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iPad Mini event rumored for Oct.17 (with a Nov. retail release)

iPad Killing Netbooks Already?

www.readwriteweb.com
An interesting chart released from Morgan Stanley Research this morning shows that during the month of April - the month the iPad launched - netbook sales stalled. Did the iPad really have that much impact on an industry that was once the fastest-growing segment of the PC market? Or was...
iPad Killing Netbooks Already?

iPhone 5 Now on Sale in the U.S.

www.macrumors.com
The iPhone 5 just launched in the U.S. along the east coast. Fortune's Philip Elmer-Dewitt is at the 5th Avenue Store and notes that the line is longer than last year's iPhone 4S line:We're here at the big glass cube of Apple's (AAPL) flagship Fifth Avenue store for the...
iPhone 5 Now on Sale in the U.S.

Debunked: Apple is not acquiring Loewe, Foxconn CEO denies iTV rumors, Digitimes is “wrong most of the time”

9to5mac.com
Fool me once(Tim Cook/Valve) shame on AppleInsider. Fool me twice(Terry Gou), shame on pubs republishing 3rd time, Loewe aquis., shame=mine— Up2Sec Apple News (@Up2SecApple) May 14, 2012 Less than a month after posting a false claim about Apple CEO Tim Cook visiting the Valve HQ, ol’ Danny Dilger this weekend...
Debunked: Apple is not acquiring Loewe, Foxconn CEO denies iTV rumors, Digitimes is “wrong most of the time”
This Man Thinks Apple's Stock Is Worth $240, And Amazingly, People Say This Is Killing Apple's Stock (AAPL)

And They're Lining Up To Buy The Samsung Galaxy S3 In Europe...

www.businessinsider.com
Via Philip Elmer-Dewitt at Apple 2.0, here's a video of a (short) line outside a Samsung store in London about an hour before the Galaxy S3 was to be released. The global smartphone game is a two-horse race between Apple and Samsung right now. And it's nice to see that...
And They're Lining Up To Buy The Samsung Galaxy S3 In Europe...

After Doug Kass Tweeted Apple Might Do A Stock Split, He Started Selling His Shares (AAPL)

www.businessinsider.com
Here's something that will make you feel a little bit queasy. Yesterday, investment manager, and media personality, Doug Kass tweeted a rumor that Apple was going to announce a stock split today. Right around the time he fired off his tweet, Apple's stock was taking off, erasing a loss on...
After Doug Kass Tweeted Apple Might Do A Stock Split, He Started Selling His Shares (AAPL)

"I'm not comfortable discussing the contents of that meeting."

parislemon.com
"I'm not comfortable discussing the contents of that meeting." - Russell Grandinetti, Amazon's vice president for Kindle content, in federal court when asked about a meeting that took place at Jeff Bezos' Seattle boathouse on Sunday Jan. 24, 2010.  That was a few days before the initial iPad announcement -- where,...
"I'm not comfortable discussing the contents of that meeting."

Apple's Q3 Estimates

parislemon.com
Apple's Q3 Estimates: Apple announces Q3 earnings later this afternoon -- as usual, Philip Elmer-DeWitt does his great roundup of analyst (both professional and those that actually know what they're talking about) predictions. Shocker: I suspect the numbers will be good. iPhone sales should be down (but only slightly) from...
Apple's Q3 Estimates

Why Walmart's $127 iPhone 5 Is Bad For Apple (AAPL, WMT)

www.businessinsider.com
On Friday Walmart announced that it was cutting the price of the iPhone 5 to $127 for the next thirty days. This was an unusual move. Apple typically prevents stores from making drastic price cuts this early in a new iPhone's life cycle. While people like John Gruber want to...
Why Walmart's $127 iPhone 5 Is Bad For Apple (AAPL, WMT)

Bioshock Infinite: Something's amiss in Columbia

www.pcworld.com
Not much has been said about Bioshock Infinite since its original unveiling at E3 2011. In fact, we haven't really heard or seen anything beyond continued delays. That trend was finally broken last week in Los Angeles as I got hands-on time with the first three hours of the...
Bioshock Infinite: Something's amiss in Columbia

Wikipedia page of Judge Koh, of Apple-Samsung trial, locked after 'edit war'

www.guardian.co.uk
Unsupported allegations against judge who oversaw trials between Apple and Samsung added to Wikipedia page - but identities and purposes of contributors unclearThe Wikipedia page for Judge Lucy Koh - who has overseen a number of court battles between Apple and Samsung - has been locked until Sunday after an...
Wikipedia page of Judge Koh, of Apple-Samsung trial, locked after 'edit war'

Yet Another Buzz-Generating Report Surfaces About Apple's Smart Watch

techcrunch.com
The third report in a week has surfaced about the Apple smart watch. Bloomberg just published a story citing two unnamed sources who say that the company has a team of about 100 product designers working on a “wristwatch-like device that may perform some of the computing tasks now handled...
Yet Another Buzz-Generating Report Surfaces About Apple's Smart Watch

