There’s a significant potential for some swings in stock prices this week (not that we haven’t seen them in the past!) because of the volume of economic news and the number of earnings reports due. The number that’s likely to be watched most closely is the 3Q GDP growth, which our model pegs at about…
Apple’s moves to converge its iOS and MacOS platforms over time and to create a unified developer environment between their disparate devices is a smart move that responds to the reality of the market and competitive environment. The question is how far they’ll go and what impact the efforts will have on the appliance space,…
The Facebook scandal, where popular application providers shared private data without user permission, is only the latest in a series of targeting-related breaches of privacy and violations of “policy”. The FTC has been of two minds regarding the issue, with some believing that regulation was necessary to protect consumers and others believing the industry could…
Chicken Little got everyone upset by spreading the rumor that the sky was falling. Apple and IBM both reported their earnings yesterday, and there were immediate calls for a Chicken-Little-like response. Duck and cover? It’s not that simple. Both Apple and IBM beat estimates, for starters. It’s nothing new for Wall Street to sell off…
We’re coming into the heart of earnings season and also into a new round of economic numbers this week, which will give us a better idea of just where things might be headed for the economy. So far it looks like recovery is on track even though employment is lagging in the US in particular,…
It’s always fascinating to listen to network operators and even large enterprises talk about their infrastructure projects, and I’m just starting to analyze the first round of our fall strategy survey so I’m getting that chance on a large scale. It’s too early to say how everything is going to come out, but one thing…
The rumor that AOL and some private equity firms have been in talks with Yahoo regarding an acquisition seems to be most rooted in the WSJ, but some insiders tell us that it’s true. They also say there are still some significant points of dispute on the proposed deal, and that the odds against success…
Microsoft has launched its Phone 7 initiative, and from what’s been revealed so far and how operators have reacted in conversations with us, the new mobile strategy is fatally flawed. In fact, unless Microsoft makes truly radical changes or has some literally unprecedented success, it’s probably the end of Microsoft in the mobile space. With…
With its new implementation of Groups, Facebook has revamped its way of mapping relationships into something multi-dimensional instead of the classical “star” configuration. At least they’ve offered the option of doing that; whether users will bother is another matter. What’s more interesting to us is the drivers to make the change in the first place,…
Cisco released its expected home videoconference solution with the somewhat cutsey name of Umi, which to make things worse is supposed to have a horizontal accent line over the “U” to indicate a “you” pronunciation. Whatever the spelling and character set, it’s potentially a significant product. Umi brings HD videoconferencing to the home TV, and…