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T-Mobile’s Google phone may offer free e-mail
Techland — ... The HTC-manufactured T-Mobile phone will be the first of the hotly-anticipated Android-operated handsets, and one of several new challengers to Apple’s (AAPL) iPhone. The Android project was created by Google to cultivate an open application platform to operate next-generation mobile phones.  T-Mobile  - a unit of Deutshe Telekom ( ...

The Google phone upclose and personal
Techland — ... ) G1 phone gives the impression that after a slew of touchscreen duds from other telcos, Apple’s (AAPL) iPhone finally has a worthy rival. ...

Cisco’s new home network
Techland — ... has given Hooper more of the tools his team needs in its home networking management platform Cisco calls LELA, short for Linksys Easy Link Advisor, which will debut at the Consumer Electronics Show in January. The shift by the San Jose networking hardware giant toward a software approach is a significant move toward “owning the engineering,” Hooper said during an interview Wednesday. The LELA system requires electronics makers like Sony (SNE), Apple (AAPL), Samsung, Dell (DELL) and Hewlett-Packard (HPC) to install compatibile ...

Apple bruised in downgrades
Techland — ... Apple (AAPL) got hit with a pair of downgrades Monday as analysts see a weaker consumer taking a big bite out of the computer-maker’s growth rate. ...

Tech comes back, for now
Techland — ... By Scott Moritz Three of tech investors’ favorite horses - Google (GOOG), Research in Motion (RIMM) and Apple (AAPL) - which led the stampede out of the Nasdaq Monday, came rushing back a bit Tuesday. Panic sellers who sent the Nasdaq down 9%, its steepest one-day drop since the Internet bubble burst in 2000, were replaced by bargain hunters Tuesday. In mid-day trading Google shares were up 8% and RIM’s stock bounced 10%. Apple was up 5%, while the Nasdaq as a whole rose 3%. Apple was one of the biggest ...

Stop the presses: Apple waved an olive branch
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... On Wednesday morning, Apple (AAPL) announced on its developers Web site that it was dropping the non-disclosure agreement (NDA) that prevented iPhone programmers from talking about their applications. ( ...

The survey that squashed Apple - Part 2
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... On Tuesday we looked at one part of the ChangeWave survey that helped trigger the largest one-day drop in Apple’s (AAPL) share price in eight years. It showed a falloff in corporate plans to buy Apple computers over the next 90 days. (See ...

Market bidding isn’t going Ebay’s way
Techland — ... But as we saw this week with Monday’s 9% drop in the Nasdaq, even solid favorites in tech like Google, Apple (AAPL) and Research in Motion ( ...

Steve Jobs rumor: What can the SEC do?
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... that the Securities and Exchange Commission is investigating “Johntw,” the as-yet unidentified rumor mongerer who briefly drove Apple (AAPL) down nearly 10% Friday before Apple PR finally broke its silence and let it be known that Steve Jobs had not, in fact, suffered a heart attack? ( ...

Apple iPhone 3Gs: 9,190,680 and counting
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... Why is 7.6 million significant? Because coming into its fourth quarter, Apple had already sold 2.42 million first-generation iPhones. So if Tommo_UK’s IMEI data can be trusted and if Zaky and Muller’s analysis is correct, Apple (AAPL) has reached its oft-stated goal of selling at least 10 million iPhones in 2008 with three months to spare. ...

Market free fall: How Apple fared
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... To get a feel for how Apple is really faring, I thought I’d compare it with what CNBC’s Jim Cramer calls the four horsemen of technology: Apple (AAPL), Research in Motion ( ...

Survey: 8% of U.S. teens own an iPhone; 22% want one
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... The survey, conducted at several apparently well-heeled high schools in the United States over the past few weeks — while the global financial markets were melting down — focused on MP3 players, online music and Apple’s (AAPL) iPhone. ...

Apple’s new MacBooks: Spy photos from Taiwan
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... Why would anyone with inside information share it with these rumor sites, given the speed and severity with which Apple (AAPL) punishes leakers? You have to wonder. Foxconn, Apple’s Taiwanese manufacturing partner, is said to be even more strict about these things, which may explain the cryptic message posted below the Apple.com images: ...

Analyst: New MacBooks will start at $899-$999
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... The most important news, according to Munster, is that Apple (AAPL) will for the first time be offering its premium notebook computers below the psychologically-important $1,000 barrier. Specifically: ...

Apple shares go their own way
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... Something interesting happened to Apple’s share price at about 3:45 p.m. Thursday, just as the bottom was falling out of the rest of the market — leaving the Dow down 679 points (7.3%) for the day. That’s when Apple (AAPL) reversed course and started moving up. The trend continued early Friday morning. Even as the Dow fell another 600 points in first few minutes of trading, Apple was enjoying its own private rally. In mid-morning trading, Apple was up nearly 8 points (9%) while the Dow was still deep in the red. The divergence ...

Apple shares go their own way
MacBytes.com — ... Something interesting happened to Apple’s share price at about 3:45 p.m. Thursday, just as the bottom was falling out of the rest of the market — leaving the Dow down 679 points (7.3%) for the day. That’s when Apple ( AAPL ) reversed course and started moving up. The trend continued early Friday morning. Even as the Dow fell another 600 points in first few minutes of trading, Apple was enjoying its own private rally. In mid-morning trading, Apple was up nearly 8 points (9%) while the Dow was still deep in the red. It closed the day at 96.8, up 8.06 (9%), while the Dow ended ...

Spotlight on Apple notebooks: 1989 to 2008
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... Apple’s notebook offerings have come a long way since 1989. They now outsell Apple desktop machines by nearly 65%. In Q3, they accounted for 29% of Apple’s (AAPL) total revenue. (See ...

Spotlight on Apple notebooks: 1989 to 2008
MacBytes.com — ... ) Apple’s notebook offerings have come a long way since 1989. They now outsell Apple desktop machines by nearly 65%. In Q3, they accounted for 29% of Apple’s ( AAPL ) total revenue. (See ...

What the MacBook means to Apple
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... Apple (AAPL) shares, which had been trading at a 20-month low, rose sharply late last week, and were were up nearly 8% in midday trading Monday. ...

Will Steve Jobs outrun a bear?
Big Tech

Apple’s new MacBooks: What to expect today
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... With only hours to go before Apple (AAPL) unveils its new lineup of MacBooks, the rumor sites have been working overtime, trying to make sense of blurry spy photos and purloined price lists. ...

The $800 rumor that spoiled Apple’s party
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... on Tuesday with starting prices of $1,299 for the MacBook and $1,999 for the MacBook Pro, you could almost hear the sound of Apple’s (AAPL) shares falling. ...

Macintosh share of the U.S. market tops 9%
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... Almost lost in the noise of the Presidential debates, the collapse of the Dow and the milling of those new MacBook aluminum unibodies were the preliminary reports from Gartner and IDC this week that showed sharp gains for Apple (AAPL) in third-quarter domestic computer shipments. Apple’s unit shipments year-over-year grew 32% according to IDC, and 29.4% according to Gartner — more than six times the industry average. As Gartner measures it, Apple’s market share hit a record 9.5% in calendar Q3, up from 7.7% ...

Apple Q4 earnings smackdown
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... Andy Zaky has a bone to pick with Wall Street — or rather, with the professional analysts who cover Apple (AAPL) at Morgan Stanley ( ...

Q4 earnings: A guide to Apple’s guidance
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... Bottom line: on average over the past two years, Apple (AAPL) has guided earnings per share 9% below Street expectations and revenue 4% below. Then when it reports its actual earnings, it beats the Street’s consensus 27% on EPS and 4% on revenue. ...

Live from Apple’s Q4 2008 earnings call
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... We’ll be live-blogging Apple’s (AAPL) Q4 earnings call, starting at 5 p.m. ET (2 p.m. PT). Tune in shortly before 5:00 for live updates. ...

Apple Q4 earnings: Analyzing the analysts
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... , representing a group of unpaid analysts who follow Apple (AAPL) in blogs, challenged the professionals who do it for banks and brokerage houses — and whom the bloggers claim are clueless (see ...

Revisiting the dumbest iPhone predictions
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... Now that Apple (AAPL) has shipped its 10 millionth iPhone this year — outselling Research in Motion’s (RIMM) BlackBerry for the quarter, according to Steve Jobs, and climbing to the No. 3 spot in cell phone revenues worldwide, after Nokia (NOK) and Samsung — this might be a good time to revisit AAPLinvestors’ iPhone Death Watch, a collection of some of dumbest things people have said about the device over the past two years. A sampling: “Apple is slated to come out with a new phone… And it will ...

Apple could buy Dell with cash
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0

The day Apple released its iPhone revenue bomb
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... Measured by so-called generally accepted accounting principles (GAAP), the company earned $1.26 a share in 2008 Q4 on revenue of $7.9 billion. This is the form in which Apple (AAPL) has always reported its income. ...

Graphic: How Apple is gaining on Microsoft
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... ) market share, revenue, net profit and growth rate to Apple’s (AAPL), using the numbers from each company’s most recent quarterly report. ...

Apple’s incredible shrinking iPod
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... Bullish Cross‘ Andy Zaky has been on a tear lately. The blogger-analyst, whose predictions of Apple’s (AAPL) quarterly earnings bested the pros for the second time this year (see here and here), is using the new adjusted revenue numbers Steve Jobs released last week to take a fresh look at every aspect of company’s business. Today he’s looking at the iPod — the MP3 player that was once the main driver of Apple’s growth, and which contributed more than 55% to its total sales revenue ...

Apple’s $24.5 billion: The case for a big stock buyback
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... 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. The money is earning about $1.55% interest after taxes, according to a report issued Wednesday by Bernstein Research’s Toni Sacconaghi, at a time when the company’s stock is trading at a unusually low (for Apple) multiple of 15 times earnings. That makes conditions ideal for a massive buyback of Apple (AAPL) shares, says Sacconaghi. “Mathematically,” he wrote “share ...

