Asymco

Asymmetric Competition


  • Blackberry Loves U2

    BlackBerry – BlackBerry Loves U2Last year U2 chose Research in Motion as the main sponsor for its tour. Read More: Wired.com Blackberry might love U2 but does Bono still like Palm? You might know Elevation for its most famous partner, U2’s Bono. In the summer of 2007, the firm committed $325 million to Palm in Continue reading

  • Android vs. Google Part II

    AppleInsider | First AT&T phone with Google Android will feature Yahoo search As the Backflip will mark the first time U.S. customers under contract with AT&T will have the option to choose between Android and the iPhone, every Motorola Backflip that AT&T sells might potentially be at the expense of an iPhone. That Backflip sold Continue reading

  • Known by All, Understood by Few

    Erick Maronak, manager of the Victory Large Cap Growth Fund, says Apple is the best-run company in the U.S. I would add it’s also almost the biggest and at the same time least understood. A lack of understanding is reflected in a high risk rating, which is itself shown in the company’s Beta. All told, Continue reading

  • Suiting Up

    Well, I don’t want to talk about any specific company. I’m just making a general statement that we think competition is good. It makes us all better. And we are ready to suit up and go against anyone. However, we will not stand for having our IP ripped off, and we’ll use whatever weapons that Continue reading

  • Palm: Pacific Crest Downgrades; Merrill Cuts Target To $5; Needham Fears “Oblivion”

    Palm: Pacific Crest Downgrades; Merrill Cuts Target To $5; Needham Fears “Oblivion” – Tech Trader Daily – Barrons.com Palm unveiled the webOS and Pre on Jan. 8th, and the stock skyrocketed from $3.30/share the day before to $7.14/share on Jan. 15th. January 2009 predictions for Palm by Morgan Keegan: About Palm at Sprint: Storm/iPhone-type Success Continue reading

  • Mobile Platforms: First Market Where Google Beat an Incumbent

    No, that incumbent is not Apple. Google has taken on Microsoft with free good-enough web services for a few years. Gmail for business against Exchange, Chrome against Internet Explorer, and soon Chrome OS against Windows. But it’s Android vs. Windows Mobile which is shaping up to be the first success story for Google. Windows Mobile Continue reading

  • Windows Phone Classic Phones not upgradeable to Windows Phone 7 Series

    “Because we have very specific requirements for Windows Phone 7 Series the current phones we have right now will not be upgradable,” Microsoft cuts off Win Phone 7 upgrades for all WM6 devices | ElectronistaInvites ‹ Asymco — WordPressNow why would anyone buy a WinMo 6.x (aka Windows Phone Classic) phone today? Is this is Continue reading

  • Kathryn Huberty Predicts Apple Performance

    10 months ago Ms. Huberty released her price target for April 2010 (see graph) at between $100 and $105. The stock was trading at $121 then and her forecast was for a 14% decline. She wrote: Investment Conclusion: The combination of a March quarter beat and positive management tone is likely to keep AAPL shares Continue reading

  • Rubinstein on why Pre is not Selling

    Dave Whalen and I just returned from a very successful meeting with Verizon Wireless, where they acknowledged that their execution of our launch was below expectations and recommitted to working with us to improve sales. To accelerate sales, we initiated Project JumpStart nearly three weeks ago. Since then, nearly two hundred Palm Brand Ambassadors, supplemented Continue reading

  • Skype and Adobe Jump off WinMo Ship

    Weak spin from both on reasons to leap off a sinking ship. Skype has just discontinued Windows Mobile version of Skype client: We’ve chosen to withdraw Skype Lite and Skype for Windows Mobile because we want to offer our new customers an improved mobile experience – much like the version that has proved so popular Continue reading

Asymco

Asymmetric Competition

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