FORTUNE -- We were skeptical in January 2011 when Strategy Analytics reported -- based on a vague comment made to investors by a Samsung vice president -- that the company had already shipped 2 million Galaxy Tabs, reducing Apple's (AAPL) market share to 75% from 95% in less than six weeks.
Nearly two dozen news outlets went with the report, including (to name some outlets that ought to have known better):
Our headline that week: Android grabs 22% tablet share - not!
This week we learned, thanks to a February 2012 internal Samsung document marked "top secret" and unearthed by Apple as part of its ongoing patent infringement proceedings, that we were right and those more credulous news outlets were wrong.
When Strategy Analytics was telling the world that Samsung sold nearly 2 million Galaxy Tabs in six weeks, the truth was that it took Samsung all of 2011 to sell half that many in the U.S., its single biggest smartphone market. See attached graphic.
CORRECTION: An earlier version of this story failed to distinguish U.S. sales from worldwide sales.
All it needs to do, says the bank's new Apple analyst, is put a keyboard on the iPad.
FORTUNE -- There's been a changing of the guard at J.P. Morgan.
Long-time Apple (AAPL) analyst Mark Moskowitz is out. Taking his place is telecom analyst Rod Hall, who brings with him what he believes is a $63-billion idea.
Apple, he wrote in an inaugural note to clients Tuesday, basically owns the market for laptops priced above MOREPhilip Elmer-DeWitt - Apr 9, 2014 11:29 AM ET
Of 7,500 teens polled, 6% already wear a smartwatch, 61% own an iPhone, 40% own an iPad.
FORTUNE -- Before anyone gets too excited about the results of the teen survey Piper Jaffray's Gene Munster released Tuesday, the numbers need to be put in some kind of socioeconomic context.
For one thing, American teenagers tend to be richer -- a lot richer -- than teenagers in the rest of the world. For another, the sample of roughly MOREPhilip Elmer-DeWitt - Apr 8, 2014 5:44 PM ET
Word, Excel and PowerPoint finally landed Thursday on Apple's family of tablets.
FORTUNE -- For Apple (AAPL) iPad users who -- for whatever reason -- are wedded to Microsoft (MSFT) Office, this is a big deal.
The official demonstration of Office for iPad started at the 10 minute mark in Microsoft's Thursday press event, right after CEO Satya Nadella, the newly appointed successor to Bill Gates and Steve Balmer, delivered his "mobile-first, cloud-first" marching orders.
The new apps are available on MOREPhilip Elmer-DeWitt - Mar 27, 2014 6:32 PM ET
The company's approach: build a cloud for everyone on every device.
FORTUNE -- In his first public press conference as Microsoft CEO, Satya Nadella announced iPad versions of Microsoft Word, Excel, and PowerPoint, available today.
"Today's briefing is all about giving you the first step on a journey," Nadella said during his opening marks. During the event, Nadella outlined a company vision that includes what he called a "critical intersection of mobile MOREJP Mangalindan, Writer - Mar 27, 2014 2:21 PM ET
The Russian Ministry of Communication denies it's blowback from the crisis in Ukraine.
FORTUNE -- Yes, the Russian government has dropped its American-made Apple (AAPL) iPads in favor of Korean-made Samsung tablets.
But no, the change -- spotted by reporters covering the Kremlin -- has nothing to do with the invasion and annexation of Crimea, the freezing of Russian assets or the threat of further sanctions against Vladimir Putin's government.
That's the word out of MOREPhilip Elmer-DeWitt - Mar 27, 2014 8:06 AM ET
How customers buy and use iPads affects the device's long-term prospects, says CIRP.
FORTUNE -- For Apple (AAPL), the iPhone is a sale that keeps on giving -- at least in the U.S. Once a customer has bought one, he or she is likely to come back for another, usually within two years, when that contract expires.
The iPad is a like a big iPhone in some respects. The two devices share MOREPhilip Elmer-DeWitt - Mar 21, 2014 8:22 AM ET
Today's chart: iPad vs. Android tablets vs. Microsoft Surface, hour by hour
FORTUNE -- The folks at the Chitika ad network set out last month to test whether Microsoft's (MSFT) Surface -- heavily promoted as the tablet best suited for doing real work -- is actually being used more in work settings than Apple's (AAPL) iPad or all those tablets that run Google's (GOOG) Android.
To find out, they analyzed tens of millions of MOREPhilip Elmer-DeWitt - Feb 12, 2014 9:45 AM ET
A debate over the future of the tablet splits Silicon Valley venture capitalists.
FORTUNE -- "Back in 2011, I was having an all-consuming love affair with tablets.... Now -- three years and 225 million tablets later -- I'm starting to see how misplaced that passion was."
So wrote Zal Bilimoria last week in post provocatively titled Our Love Affair With the Tablet Is Over.
Bilimoria, a former project manager at Google (GOOG), Microsoft (MSFT) and Netflix (NLFX), is now MOREPhilip Elmer-DeWitt - Feb 10, 2014 1:21 PM ET
Samsung grew its share 56% from last year, Microsoft by 325%. But still.
FORTUNE -- You could write a headline from the data Chitika released today that drew attention to the dip in Apple's (AAPL) share of North American tablet traffic, from 81% a year ago to 78.2% today.
Or you could focus on Samsung's 56% increase. Or on how Microsoft's (MSFT) Surface tablets more than quadrupled their share year over year.
But MOREPhilip Elmer-DeWitt - Jan 27, 2014 11:49 AM ET
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