Wise is the investor holding shares in Apple, Research in Motion and/or Palm, because these companies are the triumvirate of tech’s new world order. This according to RBC analyst Mike Abramsky, who in a research note today says all three are positioned for leadership in the “huge, nascent and underpenetrated” smartphone market.
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With the iPhone, Apple is doing to the handset industry what it has done to the PC industry with the Mac: Claiming an inordinate share of profits relative to revenue. Bernstein Research analyst Toni Sacconaghi estimates that Apple, though it is only the fifth-largest handset vendor, claimed nearly a third of handset industry profits in the first half of 2009.
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“For something we pulled together in six months, we are very pleased with the satisfaction we got. The satisfaction for the device was superhigh.” Microsoft chairman Bill Gates said that of the Zune in October 2007. Boy was he ever wrong. MarketWatch reports that revenue at Microsoft’s Entertainment and Devices unit, which manages the Zune and Xbox 360, fell 42 percent to about $211 million in its most recent quarter.
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The next iteration of Apple’s iPod touch will boast not just a camera, but a microphone as well. That’s the latest rumor, anyway–this one from a “well-connected” Wired source who claims the device is already being manufactured with an eye toward a September launch.
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“We will enter Asia with the iPhone in 2008…we will one day enter China, we’re not saying when.” Apple COO Tim Cook said that back in March of 2008, and it’s a good thing he declined to offer a more specific timeline. Because here we are, well over a year later, and Apple still hasn’t managed to officially launch the iPhone to China. But it’s getting closer.
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If you’re considering buying a new MacBook/Pro or iPod, you might want to postpone that call to Apple Financial Services for a few months. Otherwise, you may end up with a very quickly outdated laptop and media player.
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Was he inebriated? Do you even know anyone who owns a Zune?”
–- Apple CEO Steve Jobs
Apparently not. And, perhaps, you never will. Because GameStop has stopped selling Zunes.
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Good thing Forrester doesn’t run Apple, because if it did the company would be well on its way to insolvency. In an astonishingly unimaginative report called “The Future of Apple Inc.,” Forrester attempts to divine the products Apple will be peddling 5 years from now.
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Microsoft’s chief software architect Ray Ozzie has finally published the sequel to “The Internet Services Disruption,” the 2005 potboiler of a memo that charted Microsoft’s (MSFT) better-late-than-never software-as-a-service strategy. It’s called, intriguingly, “Services Strategy Update April 2008” and it describes in numbing detail Live Mesh, Microsoft’s ambitiously late entry into a rapidly growing cloud-computing market.
Live [...]
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Hollywood has finally begun sniffing at the long tail.
Paramount Pictures (VIA) and application developer FanRocket this week debuted a new service for Facebook users that will enable them to send each other movie clips. A combination media player and clip library, the service called VooZoo aims to exploit the Hey-Remember-That-Funny-Scene-From-”Nacho Libre” phenomenon by providing users [...]
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