Friday, July 19, 2013

Verizon's massive iPhone sales hint at an Apple earnings surprise next week

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Thursday, July 18, 2013
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Thursday Highlights: Dan Farber at CNET analyzes Apple's stellar reputation and what could bring it down, fears "in its quest for perfection, the company could also be leaving a big opening for another company to define the next big epoch of computing"; New York Times report on Apple's expected foray into television noting success "relies on cooperation with industry leaders"; and Edward Mendelson describes the religious experience of Apple and its products; Mark Gurman at 9 to 5 Mac reports that Apple is apparently tapping sensor and fitness experts in effort to further develop the iWatch; will there ever be "one OS to rule them all", and will it come from Apple, Google, or Microsoft?; Macworld UK publishes a number of helps and how-to articles today, one deals with handling crashes on your Mac, another tackles printing from your iDevice to almost any printer, syncing wireless keyboards with your iPad, more down in our Reviews section, where you'll also find a review of the Lytro camera; Macworld reviews NoteSuite for Mac/iPad; PC Magazine walks through building your own software through OS X's Automator; Verizon announces quarterly results, says 3.87 million iPhones sold, totaling 51% of all smartphones activated on the network; challenge issued against IDC's report of poor iPhone sales in India; however, in Russia, lack of profits said to be reason country turns back on iPhone; PRISM backlash sees big tech like Apple, Microsoft, Google demanding transparency; DigiTimes cites sources claiming Apple and LG are in talks for Ultra HD TV panels, likely to be featured in rumored Apple television; and at the Albany Times Union speculation ripe that Apple may be looking at another IBM chip fab plant in NY; and in our Hardware/Software section are the latest Apple patent applications which include more detail on fingerprint sensors, display orientation, among others; HTC's One Mini smartphone flagship reviewed at T3, The Verge, and The Next Web.

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Thu Jul 18
"Verizon's massive iPhone sales hint at an Apple earnings surprise next week" VentureBeat 10:40 AM

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  • "What Does Apple Have Against VNC Server on iOS?"?Low End Mac?5:24 PM
  • "Watershed Moment"?gedblog?4:52 PM
  • "A question is raised as Android, iPhone continue to dominate: Do users even want a third platform?"?BGR?4:43 PM
  • "iPhone Kills Not, Counterfeit Charger Eyed"?Tapscape?12:46 PM
  • "Disabling Amber alerts on your phone don't make you a bad person"?Insanely Great Mac?12:45 PM
  • "You Can Do Better Than 'Sent from My iPhone'"?The Atlantic?12:09 PM
  • "Verizon's massive iPhone sales hint at an Apple earnings surprise next week"?VentureBeat?10:40 AM
  • "Netflix Emmys: Good News for Apple TV, Bad News for Cable TV"?The Mac Observer?10:34 AM
  • "Haswell MacBook Air 2013 beginning of end of Apple Intel partnership"?Stabley Times?10:29 AM
  • "The Macalope: Much ado about what, exactly?"?Macworld?10:15 AM
  • "How Apple's Ultraconservative Word Correcting Policy Can Put You In Danger"?The Huffington Post?10:13 AM
  • "Apple and other large companies coming together to call for more NSA transparency"?iMore?9:10 AM
  • "AT&T's Tricky Plan Won't Tempt iPhone Fans"?MacNewsWorld?9:10 AM
  • "Either Steve Jobs Didn't Tell Anyone His Master Plan For TV, Or Apple's Executives Discovered His Theory Was Wrong"?Business Insider?1:45 PM
  • "How Apple Will Make The Apple TV Into The Best Way To Watch Cable"?Cult of Mac?10:43 AM
  • "Apple Edging Further Into the Living Room by Cooperating with TV Content Providers"?MacRumors?9:17 AM
  • "Apple's Plan To Blow Up The TV Industry Is Radically Different Than What Google And Intel Are Planning"?Business Insider?8:59 AM
  • "Watch Out, It's iPhone Rumor Season: A dose of common sense goes a long way when it comes to Apple rumors."?Techland?8:35 AM
  • "What Everybody Wants From Apple TV"?Mac 360?8:24 AM
  • "Product Marketing 101: Apple Differentiates iPhone"?Mac 360?8:24 AM
  • "Time may be ripe for the iTV ? plus increased Apple TV sales"?AppleDailyReport?8:24 AM
