Tuesday, June 21, 2011

Android Share in U.S. to Drop?

After Google's Android experienced its first loss of market share in a region since 2009 during the March quarter, Needham & Co. analyst Charlie Wolf predicted Android would regain share in the June and September quarters before a "material decline" in the December quarter following the expected launch of the iPhone 5. "In our opinion, this is just the beginning of Android’s share loss in the U.S.," Wolf says.

Android's share of the U.S. smartphone market fell from 52.4 percent in the December quarter to 49.5 percent last quarter. It could be worse. Look at what has happened to Research in Motion.

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AI Capex Changes Meta View on Open Source

To a large extent, the huge cost of compute infrastructure for artificial intelligence is upending the economics and strategy of “open sour...