Showing posts with label %. Show all posts
Showing posts with label %. Show all posts

Saturday, July 2, 2011

Chrome Hits 20% Share As IE Continues Slide

jbrodkin writes "Google Chrome's rise in popularity has been remarkably fast and it's just hit a new milestone: more than 20% of all browser usage, according to StatCounter. Chrome rose from only 2.8% in June 2009 to 20.7% worldwide in June 2011, while Microsoft's Internet Explorer fell from 59% to 44% in the same time frame. Firefox dropped only slightly in the past two years, from 30% to 28%. While other browser trackers show Chrome with a lower percentage, there's a reason: StatCounter tracks total surfing, not the number of users. It's the Web's power users who are pushing Chrome to new heights."

Read more of this story at Slashdot.




Chrome Hits 20% Share As IE Continues Slide


Backlink: http://rss.slashdot.org/~r/Slashdot/slashdot/~3/eAG1Uc6VOx8/Chrome-Hits-20-Share-As-IE-Continues-Slide

Friday, July 1, 2011

Chrome Hits 20% Marketshare (Report) (GOOG, MSFT)


rocket launch

Google Chrome now has 20% marketshare in browsers, according to online analytics firm StatCounter, TheNextWeb reports.

This is pretty staggering. Just two years ago, Chrome was at 2.8%.

The gains came at the expense of both Firefox and Internet Explorer, which is now dipping below 50% marketshare.

This shows a few things:

  • Google's got some great engineers. (We already knew that, but worth repeating);




  • The browser market is actually an opportunity. People think of the browser as boring, utility software, but if tens of millions of people are willing to switch browsers, it means there's room for a newcomer. And there's opportunity for change and evolution. This is why RockMelt, a startup founded by a bunch of former Netscape rockstars, recently raised $30 million
  • Check Out Google's Big Makeover →

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    Chrome Hits 20% Marketshare (Report) (GOOG, MSFT)


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    Wednesday, June 29, 2011

    THE APPLE INVESTOR: Apple Doesn't Address 70% Of The World's Mobile Phone Market (AAPL)


    The Apple Investor is a daily report from SAI. Sign up here to receive it by email.


    cell phoneAAPL Sideways As Market Rises 



    Stocks are up mid-week after the Greek parliament passed an unpopular austerity plan critical to avoid a debt default. Shares of AAPL are trading sideways, while the markets have recovered in the positive after an early morning sell-off. Catalysts include second quarter results released the third week in July (TBA); the next iPhone launch this fall; smartphone push into China and emerging markets; iCloud rollout and adoption; the continued evolution and next generation of Apple TV; and new platforms such as books / publishing and social (Ping). Shares of Apple trade at 11x Enterprise Value / Trailing Twelve Months Free Cash Flow (including long-term marketable securities), low versus historical standards.

    Analyst Raises Third Quarter Estimates Based On iPad And Mac Sales (Barron's)



    Needham analyst Charlie Wolf raised estimates based on predictions about Apple's Mac and iPad shipments. In terms of the iPad, competitors "have made an imperceptible dent in the trajectory of iPad sales". He upped his iPad sales estimate for the fiscal third quarter to 9 million units, an increase from 7.5 million. Mac unit estimates he raised from 3.75 million to 4.25 million for the quarter. He also increased his long-term revenue and EPS forecasts for Apple. For fiscal 2011 he sees just under $103.6 billion in revenue, with EPS of $25.

    Clash Of The Analysts: Will There Or Won't There Be A Low-End iPhone Released? (AppleInsider)



    Another analyst has countered recent reports that Apple plans to release a cheaper iPhone for the pre-paid mobile market. BMO Capital's Keith Bachman believes that the iPhone 3GS will continue to serve as the company's "low-end" handset. FBR Capital Markets analyst Craig Berger agrees with Bachman that a low-price iPhone is unlikely. This is in contrast to Deutsche Bank's Chris Whitmore, who has stated a mid-range, contract free $300-$500 iPhone will launch in September.

