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    Making Sense of iPhone Sales Projections

    January 22nd, 2016

    When you read the current chatter about iPhone sales for the December quarter, it doesn’t appear so favorable. If there’s going to be any sales increase at all, it’ll be slight. But whatever that figure, there will be a larger percentage of sales of cheaper gear, meaning Apple’s high average sale price will be a little less […]


    Apple and Those Alleged Headwinds

    January 8th, 2016

    So, as in the past, there are once again rumors or alleged stirrings from the supply chain about Apple severely cutting orders for the iPhone for the March quarter. This has caused the expected Wall Street freakout, as if the problems on the market aren’t bad enough. Combine that with the problems China is having propping […]


    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 […]


    Yet Another Tricky Survey from IDC

    August 28th, 2015

    We don’t know the official Apple Watch sales numbers for the second quarter, but there were broad hints during the quarterly conference call with financial analysts. So we heard that Apple sold more of them than the iPhone in its first nine weeks, or the iPad in the comparable period. But we do know that […]