Saturday, March 2, 2013

AAPL: With international smartphone buyers clamoring...

10:20 AM With international smartphone buyers clamoring for large displays and cheap Android phones spreading like wildfire in fast-growing emerging markets, "Apple’s (AAPL) competitors are finally doing a better job of making the kinds of phones that customers want," writes The New Yorker's James Surowiecki, summing up the biggest fear on investors' minds. But Apple has shown a knack for innovating its way out of tough spots, and can do so again. "Failing to build a phablet or a cheap phone may well have been mistakes, but they’re fixable mistakes." Read comments

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AAPL price at time of publication: $430.47. Check AAPL price now »

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Friday, March 1, 2013

AMZN: VMware (VMW) appears set to step up its battle...

7:03 PM VMware (VMW) appears set to step up its battle with Amazon Web Services (AWS): the company is reportedly working on a solution that lets clients move private cloud workloads onto a VMware-owned cloud infrastructure. The report comes as sales of VMware's costly vCloud suite pick up among private and public cloud owners, and CEO Pat Gelsinger all but declares war on AWS, which is expected by Oppenheimer to produce $3.25B in 2013 sales. Also reportedly in the works is Project Zephyr, a public cloud that directly competes with AWS, Google, Microsoft, and Rackspace. Read comments

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AMZN price at time of publication: $265.74. Check AMZN price now »

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