ICAHN LONG with big APPLE position -- MSFT shareholder REVOLT over Surface RT 'DISASTER' -- 40% of Americans FACEBOOK daily -- gagged LAVABIT founder speaks -- WILSON fears DROID could 'run the table' -- OM MALIK, new American


**Sponsored by Citrix**

August 14, 2013 06:00 PDT | 09:00 EDT | 13:00 UTC

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>> JUST 1.5 BILLION: Icahn says bigger buybacks can drive AAPL to $700, by Edwin Chan, Jannifer Ablan: "Activist investor Carl Icahn said he has amassed a 'large position' in Apple Inc. and believes the stock could be worth as much as $700 a share if Chief Executive Tim Cook pushed for a larger stock buyback. The surprise revelation from the billionaire activist caused a stir on Wall Street and pushed Apple's stock almost 5 percent higher to close at a 7-month high of $489.57 on the Nasdaq on Tuesday." Reuters

>>>> Icahn tweet sends AAPL soaring, but his plan for the company is lame Slate

>>>> Activist investor puts in over $1.5 billion WSJ (paywalled)

>> COURTSHIP: Lawyers sue Microsoft over Surface RT 'unmitigated disaster,' by Gregg Keizer: "Several law firms joined forces on Monday to sue Microsoft, accusing the company of misleading shareholders about sales of the Surface RT tablet and calling its entry into the tablet market an 'unmitigated disaster.' The lawsuit, which seeks class-action status, named several Microsoft executives as co-defendants... 'What Defendants knew, but failed to disclose to investors, however, was that Microsoft's foray into the tablet market was an unmitigated disaster, which left it with a large accumulation of excess, over-valued Surface RT inventory.'" InfoWorld

** Gartner Critical Capabilities for Mobile Device Management: Gartner provides ratings for mobile device management (MDM) critical capabilities and provides recommendations to guide vendor and product selection. Find out why Citrix achieved the highest overall rating possible, Outstanding, for MDM critical capabilities. View the complete report. http://deliver.citrix.com/WWWB0713CXMIWMTNWSLTRGCC.html

>> SCREEN TIME: Apple acquires second screen TV startup Matcha.tv , by Tom Cheredar: "Apple's latest acquisition is the recently-shut down second-screen TV/video app Matcha.tv... an iOS app that provided a comprehensive overview of everything that's available to watch via cable TV providers (Comcast), streaming video services (Netflix, Hulu, Amazon Prime), and digital video stores (iTunes, Amazon)... could manage what you watched from a universal queue, get video recommendations, and connect with social networks to see what your friends were watching/liking... the service shut down back in May with little explanation." VentureBeat

>>>> What Apple's latest acquisition says about the future of Apple TV Gizmodo

>> STAT DU JOUR: Apple's AppStore still number one in revenue despite Google Play growth, by Juli Clover: "According to a new report from App Store analytics firm Distimo, Apple's App Store revenue still tops Google Play revenue despite the latter's increase in growth over the past six months. While Apple's App Store revenue increased 15% over the course of the last six months, Google Play revenue increased 67%. While freemium-based Candy Crush Saga earned the highest amount of revenue overall, WhatsApp Messenger and Minecraft - Pocket Edition were the highest earning paid apps." MacRumors

>> WASHINGTON WIRE: White House changing its story on James Clapper's role in independent Surveillance Review, by Mike Masnick: "Yesterday, President Obama sent a letter to James Clapper, the director of national intelligence (DNI)... Obama directed Clapper to 'establish a Review Group on Intelligence and Communications Technologies.' This was the fulfillment of Obama's promise to set up an 'independent group' of 'outside experts' to review the surveillance efforts. As you might imagine, many people found this somewhat ridiculous -- beyond having a fox guard the henhouse, this was asking the fox to set up the group to look into what happened to all those missing chickens. It was just laughable. Today, however, the White House is claiming... something. They're saying that Clapper isn't setting up the group or leading it." TechDirt

