3 Tech Titans Making Noise: Apple’s iPhones Hit Resistance, Amazon’s Stormy Cloud, Microsoft’s Tablet Swap
Apple Inc. (NASDAQ:AAPL): ”Terrible yields” on fingerprint sensors are going to lead to supply constraints, said Peter Misek, who sees third-quarter iPhone 5S builds at 5 million to 10 million units and fourth-quarter builds at 20 million to 25 million, with 15 million starting to look more likely. As far as how Misek feels about the 5C, ”paying a high premium for a product over a year old, made of plastic, has a 4″ screen, and often linked to a content store that is not superior to alternatives, especially in China.”
Amazon.com (NASDAQ:AMZN): Amazon Web Services has new problems at its U.S.-East data center, resulting in issues for some pretty high-end clients like Salesforce.com’s (NYSE:CRM) Heroku unit and software project hosting platform GitHub. Gartner recently estimated that AWS possesses five times the utilized compute capacity of all other cloud infrastructure (IaaS) providers combined, while effectively declaring the platform in a league of its own, Seeking Alpha says.
Microsoft (NASDAQ:MSFT): Perhaps in efforts to unload Surface inventory in preparation for a new release, Microsoft is now offering $200 in credit toward one of its tablets if a buyer turns in his or her iPad. The deal only covers the iPad 2, 3, and 4, and Microsoft requires that the iPad have power cord and be a non-password protected device.