Technology

Today's links have three major themes. They are the continuing economic and political problems in Europe, the impact of the global growth slowdown on earnings and the escalating mobile war between Apple and Android. First on the European…

Since there are so many Apple stories out there in today's links, I am going to expand upon my feature-length post "The Case Against Apple" from earlier today. The dilemma as I set out early in the year is between margin and share. Apple is…

While I first started warning  about Android taking share from Apple in 2009, I was not worried about earnings at Apple. It wasn't until this year that margin compression became an issue for me. But even then, it wasn't clear the issue…

Apple's latest tablet, the much-anticipated iPad mini, is out and reactions are all over the web. The big news from the Apple presser is threefold: the iPad mini will retail starting at $329, the MacBook Pro line gets a retina display…

When I worked at Yahoo! ten years ago during the age of Terry Semel, Yahoo! was being turned into a media company. I always saw this strategic move as a mistake - the strategic error that allowed Google to usurp Yahoo!'s position in search…

For some reason there seems to be a lot of angst associated with the release of the iPad mini, with Apple shares falling over 10% in recent weeks. If you recall, Apple had a mini correction earlier this year when they missed earnings but…

When I started to write about the mobile space on Credit Writedowns three years ago, it was clear to me that Apple's strategy as a sole hardware manufacturer earning high margins and maintaining dominant market share was limited. The…

There are a lot of different threads in today's links to choose from for the overarching theme. So I will just choose one and run with it. Let's look at the Amazon selling at cost issue from Apple's perspective. What Amazon CEO Jeff Bezos…

It occurs to me that the whole furore over patents in the software industry really revolves around the role of government in setting the regulatory ground rules for business and government’s influence in the private sector. A recent post in…

Here's my lead story: Android has caught up to, and in some cases, surpassed iOS. I'll give this a personal twist. I own three Android phones and have another loaned out to my nephew. I also own two Android tablets, one Xoom and one Kindle…