PlayBook

Why Intel is Down After An Earnings “Beat”

October 13, 2010

Intel (INTC) is trading down today after delivering what looked like an earnings beat for the third quarter and upside guidance for the fourth quarter. Here’s an excerpt from my latest Minyanville article explaining the market’s reaction: On August 27, Intel lowered its third-quarter revenue and gross-margin guidance, sufficiently lowering investor expectations as to how [...]

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Microsoft: All Quiet on the Tablet Front

October 6, 2010

(image courtesy of Microsoft) The Apple (AAPL) iPad is hands-down the most important consumer-electronics device released in 2010. Overcoming mass skepticism towards its usefulness, the iPad’s brilliant design, engineering, and user experience have captured the hearts of hordes of consumers – 4.5 million a quarter, according to Bernstein Research. The iPad has gotten big enough, [...]

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Dell, HP Planning New Tablets – Are They Too Late?

September 29, 2010

Coming on the heels of continued strong Apple (AAPL) iPad sales and the Research In Motion (RIMM) PlayBook tablet announcement, word is making the rounds that Dell (DELL) is planning new tablets of its own. Today, Dell Greater China President Amit Midha said the company will launch a new seven-inch tablet within the next few [...]

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RIM Unveils BlackBerry PlayBook

September 27, 2010

Finally! The Apple (AAPL) iPad has some competition, and its name is PlayBook: Research In Motion (RIMM) just unveiled its new tablet. Previously thought to be called the BlackPad, RIM’s brand-spanking new BlackBerry PlayBook sports the following features: 7 inch screen (vs. 9.7 inches for iPad) weight of 0.9 pounds (vs 1.5-1.6 pounds for iPad [...]

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