Is the cloud the ultimate disruptive innovation?

Box.net CEO and co-founder Aaron Levie argues that cloud computing is unleashing a massive value shift across the enterprise IT ecosystem.

By Aaron Levie, contributor

FORTUNE -- Fans of Clayton Christensen's "Innovator's Dilemma" will be unsurprised that the formula is still alive and well, even in 2011. Yes, apparently innovation still matters. To see the original effect in action, look no further than your desktop. How much desktop software do you generally MORE

Does Baidu's Robin Li have the hardest job in the world?

The Chinese search giant is growing at incredible rates and dominates its home market. That means it has to contend not only with a domineering government, but also with cunning state-run media and increasingly aggressive private competitors.

By Katherine Ryder, contributor

FORTUNE -- Unlike Google (GOOG), Baidu, China's largest search engine, cooperates with the government's policy of censorship. The western press commonly asks the company's CEO, Robin Li, how he justifies such MORE

Is Netflix losing its soul?

Yes, it has to evolve or die. But lost in the drama over its recent bold moves is a big change that cuts directly to the core of its brand.

By Kevin Kelleher, contributor

FORTUNE -- Credit Netflix with this much: It knows how to stay ahead of the game. In the Internet industry today, you either thrive by making bold and original moves, or you languish as you struggle to ape MORE

The New Yorker's architecture critic pans Apple's new HQ

"When companies plan wildly ambitious, over-the-top headquarters, it is sometimes a sign of imperial hubris."

Source: Cupertino City Council

Writing in the New Yorker's blog (but not, interestingly, in the magazine itself) Paul Goldberger has cast his architecture critic's eye on drawings for Apple's (AAPL) proposed headquarters and found them troubling -- and a bit scary.

[Foster + Partners] has proposed a gargantuan glass-and-metal ring, four stories high, with a hole in the MORE

'Steve Ballmer has done to Microsoft what George W. Bush did to the United States'

The company's annual meeting triggers a flood of bitter comments from current and former employees

The Microsoft (MSFT) blogs are having a field day mining the stream of comments left on Mini-Microsoft after Friday's annual employee meeting. The site has traditionally been a place for staffers to let off steam anonymously, but the tone and volume of the remarks made after this year's gathering suggest that morale in Redmond has hit a new MORE

Today in Tech: The Amazon Kindle Fire

Fortune's curated selection of newsworthy tech stories from the last 24 hours. Sign up to get the newsletter delivered to you every day.

Amazon CEO Jeff Bezos may unveil the Kindle Fire tomorrow.

* TechCrunch and GDGT report that Amazon (AMZN) and CEO Jeff Bezos will unveil a much-rumored color reading tablet dubbed the Kindle Fire at tomorrow's company event in New York City. If these reports prove accurate, the Kindle Fire will sport a MORE

Apple to announce fourth quarter results on Oct. 18

Click here at 5 p.m. Eastern (2 p.m. Pacific) for Apple's (AAPL) webcast of the conference call with analysts.

Thanks to setteb.it's Fabio M. Zambelli for the tip.

Did J.P. Morgan's Foxconn analyst forget about Brazil?

A report out of Apple's Asian supply chain may have sent the wrong signal to Wall Street

Apple (AAPL) shares fell sharply in early trading Monday following a widely reported note to clients from J.P. Morgan's Gokul Hariharan to the effect that multiple supply chain vendors in Asia have registered a 25% cut in fourth-quarter iPad 2 orders from Apple -- "the first cut ever we've seen" according to Hariharan. (Business MORE

Nielsen: Android share of U.S. smartphone market hits 43%

Of those purchased in last 3 months, 56% were Androids. iPhone holds steady at 28%. 

Click to enlarge.

The results of a Nielsen survey conducted in August and released Monday reinforced several ongoing trends:

The smartphone pie is getting bigger. While 43% of all mobile subscribers in the U.S. had a smartphone as of August, according to Nielsen, 58% of those who bought a new mobile phone in the last 3 months chose a smartphone MORE

Apple and Wall Street: Six quarters of lousy estimates

For as long as we have been tracking them, the bloggers have trounced the pros

Click to enlarge. Sources: Thomson Financial, Apple 2.0, company reports

On Sunday, the day after Apple's (AAPL) fourth quarter of fiscal 2011 ended, we posted preliminary revenue and EPS estimates from both Wall Street's Apple analysts and a group of amateurs we've been tracking for a couple of years.

After we posted the chart, one reader who calls himself MORE