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    Soon There May Be Three

    May 13th, 2018

    Does anyone recall ever benefiting because one company merged with another? It’s not necessarily similar to Apple’s purchase of Beats and selling expensive headphones, because that deal was more about acquiring technology, which is something that’s been done for years. So consider the act that saved Apple, acquiring NeXT in 1996, which brought a state-of-the-art […]


    Step Two of Apple Fear-Mongering: Replace Tim Cook?

    May 4th, 2016

    Almost from the very first day that Tim Cook officially became Apple’s CEO, the critics were calling for his head. He’s an operations person, not a marketing person, or someone with a “vision,” and thus hasn’t a clue how to manage a large multinational corporation. Since then, anytime Apple reported something that was less than what those […]


    Another “Apple Can’t Do That” Report

    September 23rd, 2015

    There’s an unfortunate habit of the media, and even industry executives, to underestimate Apple. Do you remember when the iPhone came out, and how Steve Ballmer famously announced, “There’s no chance that the iPhone is going to get any significant market share”? I’m serious! Of course, when you look at the market share of the […]


    Revisiting the Endless Apple/Wall Street Disconnect

    August 25th, 2015

    Global stocks are in freewill, in very large part over fears about economic slowdowns in China. Since Apple has become more and more dependent on China for sales growth, its stock has been in “bear” territory for days, losing a large portion of its recent gains. Some expect the stock to just keep falling because, […]