Despite bedrock similarities, the two giants have very different philosophies.
By Kevin Kelleher, contributor
FORTUNE -- On the face of it, Hewlett-Packard and IBM have a lot in common. Both are storied brands with rich legacies that shaped high-tech. Both are working with companies large and small to help manage their technology. Both are angling for a piece of the markets -- like cloud computing and big data -- that promise years MOREKevin Kelleher - Sep 20, 2012 6:08 AM ET
Five years after Michael Dell returned to lead the PC maker he founded, Dell may actually be ready for a second act. The next several months will be dicey. Here's what to watch for.
By Kevin Kelleher, contributor
FORTUNE -- Is Dell finally turning a corner? Five years after Michael Dell returned to lead the PC maker he founded and transformed into a colossus, Dell may actually be ready for a second MOREApr 6, 2012 5:00 AM ET
Its market cap today is $577 billion. Where do the next $400-plus billion come from?
In a note to clients issued early Tuesday, Piper Jaffray's Gene Munster raised his Q2 iPhone estimate (to 33 million), set a new 12-month price target ($910 per share) and -- most provocatively -- laid out a roadmap for Apple's (AAPL) market capitalization to go from $576.79 billion as of Monday's close to $1 trillion by MOREPhilip Elmer-DeWitt - Apr 3, 2012 7:06 AM ET
But even at $600 a share, the company's stock price still seems out of whack
Apple's (AAPL) second fiscal quarter ends Saturday, and although the market spent Friday morning knocking the stuffing out of its share price (Apple fell back below $600 in mid-morning trading), Wall Street remains bullish on Tim Cook's company.
How do we know? We've watched the analysts' Q2 estimates for Apple climb more than 24% in the past MOREPhilip Elmer-DeWitt - Mar 30, 2012 11:40 AM ET
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* Yes, folks, the day many have been waiting for is fast approaching: Apple (AAPL) is set to unveil the iPad 3 next Wednesday, March 7. At this point, it's almost certain the newest tablet will feature a Retina-like display, one with nearly double the resolution of its predecessors, however MOREJP Mangalindan, Writer - Feb 29, 2012 3:30 AM ET
Mike Daisey has released the script of his controversial monologue on the Internet
UPDATE: Anybody who is interested in Mike Daisey's work should first listen to the retraction prepared by This American Life here.
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Even as he performs an extended stay of his monologue The Agony and the Ecstasy of Steve Jobs at the New York Public Theater, Mike Daisey has done a rare thing for a professional writer and MOREPhilip Elmer-DeWitt - Feb 22, 2012 4:16 PM ET
Nightline to air its special after the kids are asleep Tuesday at 11:35 p.m. ET and PT
Four years ago, when I first starting writing about Foxconn, it was almost impossible to get a photo of the factory workers who assemble 40% of the world's electronic devices.
Now, 18 suicides, two fatal explosions, an off-Broadway show and a New York Times exposé later, Foxconn has opened the factory where Apple's (AAPL) iPads MOREPhilip Elmer-DeWitt - Feb 20, 2012 12:01 PM ET
Down 6% in 2011, that's where, according to the NPD Group
If it weren't for tablets and mobile phones, 2011 would have been a miserable year for the U.S. consumer electronics industry.
Total U.S. retail sales for the year were $144 billion, down 1% from 2010, according to a report issued Monday by the NPD Group.
That might not sound too bad. But sales of PCs, TVs and video game hardware were all down, MOREPhilip Elmer-DeWitt - Feb 13, 2012 10:13 AM ET
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* HP CEO Meg Whitman told the French newspaper Le Figaro that, if you count iPads as PCs, Apple (AAPL) will likely surpass her company as the leading PC vendor next year. (Though, HP wants to reclaim that title come 2013.) Also, Whitman said the company could announce the fate of its webOS operating MOREJP Mangalindan, Writer - Dec 1, 2011 9:24 AM ET
83% of the apps downloaded in the past month were for a Google or Apple phone
The U.S. smartphone market is starting to look like a two-horse race, judging from data scheduled to be released Wednesday by a Nielsen general manager at AppNation III in San Francisco. Among the new findings:
44% of all U.S. mobile subscribers now own a smartphone
56% of the mobile phones purchased in the past three months were MORE
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