Late in January, I predicted why earnings contractions were coming for Apple in 2013. And since that time, Apple has indeed shown back-to-back quarters of earnings decline, with the announced earnings yesterday much lower than in the comparable quarter in 2012. This will be the new reality for Apple for quite a while, one reason the company must continue returning money to shareholders.
My thesis for the smartphone industry is that the industry will be increasingly driven by the conversion of price-sensitive buyers in developed and emerging markets from lesser phones or no phones to smartphones. The market for high-priced mobile devices in developed economies is saturated. Almost everyone who is willing to purchase an expensive smartphone has done so. Therefore, the market for […]
The iPhone goes on sale right now, 12 midnight today. Walt Mossberg gives his view on the product in the video below. He likes the Phone. He just doesn’t like AT&T – and this is the same complaint the review at Boing Boing had as well. Here are a few excerpts from iPhone reviews: Wall Street Journal I’ve been testing […]
In my last technology post, I wrote that we are moving to an Internet-centric world where your computing device or operating system are less important because your data will live and breathe in the Internet cloud. Google, in particular, is preparing for this world because it has a dominant role in the Internet through search. But everyone is moving to […]
Right now, we are watching what I believe is a game changing power struggle in the technology world as we move to a cloud computing, platform-independent world. It pits Google and its ubiquitous presence on the Net against Apple and its tentacled reach into sundry platforms both in hardware and operating system and Microsoft because of its legacy position in […]
Apple doesn’t get it. Yes, the iPhone is still the standard bearer amongst smartphones. Yes, you can now get a 16GB 3GS iPhone for as little as $97 at Wal-Mart of all places. Yes, the iPhone is clearly still the dominant smartphone. Yes, the iPad takes the iPhone/iPod platform to a new level. And Apple rode these events to $240 […]
I want to take a break from banking and macro stuff and talk a little bit about technology. I wrote an article about Android a few weeks back. That was a more personal account on why I was switching from a Windows Mobile phone to Android, the latest whiz-bang operating system running mobile phones. (Don’t ask me why I stuck […]
I recently switched from a Windows Mobile telephone to an Android-based mobile phone. When I was making the switch, I had to decide whether I was going with the iPhone, which my wife uses. or to run with Blackberry or Android, a Google-centric operating system (Symbian, which runs Nokia phones, and the Palm-based OS look like losers and I don’t […]