    Nearly 70% Of The World Not Being Addressed By The iPhone (Asymco)



    Speaking of cheaper phones, according to research firm Asymco, nearly 70% of the world's population uses pre-paid phones. So far, Apple is missing in action in that marketplace. Despite Apple’s recent decision to offer a contract-free iPhone, the handset remains ridiculously expensive. The company will eventually fill 100% of the post-paid market through the expansion of carrier agreements. When put in these terms, why on earth wouldn't Apple address the low-end?

    A Tale Of Two iPhones: Just Look At Apple's Product History (Daring Fireball)



    John Gruber would agree. He says there is a bit of evidence of the release of a low-end iPhone amongst the scraps of information that have leaked regarding new iOS hardware. More importantly, it makes strategic sense. Eventually Apple is going to expand the iPhone to multiple tiers as in multiple new products. It’s just a matter of when. Examine the history of the iPod. Apple presses technologically at the high end, and the company expands into the mid-range market with lower priced models. Why not now?

    Apple The Top Mobile Device Vendor In Australia As Nokia Takes A Dive (IDC)



    Apple has become the top mobile device vendor in Australia for the first time, with nearly one third market share, according to IDC’s Q1 2011 Mobile Device Tracker report. The market there has mainly been dominated by Nokia, but this year the Symbian platform has seen a huge tumble along with a dip in demand for feature phones mainly due to the rise in smartphones and consumers shying away from the platform ahead of the transition to Microsoft's Windows Phone.

    Google Seeing 500K Android Devices Activated Every Day (Various via techDygest)



    Half a million Android devices are activated every day, a number that's growing 4.4% each week, Google's Android chief Andy Rubin revealed in a tweet. That means that Android could hit 1 million daily activations by October if this growth rate maintains. Henry Blodget at Business Insider says this leaves Apple in the dust. Back in January, Apple announced (in a roundabout way) over 360,000 daily iOS activations, and at that time Google was seeing 300,000 activations. Getting to $14 billion in mobile ad revenue in the next 4 years doesn't seem so far-fetched.

    Daily Trader: Samsung Replaced By TSMC As The A6 Processor Maker (Various via iDygest)



    It is speculated that the move to give Taiwan Semiconductor Manufacturing Company (TSMC) exclusive manufacturing of the A6 may be a result of Apple's lawsuit against Samsung. Increasing legal tension between the two companies has prompted Apple to switch to contract fab to TSMC to build its next-generation A6 chip. Samsung is the company contracted by Apple to build the ARM chips found inside the iPhone 4, iPod touch 4th generation, and iPad. Could be a decent short-term pair trade.

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    THE APPLE INVESTOR: Apple Doesn't Address 70% Of The World's Mobile Phone Market (AAPL)


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    Tuesday, June 7, 2011

    Twitter Predicts How Stocks Move 87.6% Of The Time


    smiling_brokers

    When a "Twitter hedge fund" was launched, we saw it as a bubble sign. But there seems to be something there. 

    A Cornell University study in the Journal of Computational Sciences used algorithms to track the "mood" of messages on Twitter and found that certain moods on Twitter correlate very nicely with the closing of the Dow Jones Industrial Average.

    "We find an accuracy of 87.6% in predicting the daily up and down changes in the closing values of the DJIA and a reduction of the Mean Average Percentage Error by more than 6%," the study says. 

    Don't get your hopes too up, however: as we know, correlation is not causation. While we're skeptical that "mood" on a global social network like Twitter can predict the movements of a specific index like the DJIA, it's certainly possible that some signals on Twitter can correlate with some stocks and other events. It's also the fastest way (probably even faster than a Bloomberg terminal) to track breaking news, which can have an impact on the stock market. 

    Dare we say StockTwits has found its business model?

    Don't Miss: NSFW: People Really "F---ing" Hate Twitter's New Email Notifications →

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    Twitter Predicts How Stocks Move 87.6% Of The Time


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    Friday, May 6, 2011

    THE APPLE INVESTOR: Android May Be Winning OS Smartphone Market Share, But Apple Will Take Home 75% Of Mobile App Revenue This Year (AAPL)

    The Apple Investor is a daily report from SAI. Sign up here to receive it by email.


    iPhone AppsAAPL Up With Markets 

    Employers added 200K jobs for the third straight month, contributing to the biggest corporate hiring spree in 5 years. Markets are responding well, reversing a week-long slide. Shares of AAPL are up over 2 points, in line with the rest of tech. Upcoming catalysts include the WWDC starting June 6; iPad 2 supply stabilization; the iPhone 5 launch this summer / fall; smartphone push into China and emerging markets; iTunes and other cloud initiatives; the continued evolution and adoption of Apple TV; and new platforms such as video, books / publishing and social (Ping). Shares of Apple trade at 11x Enterprise Value / Trailing Twelve Months Free Cash Flow (incl. long-term marketable securities).

