The solution Steve Jobs said he "finally cracked" could be a $6 billion business by 2014
In a note to clients released Monday, Piper Jaffray's Gene Munster seizes on remarks attributed to Steve Jobs in the biography published overnight as "another data point" to support a thesis he's been championing since 2009.
"I'd like to create an integrated television set," Jobs told Walter Isaacson, his authorized biographer. "It would be seamlessly synced MOREPhilip Elmer-DeWitt - Oct 24, 2011 6:22 AM ET
In typical Apple (AAPL) style, the focus is on the product and what it can do for you.Philip Elmer-DeWitt - Oct 21, 2011 7:04 AM ET
Analysts and fanboys alike were expecting an iPhone 5 with a big, beautiful screen and all-new hardware. This is what they got instead.
FORTUNE -- Let's get this out-of-the-way first: If you were expecting a mind-blowing revamp with the iPhone 4S, you may be disappointed. Everything about its industrial design will be familiar -- it sports the same gorilla glass front and back, the same 3.5-inch-sized Retina display and a similar-looking MOREJP Mangalindan, Writer - Oct 18, 2011 12:47 PM ET
Memorable quotations from the new iPhone's intelligent assistant
I was worried before the launch of the iPhone 4S -- with its built-in "intelligent assistant" named Siri -- that Apple (AAPL) might be in for another round of "Egg freckles" moments.
Siri has certainly had her share of those in the Elmer-DeWitt household. But what early iPhone 4S adopters seem more taken with are the canned phrases with which Siri parries personal, ridiculous or MOREPhilip Elmer-DeWitt - Oct 15, 2011 2:15 PM ET
A taste of what the early users had to say. Spoiler: They loved it.
Apple must have handed out a lot of pre-release units at the "Let's Talk iPhone" press event last week. I counted at least a dozen hands-on reviews Wednesday morning. A sampling:The Wall Street Journal's Walt Mossberg: The iPhone Finds Its Voice. The iPhone 4S is one of Apple's less dramatic updates, but, when combined with the Siri, iOS MORE Philip Elmer-DeWitt - Oct 12, 2011 5:45 AM ET
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* The initial crop of iPhone 4S reviews are out, and while the smartphone's chassis might look virtually identical to its predecessor, the upgraded components -- a dual-core processor, 8-megapixel camera, among them -- and brand spanking new software (hello, Siri) are enough to make the phone another successful Apple (AAPL) MOREJP Mangalindan, Writer - Oct 12, 2011 3:30 AM ET
An analyst may have put her finger on the conversational interface's killer app
In a note to clients issued Friday, Cross Research's Shannon Cross pivots from the Steve Jobs eulogies to take a closer look at Siri, the natural language interface that Apple (AAPL) unveiled the day before he died.
In particular, she singles out an application that wasn't in Scott Forstall's demos or Apple's slick promotional video, but which fits perfectly MOREPhilip Elmer-DeWitt - Oct 9, 2011 8:02 AM ET
Apple's Newton handwriting recognition system was undone by a comic strip
The signature feature on the iPhone 4S that Apple (AAPL) unveiled Tuesday is Siri, a so-called intelligent assistant that depends on a lot of fiendishly complex artificial intelligence systems -- voice recognition, understanding context and natural language -- working flawlessly a high percentage of the time.
Few companies know better than Apple the risks of counting on applied AI to sell consumer MOREPhilip Elmer-DeWitt - Oct 5, 2011 10:30 AM ET
A computer you can chat with. Hmm. Where have we seen this before?
It was hard for veteran tech reporters to watch Scott Forstall's demonstration of the iPhone 4S's new Siri "intelligent assistant" system (see here, starting at the 73-minute mark) without recalling one of Apple's (AAPL) most embarrassing episodes from the John Sculley era.
Sculley, whose previous job had been, in Steve Jobs' unkind words, selling sugar water for Pepsi, was MOREPhilip Elmer-DeWitt - Oct 5, 2011 10:19 AM ET
Disappointed there was no iPhone 5, but wowed by Siri and the speed of the rollout
Below: A roundup of what the sell-side analysts told their clients after Apple's (AAPL) iPhone 4S announcement Tuesday. The tone of their notes was generally positive, which may help explain why the stock, which had fallen more than $20 during the course of the event, managed to close at $372.50, down only $2.10 (0.56%) for MOREPhilip Elmer-DeWitt - Oct 5, 2011 6:49 AM ET
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