New iPhone update: What’s still missing
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... The irony of Sorrell’s joke is not just that the one fix users have been asking Apple (AAPL) to make since Day 1 hasn’t been addressed. It’s that none of these improvements top anyone’s wish list. ...

October Internet use: Vista up, Mac down
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... The first thing to be said about these results is that Net Applications’ “market share” report doesn’t actually measure share of market as a percentage of revenue or unit sales. That’s the business Gartner and IDC are in. And in Gartner and IDC’s latest reports, Apple’s (AAPL) share of the U.S. market had grown to 9.5% and 9.1% respectively, largely at the expense of the HP ( ...

How the hedge funds hurt Apple
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... “Since the hedge funds are more concerned about creating liquidity than preserving the integrity of their portfolios during a crisis, the higher priced stocks tend to get sold first. It is far easier to create $10,000,000 of cash by selling smaller amounts of a $200 stock (say Apple (AAPL) than larger amounts of a $25 stock (say Altria ( ...

The Apple analyst who couldn’t shoot straight
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... Piper Jaffray’s Gene Munster is calling for iPhone sales to grow 43% quarter to quarter. (link) Berger could not reached for comment. It should be noted that Berger specializes in chips, not computers or smartphones. He is not on StarMine’s list of analysts who spend a significant amount of their time covering Apple . Nor does he appear on the list of analysts dialing into Apple’s quarterly earnings calls. Apple (AAPL) closed down .59% for the day. FBR Capital Markets ((FBCM) closed up 4.17%. ...

Losing Tony Fadell: The man who made the iPod
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... the first iPod. Ambitious and charismatic (and no longer a bleached blond), he now runs the hardware division that makes two of Apple’s three key product lines: the iPod and the iPhone. (link) Fadell will reportedly be replaced by Mark Papermaster, the top IBM executive who managed the company’s blade server business. IBM (IBM) sued Papermaster last week over a noncompete clause in his contract to try to prevent him from joining Apple (AAPL). See here.        ...

Apple’s scary Form 10-K
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... non-trade receivables New laws and regulations related to health, safety and environmental protection Changes in the company’s tax rates Insurance problems. “For certain risks, the Company does not maintain insurance coverage because of cost and/or availability” Not listed: The risks associated with the company’s dependence on the health and well being of Steve Jobs. You can read the full text of Apple’s (AAPL) 2008 10-K here.        ...

Why Apple’s sales jumped in Japan
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... Apple (AAPL) attributes the declines between 2006 and 2007 to general shrinkage in Japan’s consumer PC market and lower average selling prices of iPods. ...

What changed for Apple in fiscal 2008
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... will receive an annual salary of $300,000 to act as a Special Advisor to Steve Jobs, as well as 77,500 shares of restricted Apple (AAPL) stock that vest on March 24, 2010 — provided Fadell doesn’t jump ship before then. ...

J.D. Powers: iPhone beats BlackBerry
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... Despite its much-maligned touchscreen, the iPhone ranks highest in customer satisfaction among business types, according to J.D. Powers and Associates’ second annual survey of smartphone users. Apple’s (AAPL) device easily outscored phones with physical keys made by RIM ( ...

iPhone passes RIM, gains on Nokia
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... A snapshot of the global smartphone market issued Thursday by Canalys shows just how big a dent Apple’s iPhone made in the cellphone universe last quarter. With a surge of nearly 6.9 million shipments in calendar Q3, the iPhone leapfrogged past RIM (RIMM) and Motorola (MOT) to grab 17.3% of the smartphone market. That put Apple (AAPL) in second place after Nokia, and helped cut the market-leader’s share from 51.4% to 38.9%. It also helped expand the entire smartphone category, which grew 28% from the same ...

New iPod chief: Apple and IBM were never competitors
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... a 25-year IBM veteran and, as of Tuesday, Apple’s newest senior VP. Papermaster is stepping into the spot recently vacated by Tony Fadell. (See The man who made the iPod.) IBM had filed suit to block the move, claiming that Papermaster was violating “his contractual obligation to refrain from working for an IBM competitor for one year.” Papermaster’s response was that IBM (IBM) doesn’t compete with Apple (AAPL) and as far as he knows, it hasn’t for 25 years. Huh? That’s news to me ...

The Papermaster chronicles: An Apple vs. IBM timeline
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... Steve Jobs’ high-profile raid on IBM’s managerial ranks hit a snag on Friday. A judge in White Plains, N.Y., ordered Mark Papermaster — IBM’s (IBM) former top microprocessor executive and Apple’s (AAPL) newest senior VP — to immediately stop working for Jobs. It’s the latest chapter in a bi-coastal drama that pits one of the world’s largest and most established technology companies against one of the brashest. Here’s a timeline: April 2008: Apple acquires P.A. ...

Apple’s Papermaster was misquoted
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... ) is trying to enforce a non-compete contract Papermaster signed in 2006. Apple (AAPL) is trying to get around it. The case is being heard in U.S. District Court in the Southern District of New York. ...

Apple’s Papermaster was misquoted
MacBytes.com — ... ) is trying to enforce a non-compete contract Papermaster signed in 2006. Apple ( AAPL ) is trying to get around it. The case is being heard in U.S. District Court in the Southern District of New York. On Friday, Papermaster filed a declaration with the court, arguing that IBM and Apple are in very different businesses. That afternoon, a reporter for Information Week plucked this quote out of the 27-page statement and ran with it:“I do not recall a single instance of Apple being described as a competitor of IBM during my entire tenure at IBM.”  ( ...

The day Tim Cook calmed the waters
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... It’s perhaps a measure of how badly Apple (AAPL) investors needed to hear from someone  – anyone – high up at the company, that all it took to move the stock nearly 4% in after-hours trading on Wednesday was for COO Tim Cook to answer a few questions. ...

Holiday shoppers like Apple and Dell
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... Apple’s (AAPL) refreshed MacBook line seems to be what’s got people opening their wallets again. A total of 7% of respondents said they intended to buy one of the aluminum unibodies over the holidays. Another 6% said they had their eye on the old white plastic MacBooks at the new $999 price point. ...

Analyst: Apple’s Q1 will beat Street by $1.2 billion
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... Blogger-analyst Andy Zaky, whose earnings estimates for Apple (AAPL) this year have proved considerably more accurate than the professionals’ (see ...

Video: Windows on an iPhone
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... The clip pasted below may excite or horrify you, depending on your point of view. It’s a demo of an application in development at Citrix Systems (CTXS) that lets you access files on a computer running Microsoft (MSFT) Windows from an Apple (AAPL) iPhone. Citrix specializes in products like XenApp and XenDesktop that allow remote access from a variety of computer platforms including Windows, Linux and Mac OS. They even make versions that run on Windows Mobile and Symbian smartphones, but by their own admission, “slow, ...

iPhone disconnects in India
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... India may have the world’s fastest growing wireless market, but Apple (AAPL) didn’t set its hopes particularly high when it launched the iPhone 3G there in August. It reportedly shipped only 50,000 units to the subcontinent, with plans to double that number by the end of the year. ...

IBM must put up $3 million in Papermaster case
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... IBM only had to pay a $350 filing fee to sue Mark Papermaster, the 25-year IBM (IBM) veteran hired by Steve Jobs last month to run Apple’s (AAPL) iPod and iPhone division. It’s going to cost them a lot more to pursue the case. Last Friday, U.S. District Judge Kenneth Karas granted Big Blue the preliminary injunction it sought — based on a noncompetition clause signed in 2006 — and ordered Papermaster to stop working for Apple immediately. See The Papermaster chronicles. On Tuesday, the judge ordered ...

iPhone: Has Google lost its voice search?
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... According to Markoff, Apple (AAPL) was expected to make the free application — an update of Google Mobile App — available “as soon as Friday” on its App store. ...

BlackBerry Storm vs. Apple iPhone: 8 reasons pro and con
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... Who says you can’t have it both ways? With RIM’s (RIMM) touchscreen BlackBerry Storm set to be released in the United States next Friday, CIO.com has published eight reasons to choose the Storm over Apple’s (AAPL) iPhone. The same day, it published eight reasons to pick the iPhone over the Storm. Both pieces are by Al Sacco, who probably doesn’t pay for the phones he reviews. Here’s why he prefers the Storm: Stereo Bluetooth capability Removable battery ...

15 reasons Macs trump Windows PCs
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... This seems to be the season of lists, the bread and butter — however stale — of journalists facing a slow news day. This one trods the most familiar ground in computerdom, pitting Apple (AAPL) Macs running OS X against PCs running Microsoft (MSFT) Windows. But it comes from APC, the longest running computer magazine in Australia, and it’s unusually insightful. I post only the intro and the topic headers here because I recommend you read it in the original, complete with well-chosen examples, clever illustrations ...

A conversation with my iPhone
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... for this hot new feature, which lets you search the Web by simply speaking into your phone. But for reasons known only to God and Steve Jobs, Apple (AAPL) made the world cool its heels a few days before releasing the program. (See ...

Wal-Mart’s post-Xmas iPhone sale
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... The mystery of Steve Jobs’ iPhone retail strategy deepens with reports that Apple (AAPL) will begin selling its smartphones at Wal-Mart (WMT) three days after Christmas. According to the Boy Genius Report, a blog with relatively reliable backchannel sources at AT&T, Apple will start with select Wal-Mart and Sam’s Club outlets on Dec. 28, and eventually roll the iPhone out to 2,500 Wal-Mart owned stores. The deal, if confirmed, would represent the fourth major expansion of the iPhone’s retail ...

Tech sector snaphot: Apple’s shifting fortunes
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... ) in the first, or leading, quadrant (up for the week and the year) and Apple (AAPL) in the third, or lagging, quadrant (down for the week and the year). ...

