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    Be Careful What You Believe About Apple!

    July 27th, 2009

    So Apple is supposed to come out with a tablet computer, possibly called the iTablet. Is that true? Well, if you believe some published reports that stretch back for months, it is, but the precise form of the new product depends on whom you ask. Now understand that Apple seldom discusses unreleased products. There are […]


    Newsletter #504 Preview: The Microsoft Death
    Watch: Businesses Bet on the Wrong Horse

    July 26th, 2009

    If you can believe The Wall Street Journal, the main reason Microsoft suffered reduced sales is because of the “PC Blight,” which refers to the economic downturn affecting the PC industry. They sell less, so it means Microsoft distributes fewer OEM licenses, from which they earn most of their software income. However, millions of netbooks […]


    Does Apple Have a Magic Formula?

    July 22nd, 2009

    As I write this, Apple’s stock price is soaring, and that’s a surprise. Usually, after they release record-breaking financials, Wall Street seems to react negatively. No, I’m not about to explain the workings of the financial community, and I doubt anyone can with any meaningful level of accuracy. The biggest difference this time out is […]


    Apple’s Financials: Two Out of Three Ain’t Bad

    July 21st, 2009

    Suppose I told you a few months ago that Apple would come out of the April through June quarter with the highest revenues ever for a non-holiday period. Would you believe me, or just assume that the worldwide recession would make it impossible even for Apple to deliver credible financial results? Certainly many financial analysts […]