Monthly Archives: February 2009
  • AMD chairman: tough times for chip industry

    I ran into Advanced Micro Devices Executive Chairman Hector Ruiz at the San Jose airport Wednesday morning on the way to Austin; he was chatting on his iPhone and lining up for the same American Airlines flight I was boarding. Our conversation was quick, but illuminating.

    A few nuggets:

    Ruiz is still hard at work tying up the details of AMD's (AMD) manufacturing spinoff deal with Abu Dhabi-based Mubadala Development Company, a MORE

    - Feb 4, 2009 6:40 PM ET
  • The great iPod migration

    How will Apple (AAPL) persuade 100 million iPod users to trade up to an iPhone? That's the problem Bernstein Research's Toni Sacconaghi tackles in a report to clients Wednesday.

    His answer: Make an iPhone that comes without a data plan -- currently $30 a month in the United States.

    The opportunity for Apple is so attractive that he puts the odds of such a thing coming to market before the end of MORE

    - Feb 4, 2009 10:53 AM ET
  • Why there are so many iPhone games

    New data from ComScore showing that 32.4% iPhone owners have downloaded at least one game -- compared with only 3.8% for the average cell phone owner --  sparked some fresh analysis of the booming iPhone (and iPod touch) game market.

    As of Tuesday morning, according 148Apps, there were 18,737 applications on the App Store and 4,078 of them -- nearly 22% -- were games.

    Why so many?

    The obvious first answer is that MORE

    - Feb 3, 2009 8:40 AM ET
    Posted in: , ,
  • Analyst: iMac update "within a few weeks"

    Adding to the growing buzz -- some of which he helped create -- around a possible refresh of Apple's (AAPL) iMac line of desktop computers, Kaufman Bros.' Shaw Wu issued a report to clients Monday morning with the latest update from his supply chain sources.

    Noting that AppleInsider reported Friday that Apple seems to be running short of iMacs, Wu makes the following bullet points:

    Timing: "In our experience, when AAPL sends MORE

    - Feb 2, 2009 11:39 AM ET
    Posted in: , , ,
  • Steve Jobs still drives a hard bargain

    On Christmas Eve, at the height of a holiday season that Steve Jobs claimed was the first in a decade he got to spend with his family, Apple's (AAPL) ailing CEO was on the phone screaming at the chairman of Sony Music (SNE).

    That's the picture Tim Arango paints in Monday's New York Times in an article that describes the "tense and antagonistic" relations behind the seemingly harmonious music pricing agreement MORE

    - Feb 2, 2009 9:44 AM ET
  • Apple starts 2009 with strong Net gains

    Apple (AAPL) consolidated its 2008 holiday Internet market-share gains with strong performances from the Mac, iPhone and iPod touch in January, according to preliminary data issued overnight Sunday by Net Applications.

    The Web metrics company had warned last month that residential usage during the holiday season might skew results in favor of Apple products like the Mac, which tend to get used more in the home than the office.

    But the Mac's MORE

    - Feb 1, 2009 8:21 AM ET
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