BlackBerry Storm: The reviews are in
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... ) answer to Apple’s (AAPL) iPhone, opens like a Broadway show on Friday. So naturally, Thursday’s papers and blogs are full of reviews. A sampling of the big ones: ...

Survey: Corporations warming to the iPhone
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... ) is still clinging to its nearly 80% share of planned smartphone purchases. But Apple’s (AAPL) slice of that market continues to grow, especially among small-to-medium sized firms, with 22% of companies planning to buy iPhones in the next quarter, up from 17%  three months ago. ...

The iPhone’s midnight update
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... A major update to the iPhone’s firmware arrived at the stroke of midnight Thursday, surprising Apple (AAPL) watchers and taking just a little steam out of the launch of Research in Motion’s ( ...

Where are Apple’s women execs?
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... Thank goodness for Andrea Jung. Jung, the CEO of Avon Products (AVP), was elected to Apple’s (AAPL) board of directors last January (link), and on the strength of her presence in the board room, the company is ranked No. 262 in the fourth annual U.C. Davis census of women directors and executive officers in California’s 400 largest companies. If it weren’t for Jung, Apple would be lumped with the 117 (29.2%) companies tied for last place, with no women at the top. As it is, her election to the board raised ...

The Storm’s a hit, but RIM may miss
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... Despite the hundreds of customers who queued up outside Verizon (VZ) stores early Friday to buy the Storm –  Research in Motion’s hot new smartphone — the company is likely to miss its subscriber targets for the quarter that ends Nov. 29, according to a report issued Monday by Citigroup (C) analyst Jim Suva. The Storm, RIM’s (RIMM) answer to Apple’s (AAPL) iPhone, sold out almost immediately — and that’s the problem, according to Suva. Further investigation, he says, showed that the ...

Behind the Beatles-iTunes impasse
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... Nobody was better at cutting through the posturing, lawyering and stonewalling by Apple Inc. (AAPL), the Beatles’ Apple Corps and EMI that have kept the world’s best-selling musical act off the world’s largest digital music store lo these many years. (EMI owns the rights to Beatles recordings, but must get permission from Apple Corps to release them in new formats.) ...

Apple sale! All Macs must go!
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... Apple (AAPL), which keeps the tightest reins on list prices in the business, seems to have loosened them significantly this holiday season. Authorized resellers who normally wouldn’t dare chop a nickel off Apple’s suggested retail are cutting prices, offering rebates and plastering the Web with gaudy ads. ...

This iPhone ad was banned in Britain
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... complained that this particular “advert” showed an iPhone 3G downloading files and Web pages “really fast” — in less than a second — something you can apparently do in an editing room but not with an iPhone in the wild. Judge for yourself. Although the ad can no longer be aired in Britain, we can show it here, via paidcontent.org: You can read the ASA’s ruling, including Apple’s (AAPL) three paragraph defense, here.        ...

Apple’s Black Friday bestsellers
MacBytes.com — ... In a holiday shopping season that got off to a better start than expected, Apple ( AAPL ) products sold particularly well — although not as well as last year, judging from sales at Amazon, America’s largest online retailer. The iPod Touch was Amazon’s No. 1 best-selling electronics item Black Friday morning. By Sunday, however, it had dropped to No. 4 after the Kindle reader, a Canon ( ...

Mac Internet share hits record 8.82%; Windows drops below 90%
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... Apple’s (AAPL) slice of the Internet pie grew measurably in November as both the Mac and the iPhone hit record numbers in a Net Applications Web survey issued overnight Monday. At the same time, Microsoft’s (MSFT) Web presence crossed two psychological barriers, with Windows’ Internet share dropping below 90% for the first time and Internet Explorer’s market share retreating to less than 70%. The Mac’s share of Web hits, having lost ground in October, grew 7.43% in November to a record 8.82%, ...

Video: Bart Simpson channels Steve Jobs
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... Get it while it’s still available on YouTube: The Simpsons’ clever send-up of “Mapple,” “MyPods,” “MyPhones” and “Steve Mobs,” whose real slogan, Lisa Simpson learns, is not “think differently” but “no refunds.” Our favorite scene: When the staff at the Mapple Store turn on Bart and prepare to flay him with their ear buds. Below the fold: two clips from the Apple (AAPL) spoof, via Engadget. ...

Black Friday: 13 Macs per hour
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... In the “investment recommendation” section of the report, which was e-mailed to clients early Monday morning, Munster slips in an explanation of how he can maintain a target of $250 a share in the face of Apple’s (AAPL) precipitous 12-month decline. ...

Does Steve Jobs lisp?
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... The creators of The Simpsons are getting a lot of attention — and Hulu clicks — for the clever send-up of Apple (AAPL) that aired Sunday night. (See Bart Simpson channels Steve Jobs.) Although most of the jokes are self-explanatory — the “MyCube” that glows to confirm that it’s off, the fake white MyPhonies earbuds that cost $40 — there’s one bit that’s a headscratcher. Why, many viewers are asking, does the “Steve Mobs” character have a pronounced lisp? We put ...

iPhone grabs 30% of U.S. smartphone market
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... The first is a quarter-by-quarter snapshot of the worldwide smartphone market that shows a sharp uptick in Apple’s (AAPL) share set against the downward drift of its major competitors — Nokia’s ( ...

Year-end review: Apple’s best of 2008
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... 30 Rock,” “The Wire” and “Battlestar Galactica” are among the TV shows honored in iTunes 2008, Apple’s (AAPL) comprehensive — and surprisingly opinionated — year-end review. ...

iPod holiday sales: Hot or cold?
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... A cooling off of this magnitude would mean that Apple’ (AAPL) other business units — chiefly the Mac and the iPhone — need to pick up the slack if the company is to continue the quarterly growth to which investors have become accustomed. ...

A bullish analyst lowers his Apple price target
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... For a full 12 months - even as Apple’s (AAPL) share price fell and rose and fell again, from $202 last December to $80 last month - Piper Jaffray’s Gene Munster stuck to his price target of $250 share. ...

iPhone market share grew 327.5%
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... Apple’s (AAPL) share of the worldwide smartphone market leaped 327.5% in Gartner’s survey, catapulting past Microsoft’s ( ...

Apple’s sixteenth affirmative defense
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... The case was originally filed last August in a California Superior Court by William Gillis, a 70-year-old San Diego resident who claims that Apple (AAPL) and AT&T ( ...

iPhone apps: 300 million downloads in 21 weeks
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... Apple (AAPL) buried the news in small print at the bottom of the full-page ad that appeared Friday in the New York Times and the Wall St. Journal. ...

Apple’s Munich opening is mobbed — in fullscreen panorama
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0

Apple was 5th busiest retail site on Cyber Monday
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... While its competitors were offering deep discounts to pull in recession-battered customers, Apple (AAPL) had already ended its Black Friday sale and by Monday was back to charging its usual premium prices for laptops, desktops and MP3 players. ...

Apple’s Munich opening is mobbed — in fullscreen panorama
MacBytes.com — ... Here’s something you don’t see very often. A high-res panoramic camera captured the mob scene Saturday morning when Apple ( AAPL ) opened its flagship Munich retail outlet — the first Apple Store in Germany. A huge crowd showed up, and it’s all there in ...

Anatomy of a rumor: Wal-Mart’s $99 iPhone
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0

Music video: The original iPod touch song
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... , is how a relatively obscure Danish band’s music ended up as the soundtrack for Apple’s (AAPL) TV ad, now in heavy rotation, promoting the touch as “The funnest iPod ever.” ...

Trouble in the (99-cent) App Store
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... What should Apple (AAPL) do about the ringtone problem? Hockenberry doesn’t offer Jobs a solution. (”You and your team are perfectly capable of dealing with it on your own terms,” he says.) But he warns that low price points may be choking off innovation and could prevent the development of the app that could do for the iPhone what the spreadsheet did for the Apple II or desktop publishing did for the Mac. ...

Analyst: Apple could sell a million iPhone gift cards
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... Kaufman Bros. analyst Shaw Wu has been checking with his contacts in Apple’s (AAPL) supply and distribution channels and reports that demand for the iPhone is “fairly healthy” in the U.S., Europe and, with the exception of Japan, most of Asia Pacific. He’s anticipating sales of 6 million units for the December quarter (Apple’s fiscal 2009 Q1), down from 6.9 million in Q4 but in line with the Street’s expectations of between 5 and 7 million. ...

Apple challenges Sony and Nintendo
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... Apple (AAPL) makes nice profits on the hardware and leaves a few crumbs on the table for third party software developers, whose games typically sell for $0.99 to $9.99, if not for $0.00. (See ...

The myth of the 99-cent killer app
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... Stung by criticism from frustrated developers, Apple (AAPL) redesigned its increasingly crowded iPhone App Store last Friday to showcase the most popular paid applications in each category — Books, Business, Games, etc. (See here.) The developers’ complaint — which reached critical mass last week — was that the old App Store, because it lumped applications together, was contributing to a “rush to the 99¢ price point” and pushing out anyone interested in creating serious (and profitable) programs for the ...

Mac sales: Undone by the calendar
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... down 20 percent overall, with Windows desktops sales falling 15 percent and Macs down 38 percent. Apple’s notebook sales, however, were up 22 percent in November, while Windows sales rose 15 percent. “For notebooks, there is a little extra value to consumers (to buy Apple). For desktops I’m not so sure,” NPD analyst Stephen Barker (sic) told Reuters. “To me the real story is the iMacs need a refresh.” (link) Apple (AAPL) fell 3.6% in Monday trading, to close at 94.75. [Chart courtesy of the Wall ...

The case for a notebook at Macworld
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... ’s Ezra Gottheil issued a remarkably detailed description Tuesday afternoon of the “inexpensive mobile device” he believes Apple (AAPL) will announce at MacWorld on Jan. 6 for delivery mid-year. ...

