Google has a tradition of naming its operating systems after desserts. Jelly Bean is an incremental upgrade to Android Ice Cream Sandwich. The biggest improvement in Jelly Bean is in its search function and now presents information in a fashion similar to Apple Siri. Google has also introduced Nexus 7, a
Facebook (FB) took a brilliant step in the right direction by making the visible email on a person’s profile @facebook.com by default. Long ago I learned that change has unintended consequences. The unintended consequence of the change that Facebook has made is that media has blown up with extreme negative
Apple has been pursuing a scorched earth litigation strategy using its patent portfolio againstGoogle and its Android mobile operating system. Shareholders and gurus almost universally support this strategy. Either there are not many who see Apple’s strategy as flawed or those who see the strategy as flawed are hiding under a
Apple and Motorola have been vigorously fighting patent lawsuits with each other. Motorola Mobilityis simply a proxy for Google because it is now owned by Google. A federal judge in Chicago has formally dismissed a patent case brought by Apple against Motorola with prejudice. ‘With prejudice’ means that neither side can refile the case, however they
Microsoft’s trump card against Apple(AAPL) is a suite of productivity software aptly named Office. In my own research, more than half of the corporations my employees have surveyed are reluctant to deploy Apple iPad widely because it does not run Microsoft Office natively. Our research also shows that about 20% of
At its Worldwide Developer Conference in San Francisco, Apple AAPL made a series of announcements that will provide significant investing and trading opportunities both on the long and the short sides, over the coming weeks and months in the derivative plays. Below are thumbnails of 14 companies worth paying attention
An interesting see-saw price action has developed between shares of Apple (AAPL) andFacebook (FB). When Facebook stock goes down, Apple stock goes up and vice versa. Going into the Facebook IPO, it made sense that investors were selling Apple stock to raise money to buy Facebook shares, but when Facebook did not open
It is not an exaggeration to say that all roads of growth lead to or through China. The obvious question for some of today’s most popular growth stocks is, “Out of Apple, Google, and Facebook, which company will do better in China?” The Facebook (FB) IPO is upon us Friday, and the
The initial public offering of Facebook is one of the most eagerly awaited events that I have witnessed in my 30 years in the market. In the same 30-year period, I have seen very few companies accomplish what Apple has accomplished. I’d say that the probability is very high that Facebook will
U.S. District Court Judge Lucy Koh has ordered a settlement conference between Apple (AAPL) and Samsung (SSNGY). The settlement conference will be moderated by a magistrate judge. Both Apple and Samsung have agreed that their chief executives and general counsels will participate. Here is the order from Judge Koh: “The