  • "What Can A Samsung Smartphone Do That An Apple iPhone Cannot? Think Water And Bladder"?PixoBebo?8:23 AM
Non-Apple
  • "Bad iPhone Upgrade Plans: AT&T Next, Verizon Edge, T-Mobile Jump"?FairerPlatform?4:28 PM
  • "Comparing the New Frequent Device Upgrade Programs from U.S. Carriers"?MacRumors?2:49 PM
  • "Beating the Dead Horse that is Microsoft Windows Part 1"?Tech.pinions?10:49 AM
  • "PRISM And Your Business (Or: Dependence Is Risky)"?Forbes?10:42 AM
  • "HTC One Mini review: Hands-on"?T3?9:12 AM
  • "HTC One mini vs. Samsung Galaxy S4 mini: which shrunken flagship is best?"?The Verge?8:42 AM
  • "Hands-on with the HTC One Mini: smaller, lighter, sleeker, but otherwise the same"?The Next Web?8:40 AM
Humor/Cartoons
  • "The Real Difference Between iOS and Android Users"?Mashable [comic]?8:39 AM
  • "Dell delays vote on buyout: The fate of Dell is far from certain and billionaire investor Carl Icahn has refused to drop his counteroffer."?USA Today?8:49 AM
  • "Dell Delays Buyout Vote Until July 24 Amid Lingering Resistance"?FOXBusiness?8:56 AM
  • "Dell delays vote on buyout by founder Michael Dell: Dell has announced an eleventh-hour delay on a vote on founder Michael Dell's plan to buy the computer maker."?BBC?10:00 AM
  • "Dell Buyout Vote Is Delayed: New Meeting Is to Be Held July 24, in Setback for Michael Dell and Silver Lake"?WSJ.com [Paid Membership Required]?3:08 PM
  • "Dell delays shareholder vote on going private: The company says that the shareholder vote will now be held next week."?CNET News?9:02 AM
  • "Dell delays vote on $24.4-billion buyout, looks to rally support"?Associated Press?8:56 AM
  • "Dell Adjourns Vote on Sale as Some Big Investors Start to Shift"?New York Times [Free/Paid Registration Required]?8:59 AM
  • "Dell Buyout Pushed to Brink: Large Shareholders Expected to Reject Deal"?WSJ.com [Paid Membership Required]?7:44 AM
  • "Dell buyout secures crucial backers on eve of vote: source"?Reuters?8:11 AM
  • "How the Battle for Dell May or May Not End Today"?AllThingsD?7:58 AM
  • "Dell Is Ripe for a Leveraged Buyout: Lerner"?Bloomberg TV?7:58 AM
  • "Liveblogging Dell's Shareholder Meeting and Vote on the Leveraged Buyout"?AllThingsD?7:54 AM
  • "Icahn sweetens bid for Dell"?CNBC?7:54 AM
  • "Report: Dell Precision M3800 workstation to launch with 3,200 x 1,800 display option"?Engadget?8:41 AM
  • "Earnings Release FY13 Q4: Microsoft Reports Fourth-Quarter and Full-Year Results/Microsoft Corp. today announced quarterly revenue of $19.90 billion for the quarter ended June 30, 2013. Operating income, net income, and diluted earnings per share for the quarter were $6.07 billion, $4.97 billion, and $0.59 per share. These financial results include a $900 million charge, or a $0.07 per share impact, related to Surface RT inventory adjustments."?Microsoft Investor Relations?3:10 PM
  • "Microsoft earnings: 66 cents a share, $19.9 billion revenue vs. expectations of 75 cents EPS, $20.73 billion revenue"?CNBC?3:09 PM
  • "Microsoft earns $4.97 billion from $19.90 billion of revenue for Q4 2013"?The Verge?3:09 PM
  • "Microsoft's Q4 Earnings Miss Estimates With $19.9B In Revenue, EPS Of $0.59, Takes $900M Charge Against Surface RT Inventory Adjustments"?TechCrunch?3:11 PM
  • "Microsoft slides on Surface and PC sales hit"?Financial Times [Paid Membership Required]?4:44 PM
  • "Microsoft Company Earnings a Mighty Whiff"?24/7 Wall St.?4:44 PM
  • "Microsoft takes $900M charge for Surface RT tablets in disappointing earnings"?VentureBeat?3:16 PM
  • "Microsoft takes $900 million hit on weak Surface RT sales, misses earnings estimates"?GeekWire?3:17 PM
  • "Surface RT is worse than we thought: Why Microsoft took a $900M inventory hit"?GigaOM?4:44 PM
  • "Microsoft Misses, Shares Sink"?AllThingsD?3:17 PM
  • "Microsoft's Making More Money From Phones, but a Lot of That Is From Android Patent Payments"?AllThingsD?4:40 PM
  • "Microsoft's fourth quarter earnings miss analysts' estimates"?Seattle Times?4:40 PM
  • "Microsoft swings to profit, yet misses estimates: U.S. stocks climb; records broken"?MarketWatch?3:11 PM
  • "It's not Windows' world anymore"?BGR?7:29 AM
  • "If You Haven't Seen A Windows Phone Lately, It's Because They're Practically Disappearing"?Forbes?8:18 AM
  • "Windows RT casualties grow, Lenovo drops IdeaPad Yoga 11 Win RT"?Electronista?7:51 AM
