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Over on ZDNet, David Morgenstern claimed that I was a Chicken LIttle because I pointed to the margin imbalance between the iPhone and Mac and dared wonder if, given Apple's historic fondness for high-margin business, whether there might be a future for the company without making a computer.
Contrary to popular preconceptions, cloud computing isn't the stuff of start-ups and fringe companies â€" it's really big business run by very public companies (and I don't just mean Salesforce.com and VMware). My colleague Erik Sherman has an interesting take on the cloud computing business model, ...
As I've mentioned before, there's been a steadily decreasing average net sale for Apple's Mac units over at least the last seven quarters. But an analysis by Turley Muller at the Financial Alchemist blog (via AppleInsider) might explain why: iPhones margins are so high that Apple can afford to drop prices elsewhere and still keep their overall results looking good.
Back in January, LG Electronics essentially went into competition with broadcast, cable, and satellite video providers with its NetCast Entertainment Access. Certain of its HDTV offerings provided built-in streaming from both YouTube and Netflix, as well as news, weather, and photos from Yahoo. Now it's expanding the service by integrating access to titles from Vudu, adding an extra 2,000 HD videos for purchase or rental with no monthly fees and no additional set-top box. This is just the latest indication of a fundamental shift in the media-technology partnership.
Yahoo's search deal with Microsoft is the Internet's version of Sunset Boulevard, with Yahoo as the downtrodden young writer and Microsoft as the aging actress with whom he hooks up, giving him access to her wealth and Bing (I mean bling), but confining him to a hopeless future. In case you haven...
Salesforce.com has been one of the leading SaaS "success" stories, and the company has been trying to ride that into a secure spot in future cloud computing. But it's facing the twin demons of slowing bookings and a time to customer profitability that makes you wonder whether the company can survive without at least a mid-term acquisition.
My colleague Michael Hickins was right when he said that IBM's acquisition of SPSS helped it get its hands on a rapidly growing market. But the real upside is not in depriving SAP of an area of business intelligence that it might have been smart in wanting. The big win is that IBM gets to integrate what SPSS can do into what Big Blue knows best: infrastructure. In fact, you might say that IBM is creating a new category, smart infrastructure.
So the two gladiators, Microsoft and Yahoo, have finally stopped slugging it out and announced a ten-year search deal. And while the structure is interesting, with Microsoft providing the search back-end and Yahoo becoming the sales agent for the combined effort, you have to wonder if this is too little, too late.
IBM's planned acquisition of data analysis software specialist SPSS for $1.2 billion in cash adds an important element to its array of applications intended to help companies run more efficiently, while depriving rival applications vendor SAP of a key partner in a market segment that IBM claims is g...
Qualcomm has identified at least one significant difference between its proposed smartbook and the netbooks offered or announced by the likes of HP, Acer, Gateway and others. Qualcomm CEO Paul Jacobs told Kara Swisher during the Fortune Brainstorm conference that the company's smartbooks will resemb...
The Wall Street Journal found something interesting in the Amazon acquisition of Zappos -- a consideration that all tech companies should keep in mind when doing acquisitions. When the topic of money comes up, people often lie, and even more often stretch the truth. And that explanation is good to remember when considering the numeric dance that Zappos execs are currently undertaking.
Dell to pay $9.1 million to settle gender discrimination class action suit by former employees; Intel appeals EU $1.5 billion antitrust fine; Microsoft offers browser choice in Europe to avoid more antitrust action; Apple backs off wiki suit; and video game trade group sues Chicago Transit Authority over ad ban.
The tech industry has been good at making money when there was an air of mystery about technology and availability was almost considered a privilege. But now we're seeing evidence that almost everything is dropping away in price to nothing. Is it time to start finding "day jobs?" Look at some of the evidence:
There's an old saying that IBM never enters a market if it doesn't see a billion dollar opportunity. The company's CTO for telecommunications research, Paul Bloom, corrected me during a phone call. It's a billion dollars at the low end. And that's why IBM announced last month that it was putting $100 million over the next five years into "direct research in the mobile space." But don't expect a new mobile device or apps. IBM's strategy is to let partners create the end user software and electronics. It just wants to make money from being in the middle of everything. The company's strategy sits on top of three major market assumptions and a few of its own realities
Richard Nixon taught us that the cover-up is worse than the crime. Tylenol taught us that everything is forgiven if you're willing to fess up. So I have two questions for Network Solutions management: Why did you wait almost two full weeks before announcing that you suffered a data breach...
Trump's optimism about talks to end the Iran war has been tempered by denials from Tehran, and violence that continues to keep the Strait of Hormuz gridlocked.
Nearly 12% of all TSA officers who were scheduled to work on Sunday called out – the most since the start of the partial government shutdown.
A shadowy group claiming antisemitic attacks in Europe amid the Iran war tells CBS News it will target "U.S. and Israeli interests worldwide."
