What manufacturers are going to give Apple's iPad a run for the money?
Data: NPD, Jan-Oct. 2011. Chart: PED
For reasons known only unto itself, the NPD group saw fit Tuesday to issue a press release reporting on U.S. sales of tablets excluding the market's 400-pound gorilla: Apple's (AAPL) iPad.
"If you look at the tablet market without Apple there are a number of high-profile brands vying for that number two spot," said MORE
Philip Elmer-DeWitt - Nov 22, 2011 2:01 PM ET
The Park City, Utah-based company made a name for itself — and a killing – selling rococo headphones to teens and twenty-somethings. Now, it has to grow without alienating its core customers.
By Richard Nieva, contributor
FORTUNE -- Skullcandy didn't invent the formula of selling audio gear as if it was fashion. But in a few short years, it has used it to grow a thriving business that dominates the headphone market MORE
Nov 22, 2011 1:42 PM ET
Meet the new Hewlett-Packard -- prudent, frugal and, well, kind of boring. That is, of course, if new CEO Meg Whitman has her way.
FORTUNE -- On her first earnings call with investors since taking the helm last September, Whitman repeatedly said HP would get back to "business fundamentals" in 2012. What exactly does that mean? Fewer distractions, for one. It also means no big acquisitions like the $10 billion-plus MORE
Michal Lev-Ram, writer - Nov 22, 2011 10:33 AM ET
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* All Things D reports that Facebook is working with HTC to build a smartphone, codenamed "Buffy," built around the social network. (All Things D)
HP CEO Meg Whitman
* HP CEO Meg Whitman told investors during her first earnings conference call to lower their expectations and that the road MORE
JP Mangalindan, Writer-Reporter - Nov 22, 2011 9:01 AM ET
Judging from the stock price, the company is only as good as its last hit product
Where Apple makes its money. Source: Asymco
Asymco's Horace Dediu spent much a recent trip to London talking to dozens of buy-side analysts. Not to be confused with sell-side analysts, these are people who control trillions of investment dollars and never share their thoughts or strategies in notes to clients.
He came out of those meetings MORE
Philip Elmer-DeWitt - Nov 22, 2011 8:14 AM ET
Who gets hurt most by Apple's entry into the $250-$400 mobile phone market?
Click to enlarge.
In a 36-page report to clients issued Monday, a Credit Suisse team led by Kulbinder Garcha took a close look at the iPhone's price elasticity -- Econ 101 jargon for the question: "If I lower the price of my widget, how many more will I sell?"
Garcha et al.'s focus is the iPhone 3GS, which Apple (AAPL) MORE
Philip Elmer-DeWitt - Nov 22, 2011 7:06 AM ET
Amazon's bet that it can make big gains by selling its Kindle Fire at a loss has one major flaw the company may have overlooked.
FORTUNE -- A report Friday that the Kindle Fire costs a few dollars more to make than its $199 selling price is drawing renewed attention to Amazon's adherence on the "razors and blades" theory. That theory has been around for a long time and has been MORE
Dan Mitchell, contributor - Nov 21, 2011 12:06 PM ET
Apple to retain a 70%+ share of mobile app dollars, despite Android's 50%+ market share
Using data from Apple's public announcements and AndroLib (an Android app discovery tool), Piper Jaffray's Gene Munster has analyzed the mobile app market and determined that:
Since its inception, Google's (GOOG) Android Market Place has generated about 7% of the gross revenue of Apple's App Store.
Apple (AAPL) has about 85% to 90% market share of the total MORE
The key to future sales growth is signing up new cellular operators, especially in Asia
Click to enlarge.
In a series of well-researched charts, Morgan Stanley's Katy Huberty has put her finger on the one factor -- all others being equal -- that really drives smartphone sales: The number of cell phone operators that sell the thing.
In a report issued to clients Sunday, Huberty shared the results of an analysis of MORE
Philip Elmer-DeWitt - Nov 21, 2011 8:12 AM ET
Your chance to register a preference before Steve Jobs, the movie, is cast
George Clooney, Noah Wylie
Sony (SNE) has reportedly picked up the film rights to Walter Isaacson's Steve Jobs, and according to the Hollywood rumor mill two ER veterans -- George Clooney and Noah Wyle -- are in the running to play the title role.
Clooney, of course, has the edge in box office appeal. But Wyle looks more like MORE
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| Company | Price | Change | % Change |
|---|---|---|---|
| Bank of America Corp... | 7.24 | -0.06 | -0.89% |
| Ford Motor Co | 12.28 | -0.46 | -3.61% |
| Frontier Communicati... | 4.20 | -0.27 | -6.04% |
| Juniper Networks Inc... | 21.65 | -0.72 | -3.22% |
| Cisco Systems Inc | 19.58 | -0.25 | -1.26% |
| Index | Last | Change | % Change |
|---|---|---|---|
| Dow | 12,666.14 | -68.49 | -0.54% |
| Nasdaq | 2,813.49 | 8.21 | 0.29% |
| S&P 500 | 1,315.99 | -2.44 | -0.19% |
| Treasuries | 1.91 | -0.02 | -1.19% |
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