn’t over consumers–it’s over the top smartphone manufacturers. Consider this: In 2009, HTC, Samsung and LG accounted for 67 percent...
View ArticleVerizon iPhone Will "Suck The Wind Out of Android's Growth"
It’s long been popular belief that the biggest loser in a Verizon-Apple iPhone deal would be AT&T. Since the iPhone’s debut in 2007, the device has drawn millions of new customers to the carrier...
View ArticleSteve Jobs's Finest Product–Apple–Won't Break Down
It’s been said that Steve Jobs is Apple’s greatest asset and its greatest risk. And there’s no better illustration of that dictum than recent history. The last time Jobs went on medical leave, in...
View ArticleMac Growth Outpaces Market for 19th Straight Quarter
The Mac has been on a growth tear for a few years now, outperforming the broader PC market in most every sector. Indeed, December 2010 marked the 19th consecutive quarter that it did so. Mac shipments...
View ArticleAnalyst Warns of Global iPademic
With iPad 2 hopefuls still queuing outside Apple stores each morning, more than two weeks after the device’s U.S. launch, and international demand causing widespread stock-outs abroad, analysts who...
View ArticleIs an "iPhone Lite" Still an iPhone?
There’s little doubt that Apple’s share of the smartphone market–particularly in emerging countries–would benefit from a less expensive version of the iPhone–an “iPhone Lite.” But can the company even...
View ArticleMac Sales Outpace Market… Again
There’s really no other way to say this: The Mac is kicking ass. Not only is its growth outpacing that of the broader market, it’s doing it in virtually every segment from government to enterprise....
View ArticleVerizon Android Users Probably Just Holding Out for iPhone 5
If the debut of the iPhone on Verizon didn’t trigger quite the mass exodus of Android users some had expected, it could be because the carrier is more of a stronghold for Google’s mobile OS than anyone...
View ArticleBring Out Your Dead: Is Research In Motion the Next DEC?
Having squandered most of the competitive advantages it once enjoyed, Research In Motion is now caught in a downward spiral that is painful to watch. Strategic missteps and a profound failure to...
View Article2020: Still the Year of the iPad
Competing against Apple’s iPad has been a fruitless endeavor for most who have tried, and sadly for the company’s rivals, that’s not going to change any time soon. In fact, the iPad is probably going...
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