This has been a crazy week on the markets, and it's still only Tuesday morning out here in Silicon Valley. But look no further than the stalwarts in the PC business, like Apple, Hewlett-Packard and Dell to see a new kind of volatility index.
There was a time not too long ago when Hewlett-Packard simply became "HP." I'm not talking about the "HP" it's always been known as, but "HP" as the official new name of the company, supplanting Bill Hewlett and Dave Packard, and joining the ranks of KFC as a company running the risk of forgetting history for the sake of convenience and short-hand.
If Electronic Art's unsolicited bid for Take-Two Interactive sounds a lot like Microsoft's unsolicited play for Yahoo — complete with both EA and Microsoft ultimately walking away — think again.
The background is this: Balsillie has been Jonesing for an NHL team for the past several years. He looked close to getting a deal done for the financially strapped Pittsburgh Penguins. When that didn't work out, he started to focus on the Nashville Predators.
I had a feeling my early morning post about Dan Lyons and his Apple monopoly mongering might engender some choice responses from some of you. But some of these posts might surprise you. Here's a taste:
Look, I don't want to play the role of Apple defender, because heaven only knows message boards and Apple shorts think I support this company too much already.
This is the guy who is running arguably the most effective, most innovative company in arguably one of the most exciting and dynamic sectors in tech. And he just doesn't tend to sit down for TV interviews.
Apple owned the spotlight yesterday with its iPod event in San Francisco, but today and tomorrow it will all be about Research in Motion, with CEO Jim Balsillie preparing to keynote the big CTIA Wireless expo Thursday, which comes a week before the company issues its quarterly earnings.
Steve Jobs is healthy, was taken by surprise by all the speculation about his health swirling around him after his last public appearance in June, and says while he could "stand to gain 10 or 15 pounds," he's doing just fine.
This is the live blog of the Apple "Let's Rock" event. The first post is at the bottom of the page, with the last enry at top.
As you might imagine, the reactions to the my earlier post today about Apple fatigue plaguing investors seems to have struck a nerve. Here are some more of your responses:
I just knew that when I wrote that last post about some on the Street growing tired of Apple, that it would lead to a few responses from some of you. Well, I was right.
With this $50 software (the introductory rate is cheaper) users can upload unlimited DVDs onto one hard drive. This allows someone who's constantly on the go to load up all their favorite DVDs onto their laptop for entertainment on those long flights.
Yet this time around, it seems to me that Apple is laboring to manufacture the magic. Investor expectations have been ratcheting up at fever pitch for four straight years. It's simply getting more difficult to wow them every time.
A few weeks ago, I detailed in a blog Microsoft's decision to use comedian Jerry Seinfeld as its new pitchman. I wrote then of the unusual choice of a professional complainer who hasn't done anything meaningful since his show Seinfeld went off the air a decade ago.
Attention will turn from Jobs himself to those new products and what Apple will do for iPod. This is still clearly the little music player that could, and can. Investors have been waiting for iPod sales to slow precipitously, and while they are slowing, it's not nearly as bad as investors feared.
Both companies are in the red today thanks to the JP Morgan report out this morning suggesting weakness in display advertising because of the general economic malaise gripping so many companies during this non-recession recession.
Never mind that chrome is typically the stuff that gets dented on older car bumpers, Google thinks Chrome will be the answer to Microsoft's browser dominance on the net.
Computer maker Dell shares fell 13 percent Friday, as both earnings and margins fell short of Wall Street estimates.
Dell reported a profit that fell well short of consensus expectations, punishing the company's shares in late trading.