MSFT

PROOF POSITIVE OF NOKIA TURNAROUND WITH 4.4 MILLION LUMIA PHONES SOLD $NOK $AAPL $MSFT $GOOG

Now there is proof positive that Nokia is turning around what had been a business that woefully trailed in smart phones.  The company reports that it has sold 4.4 million Lumia smart phones in the fourth quarter. Nokia disclosed sales numbers as it pre-announced fourth quarter 2012 results.  Here are the highlights:

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WAL-MART SENDS IPHONE 5 DOWNMARKET WITH $45 PLAN $WMT $AAPL $RIMM $GOOG $MSFT $NOK

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

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CONSUMER REPORTS NO KNEE-JERK APPLE HATER, LOVED IPHONE 5 WHEN IT CAME OUT $AAPL $MSFT $GOOG $RIMM $NOK

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

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CONSUMER REPORTS IS NO FAN OF iPHONE 5 $AAPL $MSFT $GOOG $NOK $VZ $S $T

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.

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TIZEN CUED UP FOR ASSAULT ON iOS, ANDROID $MSFT $AAPL $GOOG $RIMM

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

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MICROSOFT BEATS APPLE AND GOOGLE WITH HOME RUN $MSFT $AAPL $GOOG $GE $WHR

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

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THE REAL REASONS BEHIND FRIDAY’S APPLE STOCK DROP $AAPL $UBS $GOOG $MSFT $NOK

Apple bulls have been pinning their hopes on China, but Apple has been losing its ‘cool’ factor in China.  Only time will tell if Apple mania in China will go the way of other fads. The Wall Street Journal reports that introduction of the iPhone 5 in Beijing was “arguably the least eventful launch of

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APPLE’S BAD OMEN FROM LOSING TO NOKIA IN CHINA $MSFT $AAPL $NOK $CHL $GOOG $CHU,

Nokia exploited Apple‘s Achilles’ heel of subsidies to beat Apple inChina. China Mobile Limited (CHL) is the largest cellular provider in the world by number of subscribers.  At the end of October it had 703 million subscribers including 79.3 million 3G users. China Mobile has been in desperate need for a flagship high

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TRIP TO ASIA SHOWS HOW APPLE’S VAUNTED ECOSYSTEM DOESN’T SAVE IT FROM COMPETITION

The conventional wisdom has been that Apple’s vaunted ecosystem will protect it against the competition.  The conventional wisdom is a myth. The ecosystem that surrounds iPhones, iPads, and Macs consists of iTunes, high quality facilities for external developers, thousands of well-developed apps, Siri and iCloud. Once a user gets locked into

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