Q: How do you convince a great American company to bring that manufacturing back?
FORTUNE -- Toward the end of the second presidential debate, moderator Candy Crowley asked Mitt Romney and Barack Obama about Apple (AAPL).
"iPad, the Macs, the iPhones, they are all manufactured in China," she began. "One of the major reasons is labor is so much cheaper [there]. How do you convince a great American company to bring that manufacturing back here?"
GOVERNOR MORE
Philip Elmer-DeWitt - Oct 17, 2012 5:28 AM ET
Photography and publishing are already crumbling. Games and television could be next.
FORTUNE -- Apple's (AAPL) devices get more than their share of media and investor attention. But like Google (GOOG), Microsoft (MSFT), Facebook (FB) and Amazon (AMZN), Apple is, at its heart, a software company.
So argues Asymco's Horace Dediu in a provocative essay posted Tuesday that makes the case that it's software, not hardware, that has enabled the disruption of consumer electronics, MORE
Philip Elmer-DeWitt - Oct 16, 2012 6:51 PM ET
Already this week three analysts have trimmed their forecasts for fiscal Q4
FORTUNE -- When Apple (AAPL) is about to release its quarterly earnings we usually see analysts scrambling to raise their estimates so as not to get sandbagged by numbers that were better than they could have imagined.
But with the company set to report fiscal Q4 results next Thursday Oct. 25, we're seeing the opposite. Three analysts trimmed their estimates MORE
Philip Elmer-DeWitt - Oct 16, 2012 9:56 AM ET
That's hard to say because iOS always dominates Android in Web usage
FORTUNE -- Chitika Insights, a search-targeted advertising and research outfit that has made its share of mistakes in the past, generated a flurry of headlines Friday when it reported that Apple's (AAPL) iPhone 5 Web usage had surpassed Samsung's Galaxy SIII after less than three weeks on the market.
The feat seemed especially impressive because the Galaxy SIII had been MORE
Philip Elmer-DeWitt - Oct 13, 2012 10:40 AM ET
Likely buyers were not dissuaded by either Apple's Maps app or the new dock connector
FORTUNE -- A new survey of 4,270 mostly North Americans conducted in September and released Friday found no evidence that the concerns about Apple's (AAPL) new iPhone that have preoccupied the tech press since its release have affected likely buyers.
To the contrary.
According to ChangeWave's polling, nearly one in three (32%) of the early adopter types in their survey MORE
Philip Elmer-DeWitt - Oct 12, 2012 9:08 AM ET
Overturns an injunction based on 1 of 8 patents Android is alleged to have infringed
FORTUNE -- Samsung won a small victory in a federal appeals court Thursday, but to understand what it means you have to pay close attention.
That's because although the judge whom the court ruled had "abused" her discretion by banning sales of a Samsung smartphone in July is Judge Lucy Koh, the same judge who oversaw the MORE
Philip Elmer-DeWitt - Oct 11, 2012 1:52 PM ET
Marco Arment launches a bi-weekly online publication "for geeks like us"
FORTUNE -- Like a lot of people who keep up with such things, I know quite a bit about Marco Arment.
I know he was one of the founders of Tumblr. I know he created Instapaper. And because I follow Build and Analyze, his weekly podcast on the 5by5 Network, I know where he lives, what his wife does, how old MORE
Philip Elmer-DeWitt - Oct 11, 2012 12:03 PM ET
Quotations from Eric Schmidt on Maps, Microsoft and the Apple-Android platform war
FORTUNE -- If nothing else, Google (GOOG) Chairman -- and former Apple (AAPL) board member -- knows how to deliver a good sound bite. Judging from the reporting of AllThingsD's Peter Kafka and Liz Gannes, he rattled off a bumper crop Wednesday night at the 92nd Street Y. A sample:
"The Android-Apple platform fight is the defining fight in the industry MORE
Philip Elmer-DeWitt - Oct 11, 2012 6:23 AM ET
Early signs that the success of Cupertino's latest entry is coming at Android's expense
FORTUNE -- "We said the new iPhone was going to be huge and it was," writes Pacific Crest's James Faucette in a note to clients issued Tuesday. He briefly touches on Apple (AAPL) -- noting strong demand for both the new phone and the newly discounted older models -- before unloading a trunkful of bad news for MORE
Philip Elmer-DeWitt - Oct 10, 2012 2:45 PM ET
It's headed for $1,000, he says. $635.85 may not be the bottom, but it's close enough
FORTUNE -- "History has repeatedly taught us that the best time to buy Apple is when the bearish sentiment in the stock has reached the pinnacle of extreme pessimism. When every guest on CNBC is calling for the imminent demise of Apple, when every headline is making a case for why Apple has peaked, and MORE
Philip Elmer-DeWitt - Oct 10, 2012 7:06 AM ET