Research in Motion best get to work refreshing its shopworn BlackBerry line, and fast, because growing competition from new rivals like the iPhone 3GS and Pre are cutting into its market share. According to retail checks conducted by Piper Jaffray analyst T. Michael Walkley, the BlackBerry slowed as the summer kicked off and AT&T and Sprint began peddling new smartphone offerings from Apple and Palm.
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Amazon’s days of booking sales from its business in Japan back to the United States may be coming to an end. The Tokyo Regional Taxation Bureau has demanded back taxes of $119 million from Amazon’s Japanese affiliates, Amazon Japan and Amazon Japan Logistics.
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According to some lines of code secreted away within webOS, Palm has at least one more handset in the pipeline–the so-called Eos (codename: Pixie). And while no one seems to know when it will arrive at market, there’s speculation today that we’ll see it by November, right in time for the winter holidays.
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During its post-earnings conference call last Thursday, Palm refused to say how many Pre handsets have been sold to date. Or how many it believes it will sell in the first quarter of production. The company would say only, in the words of CEO Jon Rubinstein, that “sales have been strong and growing.” So until Palm provides specific Pre sales figures, we have only the estimates of analysts with which to gauge the device’s impact on Palm’s moribund smartphone franchise. And the latest estimates, from Edward Snyder at Charter Equity Research, suggest that the impact is great.
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The iPhone 3GS has been on the market just 10 days now, and already a growing number of Apple stores around the country are running short of the device. It seems that demand for the 3GS, which topped one million units sold its first weekend at market, has exceeded even the company’s presumably aggressive targets.
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Microsoft had planned to cut off sales of its Windows XP operating system through the retail and original equipment manufacturer channels on Jan. 30, 2008–one year after the Windows Vista debut. But the poor reception given Vista and the unwavering loyalty of XP users have forced the company to extend that deadline again and again and again.
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With the econalypse still playing havoc with global finances, holiday shoppers are behaving pretty much as you’d imagine. They’re spending less–presumably, saving up for that awful rainy day when discretionary income is better spent holding onto their homes than on another Wii game under the Christmas tree.
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With online spending growth at its lowest rate in seven years, this holiday season is likely to be the worst for e-commerce since the concept was first dreamt up. Which means that Cyber Monday, the symbolic start of the online holiday shopping season, may prove to be quite a bit less than the orgy of consumer spending for which retailers have been hoping.
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No one is immune to the econalypse. Not even “Specialty Retailer of the Decade” Best Buy. The company today joined the sad conga line of retailers lamenting the recent turmoil in the financial markets. Citing continued weakness in consumer spending, the company slashed its fiscal 2009 profit forecast.
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Not that there’s reason to expect anything different, but online retail sales are expected to slow for the first time ever this holiday season, thanks to the lousy economy. That’s the word from Forrester Research, which expects holiday shoppers to spend $44 billion online this year.
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If there was any comic relief during Tuesday’s Apple event, it was provided by Microsoft, which played Curly to CEO Steve Jobs’s Moe and COO Tim Cook’s Larry. Discussing the dramatic increase in the Mac’s market share in the past year, Cook said it was driven partially by “something we didn’t do: Vista.”
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