Last November, Apple AAPL contracted with GT Advanced Technologies GTAT to produce sapphire on a large scale, not the naturally occurring gemstone, but a man-made version. A sapphire screen in future iPhones would be revolutionary because sapphire is a very hard substance and that will dramatically reduce incidents of broken
In the world of gadgets, there have been two major developments this week. Facebook spent $2 billion buying the virtual headset maker Oculus, claiming that virtual reality will be the next big thing after mobile. Google also announced a partnership with Luxottica of Italy to make the Google Glass
A titanic shift in strategy related to iTunes and services may be ahead at Apple. Faced with declining market share, a stagnant stock price, double-digit drop in iTunes downloads, failure to contain Pandora’s growth with iTunes Radio, and saturation in the market for iPhones that generate about three quarters of
The increasing complexity of smartphone hardware may be generating investing opportunities. But investors need to have a clear idea of what exactly counts as hardware and who is doing it well, so in a two-part series, I will look at these to aspects, and in Part II look at
On Sunday at the Mobile World Congress in Barcelona, Spain, Samsung announced the release of two new smart watches called Gear 2 and Gear 2 Neo. Unlike their predecessor smart watch from Samsung, which was powered by Android, these new models use the Tizen operating system. To date most of Samsung’s mobile
This post was just published on ZYX Buy Change Alert. Consider starting a 25% tranche in EBAY. EBAY has been undervalued. The trigger for the trade is Icahn redeploying capital from AAPL to EBAY. Buy zone is $54-55.50. The stock is at $55.10 as of this writing in the pre-market. Target zone is $68 to $73. No
The designer of processors for Apple’s iPhone, United Kingdom-based ARM Holdings, reported earnings Tuesday in a mostly positive call, but there was one comment with regard to a drop in future high-end smartphone sales that may give potential buyers of Apple pause. The reason I pay a lot of
T-Mobile (TMUS) got the ball rolling with no contract plans and much cheaper plans than AT&T, something it publicized in the Tim Tebow Super Bowl commercial Sunday evening. Today AT&T fired a big bazooka, not so much at T-Mobile but at Verizon. It makes sense because the name of the
The incredible multi-year iPhone run across the globe has ended. Apple’s earnings report and conference call make the conclusion unmistakable. My conviction was so strong that I did not hesitate from penning a column explaining the fundamentals behind the conclusion. It is true that Apple AAPL makes many products other than iPhones. However, from
Apple (AAPL) reported earnings after the market close. The Apple stock ended the regular session at $550.50. In the after-hours it has touched $501, down about 8%. As I listened to the conference call, just like I have listened to every conference call since before the launch of iPhone, I could