The case for a netbook at Macworld
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... ’s Ezra Gottheil issued a remarkably detailed description Tuesday afternoon of the “inexpensive mobile device” he believes Apple (AAPL) will announce at MacWorld on Jan. 6 for delivery mid-year. ...

Steve Jobs won’t give Macworld keynote
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... offered no explanation for why Jobs has canceled his keynote, one of the signal events of the year for Apple watchers. It will be delivered instead by marketing VP Phil Schiller, an Apple executive notably lacking in Jobs’ showmanship and star power. The switch is likely to raise questions once again about the health of Apple’s CEO, who has been struggling this year with complications following surgery for pancreatic cancer in 2004. See here. Apple (AAPL) shares, which had closed the day up a fraction of a point, fell nearly 6% in after hours ...

Behind Steve Jobs’ Macworld exit
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... makes a plausible case for why Macworld 2009 will be its last. Apple (AAPL) has cheaper and more effective venues for reaching its audience — on its own terms and its own schedule. ...

Macworld fallout: Analyst holds Apple valuation hostage
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... Not only did he downgrade Apple (AAPL) to “perform,” or neutral, but he withheld his 12 - 18 month price target for the stock — replacing it with a big NA — until he gets some questions answered. ...

Macworld fallout: Shares sink, analyst sounds warning
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... Not only did he downgrade Apple (AAPL) to “perform,” or neutral, but he withheld his 12 - 18 month price target for the stock — replacing it with a big NA — until he gets some questions answered. ...

Why investors are better off without Macworld
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... Apple (AAPL) may have dropped nearly 7% on the news that Steve Jobs is blowing off Macworld, but according to Bullish Cross‘ Andy Zaky, investors should happy he did. In an unpublished analysis of the company’s last four major press events — starting with Macworld 2008 and ending with October’s Spotlight on Notebooks — Zaky documents a pattern that’s become increasingly self-destructive. “All of Apple’s media events,” he writes, “are met with crazy rumor ...

Has anyone seen Steve Jobs lately?
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... The issue was raised in hundreds of news stories and analyst reports. Oppenheimer & Co. withheld its Apple (AAPL) price target pending some answers about the state of Steve Jobs’ health. ( ...

After Steve Jobs, who runs Apple?
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... Apple’s (AAPL) back bench last June, when Jobs’ emaciated appearance at the World Wide Developers Conference raised the issue of his succession with new urgency. (See ...

What the recession means for the Mac
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... That’s the conventional wisdom. Or at least that’s the line Morgan Stanley’s Kathryn Huberty pitched in September — when she lowered Apple’s (AAPL) rating twice in two weeks — and reiterated last week, when she earned the distinction of being the first and only mainstream Apple analyst to set a 2009 price target below $100 a share. (see ...

iPhone vs. Storm: The ball is back in BlackBerry’s court
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... Measured by market share, Apple’s (AAPL) iPhone continues what research director Paul Carton characterizes as “explosive growth.” Apple’s slice of the consumer smartphone market is now 23%, having grown 6 points since September and more than doubled since the introduction of the iPhone 3G in June. ...

Analyst: Steve Jobs’ “spirit” has been institutionalized
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0

A plague of iPhone flatulence
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... Note that sales accelerated once the program made it into the top 5. Note also that at 99 cents a pop, InfoMedia is now netting more than $10,000 a day. Apple’s (AAPL) cut is better than $3,000 a day. ...

Amazon’s Christmas bestsellers: Acer, Apple and Asus
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... You guessed it. It’s those seven premium-priced Apple (AAPL) MacBooks in a shopping cart dominated by stripped-down netbooks, heavily discounted Windows notebooks and a 2-for-1 “$100″ laptop. ...

Walmart’s iPhone sale starts Sunday
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... ) is something of a coup for Apple (AAPL). Walmart is the world’s largest retail chain — by far — with more than 7,000 mega-stores around the world and some 2.1 million employees. It finished its last fiscal year with nearly $380 billion in sales — earning it the No. 1 slot in the ...

Amazon’s Christmas bestsellers: Acer, Apple and Asus
MacBytes.com — ... ? You guessed it. It’s those seven premium-priced Apple ( AAPL ) MacBooks in a shopping cart dominated by stripped-down netbooks, heavily discounted Windows notebooks and a 2-for-1 “$100″ laptop. Except for the MacBooks and one $599 Toshiba, every computer on that list sells for less than $500. The seven MacBooks, by contrast, sell for three times as much: an average of $1,473.41, after rebates. It’s almost as if Macintosh buyers were insensitive to price, even in a recession. In fact, the best-selling Apple on that list isn’t the cheapest; it’s a $1,299 unibody MacBook marked ...

Yes Virginia, there is a $99 iPhone
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... AT&T (T) on Saturday began offering refurbished iPhones for the lowest price yet seen in the United States: $99 for a black 8GB iPhone 3G (refurbished) $199 for a black 16 GB iPhone 3G (refurbished) The price points are not entirely unexpected. For several weeks before Christmas, Apple (AAPL) blogs were buzzing with rumors that Wal-Mart (WMT) would be selling a new version of Apple’s iPhone at the magical $99 price. But it was not to be. On Friday, Wal-Mart confirmed that ...

What’s Macworld without its “living legend”?
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... “Fairly modest” is how Kaufmann Bros.’ Shaw Wu described investor expectations for the Expo, which runs from Jan. 5 - 9 in San Francisco and which Apple (AAPL) has already announced will be its last. “Frankly, we would be a little surprised if there is a major announcement, as we believe it would make better sense for Steve Jobs to do so himself at an AAPL event.” ...

Picturing a 9-inch iPod tablet
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... Perhaps it’s because expectations are so low. Or maybe it’s because nobody really knows what’s going on with Steve Jobs’ health. But less than a week before the start of Macworld 2009, the lead story on Techmeme’s news aggregator Wednesday morning was about a device that Apple (AAPL) is reportedly readying for release next September, at its annual iPod event. The mystery device is the long-rumored iPod tablet — an oversized iPod touch with a 7- or 9-inch screen. Three independent sources close to Apple ...

Apple’s Internet share registered strong gains in Dec.
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... Apple’s (AAPL) presence on the Web expanded to record levels in December, according to preliminary data released early New Year’s day by Net Applications. ...

Macworld: Hoping for a Steve Jobs surprise
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... special event in October, the audience will erupt with applause,  investors will be reassured, and Apple’s (AAPL) share price will soar. When Jobs made a surprise telephone appearance at Apple’s ...

Top 10 Macworld rumors for 2009
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... Apple’s (AAPL) last Macworld Conference and Expo opens Monday at San Francisco’s Moscone Center, but the real action starts Tuesday at 9 a.m. PT (12 noon ET) with senior vice president Phil Schiller’s opening remarks — the first Macworld keynote not delivered by Steve Jobs since ...

Macbook Air pre-keynote clearance sale
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... The road warrior’s Apple (AAPL) notebook, pulled with great fanfare from an interoffice envelope by Steve Jobs at Macworld 2008, is being steeply discounted this weekend, on the eve of Macworld 2009. ...

Live from Apple’s last Macworld!
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... Watch this space for our live coverage of the valedictory keynote Steve Jobs decided not to give — sending Apple (AAPL) senior vice president Phil Schiller to Macworld 2009 in his place. ...

Analyst reinstates Apple — for now
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0

Analyst: Steve Jobs is still in charge
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... Schiller had made a significant announcement, we would have seen that as a sign of a changing-of-the-guard, but that was not the case. In other words, Steve Jobs remains the primary spokesperson for the company and we expect him to continue to appear at special events for all major product announcements. More importantly, this is another sign that Steve Jobs remains the active  leader of the company, in our opinion.” Munster retains a Buy rating on Apple (AAPL) with a price target of $235 a share.        ...

iTunes music: The cost of removing Apple’s copy protection
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... Leave it to Apple (AAPL) to turn the lifting of restrictions into a profit center. If users convert every one of the 9 billion songs purchased from the iTunes Store over the past six years, a rich new revenue stream will flow toward Cupertino. Techcrunch’s Erick Schonfeld calls it Apple’s “ ...

Pogue rocks Macworld with “Where is Steve?”
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... Interviewed after the show, Pogue said that he did not intend to make light of Jobs’ health problems. He believes that the real reason Apple’s CEO skipped the keynote — confirmed, he says, by senior vice president Phil Schiller — was that Jobs reviewed Apple’s (AAPL) product line up for Macworld — upgrades of iWork and iLife and a 17″ laptop — and decided it wasn’t worth his time. That, says Pogue, not health concerns, is why Jobs had Schiller give the keynote in his stead. ...

iPod touch use “exploded” Christmas day
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... Did Apple’s (AAPL) unrelenting advertising campaign for the iPod touch as a game machine  (”The funnest iPod ever“) pay off this holiday season? Indirect data from two Web-based sources suggest it did — big time. Net Applications (a Web metrics firm), and AdMob (a mobile Web ad network) both produced graphs last week with sharp Christmas day spikes of the kind you usually see only from runaway hits. “iPod Touch requests on AdMob’s network exploded on December 25th,” according to AdMob’s ...

Jan. 1984: How critics reviewed the Mac
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... Anticipating the 25th anniversary of the Macintosh — unveiled by Apple (AAPL) in a Super Bowl ad on Jan. 24, 1984 — AAPLinvestors has assembled some choice quotes from the first wave of critical reviews. Below, a sample from their collection, to which we’ve added a few of our own (from Owen W. Linzmayer’s Apple Confidential 2.0). Our favorite: John Dvorak’s blistering critique of that newfangled pointing device called a “mouse.” Byte, Gregg Williams, February ...

