Friday, June 26, 2009

Mobile bets

Chipsets that deliver high-performance low-power graphics are going to rule the next generation of mobile devices. Here's more evidence for you:

Today, Apple purchased 2.2 million shares at 1.43 British pounds ($2.36), for a total cost of 3.14 million pounds ($5.19 million). The purchase brings Apple's stake in the company to 9.5 percent.

Little by little, Apple has become a silicon design powerhouse. And with the recent alliance between Nokia and Intel, the battle lines on the hand-held side of cloud computing are becoming more pronounced.
Hardware: Apple & Samsung vs Nokia & Intel.
Software: Apple/iTunes vs Google/Android vs Nokia/Symbian.

Short-term bet: Apple
Long-term bet: Google

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