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    iPhone Sales and Cannibalization

    May 11th, 2017

    Despite the fact that iPhone sales in the March quarter were a tad below the year-ago quarter, Apple continues to lead the smartphone market. Now on the surface, that may not seem logical. Isn’t Samsung the world’s largest maker of mobile handsets? Doesn’t Android control over 80% of the market? So what, pray tell, is […]


    Newsletter Issue #899: Learning From Old Apple Critic Nonsense

    February 20th, 2017

    Over the years, Apple’s critics have been busy claiming that the company should do this, that and the other thing. When the requests — or demands — aren’t acknowledged, or are shown to lack logic, they are just repeated ad infinitum. In fact, you hear the stories so often that you wonder whether they are […]


    Apple and the Cheap Stuff

    February 16th, 2017

    So let’s consider this: For years, Apple has sold premium-priced gear. With few exceptions, sales are high and profits are high. Even when sales fall, as they did for the iPhone over several quarters, and the iPad since 2014, Apple doesn’t lose money. But the critics have other ideas. You can see it implicit in […]


    Newsletter Issue #894: It’s All on Apple — As Usual

    January 16th, 2017

    So consider some of the so-called conventional wisdoms we hear about in the tech business. You know what I mean: The smartphone has reached the zenith of its development curve. Everyone who wants one has one, except for developing countries where people are just catching up. Besides, cheap gear from Chinese handset makers, with all […]