Checks indicate demand for Nokia's (NOK -5.2%) Lumia 920 is "solid" at AT&T, but well behind demand for the iPhone 5 and Galaxy S III, says Raymond James' Tavis McCourt, who reiterates an Underperform. Moreover, McCourt thinks commentary from AT&T reps about the 920 "was very similar to the April launch of the Lumia 900, but with a lot more supply issues." He adds the 900 was on Amazon's top-10 bestseller list for 2 months, and that HTC and Samsung's Windows Phone 8 models also face supply problems. (previous: I, II, III) [View news story]
Cool, I forgot about Google trends. Isn't there something similar for Twitter too?
An Apple (AAPL) TV set hasn't arrived yet only because of challenges in making the Sharp IGZO LCD panels Apple wants for the device, according to Gene Munster. Most prior reports (I, II) have suggested content deals are the main holdup. Munster still thinks an Apple set could launch in a year, and sport an MSRP of $1.5K-$2K. But he's been predicting one would arrive for quite some time. [View news story]
Checks indicate demand for Nokia's (NOK -5.2%) Lumia 920 is "solid" at AT&T, but well behind demand for the iPhone 5 and Galaxy S III, says Raymond James' Tavis McCourt, who reiterates an Underperform. Moreover, McCourt thinks commentary from AT&T reps about the 920 "was very similar to the April launch of the Lumia 900, but with a lot more supply issues." He adds the 900 was on Amazon's top-10 bestseller list for 2 months, and that HTC and Samsung's Windows Phone 8 models also face supply problems. (previous: I, II, III) [View news story]
The black 920 is back up to number 2 at Amazon ahead of all but 1 Samsung.
I guess AT&T got a shipment in. A whole 20 phones maybe. Nokia must have 2 Chinese guys knocking them out in their back yard.
The iPhone 5 (AAPL) launch has once more made iOS the most popular smartphone platform in the U.S, but Europe is a different story. Kantar ComTech believes the iPhone's U.S. smartphone share for the 12 weeks ending Oct. 28 came in at 48.1% - that's up from the year-ago period's 22.4%, and slightly above Android's (GOOG) 46.7%. But in the EU5, the iPhone's share rose only 90 bps Y/Y to 21.2%, while Android's rose 1300 bps to 63.9%. Windows Phone had 4.7% of the EU5 , and 2.7% of the U.S., ahead of the WP8 launches. (previous) [View news story]
It's a status thing. iPhone users are simply seen as not the sharpest tools in the box in Europe. This obviously isn't a problem in America.
Nokia Up Double Digits, Lumia 920 Doing Well [View article]
So... Nokia, the world's second largest mobile phone manufacturer shipped just *hundreds* of phones to their sole US distributor, AT&T, America's biggest mobile carrier, who then promptly sold out?
Would you care to try saying that out loud with a straight face?
Nokia Up Double Digits, Lumia 920 Doing Well [View article]
Man, the information you have is 6 months out of date you're dead meat in this market if that's what you're using.
Samsung & HTC WP8 phones? Nokia is totally smoking them *everywhere*. In fact if they can make 920s fast enough they're competing with Samsung's best selling S3. At the low end their Ashas are taking market share back from the budget Android phones.
Nokia's other divisions are already profitable, it's only the smartphone division which wasn't making money and that looks like it just started.
Nokia Up Double Digits, Lumia 920 Doing Well [View article]
Not seeing it, the R&D stuff can take a while to hit the streets if it ever does. One of the problems of R&D prototypes is they can be so far ahead that most people can't see why they would want to have it. The secret is to be 1 step ahead of the market, not 10.
Personally I want a "one device does it all" phone so I can get rid of my desktop PC and laptop PC.
Nokia Up Double Digits, Lumia 920 Doing Well [View article]
I have to agree, the initial release looks terrible on iOS... You should buy a Lumia.
I'm sure they'll push updates out for it, the blurry thing I have no idea why that is but on all their other platforms the maps are sharp.
A web app is easy to get running on another platform, but is never quite as good. Native is more difficult. Someone check Nokia's job adverts for "Objective C developers". It'll tell you if they're hiring iOS native developers.
The Splunk software takes web server log data from servers and turns it into pretty charts which can tell you things about your customers. A worthwhile thing to do it has to be said but it does this by piping all the data to the Splunk servers. Notice the word "collects".
The more customers you have the more web servers you need, and the more log data you produce. If you decide to start piping the log data from hundreds, thousands or tens of thousands of web servers you are going to have to purchase a additional infrastructure; additional storage, uprated networks and none of it is directly related to serving your customers.
