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Today in Tech: The iPad 3 is coming!
Fortune's curated selection of tech stories from the last 24 hours. Sign up to get the round-up delivered to you each and every day. * Yes, folks, the day many have been waiting for is fast...
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Wall Street raised its Apple estimates 24.4% in 90 days
But even at $600 a share, the company's stock price still seems out of whack Apple's (AAPL) second fiscal quarter ends Saturday, and although the market spent Friday morning knocking the stuffing out...
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Munster: How Apple becomes the first $1 trillion company
Its market cap today is $577 billion. Where do the next $400-plus billion come from? In a note to clients issued early Tuesday, Piper Jaffray's Gene Munster raised his Q2 iPhone estimate (to 33...
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The Dell dilemma
Five years after Michael Dell returned to lead the PC maker he founded, Dell may actually be ready for a second act. The next several months will be dicey. Here's what to watch for. By Kevin Kelleher,...
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HP and IBM: Two paths, one future
Despite bedrock similarities, the two giants have very different philosophies. By Kevin Kelleher, contributor FORTUNE -- On the face of it, Hewlett-Packard and IBM have a lot in common. Both are...
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The average Apple analyst's price target has fallen to $740
Eleven lowered their 12-mos. targets in December, yet few stocks have as far to go FORTUNE -- Analysts tend to get nervous when a stock they follow drifts too far from their published price target, and...
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Enterprise tech is facing a depressing 2013
Companies are likely to spend on tablets and cloud services—but at the expense of higher margin products. By Kevin Kelleher, contributor FORTUNE -- As companies around the globe put the final touches...
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Chart of the day: Apple as the world's No. 1 PC maker
This assumes you believe that iPads and Kindle Fires are personal computers FORTUNE -- Market researchers at Canalys made headlines Wednesday when they reported that Apple (AAPL) was the world's No. 1...
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Samsung has overtaken Apple in 'smart connected devices'
The two leaders tower over Lenovo, HP and Sony, but stand in the shadow of "Others" FORTUNE -- IDC has issued a Q4 report on shipments of what they call "smart connected devices," a category that...
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Pie chart of the day: Apple's oversize share of PC profits
In the last quarter of 2012, Apple had 5% of the global PC market and 45% of the profit. FORTUNE -- Everybody who follows the computer industry knows that Apple's (AAPL) Mac trails far behind its...
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If Foxconn sneezes, does that mean Apple caught a cold?
The world's largest electronics manufacturer does have other clients. FORTUNE -- If something sounded familiar about Lorraine Luk's headline in Tuesday's Wall Street Journal -- As Apple Feels Bite, Hon...
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What will it take to turn around Hewlett-Packard?
Now that HP's going to be dropped from the Dow, it's time to reevaluate what to do with the aging tech giant. FORTUNE -- What would you do if it fell to you to turn around Hewlett-Packard (HPQ)? It's a...
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Chart of the day: Ad spends by Apple, HP, Dell, Microsoft, Samsung
At Apple and HP, ad spending is flat as a percent of sales. The others are spending more. FORTUNE -- Asymco's Horace Dediu on Monday used last week's release of Apple's (AAPL) fiscal 2013 advertising...
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HP Q4 earnings: Not-as-bad-as-expected doesn't equate a turnaround
The tech giant can say 'thanks' for a solid quarter, but questions about the long term plan still remain. FORTUNE—Hewlett-Packard (HPQ) has plenty to be thankful for this holiday weekend. The company's...
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Morgan Stanley: Big investors' stake in Apple is at a 5-year low
Meanwhile, institutional ownership of Amazon, Google and Microsoft are near record highs. FORTUNE -- Apple (AAPL) is an outlier in a major shift of stock ownership that's unfolded over the past five...
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Slo-mo video: Apple's grapples tearing down HP's Cupertino campus
Clearing the way for Steve Jobs' new "spaceship" headquarters. FORTUNE -- Hewlett-Packard's (HPQ) U.S. workforce had shrunk to 304,000 by 2010 when the company announced that it would be shutting down...
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