A doomsday analysis sees Apple, fat on margins, overtaken by a pack of hungrier rivals
FORTUNE -- Apple (AAPL) investors aren't going to like it, but it behooves them to consider "Can a Leopard Change its Spots," Paul Sagawa's critical analysis of the company's competitive position vis a vis Google (GOOG), Microsoft (MSFT) and Amazon (AMZN).
Sagawa, a former analyst at Stanford Bernstein, now covers technology, media and telecom for Sector & Sovereign MOREPhilip Elmer-DeWitt - Nov 28, 2012 7:40 AM ET
When you're selling a device at cost you can't really make it up in volume
FORTUNE -- From the start, Amazon's (AMZN) plan for the Kindle family of tablets and e-readers was to sell a compelling device at or below cost that would direct customers to Amazon's online stores.
"We want to make money when people use our devices," CEO Jeff Bezos often says, in a remark widely seen as directed at MOREPhilip Elmer-DeWitt - Nov 27, 2012 8:43 AM ET
Also: Why booksellers are resisting Amazon's publishing venture; Why the iPad Mini may not be as popular.
Foursquare looks into a fourth round at an over $700 million valuation [TECHCRUNCH]
Perhaps investors are having a hard time drumming up enthusiasm because the company is valued at just under half the market cap of its public competitor Yelp, which boasts 84 million unique monthly visitors and 33 million reviews. The company has 25 million registered MOREJP Mangalindan, Writer - Nov 6, 2012 5:30 AM ET
The discrepancy in how the market values the two companies is too big to graph
FORTUNE -- The ratio of share price to annual earnings -- usually expressed as P/E or simply PE -- is the simplest and most widely used metric to gauge the relative value of a pair of companies.
Case in point: Apple (AAPL) and Amazon (AMZN), two bellwether U.S. tech companies that reported quarterly earnings last week.
Apple's earnings MOREPhilip Elmer-DeWitt - Nov 3, 2012 5:31 PM ET
Also: eBay unleashes a redesign; how Google Earth reunited two brothers.
Saroo's Google Earth Quest: How an orphaned boy foud his way home as grown man [VANITY FAIR]
In 2009, having graduated from college, Saroo was living with a friend in the center of Hobart and working on the Web site for his parents' company. Recovering from an ugly breakup, he was drinking and partying more than usual. After years of ignoring MOREJP Mangalindan, Writer - Oct 11, 2012 10:39 AM ET
Preparations for a mid-October product introduction appear to be on schedule
FORTUNE -- If Apple is indeed planning to unveil a purse-size version of the iPad on Oct. 17, as at least one rumor has it, we would expect to be hearing leaks to that effect from Apple's (AAPL) Asian supply chain.
As if on cue, the Wall Street Journal's Lorraine Luk, citing unnamed people "with knowledge of the situation," reported Wednesday MOREPhilip Elmer-DeWitt - Oct 3, 2012 8:01 AM ET
Amazon's latest tablet has received mostly positive reviews. Should it?
FORTUNE -- When the first Kindle Fire arrived last year, some critics and users were quick to judge. The hardware could have been faster and better designed, the software less spastic. And where were the volume buttons?
Fast-forward a year or so and there's a slew of new Kindles to buzz over. The first to arrive, the 7-inch Kindle Fire HD, is MOREJP Mangalindan, Writer - Sep 19, 2012 3:10 PM ET
Amazon inks content deal with Epix for moving streaming service; Apple unveiling the iPhone 5 on Sept. 12?
Apple issues a press invitation for a Sept. 12 special event [FORTUNE]
The invitation e-mailed to journalists offers no detail beyond the place and time (San Francisco's Yerba Buena Center for the Arts Theater on Sept. 12 at 10 a.m. Pacific). But the tag line -- "It's almost here" -- and the fact that the shadow MOREJP Mangalindan, Writer - Sep 4, 2012 1:02 PM ET
Meet Darpa's new boss; Facebook's iOS apps get major updates.
Facebook for iOS goes native, waves goodbye to HTML5 [THE VERGE]
In building a native Facebook app for iOS, the company looked at improving three key places, "the app's largest pain points" all relating to speed: launching the app, scrolling through the News Feed, and tapping photos inside the News Feed. "We're twice as fast in all these areas," Johnson
D arpa gets a MOREJP Mangalindan, Writer - Aug 24, 2012 5:30 AM ET
Rethinking the key selling points of what we've been calling the iPad Mini
FORTUNE -- Daring Fireball's John Gruber, a blogger with unusually good sources at Apple (AAPL), has combined his own assumptions with what he's heard from his "little birdies" to draw the most complete picture yet of the purported iPad Mini.
"Mini" is what most Apple watchers -- including Wall Street analysts -- have been calling to the next iteration MOREPhilip Elmer-DeWitt - Aug 15, 2012 7:20 AM ET
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