Former Rep. David Rivera of Florida is accused of secretly lobbying for the Venezuelan government during the first Trump administration.
The Senate is closing in on a deal to fund the bulk of the Department of Homeland Security and end the partial government shutdown that has stretched for six weeks.
President Trump has long railed against mail-in voting, but used the method this month in a Florida election, public records indicate.
The foreign ministry said in a statement it agreed after a letter from his family that Dennis Coyle "would be pardoned and released" for Eid.
Two pilots were killed and dozens of people injured at New York's LaGuardia Airport late Sunday night when an arriving Air Canada Express plane and fire and rescue vehicle collided, authorities said.
Overhead announcements at Houston's George Bush Intercontinental Airport periodically advised those in line with departures within four hours to consider rebooking now.
Overhead announcements at Houston's George Bush Intercontinental Airport periodically advised those in line with departures within four hours to consider rebooking now.
President Trump has long railed against mail-in voting, but used the method this month in a Florida election, public records indicate.
Oklahoma Gov. Kevin Stitt appointed energy executive Alan Armstrong on Tuesday to replace newly confirmed DHS Secretary Markwayne Mullin in the Senate.
The Senate is closing in on a deal to fund the bulk of the Department of Homeland Security and end the partial government shutdown that has stretched for six weeks.
The National Highway Traffic Safety Administration said the issue can reduce the driver's ability to detect hazards and increase the risk of a crash.
The National Highway Traffic Safety Administration said the issue can reduce the driver's ability to detect hazards and increase the risk of a crash.
Polymarket tightened its rules after questions surfaced over whether some prediction market customers engaged in insider trading.
Elon Musk unveiled plans for a massive chip manufacturing facility in Austin, Texas, that he said will power his "galactic" aspirations.
"TSA PreCheck will likely help you, even now with the long lines we're seeing at checkpoints," said one travel expert.
Pet ownership costs over the past year have increased by up to 10%, according to Rover.
Overhead announcements at Houston's George Bush Intercontinental Airport periodically advised those in line with departures within four hours to consider rebooking now.
President Trump has long railed against mail-in voting, but used the method this month in a Florida election, public records indicate.
Oklahoma Gov. Kevin Stitt appointed energy executive Alan Armstrong on Tuesday to replace newly confirmed DHS Secretary Markwayne Mullin in the Senate.
The Senate is closing in on a deal to fund the bulk of the Department of Homeland Security and end the partial government shutdown that has stretched for six weeks.
Former Rep. David Rivera of Florida is accused of secretly lobbying for the Venezuelan government during the first Trump administration.
Doctors fear that skepticism, fueled by anti-science sentiment and mistrust, is extending beyond vaccines to other proven, routine care.
Transit Officer Paul DeGeorge thought his son was lying on him. Then he realized something much scarier was happening.
A judge blocked a set of changes to the childhood vaccine schedule recommended by allies of Health and Human Services Secretary Robert F. Kennedy, dealing a setback to the Trump administration's efforts to overhaul federal vaccine policy.
Patchwork state policies and limited federal oversight have led to a fragmented system for tracking organ donor status.
Spencer Laird was diagnosed with colon cancer at 26. At 30, he was told it had returned and spread to his lungs, with one tumor the size of a golf ball.
Researchers in Cambodia surveyed dozens of previously unexplored caves and found several species never seen before, including a pit viper that is still being studied.
A shadowy group claiming antisemitic attacks in Europe amid the Iran war tells CBS News it will target "U.S. and Israeli interests worldwide."
The foreign ministry said in a statement it agreed after a letter from his family that Dennis Coyle "would be pardoned and released" for Eid.
Eugene de Kock testified that one of the police officers implicated in the killings had asked him to help assist with a cover-up.
Trump's optimism about talks to end the Iran war has been tempered by denials from Tehran, and violence that continues to keep the Strait of Hormuz gridlocked.
A new documentary examines the artificial intelligence boom and its potential risks to humanity, featuring interviews with top AI company CEOs and other experts. Co-director Charlie Tyrell and producer Ted Tremper join CBS News to discuss the making of the film, "The AI Doc: Or How I Became an Apocaloptimist."
"The Pitt" star Patrick Ball tells "CBS Mornings" he had been auditioning since 2013 and didn't think his acting dreams were "ever going to happen" when he was cast in the medical drama. He also opens up about how the series is personal for him.
In 2005, the "Friends" star played Valerine Cherish, a washed-up sitcom actress, in the HBO comedy "The Comeback." The show was cancelled, but it earned a cult following, and returned in 2014. Now, "The Comeback" is itself making a comeback.
In this web exclusive, Emmy-winning actress Lisa Kudrow talks with Tracy Smith about "Friends," and her HBO show "The Comeback."
