Technology

In March, I wrote you about my concerns about Apple's ability to maintain growth expectations without margin slippage. My view was then and still is today that Apple faces a choice of maintaining either margins or growth in both handsets…

I spoke on the panel of a conference that backed into a keynote address by Dennis Gartman. I thought he had a lot of interesting things to say, a lot of which I agreed with. The basic theme of his talk - and this was an investing in…

This is a brief note on Apple since it sold 5 million iPhones at the weekend. I have been saying that the upgrade cycle for Apple would be bullish and it has been as we are seeing record sales. This is due mostly to the fact that Apple's…

Today's links are just on tech. The iPhone 5 is poised to break all records when it comes out. While this is a much-needed boost for Apple given the doubts about its product cycle, the phone is clearly inferior to phones now being released…

I think Apple is going to clean up this quarter. What happens after that is another story. But the reality is the iPhone 5 isn't a killer on the specs. It will drive upgrades, yes. But many other phones now have better specs. Samsung is…

If you look just at the specs, the iPhone 5 is no longer the best of breed smartphone. Plenty of other handsets measure up including the Samsung Galaxy S III and the new LG Optimus G. In fact, these phones have superior specs on nearly all…

By Rick Bookstaber In a  recent post I discussed the potential for long-term, structural unemployment, the possibility that some of what we are seeing in the unemployment picture will not be resolved by an economic upturn. The focus of the…

Amazon's announcement yesterday was a very big deal. Here's my daily today. It's on Amazon.  I am doing this in two parts with tech articles in this one because I meant to post this part yesterday but I wasn't able to post after 2PM. The…

The Kindle Fire was a master stroke by Amazon to entrench it's content and shopping platform in consumer households, especially because Apple's premium pricing left the door open for Amazon to fill a void at a lower price point as the…

The big news is still Apple vs. Samsung. The lead story here from Groklaw is very interesting because it credibly identifies reasons why the jury's verdict was flawed legally and why that will give Samsung the right to appeal. The key was…