Putting Office exclusively on Windows tablets may be a costly mistake, says analyst
FORTUNE -- Two and a half billion dollars.
That's how much Morgan Stanley's Adam Holt estimates Microsoft (MSFT) may be leaving on the table by not offering a full version of its Office suite (Word, Excel, etc.) on Apple's (AAPL) iPads.
Here how he gets that number.
For starters he estimates that Microsoft probably sold fewer than 1 million Windows-based tablets MOREPhilip Elmer-DeWitt - Feb 14, 2013 10:04 AM ET
Apple's CEO Tim Cook didn't bring up the company's most talked-about rumors. And that may be very telling.
FORTUNE -- Listening to a Tim Cook interview is like watching an old episode of Seinfeld. Nothing really happens, so the trick is to interpret the nothingness.
For example, Cook said nothing in his appearance Tuesday morning at a Goldman Sachs (GS) conference in San Francisco about whether or not Apple (AAPL) will produce MOREAdam Lashinsky, Sr. Editor at Large - Feb 12, 2013 1:48 PM ET
This assumes you believe that iPads and Kindle Fires are personal computers
FORTUNE -- Market researchers at Canalys made headlines Wednesday when they reported that Apple (AAPL) was the world's No. 1 personal computer manufacturer in Q4 2012 with shipments of 27 million PCs -- almost twice as many as No. 2 Hewlett-Packard (HPQ).
It was a finding that flew in the face of the "Apple is doomed" meme, and only makes sense if you MOREPhilip Elmer-DeWitt - Feb 7, 2013 5:46 AM ET
According to Chitika, the iPad has recovered somewhat from its post-Christmas dip
FORTUNE -- There was some consternation among Apple (AAPL) investors in early January when the Chitika Ad Network -- which sells data about the online activities of hundreds of millions of users to its advertising clients -- published a version of the chart at right. It showed the iPad's share of North American tablet Web traffic dropping 7.14% in MOREPhilip Elmer-DeWitt - Feb 6, 2013 8:29 AM ET
Verdicts range from "magnificent, a classic" to "hefty and costly and power-hungry"
FORTUNE -- Apple's (AAPL) iPad is currently the most popular tablet computer in the enterprise, according to a Forrester Research survey released earlier this week. But what these workers -- Microsoft's (MSFT) target audience -- really wanted was a tablet that runs Windows.
Enter the Microsoft's Surface Pro. It's scheduled to be released Saturday. The first reviews came in overnight.
Walt Mossberg, Wall Street Journal: Surface Pro: MOREPhilip Elmer-DeWitt - Feb 6, 2013 7:12 AM ET
Apple iPhones and -- surprise -- Windows tablets, according to a new Forrester survey
FORTUNE: The graphic above comes from a survey of 9,766 so-called mobile information workers in 17 countries conducted last quarter by Forrester Research for its usual target audience: corporate chief information officers.
One of the questions Forrester was trying to answer is whether the BYOD (bring your own device) trend -- a movement that has undermined the CIOs' MOREPhilip Elmer-DeWitt - Feb 4, 2013 1:40 PM ET
IDC thinks Asus, Samsung and Amazon gained market share, but what do they know?
FORTUNE -- IDC on Wednesday released preliminary data from its survey of worldwide tablet sales in the big holiday quarter, and the only thing in the data that we can be sure about is that sales of Apple's iPad grew 48.1% year over year -- from 15.1 million to 22.9 million. We and IDC know this because MOREPhilip Elmer-DeWitt - Jan 31, 2013 7:06 AM ET
There's money to be made between a $699 64GB iPad and a $999 MacBook Air
FORTUNE -- What at first glance seemed like a ho-hum memory boost may have deeper implications for Apple (AAPL), its margins and its competitors.
Wells Fargo's Maynard Um: A 128GB fourth-generation iPad. "We believe the new device will be in addition to the current product portfolio and will fill a hole in the market for tablets with larger MOREPhilip Elmer-DeWitt - Jan 30, 2013 11:03 AM ET
Ranking the best and worst Apple analysts for fiscal Q1 2013
FORTUNE (Koh Ngai, Thailand) -- As evidenced by Apple's (AAPL) sickening $55.5 (10.8%) drop in after-hour trading Wednesday, the analysts who cover the company -- both on and off Wall Street -- aren't doing it any favors.
The company didn't have a bad quarter. In fact, it posted its best quarter ever with earnings per share of $13.81 on sales of MOREPhilip Elmer-DeWitt - Jan 23, 2013 8:16 PM ET
The analysts' forecasts range from 4.45 million to 6.5 million. Median estimate: 5.2 million
FORTUNE (Vientiane, Laos) -- At first glance, the chart at right looks pretty dismal. It suggests that Wall Street expects Christmas quarter sales of the Mac to grow less year over year than any year in memory, and that our sample of independent analysts -- generally more bullish than the professionals -- expect year over year unit MOREPhilip Elmer-DeWitt - Jan 12, 2013 6:27 PM ET
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