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May 5, 2012 Posted By:
admin
One hundred and two minutes with Clay Christensen and Horace Dediu
Christensen on TCTV, via TechCrunch
FORTUNE -- About 40 minutes into the interview with Clay Christensen that Asymco's Horace Dediu posted Wednesday on his Critical Path podcast, Dediu brings the conversation around to Apple (AAPL).
Christensen, who was Dediu's mentor at Harvard Business School, is best known as the author of
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May 4, 2012 Posted By:
admin
Sales of the Kindle e-readers have apparently also fallen off a cliff
FORTUNE -- Thursday was bad-news day for Amazon's (AMZN) Kindle line of tablets and e-readers.
- IDC released first quarter tablet sales data that had Kindle Fire shipments falling from 4.8 million in the Christmas quarter to less than 750,000 units last quarter. "Kindle Fire Shipments Fizzle"...
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May 4, 2012 Posted By:
admin
Horace Dediu at Asymco has run the numbers and it’s not looking good. Samsung and Apple now control an estimated 99% of vendor profits with HTC scraping in with 1%. BlackBerry and Nokia barely register and, in fact, form a loss.
First, I’d like to note why Dediu believes carriers are willing to cede so much of their profit to...
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May 4, 2012 Posted By:
admin
When Apple launched iPhoto for iPhone, it quickly became clear that there was something odd going on with the maps in the application. Even though Apple never talked about this publicly, the data Apple used to render these new maps was clearly not from Google anymore. Instead, most experts agreed, Apple was using a number of different sources to...
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May 3, 2012 Posted By:
admin
Among the major vendors, Samsung captured 26%, HTC took 1%, and the rest lost money
FORTUNE -- Asymco's Horace Dediu on Thursday updated his quarterly review of mobile phone profits, and the news for everyone but Apple (AAPL) and Samsung is not good.
Apple is in roughly the same position it was last quarter, with an 8.8%...
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May 3, 2012 Posted By:
admin
There are, in fact, limits to how far the stock can fall
Click to enlarge. Source: Bullish Cross.
FORTUNE -- Watching Apple's (AAPL) share price see-saw over the past three weeks -- up to $644, down to $555, up to $618, down to $581 -- investors might well wonder whether there's any limit to how high or, more to the...
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May 3, 2012 Posted By:
admin
In September 2010, I wrote a post that ignited an absolute shitstorm around these parts. “Shitstorm” in this case meaning a post with a thousand comments, the majority of which were spewed up by rabid Android fanatics. The title of that post:
Is Android Surging Only Because Apple Is Letting It?
At the time, we were in the midst of a...
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May 3, 2012 Posted By:
admin
Apple's next big thing, an analyst speculates, is more likely to be mobile payments
FORTUNE -- If I didn't already agree with him, Mike Moskowitz's note to clients Thursday would have convinced me.
"We do not expect Apple TV this year," wrote J.P. Morgan's chief Apple (AAPL) watcher. "Our research does not indicate any looming TV-related product launch, and our model does...
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May 3, 2012 Posted By:
admin
Blackberry and Android users are quicker to drop both their phone and their carrier
FORTUNE -- A new survey of smartphone users doesn't speak well for the quality of the cellular telephone service provided by U.S. carriers.
Roughly 40% of respondents said they experience at least five dropped calls a month, and 9 out of 10 said they'd be...
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May 2, 2012 Posted By:
admin
The head of iPhone and iPad software sold 64,151 shares Friday worth $38.7 million
Scott Forstall. Photo: SplatF.com
FORTUNE -- Scott Forstall took home a chunk of change Friday.
Taking advantage of Apple's (AAPL) relatively high (but not record) share price, the company's senior vice president for iOS software -- someone often mentioned as possible successor to Steve Jobs and Scott...
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