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    The Apple Innovation Slowdown Myth

    December 10th, 2014

    As I’ve said in the past, some of those who fancy themselves as informed critics of Apple Inc. seldom pay attention. Rather than take time to understand the progression of the company and the details of its history, they make assumptions. Sometimes those assumptions are based on what others might believe without supporting evidence. Sometimes […]


    Newsletter Issue #781: The Demands That Apple Build Cheap Gear

    November 17th, 2014

    There’s a published report from IDC claiming that cheaper tablets are driving growth in the market at the same time that iPad sales have continued to decline. So total shipments, which include those $59 pieces of junk sold at Walmart, reportedly grew 15% in the last quarter. The average price dropped to $294, 13% less […]


    Ahead of the iPhone 6 Launch: The Amazon Fire Sale

    September 9th, 2014

    The critics suggested that Amazon had it all wrong pricing the Fire Phone at $199 with atwo-year contract, not to mention having it available at just one carrier — AT&T. In the past, Amazon, famous for generating cash flow but little or no profit, has sold hardware at roughly cost. The hope was to generate […]


    Do We Need Another Smartphone Platform?

    June 24th, 2014

    It has been rumored for several years, and last week, Amazon announced their first foray into the smartphone business. But unlike existing Kindle products, it is not being sold at or near cost. Instead the Fire Phone costs very much the same as the iPhone 5s and the Samsung Galaxy S4, which portends a decent profit. When […]