>> LAW & ORDER: Lavabit founder, under gag order, speaks out about shutdown decision, by Joe Mullin: "Ladar Levison took 10 years to build his company -- and he's 32, so that's most of his adult life. So when he shut down his encrypted e-mail service, Lavabit, without warning last week, it was like 'putting a beloved pet to sleep... I was faced with the choice of watching it suffer, or putting it to sleep quietly... it was very difficult,' he told Democracy Now. 'I had to pick between the lesser of two evils.' What was that other choice? 'Unfortunately, I can't talk about that,' Levison said" Ars Technica

>> BEHIND THE CURTAIN: 'Official' YouTube app back in Windows Phone Store, by Mark Hachman: "A Microsoft-authored YouTube app is back in the Windows Phone Store, hopefully pitting an end to the long-standing Google-Microsoft rivalry that prevented Windows Phone users from accessing Google's video service. The new YouTube app notes, specifically, that it was developed by Microsoft, and has nothing to do with either Google or its video-sharing subsidiary. Nevertheless, some users have still complained that it taps into the HTML5 mobile site that YouTube developed, making it a Web app, rather than the 'true' app that some have hoped for." InfoWorld

>> TIPPING POINT: Smartphones finally overtook dumbphone sales globally in Q2, Android now at 79%, by Natasha Lomas: "Analyst Gartner has put out its latest smartphone market report, and the Q2 2013 numbers show the inevitable finally occurred: smartphone sales exceeded feature phone sales for the first time. Android has been strangling the life out of dumbphones for years, but it looks like the market tipping point is being reached.... In Q2, Gartner says worldwide smartphones sales rose 46.5% from the year earlier quarter to hit 225 million units shipped, while sales of feature phones declined 21% year-on-year to 210 million units. Smartphone shipments grew most in Asia Pacific, Latin American and Eastern Europe, with growth rates of 74.1%, 55.7% and 31.6% respectively, but the analyst said sales grew in all regions. IDC's recent market figures put Android on approaching 80% worldwide marketshare for Q2. Google's mobile OS is clearly expanding its share by picking up former feature phone users." TechCrunch

>> METRICS MISCHIEF: More than 40% of Americans use Facebook every day, by Kurt Wagner: "Facebook unveiled new U.S. user metrics on Tuesday, announcing that more than 128 million users log into the web version of the site every day. That's more than 40% of all Americans.... On mobile, that number drops slightly to 101 million (nearly 33%) but still demonstrates how popular Facebook's mobile version is to users.... Facebook also unveiled daily user data in an attempt to move away from the 'monthly active users' metric, calling it an 'old way of looking at the media world,' according to an email sent out to the media." Mashable

>> NEOMONEY: Bitcoin wallets upgraded after Android cryptography problem, by Jeremy Kirk: "Several Bitcoin wallet applications have been upgraded following a serious cryptography problem in Android that could allow attackers to steal the virtual currency. Four Android Bitcoin clients -- Bitcoin Wallet, Blockchain, Mycelium Bitcoin Wallet and BitcoinSpinner -- have been fixed, according to an updated notice on Bitcoin.org. The problem affects Bitcoin applications that rely on an Android component, the Java SecureRandom class, that generates random numbers." PC World

>> #FAIL: AOL CEO apologizes for public shame-firing, by Sam Biddle: "It turns out, even Tim Armstrong finds Tim Armstrong obnoxious -- the troubled chief of AOL just sent an apology email to his company for firing a subordinate on a conference call." ValleyWag

>> DEPARTURE LOUNGE: What Zynga's management shake-up under new CEO Mattrick means, by Kim-Mai Cutler: "Just a month and a half after he was announced as the new CEO of Zynga, former Microsoft executive Don Mattrick is cleaning house. He restructured the top level of management in a move that will see COO David Ko, CTO Cadir Lee and Chief People Officer Colleen McCreary leave. 'We are taking layers out of the executive rank to get senior leaders closer to important product initiatives.'" TechCrunch

>> BREAKING: Google acknowledges Nexus 7 tablet problems with GPS, multitouch, by Jared Newman: "The new Nexus 7 may be the best tablet on the market right now, but only if you get one that isn't plagued with technical difficulties. Shortly after the launch of the 7-inch Android tablet, some users began to notice GPS issues. Complaints on Google's product forums and elsewhere noted that the tablet would hang up in 'Searching' mode and could take up to a half hour to lock on to the correct location. Now, another issue has come to light. Some Nexus 7 users are reporting erratic touchscreen and keyboard behavior, including double presses and ghost taps that appear nowhere near the target area." InfoWorld

