China
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Missing the (Bamboo) Forest for the (Apple) Trees
Apple laid the blame for its market-mangling earnings miss on China, noting “over 100 percent of our year-over-year worldwide revenue decline occurred in Greater China.” The announcement roiled markets and unleashed the usual hurricane of evergreen opinions about Apple’s premium pricing and perceived pace of innovation, differentiation in the smartphone market, and the wisdom of…
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The Hole in Android and Google’s Double Pony Problem
Android is on fire and Gartner predicts it will be the number two mobile operating system worldwide this year, surpassing Apple and RIMM, but behind the seemingly immortal Symbian. Google embraced the ubiquity strategy and it is working. But they’re getting a free pass on whether it makes money on the assumption that Android handset…
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Conspiracy Theorizing
Reaction to the disclosure of University of East Anglia Climatic Research Unit internal email is predictably bimodal. “Deniers” see it as conclusive proof global warming is a fraud. True believers are righteously ignoring the contents altogether because of how the information was acquired (it took me a while to get a Pentagon Papers reference this…