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    Another “Apple Can’t Do That” Report

    September 23rd, 2015

    There’s an unfortunate habit of the media, and even industry executives, to underestimate Apple. Do you remember when the iPhone came out, and how Steve Ballmer famously announced, “There’s no chance that the iPhone is going to get any significant market share”? I’m serious! Of course, when you look at the market share of the […]


    Newsletter Issue #824: Microsoft as an Apple Partner

    September 14th, 2015

    While widely reported, this development pretty much went under the radar when it came to impact. It happened during the presentation at last week’s media conference, where Apple introduced the 12.9-inch iPad Pro. And, yes, a lot of what was introduced was more or less predicted by the media for quite some time. Even the […]


    The Usual Silly Responses to an Apple Media Event

    September 11th, 2015

    During Apple’s September 9th media event, the stock price went down. That’s nothing new (it was up 2.2% on Thursday), because meeting expectations doesn’t seem to count anymore. Indeed, a very large part of what was revealed by Apple had already been predicted by tech pundits and rumor sites. From the iPhone to Apple TV and […]


    New iPhone Plays Second Fiddle to iPad Pro and Apple TV 4.0

    September 10th, 2015

    As most of you know, the iPhone is the juggernaut that fuels that Apple marketing machine. The vast majority of sales and profits come from a product that was greeted with lots of skepticism when it first arrived in 2007. Hundreds of millions are in use around the world, and at a time when Google’s […]