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QUALCOMM CHEAP PHONE WARNING OMINOUS FOR APPLE, BLACKBERRY, NOKIA $QCOM $AAPL $BBRY $NOK $GOOG

On Wednesday after the markets closed, Qualcomm QCOM  reported earnings. Buried in Qualcomm’s results is bad news for Apple AAPL, BlackBerry and Nokia . Qualcomm owns intellectual property related to code division multiple access (CDMA).  This technology is behind many of today’s wireless networks.  Qualcomm also provides chip sets for mobile devices.  Since Qualcomm licenses the technology

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April 25, 2013

SEVEN REASONS NOT TO BE FOOLISH AHEAD OF APPLE EARNINGS $AAPL $BBRY $NOK $GOOG $MSFT

Quarterly earnings from Apple for the three months ended March 30 come out Tuesday after the market closes.  Unlike in prior quarters, there is not a high probability scenario that can be laid out with any degree of confidence ahead of earnings.  Acting on Apple stock ahead of earnings this

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April 22, 2013

APPLE IN TROUBLE IF U.S. PHONE MARKET FOLLOWS FRANCE, INDIA, CHINA $AAPL $NOK $BBRY $GOOG $MSFT

Apple became the largest company in the world by market capitalization on the strength of innovation in mobile phones. Fortunately for Apple, the last several years there has been a consumer trend to treat their phones as status symbols or fashion accessories.  This kind of consumer behavior has also been

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April 17, 2013

MICROSOFT HASTENS DEMISE OF PC ERA AND DRAGS DOWN INTEL WITH WINDOWS 8 $MSFT $AAPL $HPQ $WDC $STX $XLK $EMC

(CLICK HERE TO ENLARGE THE CHART) Consumers have voted with their wallets and now it is official that Windows 8 is a flop. The new data from IDC show the steepest decline for PCs in one quarter.  Only 76.3 million PCs were shipped in the first quarter of 2013.  This number is

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April 11, 2013

DISAPPOINTING SALES AT FOXCONN FAIL TO BRUISE APPLE STOCK FOR NOW $AAPL $MSFT $HQP $SNE

Hon Hai Precision Industry Co Ltd., known to the stock trading world as Foxconn, is the main assembler of Apple products including iPhones and iPads.  The Taiwanese company reported operating results for the first quarter of 2013 Wednesday, suggesting some softness in results may be in store when Apple reports quarterly results on

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April 10, 2013

APPLE’S IRADIO SIGNALS GETTING CLEARER $P $AAPL $FB $BBRY $GOOG $MSFT

Ever since Apple announced that it would offer a streaming music service, there has not been much doubt that Apple would attempt to beat Internet radio heavyweight, Pandora.  The thinking is that Apple will squeeze music labels to get better terms than Pandora.  Such a scenario is certainly better for Apple, but

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April 5, 2013

FACEBOOK LAUNCHES A BAZOOKA AGAINST GOOGLE, APPLE, MICROSOFT, AND BLACKBERRY $FB $AAPL $GOOG $BBRY $MSFT $NOK

It does not yet seem to be well understood, but Facebook has just launched a bazooka against Google, Apple, Microsoft, and BlackBerry. Present-day phones are built around apps. Mark Zuckerberg, CEO of Facebook, asked the right question, “Should the phones be designed around people and not apps?”  His answer was apparently that people are more important

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April 4, 2013

INTEL BEATS APPLE’S ITV TO THE PUNCH $AAPL $MSFT $INTC $ROVI $GOOG $CMCSA $NFLX

Yesterday, Apple CEO Tim Cook, in a fireside chat, tried to convince the world that Apple is still the center of innovation in the technology world.  Cook said that about one quarter of Apple employees were working on new products.  There were no specifics but presumably new products include iTV. While Cook was

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February 13, 2013

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