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    More Evidence of Growing iPhone Sales

    January 17th, 2018

    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 […]


    Face ID and the Single User Matter

    November 1st, 2017

    More preliminary reviews are in. The iPhone X pretty much fulfills its promise with a great display, terrific performance, and all that fear mongering about Face ID was clearly wrongheaded. For the most part, it is as fast or faster than Touch ID, and as accurate in real world use. Not perfect, of course, but […]


    Newsletter Issue #935: Apple’s 4Q 2017 Financials and Other Considerations

    October 30th, 2017

    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 […]