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    Great Apple Conspiracies Abound

    February 8th, 2017

    It’s true that reactions to Apple are polarizing. In recent days, I’ve written perfectly ordinary articles about possible future Macs, and received comments from readers who are concerned that Apple isn’t building the Mac of their dreams. These responses have extended across two articles so far, and perhaps this column will be the third. So let’s end […]


    Macs on Both ARM and Intel?

    February 2nd, 2017

    As Intel gets later and later in releasing processor upgrades that offer only slight performance boosts from previous processors, the impact on Macs is obvious. New models are late not so much because Apple doesn’t care about Macs, but because of Intel’s roadmap. Sometimes Apple sticks with the previous year’s parts, which incites the critics. Regardless, benchmarks may […]


    Apple’s Financials: Changing the Story

    February 1st, 2017

    When it comes to Wall Street estimates of Apple’s quarterly results, it can be a lose-lose situation. Regardless of how the results actually end up, there’s going to be a complaint from someone that Apple failed at delivering the goods somewhere or other, and thus is in deep trouble. In the run-up to the official […]


    Newsletter Issue #896: The Critics will Try to Find Bad News in Apple’s Quarterly Sales

    January 30th, 2017

    On January 31st, Apple will reveal earnings for the December 2016 quarter, amid expectations for record sales. Why are expectations high? Well, because Apple’s own quarterly guidance, which tends to be conservative, pointed in that direction, with revenue expected between $76 billion and $78 billion. If Apple meets those expectations, it should be sufficient even […]