Subject:::Apple, HTC and Microsoft: Out of the Courts and Out of Our Hands - Mobility TechZone MobilityTechzone eNewsletter
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Date: 11/14/2012
   

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  From The Expert Corner


November 14, 2012

Apple, HTC and Microsoft: Out of the Courts and Out of Our Hands

By Carl Ford

This has been an interesting week and one that makes me think long and hard about the future.

This article is going to take its normal circular route to look at the market and ask the question, “Is there anything more to the HTC and Apple detente that we should consider?”


I have written recently about the fact Apple has a pricing problem where it really is driving people to the iPhone 5 as opposed to iPad mini and the iPad itself. While they built the mini to compete with the 7 inch equivalents, they did not hit a price point that kept them in the running. So we have to ask ourselves, is the iPad mini competing with anything other than the iPad itself? Most of my friends say no.


On Microsoft’s side, the company has discovered that after years of unwarranted upgrades, the redesign of Windows has been a bridge too far for general consumer adoption. This has led to Sinofsky’s departure. I have a very positive outlook about the upgrade, but it has been with the understanding that it was an OS for the next generation of products and not the desktop... Read More

  From The Blogs



The Bearish Case on Apple

November 13, 2012
Rich Tehrani : Communications and Technology Blog - Tehrani.com
By: Rich Tehrani

With Apple's stock down more than 20% it isn't difficult to find lots of analysts willing to make the case the shares have further to drop. Regardless of whether you are an Apple bull or bear it is worth pointing out the company's challenges. Wim Lewi has some in-depth analysis of Apple's past and forward-looking sales and the piece is worth a read for investors.


Perhaps the most compelling argument he makes is the replacement sales of devices will lengthen from 2 to 2.8 years. While it is difficult to ascertain just how much longer people will wait to upgrade, it seems clear that there seem to be less ways to improve a phone or tablet. Yes, they become faster, thinner and pack more pixels but we are literally splitting hairs at this point... Read More

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