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 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
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
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
This post was just published on ZYX Buy Change Alert. Those not in MSFT may initiate a 10% to 20% tranche right here around $26.40. The buy zone is $24.42 to $26.56. If the stock dips further, consider adding 10% tranche each around the following points. $26.06, $25.62, $25.22,
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
This post was just published on ZYX Buy Change Steven Sinofsky, President of Windows and Windows Live at Microsoft, has left the company. The stock is down on the news. This is a buying opportunity. It appears that the departure was not due to any issues with Windows 8 or the Surface
In the middle of the news surrounding hurricane Sandy, the big news from Google (GOOG) seems to have been lost. With the introduction of Nexus 4, Google has pulled off a big price coup. An unlocked version of Nexus 4 is priced at $299, a remarkably low price for a phone of