Apple

Is the iPhone a Misfit Toy?

AllThingsD posted Verizon‘s 3 new Christmas-themed commercials bashing Apple’s iPhone, simply because of it’s reliance on AT&T‘s network.  AT&T is the only reason why I am currently iPhoneless.  Calling it a “misfit toy” was a clever touch: httpv://www.youtube.com/watch?v=4JgrBtn8XdU I never ask anyone for anything, but there is one product I’m yearning for and upon its release, I’ll…

iPhone Halloween Costume

This is pretty cool, these guys strapped giant LCD TVs to themselves to become iPhones for Halloween.  Don’t trip, guys! [youtube=http://www.youtube.com/watch?v=xIjBqFMwM08] Hat Tip Eric Jackson (Ironfire Capital)

The Danger of Earnings Season Extrapolation

Yes, we all get excited when an Amazon.com scorches their earnings forecast or when an Apple Inc. Suge Knights the whole sell-side with a massive beat, but should that enthusiasm really spread to other stocks? One of the dangers of extrapolating the good earnings reports out of Apple, Amazon or Intel is that in reality,…

Texas Instruments: Note To Self

Talk about having your thunder stolen!  Reporting earnings at the same time as Apple is like playing the second stage at Lollapalooza as the Chili Peppers take the main stage.  Supposedly, crickets could be heard on the Texas Instruments (TXN) conference call along with the quiet yearning of the second string sell-side analysts who wished they were…

Crushing Earnings Estimates? There's an App for That.

I’m utterly in awe of the great American earnings machine that is Apple Inc (AAPL). This evening’s earnings report eruption was utterly remarkable given the environment. From All Things Digital: Apple’s September quarter saw, among other things, the release of Snow Leopard, the latest upgrade to its OS X operating system and the first public…

Does Microsoft Have It's Swagger Back?

[vodpod id=Groupvideo.3040005&w=425&h=350&fv=%26rel%3D0%26border%3D0%26] Over the weekend, the eggheads at Knowledge@Wharton posted an update on Microsoft‘s new focus on driving innovation.  The score so far is something like Google/Apple 50, Microsoft 1 (Bing‘s working) in terms of innovation, but in technology, this can change out of nowhere (see Palm Inc for an example). It’s also worth noting…

More Hot Links: Tech Edition

More Hot Links for Weekend Reading The New York Times Media & Advertising section comes out blasting at the tech blogs that are eating into the Times’ audience.  They point out how often the big tech blogs like Gizmodo and TechCrunch run with false rumors either deliberately or because of sloppiness, such as the recent…

Close the Book on Barnes & Noble, Kindle's Here

[vodpod id=Groupvideo.2472318&w=425&h=350&fv=%26rel%3D0%26border%3D0%26]   Amazon’s Kindle is about to light Barnes and Noble on fire and stomp on the ashes. Yeah, I said it.  What. I’ve been a big reader all my life.  In fact, I go through books like Mary Kate Olsen goes through pills, and if I can help it, I’ll go to Barnes…

Market Recap: Hotel, Motel, Holiday Inn…

[youtube=http://www.youtube.com/watch?v=-PKhMe3e0uU] The Reformed Broker, AKA Derick Sermon, here with today’s Market Recap… They loved everything about Apple (AAPL) today, and the stock was up over 3 bucks from the open.  iPhones and China are like peanut butter and chocolate, a can’t-miss combo.  Anything hotel or lodging-related was also on fire, with the Hotel/Motel REIT sector rallying over 12%…

Market Recap: Cars and Bikes

 [youtube=http://www.youtube.com/watch?v=Z19zFlPah-o] The Reformed Broker, AKA The Mongoose Californian, here with today’s Market Recap… Does anyone or anything suck as much as General Motors (GM)?  Even Ford (F), up 10% plus today, seems to be picking itself up off the mat these days, although the Goldman Sachs Conviction Buy List kudos probably didn’t hurt. On a…