FeedPosted Mar 18th 2010 2:40PM by Brian White (RSS feed)
Filed under: Competitive Strategy, Google (GOOG), Apple Inc (AAPL)
Even though the consumer electronics industry wants to have some company -- any company deliver an Apple (AAPL) iPhone killer, that company won't be Google (GOOG). Google, on the other hand, has become Apple's Microsoft (MSFT) from the late 1980s. What's that, you say?
Microsoft took the personal computer market by storm by not tightly controlling every piece of hardware and software that was used with its now-ubiquitous Windows operating system. Apple, on the other hard, guaranteed a solid user experience by tying its excellently-designed hardware with only its own operating system software. It's been said that Microsoft, more than any other company, enabled the PC era by not controlling the hardware it's software rode on top of. Google has the same goal in the mobile space, which is where the future of consumer computing is headed.
Continue reading Why Won't Google Deliver an Apple iPhone Killer?
Posted Mar 5th 2010 4:30PM by Jon Ogg (RSS feed)
Filed under: Apple Inc (AAPL), General Electric (GE)

Today's unemployment data coming in flat at 9.7%, and a lower than expected loss in non-Farm payrolls data, led the markets to treat the data as though there was really an add in jobs outside of weather. Stocks opened strong and stayed that way all day. If you can believe it, late day data from the Fed showed that Americans actually
increased consumer credit in January. That is the first credit gain in a year, even if it is not universal.
Here were today's unofficial closing bell levels:
Dow 10,566.20 +122.06 (1.17%)
S&P 500 1,138.69 +15.72 (1.40%)
Nasdaq 2,326.35 +34.04 (1.48%)
Continue reading Closing Bell: When Bad Jobs Are Really Great
Posted Mar 5th 2010 11:20AM by Brian White (RSS feed)
Filed under: Competitive Strategy, Apple Inc (AAPL), Marketing and Advertising
Apple (AAPL) has shown that a locked-down, incredibly easy-to-use wireless handset like the iPhone is precisely what customers want. Even with all the limitations the iPhone seemingly has, it "just works" -- and that's what tech-overwhelmed consumers want. Is Apple so fearful of its secrets and products under development that its suppliers are acting Orwellian? Sure.
This Reuters article is as accurate as anything that's turned up recently about how Apple's super secrets are kept until a product is announced on launch day. Suppliers and outsourcers are kept in the dark in many ways, employees are treated like spies and even mild violence can occur sometimes. For all the good press Apple receives, is this the way its suppliers are told to operate -- like clandestine nuclear arms operators? To protect all things Apple, apparently so.
Continue reading Is Apple Too Secretive About Its Products?
Posted Mar 1st 2010 5:40PM by Sheldon Liber (RSS feed)
Filed under: Management, Apple Inc (AAPL), Berkshire Hathaway (BRK.A), Market Matters, Goldman Sachs Group (GS), Wells Fargo (WFC), Chasing Value, S and P 500, U.S. Bancorp (USB), Stock Picks
Yes it can. Berkshire Hathaway Inc. (BRK.B) can outperform Apple Inc. (AAPL) in 2010. That was my thesis in December (see Buffett's Berkshire vs Jobs' Apple for 2010?) and I still believe all the Apple hype in the world will still succumb to a solid value proposition in the long run.
While Apple was reaching new all time highs Berkshire was treading water through 2009. However, after a monster run-up Apple is taking a breather.
Continue reading Chasing Value: Berkshire Eating Up Apple -- Can It Continue?
Posted Mar 1st 2010 4:00PM by Jon Ogg (RSS feed)
Filed under: Apple Inc (AAPL), Sirius Satellite Radio (SIRI), New York Times'A' (NYT), Amer Intl Group (AIG)
Today was one of those days that started out strong and just stayed strong. Spending in January rose 0.5% but outpaced a 0.1% gain in personal income. This morning's strength came on the heels of an overseas stock market rally and that was enough to keep things rolling all day, even if the manufacturing data was lackluster. Here were today's unofficial closing bell levels:
DJIA: 10,403 (+0.76%)
S&P 500: 2,273 (+1.58%)
NASDAQ: 1,115 (+1.02%)
Top Analyst Upgrades/Downgrades
Top Day Trader Alerts
Continue reading Closing Bell: The Upward Momentum Stuck (AAPL, NYT, AIG, SIRI, IPI, OSIP)
Posted Feb 25th 2010 8:40AM by Melly Alazraki (RSS feed)
Filed under: Before the Bell, International Markets, Apple Inc (AAPL), Coca-Cola (KO), Market Matters, Coca-Cola Enterprises (CCE), Economic Data, Federal Reserve

U.S. stock futures fell Thursday morning as investors digested news of a possible downgrade of Greece's sovereign debt and prepared for the second day of testimony from Federal Reserve Chairman Ben Bernanke, as well as the release of several key economic indicators.
Both Moody's and Standar & Poor's said a donwngrade of Greece's sovereign debt is still possible, depending on how it enacts its fiscal reform plans. Of course, a downgrade would increase the country's borrowing costs and exacerbate its problems. This also caused fears of other possible defaults among other eurozone countries. Wold markets retreated in response.
Continue reading Before the Bell: Futures Lower After Data; Ahead of Bernanke
Posted Feb 23rd 2010 3:30PM by Tom Taulli (RSS feed)
Filed under: Apple Inc (AAPL)

Capital keeps pouring into the fast-growing iPhone gaming space. And the deals are getting bigger and bigger.
This week, iPhone gaming startup, ngmoco,
announced a Series C round of $25 million. The investors included Institutional Venture Partners, Kleiner Perkins, Norwest Venture Parters, and Maples Investments.
ngmoco's outspoken CEO, Neil Young, said that the capital will further crush the competition (in total, the company has raised $40.6 million). And he's not blowing smoke. His company has a enviable track record in developing red-hot games. For example, there are nine million downloads of TouchPets and Eliminate.
Continue reading Ngmoco: iPhone Game Developer Scores $25 Million
Posted Feb 15th 2010 1:00PM by Tom Taulli (RSS feed)
Filed under: Competitive Strategy, Apple Inc (AAPL), AT and T (T), Verizon Communications (VZ)
When Apple (APPL) launched the iPhone three years ago, the big attraction was the sleek design and cool graphics. However, there was something else that was truly innovative: the app store. Basically, Apple allowed third-party developers to create applications for the iPhone, which certainly benefited customers. It has turned into a cash machine, as Apple gets a cut of all the downloads.
Wanting to capitalize on this -- as well as try to slow down Apple -- a group of mobile companies have formed an alliance, called the Wholesale Applications Community. The members include 24 companies, such as AT&T (T), China Mobile (CHL), Verizon (VZ), NTT DoCoMo, Bharti Airtel and Vodafone (VOD).
Continue reading Mobile Biggies Fend Off Apple's App Store
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