>> DEMOTIVATIONAL POSTER: Google tells court you cannot expect privacy when sending messages to Gmail, by John M. Simpson: "In a stunning admission contained in a brief filed recently in federal court, lawyers for Google said people should not expect privacy when they send messages to a Gmail account. Consumer Watchdog said today that people who care about their email correspondents' privacy should not use the Internet giant's service. Google's brief said: 'Just as a sender of a letter to a business colleague cannot be surprised that the recipient's assistant opens the letter, people who use web-based email today cannot be surprised if their emails are processed by the recipient's [email provider] in the course of delivery. Indeed, 'a person has no legitimate expectation of privacy in information he voluntarily turns over to third parties.'" Consumer Watchdog

>>>> Oh Google. Of course email users expect privacy -- you promised it to them. Ars Technica

>> BIG PICTURE: Android and iOS, by Fred Wilson: "For years I've been proselytizing Android. Part of it was that I did not like the 'closed' environment that Apple created around the iPhone and the iPad. I don't want to get into a big debate about open vs closed here. We've had that debate ad naseum.... Startups need a level playing field and a world in which Apple largely controlled the next important platform for tech innovation scared me.... Now we are at parity or almost so. Developers have to build for both. That's not great in some ways, but it creates a level playing field where no one vendor is in command. In the US, iOS is still dominant. In the rest of the world, Android is.... My new worry is that Android could run the table." AVC

>> LEXTINCTION: Put a fork in 'big data' -- it's done, by Dave Fowler: "Big data is a much-exploited term. It is now little more than jargon, and is often misunderstood and ill-applied. It is time that the industry stops using the words 'big data' to market software, because at the end of the day, the question is not 'how big is your data?,' it is 'what are you are doing with your data?' Even the comic strip Dilbert has taken sides in the big data argument. 'Yes, the data shows that my productivity plunges whenever you learn new jargon,' Dilbert says in response to his Pointy-Haired Boss' inquiry about 'analytics from our big data in the cloud.'" VentureBeat

>> VENTURESOME: Fitbit raises $43 million from Qualcomm Ventures, SAP Ventures, and SoftBank Capital, by Ryan Lawler: "Fitbit, a startup which makes a wide range of digital fitness trackers and health devices, has closed a $43 million funding round, according to an SEC filing.... Earlier this spring, TechCrunch reported that Fitbit was looking to raise $30 million in growth equity at a $300 million valuation, but it looks like the company was able to raise even more than that.... Fitbit makes a number of devices for tracking your overall fitness. There's the Fitbit One, the Fitbit Zip, and the Fitbit Flex, all of which track movement. The company also has a smart scale for keeping track of your weight, and online and mobile tools for keeping all of that data together in one place, while also allowing users to track calorie intake and other info." TechCrunch

>> DATA VIZ: 40 maps that will help you make sense of the world Twisted Sifter

>> HAPPY: Om Malik, new American TechCrunch

>> The untold story of Google's quest to bring the Internet everywhere -- by balloon: Wired

>> What I learned from other's shell scripts: Fizer Khan via Hacker News

>> Look at the humongous amounts of money US tech firms stash overseas to avoid taxes: Business Insider

>> RUMOR: HTC dumping Windows Phone to focus on Android, via Digitimes: Neowin

>> Tweet o' the Day: "I think a futures market for sea level would greatly aid the debate, the measurement, the rhetoric, and the remedies." @bgurley

** The 10 'Must-Haves' for Secure Enterprise Mobility: While enterprise mobility brings opportunity for your users and organization, it also invites risk. This white paper provides a mobile security framework for enterprises and a checklist for IT to use when evaluating enterprise mobility vendors. Download the white paper for the 10 things you need to consider as part of your enterprise mobility strategy. http://deliver.citrix.com/WWWB0713CXMIWMTNWSLTR10MH.html

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