Technology

The big new yesterday in the TMT world was T-Mobile's plans for 2013 which centered around a significant network upgrade, the end of subsidized handsets and the addition of Apple mobile products into the T-Mobile line-up. T-Mobile's…

Apple is down 4% today for apparently no reason. There is no major news on Apple that would justify such a loss. Yet, over the past few months, the stock has been breaking down in an ominous way, usually for no reason other than heavy…

I write quite a bit about Apple because it is a bellwether stock for the technology industry and the broader market, a defining company in the US equity market. Clearly, Apple is a money machine as it made over $40 billion in FY 2012 which…

Apple has been burned in the past because of patents. This is the reason Apple has been so assiduous in patenting everything it can. The company's zeal for patents is not just an offensive weapon to thwart the like of Samsung but also a…

Below are a number of articles I feel are worth reading on the Hewlett Packard acquisition of Autonomy and the accounting scandal associated with writedowns from that acquisition. I want to briefly analyse the fallout from this episode from…

Last month I wrote a weekly post on the technology industry noting that the paradigm shift to cloud computing is in full swing. The most important facet of cloud computing in terms of business model disruption is its effects on platform…

I am still in vacation mode but I will start to post a lot more thematic content over the next two weeks. This post will concentrate on the mobile handset market and is based largely on a recent market analysis by Gartner. Earlier in the…

Editor's note: The daily post will not appear as regularly over the next week due to Edward's schedule. In addition, Edward may not post weekly or member posts during this time, However, he will try to get as much content out as he can…

This daily post is a day late but as I wrote on Friday, I found the IDC data estimate putting Android market share at 75% as an alarming warning sign for Apple. The problem is that Apple is a premium priced producer which makes relatively…

Earlier this week I noticed that Apple was able to wrest back some market share from Google in the mobile platform race. CNet showed Apple's iOS platform going from only 21.5% market share a year ago to 35.7% in the 12-week period through…