Tracking the iPhone’s jagged growth
MacBytes.com — ... represents how frequently iPhone owners are using the Web, not iPhone sales or market share, it still tells us quite a bit about the iPhone’s growth over the past year and a half. First, by tracking the seven-day moving average (the red line in Vaccaro’s graph), we can see four clear spikes: The initial release in June-July 2007 Holiday sales in Dec. 2007 The release of the iPhone 3G in July 2008 Holiday sales in Dec. 2008 We won’t know how strong sales were in December until Apple ( AAPL ) releases its quarterly earnings next week (Jan. 21 at 5 p.m. EST), but based on the ...

How Apple could sell 77 million iPhones in 2013
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... One, from Citigroup’s Richard Gardner, focused on the short-term. He looked at inventory levels in Apple’s supplier channels, saw levels coming down, concluded that iPhone sales over the holidays were soft, and lowered his Apple (AAPL) price targets for the next three years. ...

Steve Jobs steps down; health problems “complex”
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... After hours trading in Apple (AAPL) was halted Wednesday on word that Steve Jobs — having learned that his health-related issues are “more complex” than he originally thought — is taking a six-month medical leave. ...

Steve Jobs takes a medical leave; says health problems are “complex”
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... After hours trading in Apple (AAPL) was halted Wednesday on word that Steve Jobs — having learned that his health-related issues are “more complex” than he originally thought — is taking a six-month medical leave. ...

The last time Tim Cook ran Apple
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... Apple (AAPL) shares dropped 7.56% to $78.88 in after-hours trading in New York on news Wednesday that COO Tim Cook was taking over day-to-day operations — a $6.7 billion hit on Apple’s market capitalization. This is not the first time Cook has stepped in while Steve Jobs dealt with a serious medical condition. Cook ran the shop for a month in 2004 while Jobs recovered from surgery that removed a malignant tumor from his pancreas (see here). The stock fell then too — down 2.3% on Aug. 2, 2004, the day after Apple announced ...

The perils of reporting on Steve Jobs’ health
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... Getting the kind of information about Steve Jobs’ health that Apple’s (AAPL) investors and customers deserve is tricky, as tech reporters discovered to their peril this week. ...

Despite everything, Mac sales grew year-to-year
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... In a holiday quarter in which the PC industry recorded dismal growth — its worst since 2002, according to Gartner Research — Apple (AAPL) sold more than 1.25 million Macintosh systems in the United States, up 8.3% from the same quarter last year. ...

Steve Jobs, chained to a rock
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... who hasn’t treated Jobs and doesn’t know details of his condition. (link) On Friday, Guglielmo, joined this time by John Lauerman and Dina Bass, reported that Jobs is considering a liver transplant. This time they cite “people who are monitoring his illness” and quote a doctor in Savannah, Georgia, who hasn’t treated Jobs and doesn’t know details of his condition. (link) Not content to feed on his liver, team Bloomberg called Apple’s (AAPL) CEO and somehow managed to get through. They wrote: “In a telephone ...

Steve Jobs, chained to a rock
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... who hasn’t treated Jobs and doesn’t know details of his condition. (link) On Friday, Guglielmo, joined this time by John Lauerman and Dina Bass, reported that Jobs is considering a liver transplant. This time they cite “people who are monitoring his illness” and quote a doctor in Savannah, Georgia, who hasn’t treated Jobs and doesn’t know details of his condition. (link) Not content to feed on his liver, team Bloomberg called Apple’s (AAPL) CEO and somehow managed to get through. They wrote: “In a telephone ...

Apple’s App Store: Has it peaked?
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... Six months after it opened for business, the store has published more than 15,000 programs for the iPhone and iPod touch and logged at least half a billion downloads — stats Apple (AAPL) trumpeted last Friday on its website and in full-page newspaper ads. ...

Spotlight on Apple’s hidden revenue stream
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... The failure of traders to take those 7/8ths into account is one of the reasons — along with concerns about the CEO’s health and the global economic slowdown — that Apple’s (AAPL) share price has fallen in just over a year from $202 to the low $80s. ...

Apple sales data: Half empty, half full
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... It continues to amaze me that analysts who specialize in Apple (AAPL) can look at the same data and come to such different conclusions. ...

Steve Jobs lawsuits face tough odds
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... The report Wednesday that the Securities and Exchange Commission is looking closely at Apple’s disclosures about the state of Steve Jobs’ health (link) follows speculation last week that stockholders are also likely to file lawsuits against the company. The issue, of course, is whether Apple (AAPL) and Jobs misled investors by issuing first good news (”hormone imbalance“) that drove the stock up, followed by bad news (”medical leave“) that drove it down. But even if Jobs has been less than ...

Live blog from Apple’s Q1 2009 earnings call
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... Tune in here for a live blog of Apple’s (AAPL) Q4 earnings call, expected to begin at 5 p.m. EST (2 p.m. PST) and last about an hour. ...

Apple Q1 earnings: Analyzing the analysts
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... ‘ Andy Zaky, representing a group of  unaffiliated analysts who track Apple (AAPL) in blogs, challenged the professionals who do it for banks and brokerage houses — and whom the bloggers believe are largely clueless (see ...

25th anniversary video: Steve Jobs unveils the Mac
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... The Mac’s real 25th birthday dates from Jan. 24, when the machine went on sale and a dapper-looking Steve Jobs — dressed in black tails and green bow tie — unveiled it at the Flint Center for the Performing Arts near Apple (AAPL) headquarters in Cupertino, Calif. ...

Why Steve Jobs should start a bank
MacBytes.com — ... ’s Karim Bardeesy makes an interesting — if slightly tongue-in-cheek — case that Apple owes it to the country to join the ranks of the money changers. The situation is dire, he says. The giant banks that took those taxpayer billions last fall aren’t lending it out, and credit is getting desperately tight. “If only someone, some company could step up as an act of duty for which they would receive the reward of profit.” The company he has in mind, of course, is Apple Inc. ( AAPL ), with its storied brand, proven retailing instincts, fanatical customer base, zero debt and $28.1 ...

25th anniversary video: Steve Jobs unveils the Mac
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... The Mac’s real 25th birthday dates from Jan. 24, when the machine went on sale and a dapper-looking Steve Jobs — dressed in double-breasted blazer and green bow tie — unveiled it at the Flint Center for the Performing Arts near Apple (AAPL) headquarters in Cupertino, Calif. ...

Apple vs. Palm: Geeks with grudges
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... The bad blood between Apple (AAPL) and Palm (PALM) that bubbled to the surface last week has a history that long predates Palm’s launch of the Pre, a smartphone that flatters Apple more sincerely than any of the other iPhone imitators. When asked at Apple’s earnings call last Wednesday how the iPhone was going to going to stay ahead of competitors nipping at its heels, you could hear the heat in acting CEO Tim Cook’s answer. “We think competition is good. It makes us all better. And we are ready to suit up and ...

IBM settles; Papermaster to join Apple in April
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... ) announced that it has resolved the lawsuit against a newly appointed senior vice president at Apple Inc. (AAPL) that was, for a brief moment last November, the ...

Why AT&T loves the iPhone (again)
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... ) Mobility’s websites seemed to be promoting every cell phone in their arsenal except for the iPhone — as if the company wasn’t sure the revenue coming in from iPhone users was worth the steep bounty it was paying Apple (AAPL) for each sale. ...

Five easy Apple charts
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... If a picture is worth a thousand words, here’s five grand worth of Apple (AAPL) news in charts and lists released over the past couple of days. ...

Five easy Apple charts
MacBytes.com — If a picture is worth a thousand words, here’s five grand worth of Apple ( AAPL ) news in charts and lists released over the past couple of days. 1. Web Brands. Apple scored No. 10 in ...

Apple: Here come the iMac rumors
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... Most Apple (AAPL) rumors will eventually come true — if you wait long enough. The hot one this weekend, launched by AppleInsider and embellished by the sites that feed like pilot fish on its scraps (see here), is that the company has told resellers that supplies of iMacs — Apple’s most popular desktop computer — will be “constrained in the immediate future.” “A sign,” writes AppleInsider’s Katie Marsal, “which this late in the product’s life-cycle ...

Apple starts 2009 with strong Net gains
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... Apple (AAPL) consolidated its 2008 holiday Internet market share gains with strong performances from the Mac, iPhone and iPod touch in January, according to preliminary data issued overnight Sunday by Net Applications. ...

Apple starts 2009 with strong Net gains
MacBytes.com — net-apps-jan-pie-chart Apple ( AAPL ) consolidated its 2008 holiday Internet market-share gains with strong performances from the Mac, iPhone and iPod touch in January, according to preliminary data issued overnight Sunday by ...

Apple starts 2009 with strong Net gains
MacBytes.com — net-apps-jan-pie-chart Apple ( AAPL ) consolidated its 2008 holiday Internet market-share gains with strong performances from the Mac, iPhone and iPod touch in January, according to preliminary data issued overnight Sunday by ...

Steve Jobs still drives a hard bargain
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... was the first in a decade he was spending with his family, Apple’s (AAPL) ailing CEO was on the phone screaming at the chairman of Sony Music ( ...

Analyst: iMac update “within a few weeks”
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... – around a possible refresh of Apple’s (AAPL) iMac line of desktop computers, Kaufman Bros.’ Shaw Wu issued a report to clients Monday morning with the latest update from his supply chain sources. ...

Why there are so many iPhone games
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... The obvious first answer is that games are very popular. Six out of the top 10 paid apps on Apple’s (AAPL) App Store are currently games or entertainment programs, which makes those categories particularly attractive to software developers ...

The great iPod migration
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... How will Apple (AAPL) persuade 100 million iPod users to trade up to an iPhone? That’s the problem Bernstein Research’s Toni Sacconaghi tackles in a report to clients Wednesday. ...