An alternative exists; take the log data processing to the source of the data where it's still very small, not large. No expensive parasitic infrastructure required. Just a relatively modest mechanism to collate the aggregate statistics and alerts you have told it you want. I'm aware of at least one log data processing tool which takes exactly this alternative approach and essentially obviates the need for piping large amounts of log data around your network.
It may still be worth being long Splunk, many people are lazy and it's simple to just associate big data with splunk but it's my experience that the lighter to implement solutions tend to win.
Google (GOOG) is "putting the finishing touches" on an iOS Google Maps app and has distributed a test version to people outside the company, the WSJ reports. However, it remains unclear when the app will be submitted to Apple for approval. The Guardianrecently reported the app should be ready by year's end, and Nokia (NOK) announced its Here iOS mapping app earlier this week. The WSJ also notes Eddy Cue, the Apple (AAPL) exec now in charge of the criticized iOS 6 Maps, "has been hands-on with the maps team" in an effort to fix the product. [View news story]
Nokia Maps has been vector based since they bought smart2go, about 7 years ago. You should dump your crusty old iPhone and get a Lumia 920. It's going to be the fashionable thing to do.
Nokia: So, How Are Lumia 920 Sales Going? [View article]
The sliding covers collect grit and cause scratches, leave gunk on the lens. It'll probably be a sapphire lens cover and slightly recessed, i.e. difficult to scratch.
I agree about the finishes though. Worry more about launching it at passers by when you take it out. A metal back would prevent the wireless charging from working. Polycarbonate is amazingly strong material and is self coloured, so scratches mostly don't show and can even be polished out if you really feel the need. I've polished some major scratches out of a polycarbonate motorbike screen. Course the polished bits would go from matte to gloss, which could look good if you're into customisation.
Apple (AAPL -0.9%) shares continue to have an autumn to forget - they're now trading at levels last seen in May. Credit Suisse suggested this morning bulls should consider selling a Jan. '13 options strangle involving strike prices of $525 and $600. Morgan Stanley's Katy Huberty provided another positive note: she claimed component supply constraints are "no longer an issue;" that component costs could drop in 1H13; and that the Chinese government could issue 4G licenses in 2H, something that would pave the way for a China Mobile (CHL) deal (previous). [View news story]
More to the point, the competition have come back to play with better products. The iPhone 5 is barely out of the gate and the talk's already about the iPhone 5S and iOS 7... They blew it, it's not competitive, quality problems (which is why they can't satisfy demand).
Research In Motion: On The Road To Kodak [View article]
An app store is nothing more than a directory on a web server and an index file telling you where everything is. Honestly, RIMM can push up an app store where developers can copy their android apps with little to no effort.
Android apps are just Java apps so it's easy to make them run on another platform, it's the whole reason Java exists in the first place. Windows Phone also runs Android apps. In fact I have a suspicion that Dalvik will become the next J2ME, which every mobile phone will be able to run, so every platform will have hundreds of thousands of garbage apps from every developer and his dog available.
Checks indicate demand for Nokia's (NOK -5.2%) Lumia 920 is "solid" at AT&T, but well behind demand for the iPhone 5 and Galaxy S III, says Raymond James' Tavis McCourt, who reiterates an Underperform. Moreover, McCourt thinks commentary from AT&T reps about the 920 "was very similar to the April launch of the Lumia 900, but with a lot more supply issues." He adds the 900 was on Amazon's top-10 bestseller list for 2 months, and that HTC and Samsung's Windows Phone 8 models also face supply problems. (previous: I, II, III) [View news story]
An Apple (AAPL) TV set hasn't arrived yet only because of challenges in making the Sharp IGZO LCD panels Apple wants for the device, according to Gene Munster. Most prior reports (I, II) have suggested content deals are the main holdup. Munster still thinks an Apple set could launch in a year, and sport an MSRP of $1.5K-$2K. But he's been predicting one would arrive for quite some time. [View news story]
Nokia And Facebook: Accessible Social Mobility [View article]
Checks indicate demand for Nokia's (NOK -5.2%) Lumia 920 is "solid" at AT&T, but well behind demand for the iPhone 5 and Galaxy S III, says Raymond James' Tavis McCourt, who reiterates an Underperform. Moreover, McCourt thinks commentary from AT&T reps about the 920 "was very similar to the April launch of the Lumia 900, but with a lot more supply issues." He adds the 900 was on Amazon's top-10 bestseller list for 2 months, and that HTC and Samsung's Windows Phone 8 models also face supply problems. (previous: I, II, III) [View news story]
I guess AT&T got a shipment in. A whole 20 phones maybe. Nokia must have 2 Chinese guys knocking them out in their back yard.
http://amzn.to/HLcAr3
Nuff said.
