Between them, Samsung and Apple are sucking up 91% of the winnings
Click to enlarge. Source: Asymco.com
Asymco's Horace Dediu on Friday updated his quarterly review of mobile phone profits, and the news for everybody but Apple (AAPL) just gets worse.
As the iPhone's share of the market in terms of units shipped has grown from 3% in second quarter...
Katy Huberty weighs in on the question "Why is AAPL so cheap?"
Source: Morgan Stanley
"Market Significantly Underestimates Apple's C2012 Earnings Growth" reads the headline of Katy Huberty's contribution to a 45-page Morgan Stanley report to clients Wednesday summarizing what the bank expects to be the big "investor debates" of 2012.
Her headline is an understatement, judging from...
From a 14.3% share of the global market in September to a 20.3% share in December
Click to enlarge. Estimates: Canaccord. Chart: PED
A note to clients issued Tuesday by Canaccord Genuity's T. Michael Walkley had good news and bad news for Apple (AAPL) investors.
The bad news, which we reported here, was that he expects sales of...
Only "money" and "clothes" scored higher in an annual pre-holiday survey
Click to enlarge.
For 22 years, Piper Jaffray researchers have been asking American teenagers what they want for Christmas, and for the past four years Apple (AAPL) products have been moving steadily up the wish lists.
All told, according to a note to clients issued Monday by...
Your chance to register a preference before Steve Jobs, the movie, is cast
George Clooney, Noah Wylie
Sony (SNE) has reportedly picked up the film rights to Walter Isaacson's Steve Jobs, and according to the Hollywood rumor mill two ER veterans -- George Clooney and Noah Wylie -- are in the running to play the title role.
Clooney,...
Your chance to register a preference before Steve Jobs, the movie, is cast
George Clooney, Noah Wylie
Sony (SNE) has reportedly picked up the film rights to Walter Isaacson's Steve Jobs, and according to the Hollywood rumor mill two ER veterans -- George Clooney and Noah Wyle -- are in the running to play the title role.
Clooney,...
But phone and tablet sales are weaker, and 32% brought a TV to school, down from 73%
A relatively small survey from Hudson Square Research -- 158 students in eight U.S. colleges and universities interviewed over the past three weeks -- nonetheless yielded some striking results. According to a note to clients issued Monday by Hudson...
Sony's tablet could be the next to stumble, says another
BlackBerry PlayBook
Wall Street's best and brightest are expressing varying degrees of shock at the news Thursday that Research in Motion (RIMM), which delivered 500,000 BlackBerry PlayBook tablets in the quarter that ended in May, shipped a dismal 200,000 in the August quarter -- suggesting that most...
Apple looks like a pretty big fish in the video on demand business -- if you ignore Netflix
Data: iSuppli. Chart: PED
If all you saw was the pie chart at right, produced from data issued Monday by iSuppli, you might think that Apple (AAPL) had succeeded in doing to digital video what it did to...
Why can't HP, Dell, Sony or Samsung compete with the iPad and MacBook Air?
Photo: Afrigator
The old conventional wisdom was that any advantage Apple (AAPL) gained in the marketplace was necessarily short-lived. Competitors licensing widely available operating systems -- from Microsoft (MSFT) or Google (GOOG) -- would soon undercut Apple's premium pricing and steal its market...
The Google boys wanted to show off their number theory chops. Steve Jobs needed to win.
Google's Page and Brin
Perhaps if it had been Google (GOOG) that was getting hauled into court for patent violations it would have fought harder to win this week's auction for the rich portfolio of intellectual property bequeathed by the bankrupt...
But the world's largest electronics manufacturer is not complaining
iPad 2 disassembly. Photo: iFixit
Hon Hai chairman Terry Gou, whose Foxconn subsidiary does the final assembly on the lion's share of Apple's (AAPL) product line, addressed the growing disparity Wednesday between his profit margins and his client's.
Why did Apple's net income grow 70% in its last fiscal...
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