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    The Apple Financials Report: Waiting For the Next iPhone

    July 25th, 2012

    All right, so Apple doesn’t walk on water. The company is not immune to the state of the world economy, nor to the impact of customers waiting on the sidelines in anticipation for a new model that may not ship until October. When you add such conditions up, it explains, in part, why Apple missed […]

    Newsletter Issue #654: Must We Assume the Worst About Apple?

    June 11th, 2012

    You know the old saw about the bigger they are, the harder they fall. Well, when Apple was down in the dumps, lots of industry pundits seemed to want them to fail; goodbye, kaput. Whatever they did was fated to fail, because only Microsoft was allowed to succeed. In recent years, as Apple has grown […]

    Apple Continues to Upend the Tech Industry

    May 23rd, 2012

    There’s a report this week claiming that the so-called tech “supply chain,” which refers to the manufacturers who assemble all those great gadgets, mostly in Asia, would be shrinking were it not for Apple’s impact. Certainly selling tens of millions of iPhones, iPads and even iPods has had a major impact. Such contract makers as […]

    The Analyst Lament: If Your First Prediction Doesn’t Succeed, Try, Try Again

    May 8th, 2012

    Not so long ago I read a piece that quoted a supposedly respected industry analyst suggesting that the iPad’s share of the tablet market would begin to take a huge dump later this year or the next. With more and more Android tablets with which to compete — and don’t forget the Android-powered Amazon Kindle […]