Apple Inc. (NASDAQ:AAPL) ruled the tech world for almost a decade. But now the company seems to be stagnating while other tech giants are moving ahead in the race. According to IDC’s latest ranking of smartphone operating systems, the market share of Android smartphones increased to 75 percent in 1Q2013 from 59.1 percent in the same period of 2012. In contrast, iOS market share shrank from 23 percent to 17.3 percent in the same period....
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Now that all the 13fs have been filed, we know what the guru investors bought and sold in 1Q2013. The filings of investors like, Carl Icahn and Bill Ackman, who run concentrated portfolios ususally have no surprises, as most of their holdings are public before the Q1 filing comes to surface. Hedge funds Greenlight Capital and Third Point had a few surprises for us, which you will see below. We will be posting a...
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Tiger Cubs Andreas Halvorsen and David Ott’s Viking Global and Steve Mandel’s Lone Pine Capital just reported their Q1 holdings to the SEC . Viking’s portfolio value rose to $16.6 billion from $14 billion while Lone Pine added $3 billion and its total long holdings are now worth $19.2 billion. Lone Pine has a pretty large short portfolio in Europe, readers can see it here. Steve Mandel’s Lone Pine Major Movers The noted Tiger...
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Apple Inc. (NASDAQ:AAPL) has enjoyed, in the words of Walt Mossberg, “a lopsided” relationship with a number of its competitors. Google, Amazon.com, Inc. (NASDAQ:AMZN), Microsoft Corporation (NASDAQ:MSFT) and even Samsung Electronics Co., Ltd. (LON:BC94) (KRX:005930) have developed apps for Apple’s iOS while Apple has never tried to share its better apps with competitors devices. Both Google Inc (NASDAQ:GOOG) and Amazon.com, Inc. (NASDAQ:AMZN) each have developed over a dozen apps that are available to iOS...
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European Union regulators have ruled that Google Inc (NASDAQ:GOOG) subsidiary Motorola Mobility abused its patents in an attempt to see Apple Inc. (NASDAQ:AAPL) products banned. The report leads to speculation that the European Union might use the ruling to push for sanctions against Motorola Mobility Holdings Inc (NYSE:MMI), and possibly Google Inc (NASDAQ:GOOG) itself. The news was originally reported by the New York Times today. In a preliminary ruling from the European Commission, it was...
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Apple Inc. (NASDAQ:AAPL) and Samsung Electronics Co., Ltd. (LON:BC94) (KRX:005930) are hoarding all smartphone profits in the industry again. Analysts recently announced that both Apple and Samsung are in the lead again in the handset industry for the first quarter of 2013. This means that other handset makers are not getting their fair share in the industry’s profits. Despite the fact that this sounds bad for smaller competitors like Motorola Mobility Holdings Inc (NYSE:MMI),...
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The specs for Google’s rumored X Phone were recently revealed in purported images that were leaked. Judging from the images of the supposed phone, it appears that Google Inc (NASDAQ:GOOG) put Motorola’s technology to good use. Although the search engine giant acquired Motorola Mobility Holdings Inc (NYSE:MMI) for $12.4 billion, there really wasn’t much done with the technology they bought. The X Phone looks to be like a sleek handset with a wide display....
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Not surprisingly, Equity Long/Short turned out to be the best-performing strategy in Q1 with an average return of 4 percent, as calculated by various hedge fund data sources. Among the small to medium sized hedge funds, Glenhill Capital was up 5.8 percent in the first two months of the year. GlenHill, a L/S equity hedge fund managed to perform well compared to the return on S&P 500, which rose 6.6 percent in the same...
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Apple Inc. (NASDAQ:AAPL) chief executive officer Tim Cook will be a key speaker at the D11 conference on May 28th. This is the second year that Cook was invited to speak at the All Things D big event. At last year’s event, Cook made hints about a possible Apple television. Walt Mossberg asked if Apple TV was big enough to make an impact on the market and if an Apple Inc. (NASDAQ:AAPL) television set was...
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Apple Inc. (NASDAQ:AAPL) wins again. On Monday, U.S. judge Mary Sue Robinson tossed out Golden Bridge’s lawsuit against Apple for infringing on their patents with patent CDMA 3G technologies. Golden Bridge also filed suits against AT&T Inc. (NYSE:T), Motorola Mobility Holdings Inc (NYSE:MMI), and Amazon.com, Inc. (NASDAQ:AMZN). The lawsuit against Amazon was a separate lawsuit but the same complaint. The cases against the other two companies were dropped awhile ago. Now that the Apple Inc. (NASDAQ:AAPL)...
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Apple Inc. (NASDAQ:AAPL) isn’t the only tech company Google Inc (NASDAQ:GOOG) wants to fight. In a recent court room litigation with Microsoft Corporation (NASDAQ:MSFT), the search engine giant lost the first round. In the patent dispute case that went against Google Inc (NASDAQ:GOOG), the judge apparently agreed with Microsoft. The primary issue for this case was how much Microsoft Corporation (NASDAQ:MSFT) owed Google for usage of their Motorola Unit. These units were used for licensing video...
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