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Welcome to Thunderdome, Palm

“There’s room for three to five players in this space. We don’t have to beat each other to prosper.” – Palm CEO Jon Rubinstein Palm CEO Jon Rubinstein likes to say smart-phone makers “don’t have to...

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Palm's Pre Inventory Glut

Discussing Palm’s first-quarter results earlier this month, the company’s leadership claimed that “the vast majority of new sales” for the quarter were generated by the Pre. Palm sold some 823,000...

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Morgan Stanley: iPhone Market Share Would Double Without Exclusivity

Add Morgan Stanley’s Kathryn Huberty to the list of analysts calling for Apple to broaden the iPhone’s distribution by ending carrier exclusivity deals. In a research note issued this morning,...

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Music's Sales Slump Slowed–But Not Stopped–By Michael Jackson and the Beatles

I don’t normally bother providing you with updates on the music industry’s revenue because the update has been the same for most of the last decade: Each quarter, the industry’s collective sales...

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The Coming Kindle Boom: Sales Could Double in 2010

Amazon won’t even tell us how many Kindles it has actually sold, so projecting how many it’s going to move in the future makes for particularly tough fortune-telling. But that doesn’t stop anyone from...

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Apple Pitching Tablet to Publishing Industry; Spring Launch Expected

Apple will ramp up production on its long-rumored tablet in February with an eye toward a spring launch. That’s the word from Oppenheimer & Co. analyst Yair Reiner, who says his checks into Apple’s...

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Apple's iPad: The Analysts Sound Off

It’s still a bit early to claim any consensus reaction to Apple’s new iPad among Wall Street analysts. That said, there seems to be some agreement that the device has significant market potential,...

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Nokia Pushes Smartphone Share Back Up to 40 Percent

Painful as it was, Nokia’s savage cost-cutting is clearly paying off. This morning, the company posted a stronger-than-expected 65 percent rise in fourth-quarter net profit on rising handset...

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The iPhone Lost Market Share in Q4? Who Cares?

In its fourth quarter, Apple shipped some 8.7 million iPhones–nearly double the number shipped in the same quarter a year earlier and 18 percent more than it shipped in the previous quarter. Impressive...

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NAND Market Suffering From Apple-Related Memory Loss

The NAND flash memory supply may be heading for a drought, thanks to Apple. According to a new report from iSuppli, Cupertino is again planning to increase the iPhone’s memory, which will motivate...

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Production Delays Mean iPad Inventories May Be Tight at Launch

When Apple’s new iPad slate begins to arrive at market later this month, limited availability may leave some early adopters empty-handed–assuming it goes on sale this month at all. In a research note...

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Palm: Pssst. Wanna Buy 1.15 Million Smartphones?

“Obviously, we’re disappointed in our sell-through and we’re working very aggressively right now to resolve that. … We’re working closely with all of our carrier partners and our future partners. … We...

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iPad Expectations "Over-Zealous" or Just Zealous?

The iPad’s debut this Saturday will be a milestone for Apple, but it’s not going to do much to change the company’s overall financial picture anytime soon. That’s the word from Bernstein analyst Toni...

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Will Bing Sneak Onto the iPad?

Sure, Apple and Google have gone from pals to frenemies to outright rivals. But would Steve Jobs and company really dump the search giant in favor of Microsoft’s Bing? Speculation about a potential...

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Apple to Investors: You're Welcome

Apple’s first quarter was a blowout, as was the one before it. So too is the company’s latest. Reporting second-quarter earnings after the bell Tuesday, Apple rolled out the big numbers once again....

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2010: Another "Year of The Smartphone"

Some say 2009 was the Year of the Smartphone, but it looks more and more like 2010 is more deserving of that designation. During the first quarter of the year, global shipments of smartphones reached...

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Apple's Mac Business Headed for Another Big Quarter

We haven’t even reached the midpoint of the June quarter, but it already looks like Apple’s financials for the period will be as strong, if not stronger than they’ve been in quarters past. In a...

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Who's Your Daddy? IPad Rewriting Adoption Records.

Here’s another descriptive for Apple to add to the list of superlatives it uses to describe the iPad: Fastest-selling consumer electronics product in history. Apple (AAPL) sold three million iPads in...

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Apple Ramps Up Holiday iPad Production

Apple manufacturing partner Foxconn is ramping up iPad production capacity to meet demand for the tablet over the holiday season. Taiwanese trade mag Digitimes claims Foxconn has begun using its newest...

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Microsoft: We've Sold 1.5 Million Windows Phones, if You Must Know

Redmond decided to finally come clean on Windows Phone 7 sales, announcing on Tuesday that its partners have sold 1.5 million units since its new phones hit the market six weeks ago. “We know we have...

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