mobile

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…

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…

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.

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…

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.

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…

Daily commentary Nokia is finished in my view. It was clear before they switched to the Windows Mobile platform that their existing platform was not going to survive the onslaught from smart phones with Apple iOS and Android operating…

Samsung and Apple produced record profits this past quarter. meanwhile companies like Motorola, Nokia, HTC, and RIM are all losing money. It seems like a winner takes all paradigm is shaping up in the mobile space. But going forward, I…

A brief note on why Apple did so well this quarter.