• What is a PC now?

    Changes in mobile technology and touchscreens are scrambling the old definition of the personal computer.

    FORTUNE -- The question "What is a PC?" has been bemusing analysts and industry observers since long before the introduction of the iPad -- but especially since. The answer is not so simple. In some ways, it's a question of mere rhetoric. But when it comes to analyzing markets and companies, it becomes a lot more MORE

    - Feb 27, 2013 7:26 AM ET
  • Samsung has overtaken Apple in 'smart connected devices'

    The two leaders tower over Lenovo, HP and Sony, but stand in the shadow of "Others"

    FORTUNE -- IDC has issued a Q4 report on shipments of what they call "smart connected devices," a category that includes desktop PCs, notebook PCs, tablets and smartphones.

    Total shipments last quarter came to 367.7 million units, IDC estimates, with most of the growth in tablets (up 78.4% over 2011) and smartphones (up 46.1%), while desktop and MORE

    - Feb 22, 2013 11:06 AM ET
  • Mobile growth is about to be staggering

    It's the biggest shift in technology since the advent of the Internet, and mobile is still only just beginning.

    By Kevin Kelleher, contributor

    FORTUNE -- "I remember traffic lights before smartphones," sighed a friend as we sat in traffic behind a car that remained still after the light had turned green. Sure enough, the driver's head was tilted downward as if lost in solemn prayer -- or, more likely, a texting/map/music app MORE

    Feb 20, 2013 8:40 AM ET
  • Apple's 'fat' 128 billion-byte iPad: What analysts are saying

    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 MORE

    - Jan 30, 2013 11:03 AM ET
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  • Chart of the day: A decade of Apple 'computer' sales

    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 MORE

    - Jan 30, 2013 9:08 AM ET
  • IPad vs. Surface: Let the tablet war begin

    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 MORE

    - Dec 14, 2012 5:00 AM ET
  • 4 moves Intel's next CEO must make

    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 MORE

    Dec 5, 2012 7:27 AM ET
  • Why is shopping via iPad and iPhone outpacing Android?

    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 MORE

    - Nov 26, 2012 8:01 AM ET
  • 11 Apple iPads per hour vs. zero Microsoft Surface tablets

    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 MORE

    - Nov 26, 2012 6:05 AM ET
  • FBI arrests JFK worker in heist of 3,600 Apple iPad minis

    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 MORE

    - Nov 18, 2012 8:34 AM ET
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