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The tech giant is well-positioned to offer powerful augmented reality features in its tenth anniversary iPhone that's expected to be announced later this year.
A pair of new reports suggest Apple's business philosophy might be preventing it from making needle-moving acquisitions of big companies, as well as succeeding with Apple TV.
Financially-troubled Toshiba is now thinking about an outright sale of its chip unit, rather than just a 20% stake. Debt-laden Western Digital might be hard-pressed to afford that.
One sector is really outperforming.