mobile

This post by Brett Arends on MarketWatch makes the best case for Apple bulls that I have seen.

Samsung released earnings today that showed record profit but they warned that the growth of handset sales was slowing because of increasing competition.

Here's the deal: Apple's halo effect has gone and investors are not impressed by Apple's earnings guidance. This quarter's earnings is proceeding exactly as I indicated it would earlier today.

There's a lot of angst surrounding Apple's earnings announcement because of the stock's sell-off. While I have turned bearish on Apple, I still believe the numbers for the quarter will be good. The question for me is guidance.

I have been predicting that Amazon would launch a smartphone in 2013 for some time. And now we have more evidence that this is going to happen. See my September post "Is the Amazon Phone a Boon or Threat for Google and Android?" for when I…

Quick post here. Apple's sales estimates were downgraded, as I posted yesterday. The reason for the downgrade was channel and supplier checks which revealed lower sales volume than initially believed. Apparently, Apple has told suppliers to…

UBS analysts Steven Milunovich cut his price target for Apple from $780 to $700 today, and that has the stock reeling. It was down to $512 the last I checked, a loss of 3.3% on the day. I have great respect for Milunovich as an analyst and…

Bloomberg News recently conducted a wide-ranging interview with Google Chairman Eric Schmidt and the headline comments that are lighting up the technology world point to Schmidt's belief that Google is "winning" the mobile platform "war"…

My thesis for the smartphone industry is that the industry will be increasingly driven by the conversion of price-sensitive buyers in developed and emerging markets from lesser phones or no phones to smartphones. The market for high-priced…

The big new yesterday in the TMT world was T-Mobile's plans for 2013 which centered around a significant network upgrade, the end of subsidized handsets and the addition of Apple mobile products into the T-Mobile line-up. T-Mobile's…