Can Apple save Hollywood?
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... So where does that leave Apple TV, the set-top box that Jobs unveiled two years ago as Apple’s (AAPL) path to Hollywood’s salvation? Originally a device for connecting a computer wirelessly to a TV, it was updated last year to allow shows and songs to be purchased or rented directly from the iTunes Store. ...

Apple is 14th fastest-growing tech company
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... Lists of the fastest-growing companies tend to be dominated by smaller firms. That makes sense; it’s a lot easier for a $30 million dollar enterprise to double in size than a $30 billion one. Which makes it all the more surprising to find Apple (AAPL) appearing for the first time in Forbes‘ ranking of America’s 25 Fastest-Growing Tech Companies — especially given the pummeling its shares have undergone over the past year (from nearly $200 a share in Dec. ‘07 to less than $100 today). But there Apple ...

Apple has NOT banned Facebook
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... (”Hand-Picked Tech News”) reported that Facebook had been banned “for life” from every Apple (AAPL) store in the United States — some 207 retail outlets in all, by my count. ...

Mike Abramsky’s bad Apple advice
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... A lot of Steve Jobs watchers were surprised three weeks ago when Mike Abramsky of RBC Capital Markets downgraded Apple (AAPL) to “underperform” and lowered his price target from $125 a share to $70. ( ...

Amazon unveils the new Kindle
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0

Amazon’s Kindle: Did Steve Jobs blow it?
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... Apple (AAPL) is an electronics manufacturing company; it provides music, movies, apps and even some books on the iTunes Store primarily to drive sales of Macs, iPods and iPhones. ...

Apple’s “sticky” iPhone
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... a “key differentiating factor”: “This software strategy enables a distinctive “stickiness” for the iPhone, which should enhance customer loyalty over the long-term. We believe ‘apps’ personalize iPhones to levels that competitors cannot match. We also believe strong interest in the App Store is helping to pull through iPod touch units.” Reitzes’ note was one of several generally positive reports on Apple (AAPL) issued this week by analysts who track the stock. FTN Equity Capital ...

Three minutes of Apple nostalgia
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... But it’s more than that. It’s also, in the middle section, a visual reminder of how badly Apple (AAPL) lost its way during Steve Jobs’ exile — not just in the parade of boring beige boxes designed to look like IBM PCs, but in a series of failed experiments perhaps best forgotten: ...

Mike Abramsky’s bad RIM advice
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... When we last visited Mr. Abramsky, he had issued a price target for Apple (AAPL) of $70 — the lowest of all the analysts who track the stock — three weeks before the shares shot past $100. See ...

New Chinese iPhone talks target May 17 — reports
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... , offered a recap of the sticking points that seem to have scuttled negotiations between Apple (AAPL), which is desperately seeking a partner in the world’s largest cell phone market, and China Mobile, the country’s — and the world’s — largest carrier (415 million subscribers at last count). ...

iPhone now represents 51% of U.S. smartphone traffic — report
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... But according to AdMob, one of the largest mobile Web ad networks, Apple’s (AAPL) handsets now dominate mobile Web traffic in almost every category. ...

New Chinese iPhone talks target May 17 — UPDATE
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... , offered a recap of the sticking points that seem to have scuttled negotiations between Apple (AAPL), which is desperately seeking a partner in the world’s largest cell phone market, and China Mobile, the country’s — and the world’s — largest carrier (415 million subscribers at last count). ...

Analyst: iPhone nano “may not see light of day”
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... All three devices are just waiting for a green light from Apple (AAPL), according to Wu’s sources among the company’s Asian suppliers, and could be readied for launch in either the June or September quarter. ...

An Apple Store for Brooklyn?
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... For the benefit of my neighbors and any scouts from Apple’s (AAPL) retail division who might be reading this, I’ve excerpted Racked’s handicapping and a few of the comments. But because none of this will mean anything to the rest of the world, I’ve put it below the fold. ...

Tracking the iPhone’s bubble of hype
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... Think of the jagged light blue line in the fever chart at right as the bubble of hype that keeps Apple’s (AAPL) iPhone floating above of its competitors. ...

iPhone Still Winning Mindshare War (AAPL)
Silicon Alley Insider — ... Think of the jagged light blue line in the fever chart [above] as the bubble of hype that keeps Apple’s (AAPL) iPhone floating above of its competitors. ...

Tracking the iPhone’s bubble of hype
MacBytes.com — Google trends iPhone snapshot (2) Think of the jagged light blue line in the fever chart at right as the bubble of hype that keeps Apple’s ( AAPL ) iPhone floating above of its competitors. What you’re looking at is a snapshot of a Google Trends chart comparing the number of times the word  “iPhone” appears in a Google search request with the words “Palm” ( ...

Now everybody has an App Store
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... It’s Mobile World Congress week in Barcelona, where the city’s famous pickpockets have dozens of new gadgets to choose from, and the shadow of Apple’s (AAPL) iPhone once again looms large. ...

Steve Jobs as Eustace Tilley
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... Since 1994, the magazine has invited contributing artists to reinterpret Tilley in a style appropriate for the times. In 2008, Colombian graphic artist Camilo Ramirez decided that if Tilley were alive today, he would look like Apple (AAPL) CEO Steve Jobs, wear a black turtleneck and carry an iPhone. ...

Report: Mac sales off 6% in January; iPod off 14%
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... January was a slow month for Apple (AAPL) — even slower than Wall Street thought it was going to be. Mac unit sales were down 6% compared with last January, according to NPD data released Tuesday. iPod sales fared even worse, down 14% year to year. The Street was expecting Mac sales to be off by only 4% and iPod sales off 11%, according to Piper Jaffray’s Gene Munster. In a report to clients issued Tuesday afternoon, Munster estimated that Mac sales for the March quarter (Apple’s second fiscal quarter) will be somewhere ...

Microsoft plays the heavy in the smartphone wars
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... If Apple (AAPL) is the elephant in the room this week in Barcelona, dominating the cellphone industry’s annual showcase without having to show up (see here), Microsoft (MSFT) is the 800 pound gorilla — throwing its weight around and scaring all manufacturers. That’s the conclusion of Daniel Eran Dilger in a long Roughly Drafted post entitled “Did Microsoft Kill Android at Mobile World Congress 2009?“ “How does one sell an aging mobile operating system lacking the ...

In dismal economy, MacBook outlook slightly brighter
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... This follows a January survey that recorded only the second dip in planned Mac purchases since ChangeWave starting tracking Apple’s computers. The first one, reported last September, sparked a massive sell-off in Apple (AAPL) shares. See ...

Report: Apple has cornered the flash memory market
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... Apple (AAPL) is using that leverage to full advantage as it prepares to launch its next generation iPhone, according to a report published Wednesday in ...

Top-secret Microsoft prototype stolen in Barcelona
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... ) announced the launch of Windows Mobile 6.5 — the software giant’s answer to Apple’s (AAPL) iPhone and Google’s ( ...

The half-life of an iPhone app
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... , there were 22,235 applications on Apple’s (AAPL) iTunes App Store competing furiously with one another for the attention anybody with an iPhone or an iPod touch. ...

A taxonomy of iPhone competitors
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... Who can keep track of all the touchscreen smartphones — and their attendant app stores — that emerged from Mobile World Congress this week to compete with Apple’s (AAPL) iPhone? ...

Report: Steve Jobs has logged off
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... It takes him nine paragraphs to get to it, but there’s a nugget of Apple (AAPL) news in Robert X. Cringley’s latest column, “ ...

Analyst: iPhone benefits from carrier rate war
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... AT&T’s rivals have become more aggressive about their pricing, and that — paradoxically — could be good for Apple (AAPL), according to Kaufman Bros.’ analyst Shaw Wu. ...

Apple’s growing cash hoard
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... Two days before Apple’s (AAPL) annual meeting — the first in more than a decade that Steve Jobs won’t attend — Financial Alchemist’s Turley Muller offers beleaguered shareholders a statistic that should offer some comfort: Apple’s cash holdings have grown at an annual rate of 50% (year-to-year) or more every quarter for the past two years. (link) “Cash flow, not earnings, best reflects a firm’s investment prospects,” writes Muller in a post published ...

Steve Jobs is 54
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... If you haven’t seen it — or haven’t heard it recently — we give you Apple’s (AAPL) CEO on life, death and calligraphy. ...

Windows 7: Trouble on the upgrade path
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... — the successor to the much-maligned Windows Vista — they may be tempted to switch to Linux or Apple’s (AAPL) Mac OS X. ...

A peek inside Apple’s shareholders meeting
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... The press was barred from bringing laptops, iPhones or any other communication devices into the Apple (AAPL) shareholders meeting that began at 1 p.m. EST (10 a.m. PST) Wednesday — much to the chagrin of CNBC’s ...

White hat hackers target the iPhone
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... How secure is your smartphone? We may find out next month. 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 (AAPL) iPhone, a Research in Motion (RIMM) BlackBerry and phones running on Google’s (GOOG) Ambian, Microsoft’s (MSFT) Windows Mobile and Nokia’s (NOK) Symbian operating systems. The contest, sponsored by 3Com’s (COMS) TippingPoint ...

In Japan, iPhones are now free
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... , the exclusive carrier of Apple’s (AAPL) smartphone in Japan, will give anyone who signs a two-year contract a free 8GB iPhone 3G. If customers prefer the 16GB model, that will cost them $118 (reduced from $350). ...

iPhone finally reaches 1 million mark in U.K.
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... It took 16 months, but O2 UK, Telefonica’s (TEF) British subsidiary, managed to sell its 1 millionth Apple (AAPL) iPhone before its parent company released its 2008 earnings report Thursday. But as several news sources (here, here) were quick to point out, Nokia (NOK) a year earlier managed to reach the same milestone in less than half the time, selling 1 million N95 smartphones in the U.K. in just seven months. (link) “iPhone sales are continuing to accelerate,” said Matthew Kay, CEO of ...

