Nokia, Motorola and RIM unlikely to let Nortel's intellectual property go without a fight
In a note to clients issued Tuesday, J.P. Morgan's data networking team smelled danger in Monday's report that Apple (AAPL) and Google (GOOG) have bid on part of the patent portfolio being auctioned off in the wake of Nortel Networks' January 2009 bankruptcy.
There are more than 4,000 patents at stake, organized into six "buckets" by related technologies, MOREPhilip Elmer-DeWitt - Dec 14, 2010 1:48 PM ET
The move would instantly allow the PlayBook to have access to Android's library of 100,000+ apps.
Gleacher & Company analyst Mark McKechnie, in a note to clients today said that RIM (RIMM) may be building into its QNX-powered PlayBook tablet the ability to run Google's (GOOG) Android Apps.
Our checks suggest RIMM is planning to offer Android apps compatibility which would be a HUGE win IF it worked properly. We are skeptical, however, as MORESeth Weintraub - Dec 7, 2010 11:48 AM ET
The online retailer's shares are valued at more than three times Apple's and more than two times Google's. And there's no reason why.
by Andy M. Zaky, contributor
Whenever a stock can potentially drop 50% and still be considered overvalued, that's when you know the stock is a bubble. Amazon (AMZN) far surpassed bubble territory ages ago but investors still continue to plunge billions of dollars into the company. If the MOREOct 22, 2010 10:31 AM ET
Apple shares plummet nearly $17 for no apparent reason; investors search for clues
The folks who track Apple (AAPL) shares closely -- and there are loads of them -- watched open-jawed Tuesday morning as the stock, which had been climbing steadily all month, went into free fall.
After opening at $290.70, within $3 of its all-time high, the stock dropped $16.7 (5.7%) to $275 in less than three minutes, briefly shaving more MOREPhilip Elmer-DeWitt - Sep 28, 2010 10:30 AM ET
Research in Motion is Wall Street's latest whipping boy. But reports of the BlackBerry-maker's imminent death may be premature. Here's why.
by Andy M. Zaky, contributor
According to word on the Street, Research in Motion's (RIMM) best days are behind it. Many contend that Apple (AAPL) and Google (GOOG) are stealing a critical amount of the smartphone market share from the company, and that the once dominant BlackBerry maker can barely keep MORESep 16, 2010 3:00 AM ET
Where there used to be four, now there is just one. How that happened, and who the next three might be.
By Duff McDonald, contributor
It used to be one of the favorite thought exercises in the technology realm -- putting together a list of the Four Horsemen of Technology, the four most important public companies of their time.
In the 1990s, most people could agree on the same list. There was MOREJul 1, 2010 4:30 AM ET
In this episode of Techmate, Jon and Michael explain why despite its large market share Research in Motion (RIMM) and its iconic BlackBerry may be threatened by the touchscreen revolution. With Apple's (AAPL) iPhone becoming evermore popular and Google's (GOOG) Android OS quickly gaining steam, the Techmates wonder if smart-phone keyboards will soon be extinct. Plus, as an added bonus, find out why Michael is now smitten with his Nexus MOREMason Cohn, Producer - Apr 30, 2010 12:11 PM ET
Daniel Eran Dilger finds anti-Apple bias in Gartner's research
"Looking into its crystal ball, Gartner Group has predicted that Google's Android will become the second largest smartphone platform by 2012," writes Daniel Eran Dilger in the one-man blog he grandly calls Roughly Drafted Magazine. "Problem is, nobody's talking about how terrible Gartner is at predicting things, or that Gartner's 'research' has historically been paid for by special interests."
So begins Dilger's reaction MOREPhilip Elmer-DeWitt - Oct 8, 2009 3:55 PM ET
Despite the hundreds of customers who queued up outside Verizon (VZ) stores early Friday to buy the Storm -- Research in Motion's hot new smartphone -- the company is likely to miss its subscriber targets for the quarter that ends Nov. 29, according to a report issued Monday by Citigroup (C) analyst Jim Suva.
The Storm, RIM's (RIMM) answer to Apple's (AAPL) iPhone, sold out almost immediately -- and that's the MOREPhilip Elmer-DeWitt - Nov 24, 2008 3:52 PM ET
Even before Apple (AAPL) launched the iPhone, says American Technology Research analyst Shaw Wu, he suspected the device would have "mediocre" corporate e-mail support -- stemming in part from Microsoft's (MSFT) "lukewarm support" of Exchange on the Mac platform. (After all, Redmond has its Windows franchise to defend.)
That key weakness is likely to be addressed at the iPhone special event scheduled for next Thursday, according to Wu's industry and developer MOREPhilip Elmer-DeWitt - Feb 28, 2008 12:28 PM ET
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