The brilliance of Steve Jobs at Apple (AAPL) has been embodied in a carefully cultivated image for Apple products. Jobs created elegant products that appear to be meant for the elite but were sold to the masses. When the masses bought Apple products, they felt good because they were buying what the rich were
In response to my column yesterday,Consumer Reports Is No Fan Of iPhone 5, I received a large number of comments. Two contentions in these communications are worth addressing. A large number of readers contend that Consumer Reports is biased against Apple. Some also contend that Steve Jobs rubbed Consumer Reports the wrong way. I know nothing about
Over the last several months, I have been arguing the case that the long-term risks in Apple stock are rising. I have advanced two main arguments. First, competitors have caught up with Apple for all practical purposes. Second, Apple is failing to innovate at the rate it was innovating in the past.
The big bullish argument on Apple in the fourth quarter of 2012 was that the near $200 drop from its high in the stock price was primarily due to tax-motivated selling. The bulls contended that fundamentals were intact. Now this big bullish argument has proven false as trading in 2013 has unfolded.
The piece I recently wrote, Tizen Rising, Ready To Challenge Apple And Google In 2013, outlined the threat posed by a new giant ready to attack Apple’s and Google Android’s dominance of the smart phone market. Now the news is that Tizen is gaining steam faster than expected. According to CNET, Samsung has confirmed
Not too far into the future, it may become commonplace for people to run common functions in their homes using their smart phones. The functions may include lights, security systems, thermostats, appliances and entertainment devices. Would you want Apple, Microsoft, or Google to run your home? All three companies see this as a big
Our prediction that the fiscal cliff would be resolved has turned out to be partially right. It is important not to get carried away with optimism because only one part of the three-part puzzle has been addressed. The three parts are: taxes, spending and the debt ceiling. The fiscal-cliff deal
In 2013, a new giant may rise to challenge Apple‘s iOs and Google‘s Android. Tizen is the new giant. This company that you may have never heard of has a long history behind it. Samsung’s collaboration with the Enlightenment Foundation Libraries (EFL) for years was known as LiMo or Linux platform for
In litigation with Samsung, Apple declared its Patent No. 7,844,915 as the most commercially valuable of the three multi-touch patents that Samsung was accused of violating. In my view, this patent is absolutely necessary for Apple’s pinch-to-zoom feature claims against its competitors. It is old news that Apple won a $1 billion
What is the next big thing for Apple? This is a favorite topic in all sorts of venues ranging from water cooler talk at the office to investment publications. The most speculation centers around iTV, but in a very different way, the next big Apple thing is already here—Apple stock. Apple