Report: iPhone has “commanding lead” on Web
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... The Web metrics firm Net Applications issued its first survey of the mobile search market overnight Sunday, and Apple’s (AAPL) iPhone emerged with what the report describes as a “commanding lead.” ( ...

Apple’s Net share slipped in February
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... The numbers are still in flux, but preliminary figures released Sunday morning by Net Applications show Apple’s (AAPL) Internet market share dropping a couple percent in February. One chart shows Mac OS X with a 9.61% share, down from 9.93% in January. Another puts the share at 9.71%, down 2.22% for the month. The latter seems consistent with other data in the report and is likely to withstand review. In a separate report, the Web metrics company took its first detailed look at mobile Web browsing and found the iPhone with a ...

Film: Inside the cult of Mac
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... If you want to meet a lot of people who wear funny hats, stroke and kiss their personal computers, and care passionately enough about Apple (AAPL) to make sexual decisions based on what OS you’re using, you’ve come to the right section in the video store. ...

Apple tops Fortune’s “most admired” list — again
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... For the second time in as many years, Apple Inc. (AAPL) is No. 1 on Fortune Magazine’s list of the World’s Most Admired Companies. ...

Apple’s new Macs: Marketing by spy shot
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... Something like that — by design or accident — seems to have happened with the new Apple (AAPL) products announced Tuesday: a new Mac Pro and updated iMacs, Mac minis, Time Capsule Wi-Fi  and Airport Extreme base stations. See the press releases  ...

Oppenheimer: New iMac a better deal than Dell, HP
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... In reviewing Apple’s (AAPL) new desktops Tuesday, some analysts chided the company for not setting “more aggressive price points,” as Kaufman Bros.’s Shaw Wu put it, given today’s “tough macroeconomic environment.” But not Oppenheimer’s Yair Reiner. He did a spec-by-spec comparisons with comparable Dell (DEL) and Hewlett-Packard (HPQ) machines. His surprising conclusion, given Apple’s reputation for premium pricing: he found the new iMacs to be “a better value than ...

Oppenheimer: New iMac a better deal than Dell, HP
MacBytes.com — iMac 3/3/09 In reviewing Apple’s ( AAPL ) new desktops Tuesday, some analysts chided the company for not setting “more aggressive price points,” as Kaufman Bros.’s Shaw Wu put it, given today’s “tough macroeconomic environment.” But not Oppenheimer’s Yair Reiner. He did a spec-by-spec comparisons with comparable Dell ( DEL ) and Hewlett-Packard ( HPQ ) machines. His surprising conclusion, given Apple’s reputation for premium pricing: he found the new iMacs to be “a better value than competing Windows-based products.” Specifically… “A side-by-side ...

Amazon’s Kindle hits the iPhone
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... ) Jeff Bezos is more interested in selling books than selling Kindle electronic book readers, the answer showed up on the iTunes App Store overnight Wednesday: a free application to read Kindle books on Apple’s (AAPL) iPhone. ...

iSuppli: Smartphone sales could grow 11% in 2009
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... There’s good and slightly less good news for Apple (AAPL) in a report issued by iSuppli on Wednesday. Against a backdrop of slowing sales growth in the overall mobile handset market, the El Segundo, Calif.-based research firm sees a bright spot in smartphones. The report offers two scenarios for 2009 and beyond. Its best-case forecast calls for global smartphone unit shipments of 192.3 million units in 2009, up 11.1% from 173.6 million in 2008. Its more pessimistic outlook calls for growth of only 6% this year, or 183.9 ...

Wu on Windows 7: “Headline risk” for Apple
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... ) new version of Windows is probably still a couple quarters away from official release, but Kaufman Bros. analyst Shaw Wu is already trying to measure its negative impact on Apple (AAPL). ...

Apple so far immune to PC price “collapse”
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... Apple (AAPL) is the exception to what one analyst describes as a “permanent and structural” collapse of PC pricing and revenue triggered by the onset of the recession and the rise of low-cost netbooks. ...

Apple’s App Store: 25,000 apps and counting
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... Other smartphone manufacturers may be rushing out their versions of Apple’s (AAPL) App Store — the latest being Research in Motion’s ( ...

June 8: The day Steve Jobs returns?
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... The “end of June” is how long Steve Jobs said his medical leave would run when he announced in January that he was temporarily stepping down as Apple’s (AAPL) CEO. ...

Apple’s first D.C. store: Design by committee
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... It took five tries — and four redesigns –  but Apple (AAPL) last week finally won approval to build a retail outlet in Washington D.C., its first in the nation’s capital. ...

Steve Jobs: Please approve the missing children app
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... Software developers frustrated with Apple’s (AAPL) sluggish and seemingly arbitrary procedures for reviewing iPhone applications for inclusion in the App Store have been struggling to find a way to get their complaints heard. ...

What’s Wintek making for Apple?
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... The Chinese-language Commercial Times reported Monday that Wintek, a Taiwanese maker of LCD displays, will supply touchscreen panels for a mysterious new Apple (AAPL) product, with shipments to begin the second half of the year. ...

What’s Wintek making for Apple? - Update
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... The Chinese-language Commercial Times reported Monday that Wintek, a Taiwanese maker of LCD displays, will supply touchscreen panels for a mysterious new Apple (AAPL) product, with shipments to begin the second half of the year. ...

Video: Apple’s Woz does the cha-cha
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... That Steve, of course, was Steve Wozniak, co-founder of Apple Computer (AAPL), making his first — and probably his last — foray into competitive ballroom dancing, doing a cha-cha to “You Ain’t Heard Nothin’ Yet” with a wide showman’s grin and pink feathered boa. ...

Mac sales bottomed out in February, says analyst
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... Piper Jaffray’s target for Apple (AAPL) is $180 per share. The stock was going for $88.41 — up more than 6% — in midafternoon trading Tuesday. ...

Steve Jobs: Please approve the missing children app - Update
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... Software developers frustrated with Apple’s (AAPL) sluggish and seemingly arbitrary procedures for reviewing iPhone applications for inclusion in the App Store have been struggling to find a way to get their complaints heard. ...

Apple’s Snow Leopard may be delayed - analyst
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... Mac OS X 10.6 Snow Leopard, the update of Apple’s (AAPL) current Macintosh operating system that Steve Jobs said would ship in “about a year” when he introduced it last June, may not arrive until later this summer or fall. ...

Is Apple laying off or staffing up?
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... It’s hard to make sense of the conflicting reports of recent layoffs at Apple (AAPL). Valleywag’s gossip editor in two separate posts said as many as 50 employees were laid off ...

iPod talks, Apple whispers
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... Could Apple’s (AAPL) new product marketing machinery get any more efficient? Gone are those high production value Macworld keynotes starring Steve Jobs (he last appeared in 2008). Gone too, apparently, are the Special Events for selected press at Apple’s Cupertino headquarters (the last, in the fall, featured Jobs). Last week’s refresh of the Mac desktop line was accomplished with a drumroll of spyshots and a pair of press releases, yet there didn’t seem to be any lack of media interest. (See here.) ...

iPhone sales grew 245% in 2008 - Gartner
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... Apple’s (AAPL) iPhone was the fastest-growing smartphone of 2008, despite end-of-year sales that failed to maintain the blistering pace set in July with the launch of the iPhone 3G, Gartner researchers reported Wednesday. ...

What’s on your iPhone 3.0 wish list?
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0

Stewart slams Cramer with Apple video
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... The highlight of Thursday night’s appearance of CNBC’s Mad Money host Jim Cramer on The Daily Show with Jon Stewart — which both NBC and Comedy Central had done their best to promote as the grudge match of the century — turned out to be a two year old TheStreet.com video of Cramer being interviewed about about how easy it is to manipulate Apple’s (AAPL) stock price. ...

App store: How to make a quick $1.5 million
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... No wonder Greenstone — who started out writing shareware games for the Apple (AAPL) IIGS and made his first fortune writing Mac games like the original Nanosaur, Bugdom and Cro-Mag Rally — has ...

Kevin Rose: How iPhone Copy + Paste will work
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... “confirmation” that Apple (AAPL) will finally introduce a copy-and-paste function in iPhone 3.0, the update to the device’s basic operating system scheduled to be unveiled at a special event this Tuesday, March 17. ...

Mac, iPod sales each down 16% in February - NPD
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... The Apple (AAPL) numbers released by the NPD Group Monday were even worse than those predicted by Piper Jaffray’s Gene Munster last week, yet he sees them as “a neutral or a slight positive” for the stock, given the uncertainties surrounding the entire computer industry this quarter. NPD reported Mac and iPods sales both down 16% year to year in February, according to a report issued Monday to Piper Jaffray clients. Analysts had expected both numbers to be down, given how strong sales were in February 2008, but not ...

What to expect from iPhone 3.0
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... The first thing to remember about Apple’s (AAPL) iPhone 3.0 special event, announced last Thursday and scheduled for Tuesday at 1 p.m. ET (10 a.m PT), is that it has been billed as “an advance preview.” That means no new software — and certainly no new hardware — is likely to be released to the public today. What Apple is hosting is an invitation-only event for developers so they can learn about a new iPhone SDK (software development kit) and get a sneak peek at the third major build of the iPhone’s ...

Major iPhone upgrade coming this summer
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... Apple (AAPL) unveiled a slew of new features — more than 100 in all — in the third major revision of the iPhone’s basic operating system. Among the enhancements demonstrated at a special media event at its Cupertino headquarters on Tuesday were many of the functions users had been clamoring for — in some cases for nearly two years. Among the highlights: ...

Apple posts video of iPhone 3.0 preview
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... For those who couldn’t make it to Cupertino, Calif., Tuesday, Apple (AAPL) has posted a Quicktime video of its iPhone OS 3.0 special event. ...

