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Apple-Samsung settlement talks set (prematurely) for May

Ordered to meet on 5/21-22. But with more than 50 cases pending, it's probably too early

FORTUNE -- Tim Cook seemed to be putting some distance between himself and Steve Jobs during Tuesday's conference call when he was asked about Apple's (AAPL) flexibility in its ongoing patent disputes with the makers of Google (GOOG) Android phones.

"I've...

The unrepentant Ed Zabitsky and his $270 Apple price target

Some analysts will say anything to get on television

FORTUNE -- Can't something be done about Ed Zabitsky?

The first time we looked at ACI Research's chief (and only) tech analyst, back in January, he was telling his clients to sell Apple (AAPL) short.

The stock was trading for $450 at the time and was about to begin...

Did Samsung sell more smartphones than Apple?

Strategy Analytics says yes. iSuppli says no. Samsung, once again, isn't saying.

FORTUNE -- We know how many smartphones Apple (AAPL) sold last quarter: 35,064,000. It's right there in their press release and in their SEC Form 10-Q.

We can only guess how many Samsung sold because although they released their quarterly earnings Friday, the company -- continuing...

Did Samsung sell more smartphones than Apple?

Strategy Analytics says yes. iSuppli says no. Samsung, once again, isn't saying.

FORTUNE -- We know how many smartphones Apple (AAPL) sold last quarter: 35,064,000. It's right there in their press release and in their SEC Form 10-Q.

We can only guess how many Samsung sold because although they released their quarterly earnings Friday, the company -- continuing...

The iPad as gateway drug

One in four U.S. iPad owners tell NPD it's their first Apple product

FORTUNE -- It used to be the iPod that got Americans started down the road to dependency. Now, according to a new NPD survey, their first Apple (AAPL) product is more likely to be an iPhone or, increasingly, an iPad.

To quote the NPD press release:

"While...

The Apple slingshot released: $57 billion in one clock tick

In two weeks, the company's value had been pulled down by nearly one Amazon

FORTUNE -- In the words of Jason Schwarz:

"If you can keep a good stock down then you are able to load up for the ride back up. It's like a slingshot -- the harder you pull, the more propulsion you generate."  --...

‘Simply breathtaking’: Apple’s growth profile in two charts

Visualizing Apple's growth in earnings, revenue and margins

FORTUNE -- Asymco's Horace Dediu has posted a couple of charts that show better than I could tell the significance of Apple's (AAPL) quarterly results.

The first graphs the rise in Apple's growth- and operating-margin percentages. Dediu's two-word TwitPic comment: "Simply breathtaking."

Below, an up-to-date version of the chart with...

Apple’s Q2 blowout: What the analysts are saying

Unbridled enthusiasm (almost) across the board

FORTUNE -- With no apologies for having underestimated Apple's (AAPL) earnings in the walk-up to Tuesday's results (see here), the Street rejoiced in another record quarter.

Topeka's Brian White: #1 in Consumers' Hearts, Apple Fever Rocks On. "Last night, Apple's performance once again demonstrated how quickly Apple fever is spreading around...

Apple Q2: Misses high and low, but the best bloggers nailed it

Independent analysts take the top 8 spots in our quarterly earnings smackdown

FORTUNE -- Neither side scored a clear victory this time around. The professional analysts as a group were far too cautious. And our expanded cadre of independents showed signs of irrational exuberance.

But the list at right, which ranks 57 Apple (AAPL) analysts by the...

Apple Q2: Misses high and low, but the best bloggers nailed it

Independent analysts take the top 8 spots in our quarterly earnings smackdown

FORTUNE -- Neither side scored a clear victory this time around. The professional analysts as a group were far too cautious. And our expanded cadre of independents showed signs of irrational exuberance.

But the list at right, which ranks 57 Apple (AAPL) analysts by the...

Apple blowout: Sales of $39.2 billion on 35 million iPhones

Having fallen nearly 13% since April 10, the stock popped 7.44% on the news

FORTUNE -- After losing more than $70 billion in market value in two weeks, Apple (AAPL) capped one of the strangest earnings walkups in memory by handily beating all but the most optimistic estimates, reporting record March quarter earnings of $12.30 per share...

All eyes on the iPhone sales

Why is the market so freaked by the activation numbers from Verizon and AT&T?

FORTUNE -- Just when it was supposed to start its pre-earnings rebound, Apple (AAPL) headed south again, opened down $8.79 (1.5%) Tuesday morning in reaction -- according to the talking heads on CNBC -- to the news that AT&T (T) activated only...