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My recent exposé of Apple’s cash (and cash equivalents and long-term securities and short-term securities) drew quite a bit of attention, which is good. Because it needs to be demystified. However, the story does not end…
Recent commentary in financial press (e.g. FT Alphaville » Lost in correlation fatigue and The Herd Instinct Takes Over, Amber Waves of Pain) points out how the markets have become insensitive to fundamentals or…
The LA Times: The Droid X comes loaded with several nonstandard applications for Google’s Android, most of which cannot be removed. Among the phone’s so-called junkware is a Blockbuster video app and a demo for an…
With the iPad still unavailable three months after its launch and with only 1.7 million iPhones available for purchase in the first three days, Apple’s inability to meet demand is surfacing as its most immediate and…
Best Steve Jobs quote from D8 7:06 p.m. PDT: Is tablet eventually going to replace laptop, Walt asks. 7:07 p.m. PDT: Jobs: “When we were an agrarian nation, all cars were trucks because that’s what you needed on the…
Steve Jobs On iAds: [It’s to] make developers more money…. People are using apps way more than they are using search. So if you want to make developers more money, you’ve got to get the ads into apps. But the mobile ads…
Consumer tastes have overtaken the needs of business as the leading force shaping technology. via New King of Technology – Apple Overtakes Microsoft – NYTimes.com. Why is it that other “consumer-oriented” companies like…
Five weeks ago Apple forecast 100 million iPhone OS devices will be sold by summer. This was fairly easy to predict but the question comes up: when will the next 100 million be sold? And what about after that? The iPhone…
Continuing from Will Apple rule the iPad market? | Asymco. The first claim is that it is unclear if [Apple] will end up dominating the market the way it has come to rule the digital music player market with the iPod.…
This question sounds like a tautology. It’s like asking “Will Apple rule the iPod market?” But redundancy has not stopped WSJ journalist Benjamin Pimentel from asking. His answer to the question is below: But while Apple…