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How + Why Samsung Leads Innovation in Electronic Devices

Samsung leads the Smartphone Market in the US taking over from Apple. But Samsung has leading or near leading positions in the appliances, TV, compact camera, and other electronic device markets. They, not GE nor Phillips nor Sony are currently  the first innovators in bring the Moores Law powered electronic chip revolution to  consumer products. …

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Apple, Google, Microsoft Now Dominate Computing

The Big 3 in Consumer Computing for the next 3-8 years have declared themselves.  With Microsoft and Google now committing to hardware as well as  software they have joined Apple as  all-in in Consumer Computing. In effect the Apple Model, compete in any and all hardware and software segments while holding the critical  OS keys …

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Apple at the Crossroads: Leadership in Client Computing at Stake

My brother Mark has done very well by his investment in Apple stock over the past decade. Given the recent,  relatively substantial  downturn in Apple stock PE ratio he received an  investment advisory from ye Editor. Here is the jist of those remarks.  I think Apple is at a crossroads– they could have become the major desktop PC …

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Apple vs Microsoft Blowout Quarters

The Financial Press reported that both Apple and Microsoft had “blow out quarters” for their June 2011 end quarterly reports. The table below tells the tale: Comparison of AAPL-Apple and MSFT-Microsoft July 2011 Sales and Earnings Description AAPL Sales AAPL Profits MSFT Sales MSFT Profits Mar end 2011 $24.7B $6.0B $16.4B $5.2B Jun end 2011 …

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View from China: Chinese Low Labor Cost Economic Model

In our previous post on Chinese views as published in the Beijing based Chinese Business Magazine Caixin Online, Takethe5th found the posting tainted – written by an American and not yet translated into Chinese. The following article is dramatically more authentic – written by a Western-exposed, Chinese journalist and available in Chinese as well as …

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