There's money to be made between a $699 64GB iPad and a $999 MacBook Air
FORTUNE -- What at first glance seemed like a ho-hum memory boost may have deeper implications for Apple (AAPL), its margins and its competitors.
Wells Fargo's Maynard Um: A 128GB fourth-generation iPad. "We believe the new device will be in addition to the current product portfolio and will fill a hole in the market for tablets with larger MOREPhilip Elmer-DeWitt - Jan 30, 2013 11:03 AM ET
Why Apple is happy to cannibalize its own PC business
FORTUNE -- At the end of a post analyzing the factors that led to a 22% drop (16%, by weekly stats) in Mac sales last quarter -- the biggest decline in 10 years -- SplatF's Dan Frommer offers the chart above. It's a graph showing what a decade of Apple's (AAPL) computer sales would look like if -- as Steve Jobs MOREPhilip Elmer-DeWitt - Jan 30, 2013 9:08 AM ET
Apple dominates tablet sales. Now Microsoft is going after the iPad head on.
FORTUNE -- Apple and Microsoft's relationship has had more twists and turns than Liz and Dick's. The two have been bitter rivals, vital partners -- even coolly indifferent. Microsoft's new Surface tablet could change things again. Apple's iPad has some 55% of the market. Amazon (AMZN) and Google (GOOG) have largely offered cheaper alternatives to compete. But Microsoft MOREJP Mangalindan, Writer - Dec 14, 2012 5:00 AM ET
The tech giant faces difficulties ahead as the chip market changes. Here's what the company's next leader must do.
By Kevin Kelleher, contributor
FORTUNE -- Anyone care to run an $54 billion-a-year tech giant? Anyone have any good ideas how to get it growing again? Intel is looking for a new CEO to take the reins at the Silicon Valley icon next May, when Paul Otellini steps down from the job.
Since Otellini became MOREDec 5, 2012 7:27 AM ET
A deeper look at the surge in Black Friday shopping by smartphone and tablet
FORTUNE -- One of the paradoxes of IBM's Thanksgiving and Black Friday shopping report was that Apple (AAPL) mobile devices -- especially the iPad -- led the surge in online shopping, and not the Android devices that have been steadily gaining market share.
Over the weekend, Asymco's Horace Dediu took a closer look at IBM's data, which he's been tracking MOREPhilip Elmer-DeWitt - Nov 26, 2012 8:01 AM ET
A survey compared sales at an Apple Store and a Microsoft Store in the Mall of America
FORTUNE -- On Saturday we posted side-by-side videos showing Black Friday shopping activity at an Apple Store and a Microsoft Store in Lone Tree, Colo. The videos left the impression that there was a lot less shopping going in the Microsoft Store.
Thanks to Gene Munster's team at Piper Jaffray, we can support that impression MOREPhilip Elmer-DeWitt - Nov 26, 2012 6:05 AM ET
Suspect reportedly helping detectives search Long Island for a truck full of stolen iPads
FORTUNE -- He's been called "bonehead," "Dumbfellas" and the "less-than-master-mind" behind the theft of 3,600 iPad minis Monday night from the JFK cargo building that was the site of the 1978 Lufthansa heist featured in "Goodfellas."
Court papers filed Friday in Brooklyn show that one Renel Rene Richardson has been arrested by the FBI and charged with acting MOREPhilip Elmer-DeWitt - Nov 18, 2012 8:34 AM ET
Beats waiting in line at the Apple Store, says the New York Post
FORTUNE -- A gang of thieves Monday night made off with 3,600 Pad minis that had just arrived at JFK Airport from China.
According to Thursday's New York Post, the gang struck shortly before midnight, using one of the airport's own forklifts to load two pallets containing 1,800 tablets each onto a tractor trailer. They might have made off with MOREPhilip Elmer-DeWitt - Nov 15, 2012 10:34 AM ET
A survey suggests that Windows PCs, not 10-inch iPads, will be its primary victim
FORTUNE -- The day after the iPad mini was unveiled, Cowen's Matthew Hoffman wrote that he expected Apple's (AAPL) latest tablet to be "largely cannibalistic" -- eating directly into the sales of Apple's 10-inch iPad -- and he trimmed his iPad sales estimates accordingly.
But to be certain, he ordered a survey of 1,225 Americans to gauge their MOREPhilip Elmer-DeWitt - Nov 15, 2012 7:25 AM ET
Suggested gifts on Apple's online store range from $30 to $500
FORTUNE -- Apple (AAPL) must think Americans are feeling pretty flush this holiday season. With only 10 days to go before the madness of Black Friday, it posted a holiday gift guide Tuesday featuring some pretty pricy presents.
Topping the page is the new iPad mini starting at $329. Given that Americans spent an average of $705 on presents last Christmas, MOREPhilip Elmer-DeWitt - Nov 13, 2012 11:19 AM ET
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