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Thursday, October 29, 2009

Apple’s 2009 Ad budget: Half a Billion

Philip Elmer-DeWitt

Apple shells out a ton of money for advertising.

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Tuesday, August 25, 2009

Why Did Apple Okay RingCentral?

Philip Elmer-DeWitt

Here’s a question the FCC neglected to ask Apple in its inquiry into why the company rejected–or as Apple prefers, declined to approve–Google Voice:

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Thursday, July 23, 2009

Apple’s Q3: Analyzing the Analysts

Philip Elmer-DeWitt

Tuesday was not a good day for professional analysts as a class–and Merrill Lynch’s in particular. Not only were most caught off guard by the strength of Apple’s record third-quarter results but the men and women who track the company for banks and brokerage houses were bested once again by a bunch of bloggers, day traders and amateurs analysts.

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Monday, April 6, 2009

Is the Apple Press Falling Into Microsoft’s Trap?

Philip Elmer-DeWitt

Over the weekend, Microsoft (MSFT) unleashed the second TV ad in its “you find it, you keep it” series–this time swapping handsome, “technically savvy” Giampaolo for perky, red-headed Lauren De Long. Once again the camera follows a typical budget-constrained buyer on a laptop shopping spree using Steve Ballmer’s money.

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Friday, February 27, 2009

White Hat Hackers Target the iPhone

Philip Elmer-DeWitt

Hackers and computer security experts gathering on March 18 in Vancouver, British Columbia, for the third annual Pwn2Own contest will be targeting five smartphones: an Apple iPhone, a Research in Motion BlackBerry and phones running on Google’s Android, Microsoft’s Windows Mobile and Nokia’s Symbian operating systems. The contest, sponsored by 3Com’s TippingPoint computer security division, will award $10,000 prizes to anyone who can break into one of the phones.

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Wednesday, January 14, 2009

Tracking the iPhone’s Jagged Growth

Philip Elmer-DeWitt

The rise of the iPhone, like the course of true love, never did run smooth. Quarterly sales last year varied widely, from a low of 720,000 in June to a high of 6,890,000 in September following the release of the iPhone 3G. But that’s nothing compared with the weird patterns that emerge from data collected by Net Applications.

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Monday, December 22, 2008

What the Recession Means for the Mac

Philip Elmer-DeWitt

Money gets tight. Buyers get picky. Price-sensitive consumers–the kind Steve Jobs and Apple famously “choose not to serve”–start shopping for bargain basement PCs and Taiwanese netbooks. Mac sales plummet. That’s the conventional wisdom.

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Thursday, October 30, 2008

Apple’s $24.5 Billion: The Case for a Big Stock Buyback

Philip Elmer-DeWitt

Here’s a headache most companies would love to have. Apple is sitting on a huge cash reserve–$24.5 billion as of September and growing at the rate of $8 to $10 billion a year–that’s doing almost nothing for it.

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Thursday, July 31, 2008

iPhone Apps: 1,001 and Counting

Philip Elmer-DeWitt

The number of offerings on the App Store–the venue for independently produced programs that helps distinguish Apple’s smartphone from all others–hit 1,001 on Monday night. That’s roughly double the number that were available when the store opened just over two weeks ago (on July 11, the same day the iPhone 3G went on sale).
Read the [...]

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Tuesday, July 8, 2008

Apple-Rogers Falling Out: A Story Too Good to Be True?

Philip Elmer-DeWitt

Daniel Smith, a Canadian sales and marketing consultant with an eclectic blog called Smithereens, posted on Saturday what he called “a very plausible rumour” about the launch at of Apple’s iPhone 3G on the Rogers Communications network.

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