Apple Is The World's Number One PC-Maker (If You Count iPads) (AAPL)

www.businessinsider.com
With data from Canalys, Fortune's Philip Elmer-Dewitt made this chart showing that Apple is now the world's number one seller of PCs - if you count iPads. This development isn't a huge surprise, if you're familiar with this chart, now a couple quarters out-dated: Anyway, it's unclear whether it's really fair...
Apple Is The World's Number One PC-Maker (If You Count iPads) (AAPL)
Intel may build ARM iPhone chips (if iPads move to Intel's architecture), says analyst

Envisioning decentralized @replies and notifications with WebFinger /by @dewitt from Buzz

www.google.com
Envisioning decentralized @replies and notifications with WebFinger /by @dewitt from Buzz

HP's Big Mobile Experiment Is In The Hands Of These Guys (HPQ)

www.businessinsider.com
Now that the inventor of the iPod and former Palm CEO Jon Rubinstein has officially left HP, who will fill his shoes? While the ultimate fate of webOS remains to be seen, HP has been prepping for this day for a while. Rubinstein told AllThingsD that he had let...
HP's Big Mobile Experiment Is In The Hands Of These Guys (HPQ)
Apple's Fiscal Q4 2012 Results: $36 Billion In Revenue, Net Profit Of $8.2 Billion, Earnings Of $8.67 Per Share
Report: iPad Mini Press Event Invitations Going Out October 10

Apple Television Is 'Extremely Unlikely' Any Time Soon, Says Pacific Crest After Meeting With Apple Executives (AAPL)

www.businessinsider.com
Apple's plans to blow up the television industry appear to be stuck. Pacific Crest analyst Andy Hargreaves met with top Apple executives and came away saying we shouldn't expect an Apple TV any time soon. Philp Elmer DeWitt of Fortune has the Hargreaves note, and excerpted this relevant portion: An...
Apple Television Is 'Extremely Unlikely' Any Time Soon, Says Pacific Crest After Meeting With Apple Executives (AAPL)
How 3D scanning helped create the face of Bioshock Infinite's Elizabeth
BioShock Infinite's a fascinating "what if" tale of American conservatism with a few minor flaws (review)

Holy Cow It Still Takes 2-3 Weeks To Buy An iPhone 5 Online (AAPL)

www.businessinsider.com
BTIG Research's Walter Piecyk has "good news." A month or so after its release, shipping time for the iPhone 5 is down to 2-3 weeks. It's still listed on Apple's site as 3-4 weeks, according to Philip Elmer DeWitt. When the new phone had disappointing sales over its first few...
Holy Cow It Still Takes 2-3 Weeks To Buy An iPhone 5 Online (AAPL)

Apple's $100 Billion Run

parislemon.com
Apple's $100 Billion Run: Phillip Elmer-DeWitt’s data from earlier today is already almost out of date. The stock is now closer to being $100 billion up than $90 billion (as he stated earlier) since the day before Steve Jobs passed away. Apple’s stock is past $475 a share now. The...
Apple's $100 Billion Run

RT @TUAW: Phil Elmer-DeWitt counts 136 people in line at 5th Ave store http://bit.ly/aGt8L0

brainstormtech.blogs.fortune.cnn.com
RT @TUAW: Phil Elmer-DeWitt counts 136 people in line at 5th Ave store http://bit.ly/aGt8L0

What happened to the iPad? | Monday Note

www.guardian.co.uk
The launch of the iPad mini can be seen as a reaction to competitive pressures, both existing and upcoming onesOn 23 October, Apple announced the widely expected iPad mini. The company also surprised most by also introducing a faster "4th generation" iPad, swiftly replacing the one launched on 7 March...
What happened to the iPad? | Monday Note

RT @dewitt: Fact check thread. Time to wrap up a number of outstanding threads... http://goo.gl/fb/PjfN (Re: Buzz)

www.google.com
RT @dewitt: Fact check thread. Time to wrap up a number of outstanding threads... http://goo.gl/fb/PjfN (Re: Buzz)
Apple Crushed Microsoft In This Analysis Of Black Friday Shopping (AAPL, MSFT)

Siri vs Google search in 1600-question street test

9to5mac.com
As noted by Phillip Elmer-DeWitt over at Fortune, Apple analyst Gene Munster published a note to clients today that within contained the results of a Siri vs Google search 1600-question showdown. While it’s not exactly a test of how well the companies various voice services stack up against one another...
Siri vs Google search in 1600-question street test

Apple sells 50,000 iPads in two hours

brainstormtech.blogs.fortune.cnn.com
Judging from the order numbers, pre-sales are coming in at the rate of 25,000 per hour The folks who hang out at Investor Village's AAPL Sanity Board are too impatient to wait for Apple (AAPL) to announce sales figures; they much prefer to work them out on their own —...
Apple sells 50,000 iPads in two hours
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