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Browsing Category
Technology
Daily: On Amazon’s reach and Apple’s aggressive moves to stop Android
The FT has a great story on Amazon out today that is a must-read. It chronicles how deeply Amazon has become embedded in the architecture of the retail world in today's digital age. In the other bit of tech news that I thought noteworthy,…
Daily: On Apple’s margin/share quandary and more on the Libor Scandal
The great thing about micro is that when you step away from the scary macro headlines, there is a fair bit of competition and innovation going on in the world. The technology sector is a big part about that.
On Spain’s overestimating bank profits and more on Apple’s patent wars
Here's a second batch of links. I think the Bloomberg piece on Spanish banks is a big highlight here. Essentially, Bloomberg tells us that Spain may be overestimating bank profits and therefore underestimating the capital shortfall of its…
Daily: Euro Summit Post-Mortem, Minsky’s legacy and Apple’s patent wars
I have a ton of links so I am going to break them up into groups. Here's the first bunch from late last week. Three topics are most interesting.
On the death spiral at Research in Motion
Research in Motion, the Canadian company that makes Blackberry handsets has just turned in an abysmal quarter's earnings. Across the board, from the top line, to operating earnings, to the bottom line, and to unit sales, results were poor.…
Links: On price stability, mobile competition and the European crisis
Links from the past couple of days featuring articles on price stability, mobile competition and the European crisis and much more.
Daily: Does Microsoft have its mojo back?
In the tech world the big news is Microsoft's unveiling of the Surface Tablet and Windows Phone 8 on back to back days. There is a lot of positive buzz around these two initiatives. The question, of course, is whether it will vault…
Daily: Android’s standard bearer is the new Samsung’s Galaxy S3
Tomorrow, the Samsung Galaxy S III goes on sale. There has been a lot of hubbub about the phone and all of the reviews have been positive. Likely, this will be a monster sales driver for Samsung.
Daily: Spotify steps up the challenge to Pandora
The latest Spotify move is significant in terms of its mounting challenge to Pandora in the US. This is going to be a real problem for Pandora and I anticipate that it will not be able to justify its market cap any time soon.
Daily: Will Nokia’s 41-megapixel phone save the company?
Reports of a cool new product out of Nokia give investors some hope that the company's product palette can keep the loss-making company alive as its cash resources dwindle. My understanding is that the latest cuts at Nokia will include the…