How the iPhone App Store grows
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... presentation Tuesday, Apple (AAPL) offered some new statistics on how the iPhone App Store is growing — including its first update since Jan. 16 of the number of App Store downloads. ...

Is IE8 the Vista of Web browsers?
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... . And since Microsoft has made it clear that it has no intention of writing a version for the Apple (AAPL) Macintosh, I may never use it. ...

Apple briefs: HD flicks, Cramer picks, Palm misses
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... Tuesday’s iPhone 3.0 special event drew the biggest headlines, but that wasn’t the only Apple (AAPL) news that broke this week. The highlights: HD movies on iTunes: On Thursday, the company announced that its collection of high definition movies, hitherto available only through the Apple TV set-top box, can now be purchased or rented on the iTunes Store for viewing on a Mac, PC or widescreen TV. Is this a sign that Apple is losing interest in its “hobby”? The pickings for now are slim — only ...

Smartphones 1, Hackers 0
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... computer security division, pitted some of the world’s sharpest hackers and computer security experts against five smartphones: an Apple (AAPL) iPhone, a Research in Motion ( ...

Rumor round-up: Major iPhone hardware upgrade
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... The pace of iPhone rumors has picked up significantly since Apple’s (AAPL) iPhone 3.0 special event last week, and Monday yielded an especially rich crop. Getting the most attention is the 10-point memo from The Boy Genius Report, a blog with unusually good sources within AT&T (T). But details are pouring in from a wide variety of unofficial outlets, sketching the outlines of what’s shaping up as a major hardware upgrade — one that’s perhaps even more significant than last summer’s release of the ...

China Unicom posts ad for iPhone
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... Although no deal has been announced, China Unicom posted ads for Apple’s (AAPL) iPhone - including specifications for the model now on sale in nearly 80 countries - on an official China Unicom ...

Is wave-to-pay coming to the iPhone?
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... Apple’s (AAPL) iPhone on its Shanghai website — even though no agreement to sell the device in China has been announced — are some of the ...

iPhone App Store: 30,000 apps, but slowing
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... Eight months after it opened with 500 applications for the iPhone and iPod touch, Apple’s (AAPL) App Store is set to hit 30,000 apps some time Thursday, according to the count maintained by ...

Major Apple event set for June 8-12
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... Apple (AAPL) mailed out invitations on Thursday for its 2009 World Wide Developers Conference (WWDC) — the premier event for anyone working on software for the Mac, iPhone or iPod touch. ...

Has Apple begun clearing iPhone 3G inventory?
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... Staffers at Apple’s (AAPL) flagship Fifth Avenue store in New York City confirm that as of Thursday at 8 a.m., customers are now permitted to buy unlimited quantities of iPhones without an AT&T contract — the very thing the company was working so hard to prevent in late 2007 when the devices were being snapped up in large quantities to be unlocked and re-sold in overseas markets. (See here.) The new policy — which applies to all U.S. Apple stores — is similar to AT&T’s (T) “no ...

How Microsoft put Apple on the defensive
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... Her name is “Lauren” and she’s driving the Apple (AAPL) guys nuts. She’s the young, hip, Volkswagen-driving redhead who stars in the latest Microsoft’s (MSFT) TV campaign. Told that if she can find a 17-inch laptop for under $1,000 she can keep it, Lauren ends up — to the Mac aficionados’ dismay — with an HP (HPQ) running Windows Vista. “I would have to double my budget, which isn’t feasible,” Lauren says as she drives away from an Apple Store, where 17-inch notebooks ...

Skype by the numbers
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... Skype, the world’s most popular program for making free overseas phone calls over the Internet, is scheduled to be released as a free download to Apple’s (AAPL) iPhone and iPod touch on Tuesday, according to ...

Skype by the numbers - Update
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... Skype, the world’s most popular program for making free overseas phone calls over the Internet, was released as a free download to Apple’s (AAPL) iPhone and iPod touch on Monday. You can get it here. This could be big. How big? Let’s look at the numbers. In 2008, Skype users spent 33 billion minutes talking to people in other countries, representing 8% of all international voice traffic, according to TeleGeography Research. (link) That makes it the world’s No. 1 provider of ...

Wired’s guide to iPhone piracy
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... According to Chen, Apple’s (AAPL) iTunes App Store is becoming an increasingly juicy target for software pirates. He cites an estimate by the research firm ...

All about Microsoft’s “Lauren”
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... Her hair is red, her eyes dark brown, her physique slim. She stands 5′8″ in her stocking feet and weighs 113 lbs. in her birthday suit. Her name is Lauren De Long, and she set a million geek hearts aflutter with her spunky performance in the now famous “you find it, you keep it” PC ad, in which she chose an HP (HPQ) Pavillion running Microsoft (MSFT) Windows Vista Home Edition over any computer in the Apple (AAPL) store. She also set off Apple 2.0’s hottest flame war — 402 comments and counting ...

Competitors gaining on the iPhone
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... Apple’s (AAPL) iPhone still has what Net Applications describes as a “commanding lead” in the smartphone search market, but its competitors are gaining fast, according to preliminary data issued overnight Tuesday. When Net Applications issued its first survey of this market last month, it reported that nearly two out of every three Web searches conducted from a mobile phone in February were made from an iPhone. As Net Applications measures it — a big caveat (see below) — the iPhone’s share ...

Windows Net share shrank 3.68% year to year
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... In the same period, Apple’s (AAPL) Mac OS’s Net share grew to 9.77%, up 2.29 points (30.61%) and the iPhone’s grew to 0.49%, up 0.34 points (226.67%). ...

Why Boxee loves Apple
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... So we asked Avner Ronen, the Israeli-trained software engineer who founded Boxee, how it came to be that 92% of his users are running Apple (AAPL) products? ...

Apple stock is up 31 percent this year
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... The stock is not what it was in 2007, when it rose nearly 136% in the space of 12 months, but Apple (AAPL) is off to a good start in 2009. ...

FCC asked to probe iPhone’s Skype restrictions
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0

Group asks FCC to probe iPhone Skype restrictions
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... It didn’t take long for Skype’s free application for Apple’s (AAPL) iPhone to climb to the top of the App Store bestseller list — nor for net neutrality advocates to cry foul over the restrictions placed on its use. ...

iPhone fear and loathing
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... ” in Apple Matters on June 15, 2007 — two weeks before Apple (AAPL) released the first model. And CNet.com ran its video “ ...

Is the Apple press falling into Microsoft’s trap?
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... ) Pavilion over a Mac. And once again, the Apple (AAPL) press has gone after the buyer’s choice with its teeth bared, digging into the machine’s innards and ripping them apart, spec by spec. ...

Barclays raises its Apple target 26%
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... Anticipating a new family of iPhones in June and a new ultraportable later in the year, Barclays Capital’s Ben Reitzes has raised his price target for Apple (AAPL) shares to $143 from $113 — a 26% increase — and upped his earnings estimates across the board. ...

Apple tops in cap growth, bottom in CEO pay
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... , Birinyi Associates’ Cleve Rueckert lists the 40 S&P 500 stocks with the largest changes in market capitalization so far this year. Although other shares have scored higher percentage gains — some more than 100% — Apple (AAPL) tops this list on a total dollar value basis. Since Dec. 31, 2008, its shares have grown 35.9%, adding more than $27 billion to its market cap. ...

16% of teens, 30% of professionals plan to buy iPhones
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... Two surveys released Tuesday, one of American teenagers, the other of professionals and early adopters, show interest in Apple’s (AAPL) iPhone holding steady despite increased competition from Research in Motion ( ...

Apple building 5-6 million new iPhones - Analyst
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... about Apple’s (AAPL) future iPhone plans, Kaufman Bros.’ Shaw Wu weighed in early Wednesday with a new report from his supply chain and industry sources. ...

Analyst Reports Apple Building Two New iPhone Models
iPhone Savior — ... at the WWDC on June 6th, he did stir up rumors that AT&T may finally be giving into pressure to offer tiered monthly data plan pricing. "Wu’s sources indicate a “high likelihood” that AT&T will come out with more flexible “tiered” data plans to replace the one-size-fits-all $30 a month unlimited plan that has run into resistance among newly price-conscious consumers." Elmer-DeWitt reported. Wu is holding steady with his “buy” rating on Apple, Inc. (AAPL) with a $120 price target. [Read entire ...

New iPhone components falling into place
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... Not much news leaks out of Apple’s (AAPL) tight-lipped Cupertino campus. The suppliers and developers working on the new family of iPhones, however, are another matter. ...

Behind Microsoft’s “Apple tax” gambit
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... ) raised the stakes in its anti-Apple (AAPL) PR offensive Thursday by issuing a 10-page “white paper” that puts a price tag on what it calls the “Apple tax” — the premium paid by consumers who choose Apple computers over those that run Microsoft Windows. ...

Is Steve Jobs really in charge?
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... In what reads like a strategic leak from Apple’s (AAPL) Cupertino boardroom, the Wall Street Journal reports in its Saturday edition that Steve Jobs — half-way through a six-month medical leave — still “maintains his grip” on the company from his Palo Alto, Calif., home. But the evidence the Journal offers doesn’t go much beyond Jobs’ January statement to Apple’s staff that he planned “to stay involved in major strategic decisions while [he was] out.” ...

Kaufman’s Wu changes tune, ups Apple target 26%
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... Less than three weeks after sounding a bearish note on Apple (AAPL) by dropping the stock from his firm’s “Focus List,” Kaufman Bros. analyst Shaw Wu turned around Monday and raised his price target to $152 a share, up from $120. ...

Forrester: Top 4 reasons IT should support the iPhone
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... In the early days of Apple’s (AAPL) iPhone, when corporate IT managers were taking their first close look at the device (and wondering whether it would find a place in their organizations alongside Research in Motion’s ( ...

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