Also: Microsoft's Surface gets priced; Apple to unveil the iPad mini Oct. 23?
Apple event set for Oct. 23. Investors await the iPad mini [FORTUNE]
If the price were right, a smaller tablet that could run 700,000 iOS apps -- 250,000 of them customized for the iPad -- would be, in the words of Sterne Agee's Shaw Wu, the "competition's worst nightmare."
UberTAXI in NYC shutting down for now [UBER BLOG]
Unfortunately, as many MOREJP Mangalindan, Writer - Oct 17, 2012 6:30 AM ET
While Verizon and AT&T have gone with tiered data plans, T Mobile and Sprint are hanging tough with unlimited data for its users. Will the strategy pan out for the holdouts?
By Peter Suciu
FORTUNE -- While number one and two mobile carriers Verizon Wireless and AT&T have adopted tiered plans for wireless data, T-Mobile and Sprint have opted to stick with so-called "all-you-can-eat" options for customers. And unlike older so-called MORESep 13, 2012 11:19 AM ET
For the first time since Feb. 2011, the carrier's No. 1 smartphone is a Droid
FORTUNE -- In a note to clients Tuesday, William Blair's Anil Doradla notes that although Apple's (AAPL) iPhone is still America's bestselling high-end smartphone, its sales momentum is "under pressure," particularly at Verizon (VZN).
According to Doradla's channel checks for the June quarter, the iPhone is no longer the No. 1 smartphone at Verizon's retail outlets -- MOREPhilip Elmer-DeWitt - Jun 26, 2012 10:47 AM ET
A massive surge in subscribers is slowing, and users are gobbling up more costly data. But that hasn't meant withering performance by mobile carriers like AT&T and Verizon.
By Kevin Kelleher, contributor
FORTUNE -- You might think life for mobile carriers these days is tough. After all, subsidizing the cost of smartphones to the tune of $400 or so per device is a drag on profits. There are also signs that MOREJun 14, 2012 6:49 AM ET
Having missed the boat last quarter, Wall Street is taking a second look at China
FORTUNE -- I can count on one hand the number of Wall Street analysts whose estimates of Apple's (AAPL) iPhone sales last quarter came within 2 million units of the correct answer (35.1 million).
Most of them were so distracted by the predictable fall-off in Verizon (VZ) and AT&T (T) activations after Christmas that they missed the significance of MOREPhilip Elmer-DeWitt - Apr 30, 2012 11:00 AM ET
Having fallen nearly 13% since April 10, the stock popped 7.44% on the news
FORTUNE -- After losing more than $70 billion in market value in two weeks, Apple (AAPL) capped one of the strangest earnings walkups in memory by handily beating all but the most optimistic estimates, reporting record March quarter earnings of $12.30 per share on sales of $39.2 billion.
Shares reversed course as soon as the news broke, climbing more MOREPhilip Elmer-DeWitt - Apr 24, 2012 5:04 PM ET
Why is the market so freaked by the activation numbers from Verizon and AT&T?
FORTUNE -- Just when it was supposed to start its pre-earnings rebound, Apple (AAPL) headed south again, opened down $8.79 (1.5%) Tuesday morning in reaction -- according to the talking heads on CNBC -- to the news that AT&T (T) activated only 4.3 million iPhones last quarter, down from 7.6 millon in the Christmas quarter.
On top of MOREPhilip Elmer-DeWitt - Apr 24, 2012 11:06 AM ET
Some saw it as bad news. Some saw it as good. Both missed the point.
There were two schools of commentary on Verizon's (VZ) report last week that it activated 3.2 million iPhones last quarter, down from 4.2 million in the Christmas quarter.
"Verizon Q1 Adds: Tablets Up, But iPhones Down" was the headline on Investors' Business Daily, as if the 1 million unit shortfall was bad news for Apple (AAPL).
MacRumors' headline, "iPhone MOREPhilip Elmer-DeWitt - Apr 22, 2012 12:23 PM ET
A new app makes it easy (and fun!) to compare download speeds, but can it be trusted?
According to the snapshot at right, AT&T's (T) cellular service in Park Slope Brooklyn is nearly 5 times faster than Verizon's (VZ) and more than 7 times faster than Sprint's (S).
At least that's the reading I get on my iPhone from my favorite armchair on a new app called CarrierCompare from SwayMarkets.
On my iPad running MOREPhilip Elmer-DeWitt - Apr 15, 2012 8:34 AM ET
The latest comScore data suggest that half of iPhone buyers are repeat customers
Here's a lesson from Asymco's Horace Dediu in how to add color and value to raw data.
First he did what comScore should have done when it released its February U.S. mobile phone market report: He graphed the data, showing not only comScore's latest numbers, but the trend lines dating back two years. (See chart at right.)
Then he correlated MOREPhilip Elmer-DeWitt - Apr 7, 2012 11:17 AM ET
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