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    Prices, Profits and the Bill of Materials

    June 29th, 2009

    Whenever Apple releases a new product, folks will sacrifice one of these gadgets in order to dissemble the component parts and attempt to determine their identity and cost. On the basis of this information, and a few educated guesses, we’re supposed to know exactly how much Apple really spent on each unit. Recently, for example, […]


    The Products Apple Shouldn’t Make!

    February 5th, 2009

    You know a lot of the media and financial analysts out there write a troubling amount of copy suggesting that Apple is truly missing the boat if they don’t try a particular marketing strategy, or produce a certain product. While I am not above making a few suggestions myself from time to time, I don’t […]


    Apple’s Financials: Finding a Way to Turn Good News to Bad

    July 22nd, 2008

    All right, so Apple can’t even sit back and celebrate its record 3rd fiscal quarter profits without seeing its stock price plummet again. As usual, the reasons are complicated, and probably only related in part to the company’s actual performance or their immediate expectations for the current financial quarter. Although one press report erroneously stated […]


    The Mac Value Equation Revisited

    January 9th, 2008

    Year after year, I’ve been battling the eternal falsehood that Macs cost more than similarly-priced Windows hardware. This ongoing war rages long and and hard, but at the end of the day, I believe I win the argument on the basis of a simple and supremely logical method of comparison: You have to match the […]