Apple’s September quarter saw, among other things, the release of Snow Leopard, the latest upgrade to its OS X operating system and the first public appearance of CEO Steve Jobs, who’d been on a medical leave of absence for a liver transplant. It was also the first full period since the company launched the iPhone 3GS in late June. No wonder it was a blowout quarter.
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While the highlight
of the week was undoubtedly Apple’s Rock and Roll event on Wednesday featuring Steve Jobs 2.0, that was only the anodized aluminum, candy-colored, video-shooting cherry on top of another week of tech sector reporting from All Things Digital.
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After nearly a year out of the public eye, Apple CEO Steve Jobs returned to it yesterday at the company’s annual music event. It was his first public appearance at an Apple gathering since Oct. 14, 2008, when he uncrated the company’s new unibody MacBooks, and it far overshadowed the new products he was about to announce. In fact, it could be argued that public confirmation of Jobs’s health since his return to the company was truly the most significant announcement of the day.
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Sony’s Walkman outsold Apple’s iPod in Japan for the first time in more than four years last week, according to a report from research outfit BCN, which doesn’t count the iPhone as a portable media player.
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Reporting second-quarter results earlier this year, Microsoft cited “a continued shift to lower-priced netbooks” as one factor degrading its financial performance. The netbook’s ascension meant, and continues to mean, that Windows client-licensing revenue is down. So the company will surely be aghast to learn that netbook sales are growing twice as quickly as those of full-sized laptops.
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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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If the netbook market is a race to the bottom, then Sony is bringing up the rear. Not a year after Sony execs disparaged netbooks as undeserving of its premium brand attention, the company announced its token entry into the market: the Vaio W.
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So that mysterious media tablet Apple’s rumored to be developing? It exists, but it probably won’t ship until 2010. This according to Piper Jaffray analyst Gene Munster, who offers up a heaping pile of grist for the Apple rumor mill in a new research note today.
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Apple and Research in Motion may disagree on many things, but they’re of the same mind when it comes to the the netbook phenomenon: It will be short-lived. Asked about Apple’s interest in the category during a late-April earnings call, COO Tim Cook said the company has none. Turns out, Research in Motion co-CEO Jim Balsillie feels pretty much the same way.
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