Apple

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…

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…

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…

Here is today's daily note. I have three main topics to highlight in the links: Romney, Apple and QE infinity.   Romney The Pawlenty defection is a big deal. I don't think I have ever seen anything like it. It's a total meltdown for…

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…

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 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…