Eight months of what CNBC calls the Great Rotation has led to some odd imbalances.
FORTUNE -- Tuesday marks the eight month anniversary of Apple's (AAPL) all-time intraday high of $705.07 a share, set on Sept. 21, 2012.
Meanwhile, last Friday, Google (GOOG) hit its own all-time intraday high of $919.98 -- just a dinner for two at McDonalds from $925, Google's mean 12-month price target according to Thomson/First Call.
This coincidence may MOREPhilip Elmer-DeWitt - May 20, 2013 7:54 AM ET
The U.S. is suing Apple. Lee's government pardoned him. Twice.
FORTUNE -- With Tim Cook scheduled to testify Tuesday before a hostile Senate subcommittee and the Department of Justice's antitrust trial against Apple (AAPL) set to begin the following week, this might be a good time to contrast how the U.S. and South Korean governments each treat their country's most valuable company.
Cook is expected to be questioned sharply next week MOREPhilip Elmer-DeWitt - May 19, 2013 7:00 AM ET
Forget those Galaxy S4 ads, says Credit Suisse, wearables are "the next big thing."
FORTUNE -- Computers one wears, rather than carries in a briefcase, backpack or pocket, are at an "inflection point" -- a market poised to explode from $3 billion to $5 billion today to as much as $30 billion to $50 billion in three to five years.
That's according to a Credit Suisse report snagged Friday by Barron's Tiernan Ray.
The theory is that MOREPhilip Elmer-DeWitt - May 18, 2013 9:39 AM ET
Very, according to a new Forrester survey. Microsoft and Google don't fare as well.
FORTUNE -- According to a Forrester survey released this week, the vast majority of computer users (85% worldwide, 88% in the U.S.) have little or no loyalty to a particular mobile computing ecosystem -- the nexus of devices, software, services and sheer muscle memory that tie a user to one vendor or another.
Among those users who show MOREPhilip Elmer-DeWitt - May 18, 2013 6:57 AM ET
When Apple reported record iPhone 5 sales, the stock began a six-month free fall.
FORTUNE -- It's been years since Samsung reported any unit sales numbers at all for its mobile phones, so the tech press took notice Thursday when the South Korean manufacturing giant decided it had something to brag about.
Samsung Electronics co-CEO Shin Jong-kyun told reporters at an industry forum in Seoul that he is confident shipments of the Galaxy S4 MOREPhilip Elmer-DeWitt - May 17, 2013 10:31 AM ET
Its free messaging service is one of the struggling company's most valuable assets.
By Cyrus Sanati
FORTUNE -- Blackberry's decision to make its free messaging service, BBM, available on other mobile phone platforms is a Hail Mary play for a damaged company that pretty much has nothing to lose at this point. By giving away the stickiest feature available to Blackberry's dwindling consumer base to Android and iOS users for free, the company MOREMay 17, 2013 10:24 AM ET
Total shares held fell 5.2%, but more funds increased than reduced their Apple holdings.
FORTUNE -- Any institution with more than $100 million in equities under management was required to file a Form 13f Wednesday telling the U.S. Securities and Exchange Commission what stocks they bought and sold last quarter, and once again Apple (AAPL) was the No. 1 equity in their portfolios.
Although several news sites -- including CNBC, CBS and MOREPhilip Elmer-DeWitt - May 17, 2013 9:46 AM ET
Google's mobile operating system may be getting a boost from -- of all places -- Blackberry.
FORTUNE -- This week's Google I/O conference in San Francisco was disappointingly light on Android news. And it was especially light on new, enterprise-friendly features for Android devices. Instead, it showed improvements aimed at consumers and education institutions. But while Google may not seem focused on making its mobile operating system more attractive to IT departments, MOREMichal Lev-Ram, writer - May 17, 2013 9:23 AM ET
In advance of next Tuesday's Senate testimony, he softened the ground with interviews at Politico and the Washington Post -- but not, pointedly, the New York Times.
FORTUNE -- Tim Cook is coming to Washington next week, summoned by the same Senate subcommittee that blasted Microsoft (MSFT) and Hewlett Packard (HPQ) last fall for funneling U.S. profits overseas to avoid paying U.S. taxes on them.
But Apple's (AAPL) CEO -- whose company MOREPhilip Elmer-DeWitt - May 17, 2013 6:35 AM ET
Google's Android and Apple's iOS still make up the vast majority of the market.
FORTUNE -- There's a new number three.
Microsoft's (MSFT) Windows Phone operating system has overtaken BlackBerry (BBRY) for the first time, according to researcher IDC. The firm released its quarterly report on the smartphone market, showing that during the first quarter of 2013, Windows devices made up 3.2% of all smartphones shipped. BlackBerry devices accounted for 2.9% of MOREMatt Vella, senior editor - May 16, 2013 10:46 AM ET
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