To put this all in perspective, consider the time when published reports indicated that demand for the iPhone 5 had collapsed towards the end of 2012. It was all based on claims of reduced component orders from Apple’s complicated supply chain, and the stock price fell appropriately. Except, when actual sales for the December 2012 […]

Does it matter if a company is late to ship a product? I suppose if you need it right away, now, yesterday as if you’re life depended on it, maybe it would be a major issue. If you wanted to give it as a gift for the holidays, someone’s birthday or someone’s anniversary, and the […]

It’s easy to forget when PC market surveys get it all wrong. The facts are simply ignored, as follow-up stories pretend it never happened. So early in October, both Gartner and IDC released surveys of global PC sales. According to IDC, Mac sales totaled 4,901,000, representing a mere 0.3% growth over last year. Gartner, however, […]

So let’s look at what’s going on. Apple claims that demand for the iPhone X, due to ship on Friday, November 3rd, as “off the charts.” But that is typical corporate speak from Apple. True, stocks ran out for preorders within minutes, but just how many units did Apple have on hand to ship? CEO […]