Asymco's Horace Dediu now expects U.S. smartphone penetration to hit 90% by Dec. 2016.
FORTUNE -- I don't pretend to understand -- even after reading the Wikipedia entry on logistic regression -- the statistics Asymco's Horace Dediu used to draw the chart at right.
But even I can see that the curves representing various smartphone platforms have different shapes:
Orange: Research in Motion (BBRY), headed south
Blue: Microsoft (MSFT), recovering
Yellow: Android (GOOG), leveling off
Redmond takes its bitter "Don't get Scroogled" offensive to the gift store.
FORTUNE -- Just in time for holidays, Microsoft (MSFT) has accessorized is anti-Google (GOOG) propaganda campaign.
If you thought Redmond's rivalry with Apple (AAPL) was bitter, check out this season's offerings at Microsoft's Scroogled.com store. Items offered as Christmas gifts range from a $8 Mug ("Keep calm while we steal your data") to a $26 hoodie illustrated with a word cloud of MOREPhilip Elmer-DeWitt - Nov 21, 2013 8:30 AM ET
Microsoft's latest accepts voice commands, scans musculature, and -- oh, yeah -- plays games. Our full review.
FORTUNE -- If the Xbox One isn't already near the top of your holiday wish list, it should be.
With Microsoft's (MSFT) Xbox One, due out this Friday, it's clear the company is gunning for the living room, marrying TV viewing, game play, and Internet-connected services to an unprecedented degree. At $499, it may cost $100 more MOREJP Mangalindan, Writer - Nov 20, 2013 12:00 AM ET
Is the company's predicament really as desperate as he makes it out to be?
FORTUNE -- Business Insider's Henry Blodget has a message for Apple "fans" -- an expression he used eight times in the space of one heavily illustrated post Friday, starting with the headline:
Come On, Apple Fans, It's Time To Admit That The Company Is Blowing It
Buttressing his message is a deck of slides -- including the one above MOREPhilip Elmer-DeWitt - Nov 15, 2013 4:52 PM ET
Windows guru Adrian Kingsley-Hughes has all but abandoned the Microsoft ecosystem.
FORTUNE -- "After more than two decades of being a dedicated Windows power user, and having invested tens of thousands of hours into mastering the platform, and run versions spanning from 3.0 to 8.1, I've now all but given up on Windows."
Those are words Adrian Kingsley-Hughes, a Microsoft (MSFT) Windows and Visual Basic guru with several how-to books and countless MOREPhilip Elmer-DeWitt - Nov 13, 2013 11:35 AM ET
Call of Duty: Ghosts launches a fresh start for Activision's $8 billion first-person shooter franchise, but it faces competition from EA's Battlefield 4.
By John Gaudiosi
FORTUNE -- It's another November, which means gamers around the globe have lined up for midnight launch events to be the first to play Activision's Call of Duty: Ghosts. The game publisher is celebrating the 10th Anniversary of Call of Duty this year, which has MORENov 5, 2013 5:04 PM ET
How a marketing message makes its way from press release to headline.
FORTUNE -- The PR folks at Kantar Worldpanel are worth every penny they're getting paid.
Kantar is the research arm of the London-based WPP Group (which happens to handle Microsoft's (MSFT) online ad sales). It's best known for its quarterly reports on smartphone shares in 10 markets worldwide.
And for the third quarter in a row, Kantar's press release led not with the results for Android (No. MOREPhilip Elmer-DeWitt - Nov 5, 2013 8:21 AM ET
At Apple and HP, ad spending is flat as a percent of sales. The others are spending more.
FORTUNE -- Asymco's Horace Dediu on Monday used last week's release of Apple's (AAPL) fiscal 2013 advertising budget to update the fever chart at left and to add a new chart on the right, one that compares advertising expenses as percent of sales. He notes that although by that measure Coca Cola (KO) outspends MOREPhilip Elmer-DeWitt - Nov 4, 2013 11:58 AM ET
Gamification is a buzzy word, not a real fix.
By Ryan Bradley, senior editor
FORTUNE -- Several months ago, I sat in on a case competition at Boston University's School of Management. The event played out over two days, during which 15 teams of five students from B-schools all over the world -- India, South Korea, Canada, but mostly the U.S. -- pitched their ideas for a company, one that would MORENov 4, 2013 11:46 AM ET
With a one-day, $40 billion gain in market valuation, Google shot ahead of Microsoft.
FORTUNE -- With Apple (AAPL) easily the world's most valuable company by market capitalization -- a comfortable $77 billion ahead of Exxon (XOM) -- the action shifts to the neck-and-neck race between Microsoft (MSFT) and Google (GOOG) for the No. 3 spot.
That upward dogleg in the yellow line at the far right of the attached chart is MOREPhilip Elmer-DeWitt - Oct 19, 2013 12:37 PM ET
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