    The Lower Price-Point iPhone Is Coming, It's Just A Matter Of When (Barron's)
    Oppenheimer & Co analyst Ittai Kidron took over coverage of Apple with an Outperform rating and a $450 price-target, saying stock is a “core holding in any technology or growth portfolio.” He believes the rumored lower price-point iPhone, is more a question of when, not if, following the footsteps of the iPod which worked its way into lower price tiers. Kidron predicts 73 million iPhones to be shipped this fiscal year ending in September, and 28.5 million iPads.

    Apple Anticipated To Take 75% Mobile App Market Share This Year (Boy Genius Report)
    According to the latest projections by iSuppli, Apple's App Store may very well claim a much bigger share of the mobile app download market than anyone previously anticipated. Estimates for the Apple App Store this year call for revenue of $2.91 billion, up 63.4% from $1.78 billion year-over-year. Total industry app revenues rose to $2.1 billion last year and is estimated to increase to $3.8 billion in 2011. Meaning Apple will account for approximately three-quarters share of the market.

    Apple Moves to Number Two Worldwide Smartphone Manufacturer (GigaOM)
    Apple replaced RIM as the second largest worldwide smartphone vendor during the first quarter of 2011, according to IDC. Apple is led only by Nokia, and followed by RIM, Samsung and HTC which round out the top five. Apple’s shipments grew 114% from the previous year, jumping from 8.7 million to 18.7 million handsets. The company now trails world industry leader Nokia by only 5.5 million shipped units. Read more at Business Insider.

    News Corp. Might Be Losing Money On The Daily, But Apple Isn't (Electronista)
    News Corp’s digital publication, The Daily, which premiered on the iPad in February, hasn’t had too impressive a first quarter. Even though the app was downloaded over 800K times, the publication made a loss of around $10 million. The Daily was the first iOS app to support Apple’s recently introduced in app subscription policy, and can be subscribed to for $0.99 a week. While the iPad may not save the publishing industry, that's still a cool $240K that Apple pocketed for providing the distribution vehicle.

    Tablets Now Eating Into Other Devices (Nielsen)
    A survey from Nielsen shows tablets cutting into not only desktop and laptop usage, but stealing time from e-readers and dedicated gaming machines as well. The computing load is clearly shifting away from more traditional machines, presenting a significant challenge to hardware makers. The study also shows Apple growing its U.S. tablet share rather than decline amid more than two hundred tablets swarming the market, with 82% of tablet owners buying an iPad.

    Is Apple Compromising On Publisher Terms? (Venture Beat)
    Hearst, one of the major U.S. magazine and newspaper publishers, will begin implementing iTunes subscriptions in three of its iPad apps starting with the July issues. A Hearst representative is quoted as saying, “Our deal is fundamentally different from any other deal Apple has done with a publisher.” Does that mean a deviation from Apple’s subscription plan (which has been criticized for requiring publishers to give Apple 30%)? Maybe Apple is showing some flexibility.

    What's Up Apple's Sleeve Hiring The Inventor Of LucasFilm THX Sound System? (GigaOM)
    The big buzz around Silicon Valley is that "sound legend" and venerable cinematic audio innovator Tomlinson Holman has been hired by Apple to help dramatically improve the company's audio-related efforts. Does this mean Apple may be looking into the possibility of creating its own, Apple-branded sound systems? That would be great, because according to Business Insider what they offer right now is marginal.

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    THE APPLE INVESTOR: Android May Be Winning OS Smartphone Market Share, But Apple Will Take Home 75% Of Mobile App Revenue This Year (AAPL)


    Backlink: http://feedproxy.google.com/~r/typepad/alleyinsider/silicon_alley_insider/~3/RWIPGrIR_eI/the-apple-investor-may-6-2011-5