MSFT

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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GOOGLE NEXUS PRICED TO BITE INTO APPLE’S LOW END $AAPL $GOOG $MSFT $QCOM

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

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APPLE AXES HEIR APPARENT IN MAP FLAP BUT PROBLEMS RUN DEEPER $AAPL $GOOG $MSFT

The ouster of Scott Forstall, senior vice president of iPhone Software at Apple, and the former heir apparent to the top job, indicates that problems at Apple run deeper than generally understood. Forstall was often compared to Steve Jobs, both for his brilliance and his abrasiveness. On the surface Forstall’s ouster is related

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CLOUD IS HOT, BUT THIS IPO IS PURE INSANITY $AAPL $GOOG $MSFT $WDAY $ORCL $SAP $IBM $CRM

Cloud computing is hot. Even lay consumers who hadn’t heard of it only a year ago, not only know about cloud, but now they use it every day. If you are an Apple AAPL iPhone user, you are probably using iCloud. If you are a Google GOOG  Android user and using

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