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 MORE
Philip Elmer-DeWitt - May 20, 2013 7:54 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 MORE
Philip Elmer-DeWitt - May 18, 2013 6:57 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 MORE
May 17, 2013 10:24 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, MORE
Michal Lev-Ram, writer - May 17, 2013 9:23 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 MORE
Matt Vella, senior editor - May 16, 2013 10:46 AM ET
Google's CEO decried the negativity in the tech industry. Too bad the company's executives have a long history of trashing the competition.
By Verne Kopytoff
FORTUNE -- Larry Page, Google's chief executive, is fed up with the negativity in the technology industry and the news media that covers its every detail like a prizefight.
"Every story I read about Google is 'us versus some other company' or some stupid thing, and I MORE
May 16, 2013 7:03 AM ET
Google is betting its algorithms can enhance your snapshots.
FORTUNE -- Most of us will never be Ansel Adams. But Google is betting that its algorithms can enhance our snapshots with the finesse of a darkroom pro.
On Wednesday, the company unveiled a set of improvements to the photo capabilities of Google+, its social network, that include the automatic refinishing of images. Using the same kind of machine learning algorithms it developed MORE
Miguel Helft, senior writer - May 15, 2013 1:48 PM ET
Its new music service -- Google Play Music All Access -- has features that are similar to both competitors.
By Ryan Bradley, senior editor
FORTUNE -- After months of buildup, on Wednesday Google announced a new, subscription-based streaming music service called Google Play Music All Access. The name may be clunky, but the offerings appear bountiful.
Google (GOOG) secured deals with three of the four major record labels—Universal Music, Sony, and Warner MORE
May 15, 2013 1:39 PM ET
Tablet shipments were up 106% in Q1 2013, smartphones up 48%, notebooks down 13%.
FORTUNE -- Total shipments of smart devices, which Canalys defines as notebook PCs, smartphones and tablets, hit a record 308.7 million units in the first quarter of 2013, according to a press release issued Thursday.
Unsurprisingly, given recent trends, Google's (GOOG) Android platform dominated the smartphone market, Apple's (AAPL) iOS the tablet market and Microsoft's (MSFT) Windows the notebook shipments.
The MORE
Philip Elmer-DeWitt - May 9, 2013 12:27 PM ETThanks to a Freedom of Information Act release, you can search like a spy.
FORTUNE -- The National Security Agency has declassified its training manual for using common search engines as a research tool.
Written by Robyn Winder and Charlie Speight and published in 2007 by the NSA's Center for Digital Content, Untangling the Web: An Introduction to Internet Research is a 643-page long introduction to everything from the very basics of MORE
Matt Vella, senior editor - May 9, 2013 10:57 AM ET