  • "Microsoft Urges White House To Reveal Spying Details, Claims 'The Constitution Itself Is Suffering'"?Forbes?1:33 PM
  • "Google is preparing a standard-essential patent damages lawsuit against Microsoft in Germany"?Foss Patents?9:03 AM
  • "Ballmer's Chance of Changing Microsoft? Don't Bet on it: Microsoft's attempt to transform its dog-eat-dog corporate culture into a kinder, gentler cooperative climate is likely doomed, an expert in failed business strategies said today."?CIO?8:42 AM
  • "Microsoft talks up the companion web in IE marketing exercise"?The Inquirer?8:03 AM
  • "Intel's new CEO and Atom chip face uphill climb to mobility: 'The calamity for Intel has been that they have had no part to play in the new category. Perhaps that is because they had every part to play in the old category,' says Horace Dediu."?CNET News?11:08 AM
  • "Purge tech enables greener chip making process: A new technology developed in part by Intel Corp. has shown the potential to cut the ultra-high-purity gases needed in semiconductor manufacturing by 20 per cent and the time needed to purge semiconductor gas distribution systems between chip fab steps by 30 per cent."?EE Times Asia?7:16 AM
  • "Intel Hits the Reset Button"?TheStreet?7:55 AM
  • "Intel Promises Much, Says Little"?Zacks?7:52 AM
  • "Intel on Track with Volume 14nm Production This Year."?X-bit labs?8:00 AM
  • "Intel: Stuck in smartphone, PC rut/Summary: Analysts were heartened by comments from Intel CEO Brian Krzanich about mobile, but most analysts are skeptical about the company's ability to navigate the post-PC era."?ZDNet?8:00 AM
  • "45 years of Intel: but can it keep pace with portability? Intel celebrates four and a half decades"?TechRadar UK?8:01 AM
  • "IBM, Intel report huge drop in Q2 net incomes"?ANI?8:02 AM
  • "Debate Over Release of IBM Layoff Numbers"?WAMC?8:02 AM
  • "Get an HP laptop with two years of 4G service for $259.99 shipped: That's two FREE years of 4G service, though as you might expect, your monthly data allotment is on the low side. Still, gotta love free 4G."?CNET News?8:14 AM
  • "HP's Split x2 has a $750 price point"?TG Daily?10:15 AM
  • "First Impressions: HP Slatebook 10 X2"?Tech2?11:15 AM
  • "Will Cisco Systems Buy Plexxi?"?Forbes?7:53 AM
  • "Oracle to patch 89 flaws in quarterly update"?IT PRO?8:03 AM
  • "SAP co-CEO hints Oracle distracted by hardware/Summary: SAP's Jim Snabe believes its software-only focus has put the company in good stead against its competition, but no longer wants to be seen as a traditional software player, pointing instead to cloud as its growth market."?ZDNet?8:04 AM
  • "Oracle: Is it Time to Throw in the Towel?"?TheStreet?7:56 AM
Finances (Click heading for current Apple Stock price.)
Apple News
  • "TPK expects its 3Q13 performance to improve due to orders from Apple"?DigiTimes?8:57 AM
Industry News
  • "Tech Stocks: IBM, Dell lead tech gains; Intel, eBay slump/Dell shares jump as shareholder vote postponed on privatization bid"?MarketWatch?10:31 AM
  • "Stocks Go Big, Markets Post All-Time Highs"?TheStreet?3:18 PM
  • "Dow, S&P 500 at record highs, up 19% in 2013"?CNNMoney?4:38 PM
  • "Futures Flat as Traders Eye Data, Earnings"?FOXBusiness?8:06 AM
  • "Financial Shares Propel Stocks: Dow industrials, S&P 500 Hit Records"?WSJ.com [Paid Membership Required]?4:39 PM
  • "Morning Movers: IBM, Dell, Morgan Stanley"?Bloomberg TV?7:58 AM
  • "S&P 500 Rises to Record on Jobless Claims Data, Earnings"?Bloomberg?12:55 PM
  • "Dissecting Dell's Options"?TheStreet?8:06 AM
  • "Asia Markets: Japan stocks rise on Bernanke view; China drops/Japanese stocks rose Thursday after the yen weakened and the Federal Reserve's Chairman said the pace of bond purchases would hinge on U.S. economic health, while Chinese shares fell on concern Beijing won't use stimulus to boost a slowing economy."?MarketWatch?8:07 AM
  • "Europe Markets: Europe stocks waver ahead of second Bernanke talk/European stock markets struggled for direction on Thursday, as investors waited for U.S. Federal Reserve Chairman Ben Bernanke's second day of testimony before Congress."?MarketWatch?8:07 AM
  • "Most active Nasdaq-traded stocks: Nasdaq's 10 most active stocks at 1 p.m."?Associated Press?12:49 PM
  • "Midday Glance: Computer companies/Computer companies shares mixed at 1 p.m."?Associated Press?12:49 PM
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