Research in Motion's loss is Apple's gain, as the stock closes at $400.50 for the day
Apple's (AAPL) shares jumped Friday morning in reaction to Research in Motion's (RIMM) earnings report the night before. The iPhone 5 will "steamroll" the new BlackBerry 7, wrote Ticonderoga's Brian White in a morning-after note to clients. "We believe it is only a matter of time before the iPhone and iPad challenge RIMM's enterprise dominance."
Apple MOREPhilip Elmer-DeWitt - Sep 16, 2011 12:33 PM ET
Sony's tablet could be the next to stumble, says another
Wall Street's best and brightest are expressing varying degrees of shock at the news Thursday that Research in Motion (RIMM), which delivered 500,000 BlackBerry PlayBook tablets in the quarter that ended in May, shipped a dismal 200,000 in the August quarter -- suggesting that most of those first half-million units are still sitting, unsold, on store shelves.
"We believe the PlayBook is MOREPhilip Elmer-DeWitt - Sep 16, 2011 10:31 AM ET
The worldwide tablet market grew 303.8% year over year, and it's mostly Apple's
Since IDC launched its Worldwide Quarterly Media Tablet and eReader Tracker in January, its coverage of the tablet market has been, shall we say, spotty.
Its tracking report for the first quarter of 2011 didn't arrive until July, causing serious confusion among some high-profile tech writers who mistook it for a second-quarter report (see What slowdown in tablet sales?).
IDC's MOREPhilip Elmer-DeWitt - Sep 15, 2011 9:31 AM ET
But the odds that Microsoft will overtake Android or the iPhone are steep
ComScore released its July 2011 U.S. smartphone data this week and as usual Asymco's Horace Dediu has done the best job of turning the numbers into striking -- and insightful -- graphics.
On Thursday he released three charts that show:
1. The scale of the opportunity for further smartphone growth
2. The extent to which Apple's (AAPL) iPhone and Google's MORE
In the Harvard Business Review and a 50-minute podcast, a deep dive into what it means
Horace Dediu -- the Harvard-trained analyst who writes the influential Asymco blog -- was studying the mobile phone market for Nokia (NOK) in 2005 when Google (GOOG) bought Android, primarily as a defense against the perceived threat that Microsoft (MSFT) was about to do to cellular telephony what it did to desktop computing.
The real threat, MOREPhilip Elmer-DeWitt - Aug 17, 2011 1:12 PM ET
Visualize four years of mobile phone warfare through Asymco's snake-like bubble charts
Horace Dediu, who has been pushing the envelope of data visualization for more than two years, has outdone himself with the interactive chart he posted on his Asymco.com blog Sunday afternoon.
Most conventional graphs display data over just two axes, X and Y. If you want to see how the data in those dimensions change over time, you end up having to draw a MOREPhilip Elmer-DeWitt - Aug 15, 2011 7:10 AM ET
Among the top 20 smartphones in Millennial's March '09 report, only two are still standing
Here's a pair of interesting lists from Friday's Mobile Mix -- the 50th "intelligence report" Millennial Media has issued since the mobile advertising network opened for business five years ago.
If you click to enlarge the chart at right, you'll see that in March 2009, Apple's (AAPL) iPhone was No. 1 among the top 20 smartphones in MOREPhilip Elmer-DeWitt - Aug 12, 2011 6:11 AM ET
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"Patents were meant to encourage innovation, but lately they are being used as a weapon to stop it." -- David Drummond, Google Senior VP and Chief Legal Officer (Google Blog)
* David Drummond, Google Senior VP, aired his grievances against companies like Apple, Microsoft, and RIM, which MOREJP Mangalindan, Writer - Aug 4, 2011 3:30 AM ET
The sharp rise of one of Apple's frenemies triggers a fierce debate about what it means
Some of the most intelligent conversations on the Internet these days are to be found in the comment stream of Horace Dediu's Asymco blog. Not only does Dediu produce striking charts and graphs from his analysis of the mobile phone market, but he carefully moderates the subsequent discussion, pruning repetitive comments and chasing out the MOREPhilip Elmer-DeWitt - Aug 1, 2011 6:41 AM ET
The iPhone last quarter took in 5.6% of unit sales and 66.3% of the profit
Some readers complained when we ran a similar headline almost a year ago, accompanied by the bottom chart at right.
At the time, Apple (AAPL) had a 3% share of the global mobile phone market but was taking 39% of the profit -- a situation that didn't seem to bode well for its competitors.
Since then, the imbalance MOREPhilip Elmer-DeWitt - Jul 30, 2011 7:26 AM ET
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