Friday, November 2, 2012

GOOG: Three out of every four smartphones shipped in...

11:48 AM Three out of every four smartphones shipped in Q3 were Android devices, estimates IDC, as the dominant international position of Google's (GOOG) OS allowed it to grow its share by 1750 bps Y/Y. The iPhone is believed to have made up 14.9% of shipments (up 110 bps Y/Y), and the BlackBerry just 4.3% (down 520 bps Y/Y). Symbian and Windows Phone are estimated to have respectively accounted for only 2.3% and 2% of shipments. (previous) (Read the comments on this)

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Today’s articles on technology stocks

Application Software

Smith Micro's CEO Discusses Q3 2012 Results - Earnings Call Transcript

Brightcove Management Discusses Q3 2012 Results - Earnings Call Transcript

The Upcoming Microsoft Train Wreck by Lucas Krupinski

Microsoft's Surface Supplier Cheat Sheet by Todd Campbell

Business Software & Services

RedPrairie Makes A Land Grab, Spends $2 Billion On SCM Rival JDA Software by The 451 Group: Inorganic Growth

Perficient's CEO Discusses Q3 2012 Results - Earnings Call Transcript

Jack Henry & Associates Management Discusses Q1 2013 Results - Earnings Call Transcript

Automatic Data Processing Management Discusses Q1 2013 Results - Earnings Call Transcript

Healthcare Information Services

Merge Healthcare's CEO Discusses Q3 2012 Results - Earnings Call Transcript

Information Technology Services

Greenway Medical Technologies' CEO Discusses F1Q13 Results - Earnings Call Transcript

Multimedia & Graphics Software

Glu Mobile's CEO Discusses Q3 2012 Results - Earnings Call Transcript

Rovi Management Discusses Q3 2012 Results - Earnings Call Transcript

Vringo Vs. Google: What To Watch For In The Jury Verdict by SteveKimLaw

Vringo Vs. Google: Outcome Probabilities by Daniel B. Ravicher

What The Laches Ruling Means For Vringo And Google by Ed Liston

Technical & System Software

Ansys Management Discusses Q3 2012 Results - Earnings Call Transcript

Parametric Technology Management Discusses Q4 2012 Results - Earnings Call Transcript

VMware: EMC's Engine Of Growth by Saibus Research

Computer Peripherals

Immersion Corporation's CEO Discusses Q3 2012 Results - Earnings Call Transcript

Data Storage Devices

Buy This Software Stock While Deeply Undervalued by Cris Frangold

Overland To Federal Court For Damage Award - ITC Solidifies Case by The Banker

Seagate Technology: Sluggish Near-Term Outlook To Hurt Stock Movement by Chandrasekhar Rajagopalan

Diversified Electronics

Why Corning Shares Could Become Another Tech Value Trap by Hawkinvest

Kemet's CEO Discusses F3Q2013 Results - Earnings Call Transcript

Personal Computers

How To Take Full Advantage Of Apple's Correction Using Option Leverage by Scott Murray

Will Apple's Products Cause Speculative Stock Valuation? by Timing Best Buy

Apple Below $600: Trick Or Treat? by Parsimony Investment Research

Apple's R&D Spending Climbs $1 Billion To $3.4 Billion During FY 2012 by TechCrunch

Will iPads Replace Textbooks In K-12 Classrooms? by Kyle Spencer

Scientific & Technical Instruments

Cognex Management Discusses Q3 2012 Results - Earnings Call Transcript

Trimble Navigation Limited Management Discusses Q3 2012 Results - Earnings Call Transcript

Itron Management Discusses Q3 2012 Results - Earnings Call Transcript

Internet Information Providers

Blucora Management Discusses Q3 2012 Results - Earnings Call Transcript

Yelp Management Discusses Q3 2012 Results - Earnings Call Transcript

LinkedIn's CEO Discusses Q3 2012 Results - Earnings Call Transcript

WebMD Health Management Discusses Q3 2012 Results - Earnings Call Transcript

LinkedIn Beats Expectations With Another Strong Quarter by TechCrunch

Google Wallet Expands To Mobile Web by TechCrunch

Gone From Google - Wake Me When It Pulls Back Under $600 A Share by Bret Jensen

Internet Software & Services

j2 Global Management Discusses Q3 2012 Results - Earnings Call Transcript

Digital River Management Discusses Q3 2012 Results - Earnings Call Transcript

Communication Equipment

Aviat Networks' CEO Discusses F1Q13 Results - Earnings Call Transcript

Sierra Wireless' CEO Discusses Q3 2012 Results - Earnings Call Transcript

Iridium Communications Management Discusses Q3 2012 Results - Earnings Call Transcript

Nokia Prepares For U.S. Assault As Verizon Boards The Lumia Bus by Trefis

Diversified Computer Systems

Time To Buy Teradata At A Bargain After Missed Earnings by BH News Wire

Teradata Management Discusses Q3 2012 Results - Earnings Call Transcript

IBM: We Can See Why Buffett Tried To Keep This A Secret Last Year by Saibus Research


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