It's the biggest shift in technology since the advent of the Internet, and mobile is still only just beginning.
By Kevin Kelleher, contributor
FORTUNE -- "I remember traffic lights before smartphones," sighed a friend as we sat in traffic behind a car that remained still after the light had turned green. Sure enough, the driver's head was tilted downward as if lost in solemn prayer -- or, more likely, a texting/map/music app MOREFeb 20, 2013 8:40 AM ET
Also: Priceline buying Kayak for $1.8 billion; how Gangham Style went viral.
Priceline to buy Kayak for $1.8 billion [SKIFT]
I think this a great deal, and Priceline is probably among the best acquirers in Internet history, I would even say as good as Cisco of yore. Booking.com turned out to be among the best acquisitions ever, so did its buyout of Agoda.com, and now Kayak, which they will keep separate, could MOREJP Mangalindan, Writer - Nov 9, 2012 5:30 AM ET
While Verizon and AT&T have gone with tiered data plans, T Mobile and Sprint are hanging tough with unlimited data for its users. Will the strategy pan out for the holdouts?
By Peter Suciu
FORTUNE -- While number one and two mobile carriers Verizon Wireless and AT&T have adopted tiered plans for wireless data, T-Mobile and Sprint have opted to stick with so-called "all-you-can-eat" options for customers. And unlike older so-called MORESep 13, 2012 11:19 AM ET
For AT&T users, FaceTime over cellular Mobile Share plans online; the 10 top startups from YCombinator's Demo Day.
PayPal trumps Square's deal with Starbucks by partnering with Discover [ALL THINGS D]
Under a new partnership being announced with Discover, PayPal is super-sizing the number of U.S. merchant locations it will be accepted at — more than seven million. ... Just two weeks ago, Square made a huge splash after announcing that Starbucks would use the MOREJP Mangalindan, Writer - Aug 22, 2012 2:09 PM ET
Activations were down -- 14% -- from Q1, but that's less than most analysts expected
FORTUNE -- Last April, when AT&T (T) reported that it had activated 4.3 million iPhones in Q1 -- down from 7.6 million in the Christmas quarter -- Wall Street looked at Verizon's (VZ) iPhone activations (3.2 million, down from 4.2 million), assumed the bloom was off the iPhone rose, and knocked another $10 off Apple's (AAPL) MOREPhilip Elmer-DeWitt - Jul 24, 2012 12:08 PM ET
AT&T's new shared data plans just won't work; why the DOJ should drop its e-books suit against Apple.
JC Penney CEO: It may get worse before it gets better [FORTUNE]
Johnson also highlighted some of the improvements he is making in the stores. He announced that JC Penney had scrapped an outdated technology infrastructure and replaced it with an Oracle-based system. The new technology will allow the company to improve the in-store MOREJP Mangalindan, Writer - Jul 19, 2012 5:00 AM ET
A massive surge in subscribers is slowing, and users are gobbling up more costly data. But that hasn't meant withering performance by mobile carriers like AT&T and Verizon.
By Kevin Kelleher, contributor
FORTUNE -- You might think life for mobile carriers these days is tough. After all, subsidizing the cost of smartphones to the tune of $400 or so per device is a drag on profits. There are also signs that MOREJun 14, 2012 6:49 AM ET
Having missed the boat last quarter, Wall Street is taking a second look at China
FORTUNE -- I can count on one hand the number of Wall Street analysts whose estimates of Apple's (AAPL) iPhone sales last quarter came within 2 million units of the correct answer (35.1 million).
Most of them were so distracted by the predictable fall-off in Verizon (VZ) and AT&T (T) activations after Christmas that they missed the significance of MOREPhilip Elmer-DeWitt - Apr 30, 2012 11:00 AM ET
Having fallen nearly 13% since April 10, the stock popped 7.44% on the news
FORTUNE -- After losing more than $70 billion in market value in two weeks, Apple (AAPL) capped one of the strangest earnings walkups in memory by handily beating all but the most optimistic estimates, reporting record March quarter earnings of $12.30 per share on sales of $39.2 billion.
Shares reversed course as soon as the news broke, climbing more MOREPhilip Elmer-DeWitt - Apr 24, 2012 5:04 PM ET
Why is the market so freaked by the activation numbers from Verizon and AT&T?
FORTUNE -- Just when it was supposed to start its pre-earnings rebound, Apple (AAPL) headed south again, opened down $8.79 (1.5%) Tuesday morning in reaction -- according to the talking heads on CNBC -- to the news that AT&T (T) activated only 4.3 million iPhones last quarter, down from 7.6 millon in the Christmas quarter.
On top of MOREPhilip Elmer-DeWitt - Apr 24, 2012 11:06 AM ET
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