Apple

I am a macro guy and so I usually discount the importance of single events when thinking about the bigger picture. That said, this is a momentous decision and a stunning defeat for Samsung. And it should be clear that Samsung was copying…

I told you a week ago why I was switching from a PC to a Mac. So I have made the switch and I am one week into my return to the Mac. So far, I'm pretty happy. No Blue screens of death anymore! To be honest with you, the first few days were…

The fact that earnings are declining at US companies should not be a surprise given the decline I reported in earnings on the national income and product accounts for Q1. But now reported earnings are showing year-on-year declines for the…

Last weekend, I got that familiar blue screen of death on my PC laptop, you know that blue screen with a bunch of cryptic lines of words on it that tells you your computer just crashed and everything you were working on was for naught. I…

The Wired Interview with Samsung's Chief Product Officer Kevin Packingham is a good jumping off point for understanding the patent wars between Apple and Android. Steve Jobs famously saw Android as a rip off that he was going to try to…

The story on Apple's margins is even more interesting when you look at how high its iPhone margins are. Analysts have calculated that the gross margins on the iPhone are nearly twice the margin on the iPad. And this suggests that Apple…

Apple is in a market share/margin quandary that was inevitable, Steve Jobs or not.

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,…

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.

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…