The iPhone 5 (AAPL) launch has once more made iOS the most popular smartphone platform in the U.S, but Europe is a different story. Kantar ComTech believes the iPhone's U.S. smartphone share for the 12 weeks ending Oct. 28 came in at 48.1% - that's up from the year-ago period's 22.4%, and slightly above Android's (GOOG) 46.7%. But in the EU5, the iPhone's share rose only 90 bps Y/Y to 21.2%, while Android's rose 1300 bps to 63.9%. Windows Phone had 4.7% of the EU5 , and 2.7% of the U.S., ahead of the WP8 launches. (previous) [View news story]
Nokia Up Double Digits, Lumia 920 Doing Well [View article]
Would you care to try saying that out loud with a straight face?
Nokia Up Double Digits, Lumia 920 Doing Well [View article]
Samsung & HTC WP8 phones? Nokia is totally smoking them *everywhere*. In fact if they can make 920s fast enough they're competing with Samsung's best selling S3. At the low end their Ashas are taking market share back from the budget Android phones.
Nokia's other divisions are already profitable, it's only the smartphone division which wasn't making money and that looks like it just started.
Nokia Up Double Digits, Lumia 920 Doing Well [View article]
Personally I want a "one device does it all" phone so I can get rid of my desktop PC and laptop PC.
Nokia Up Double Digits, Lumia 920 Doing Well [View article]
That's the mobile device space. It's different from PCs, and fashion absolutely matters.
Nokia Up Double Digits, Lumia 920 Doing Well [View article]
I'm sure they'll push updates out for it, the blurry thing I have no idea why that is but on all their other platforms the maps are sharp.
A web app is easy to get running on another platform, but is never quite as good. Native is more difficult. Someone check Nokia's job adverts for "Objective C developers". It'll tell you if they're hiring iOS native developers.
Betting Splunk Goes Splat [View article]
The more customers you have the more web servers you need, and the more log data you produce. If you decide to start piping the log data from hundreds, thousands or tens of thousands of web servers you are going to have to purchase a additional infrastructure; additional storage, uprated networks and none of it is directly related to serving your customers.
An alternative exists; take the log data processing to the source of the data where it's still very small, not large. No expensive parasitic infrastructure required. Just a relatively modest mechanism to collate the aggregate statistics and alerts you have told it you want. I'm aware of at least one log data processing tool which takes exactly this alternative approach and essentially obviates the need for piping large amounts of log data around your network.
It may still be worth being long Splunk, many people are lazy and it's simple to just associate big data with splunk but it's my experience that the lighter to implement solutions tend to win.
Google (GOOG) is "putting the finishing touches" on an iOS Google Maps app and has distributed a test version to people outside the company, the WSJ reports. However, it remains unclear when the app will be submitted to Apple for approval. The Guardian recently reported the app should be ready by year's end, and Nokia (NOK) announced its Here iOS mapping app earlier this week. The WSJ also notes Eddy Cue, the Apple (AAPL) exec now in charge of the criticized iOS 6 Maps, "has been hands-on with the maps team" in an effort to fix the product. [View news story]
Nokia: So, How Are Lumia 920 Sales Going? [View article]
I agree about the finishes though. Worry more about launching it at passers by when you take it out. A metal back would prevent the wireless charging from working. Polycarbonate is amazingly strong material and is self coloured, so scratches mostly don't show and can even be polished out if you really feel the need. I've polished some major scratches out of a polycarbonate motorbike screen. Course the polished bits would go from matte to gloss, which could look good if you're into customisation.
Apple (AAPL -0.9%) shares continue to have an autumn to forget - they're now trading at levels last seen in May. Credit Suisse suggested this morning bulls should consider selling a Jan. '13 options strangle involving strike prices of $525 and $600. Morgan Stanley's Katy Huberty provided another positive note: she claimed component supply constraints are "no longer an issue;" that component costs could drop in 1H13; and that the Chinese government could issue 4G licenses in 2H, something that would pave the way for a China Mobile (CHL) deal (previous). [View news story]
Research In Motion: On The Road To Kodak [View article]
Android apps are just Java apps so it's easy to make them run on another platform, it's the whole reason Java exists in the first place. Windows Phone also runs Android apps. In fact I have a suspicion that Dalvik will become the next J2ME, which every mobile phone will be able to run, so every platform will have hundreds of thousands of garbage apps from every developer and his dog available.