cremnob

I don't think Apple will be a good defense if Android's market share is 80%.

This is an opportunity for Yahoo. The article mentions that OEMs can't leave because they're afraid of losing Google services, Yahoo can be that replacement. They've been making beautiful mobile apps lately and they have some very polished services. They are a pure play service provider who isn't trying to compete with the OEMs; they have no conflict of interest.

If you work at Yahoo, this is something you should run up the chain. A relationship with OEMs would solve their problems, and allow you to get a foothold in mobile that you haven't been able to before.

Open always wins, until it conflicts with your business interests. "Open" used to be the oft-repeated advantage over iOS in the early days, I wonder if that will slip away from the narrative like "SD card slots", "removable batteries", and "real keyboard" did.

Probably local regulations related to operating in Korea.

Buying back stock is the best use of cash right now.

High taxes on gas fueled cars make Tesla afordable.

Interesting to note that iOS gained share in the US by 5.4% while Android declined by 5.6% in a quarter without new iPhones launching.

There may be some truth to Horace Dediu's hypothesis that Android has peaked in the US.

Whenever you see a story about market share, it's for a quarter.

This is a joke right?

“The 7.9-inch iPad mini represented about 60% of total iPad shipments and 49% of iPad-related device revenues in the quarter.”

That's from the quoted report.

I wonder if Larry Page will have to write an apology letter over this.

Apple acquired Authentec for it, so it's going to be difficult for competitors to replicate it. I'm sure there are other vendors that provide fingerprint sensors, but their implementations of it and how the tech works probably isn't going to be the same.