"Friends" star Lisa Kudrow played a washed-up sitcom actress, Valerie Cherish, in the 2005 HBO comedy "The Comeback." The show was cancelled, but it earned a cult following, and then returned in 2014. Now, "The Comeback" is itself making a comeback for a third season. Kudrow talks with correspondent Tracy Smith about her love for playing Phoebe Buffay; her aptitude for "cringe comedy"; and how she found solace following the death of "Friends" castmate Matthew Perry.
A new documentary examines the artificial intelligence boom and its potential risks to humanity, featuring interviews with top AI company CEOs and other experts. Co-director Charlie Tyrell and producer Ted Tremper join CBS News to discuss the making of the film, "The AI Doc: Or How I Became an Apocaloptimist."
Polymarket tightened its rules after questions surfaced over whether some prediction market customers engaged in insider trading.
From labor shortages to environmental impacts, farmers are looking to AI to help revolutionize the agriculture industry. One California startup, Farm-ng, is tapping into the power of AI and robotics to perform a wide range of tasks, including seeding, weeding and harvesting.
Elon Musk says he will make chips in the U.S. for use in Teslas and robots. Reuters global aerospace editor Joe Brock joins to discuss.
Elon Musk unveiled plans for a massive chip manufacturing facility in Austin, Texas, that he said will power his "galactic" aspirations.
Researchers in Cambodia surveyed dozens of previously unexplored caves and found several species never seen before, including a pit viper that is still being studied.
The iNaturalist cellphone app not only helps users identify plant, animal and insect species; it also provides invaluable data to scientists studying biodiversity, species decline, and habitat loss. It also provides opportunities for fun: David Pogue joins iNaturalist fan Martha Stewart in a "bioblitz" – a timed competition with other users to spot and ID species.
The song is that of a humpback whale and was recorded by scientists in March 1949 in Bermuda, researchers said.
A new study in the journal Nature says most sea level rise research may have underestimated coastal water heights by an average of 1 foot.
NASA Administrator Jared Isaacman announced significant changes to the agency's Artemis program, which aims to land on the moon in 2028.
Several Jewish community ambulances were torched in London in a suspected antisemitic arson attack. CBS News' Inaya Folarin Iman reports.
Dayton Webber, a quadruple amputee known as one of the top professional cornhole players in the U.S., is facing a series of charges including first-degree murder. Shanelle Kaul reports on the case against Webber.
Eugene de Kock testified that one of the police officers implicated in the killings had asked him to help assist with a cover-up.
A U.S. Park Police officer was seriously wounded in an ambush shooting in Washington, law enforcement officials said. The officer was targeted, they said.
Prosecutors say the man charged in the murder of Loyola University Chicago student Sheridan Gorman missed his first court appearance Monday as he receives treatment for tuberculosis. CBS News immigration correspondent Camilo Montoya-Galvez has the latest.
NASA's Artemis II rocket is back on the launch pad after repairs inside the massive Vehicle Assembly Building at the Kennedy Space Center. Early next month, NASA will try, for a second time, to send a crew of four on a flyby of the moon. Mark Strassmann has more.
A possible meteorite crashed into a Houston area house on Saturday night, tearing through the roof and two stories of the home, officials said.
Retired NASA astronaut and Air Force Col. Eileen Collins joins "CBS Saturday Morning" to discuss her groundbreaking journey to become the first woman to pilot the Space Shuttle and the first to command a Space Shuttle mission.
After a trip back out to the launch pad, NASA's Artemis II rocket will be readied for a historic flight to the moon.
A meteoroid was spotted streaking across the sky in 10 states. In some areas, there was also a loud boom, similar to an explosion. NASA says the meteor, which was traveling 45,000 mph in the sky, fragmented - causing the bright fireball and loud boom.
A look back at the esteemed personalities who've left us this year, who'd touched us with their innovation, creativity and humanity.
Does the evidence show a cover-up, or was Todd Kendhammer wrongfully convicted for the murder of his wife?
Christy Salters-Martin dominated in the boxing ring but faced her toughest challenger at home.
Family seeks answers in death of newlywed who disappeared in 2005 while on Mediterranean honeymoon cruise.
Meet the tattooed beauty charged in the death of Google executive Forrest Hayes.
An Iranian official told CBS News that Tehran received "points from the U.S. through mediators" after initially denying President Trump's claims that the U.S. and Iran were in talks. CBS News' Ed O'Keefe and Chris Livesay have more.
Several Jewish community ambulances were torched in London in a suspected antisemitic arson attack. CBS News' Inaya Folarin Iman reports.
CBS News correspondents Skyler Henry and Nicole Sganga stood in line with flyers at TSA checkpoints in Atlanta and Houston airports to track how long it takes to go through security as the partial shutdown drags on.
TSA lines continue to grow longer at airports across the country, and lawmakers are facing anger from travellers who want the partial government shutdown to end. CBS News' Skyler Henry and Taurean Small report.
President Trump wants to find a diplomatic end to the war against Iran, but strikes from Tehran continue to affect Israel and the Gulf states. CBS News' Aaron Navarro and Holly Williams report.