So here’s where it stands: During the December quarter, there were two diametrically opposed versions of iPhone X sales. One was that it did really well, the other not so well, maybe even terrible. But the unfavorable spin was clouded with the usual stuff about Apple cutting back on orders from the supply chain at […]

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 […]

It’s very easy for an outsider to say how a huge multinational corporation should do business. There are no consequences unless that corporation chooses to take their advice. Even then, it’s still their fault for being so foolish. Of course, there’s nothing wrong with making suggestions about what a company can do to earn more […]

You can manipulate sets of numbers to prove most anything you want, and even with the best of intentions, there’s a margin for error. Does either situation explain why Mac sales for the September quarter were severely undercounted by Gartner and IDC, two major market research firms? While Apple reported sales increases of over 10% […]