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    The “Apple Should Buy” Report

    January 14th, 2016

    If you believe what some financial and tech industry pundits are saying, Apple should have bought Tesla by now, maybe a wireless carrier, and, of late, Time Warner. Or maybe not the whole company, but the HBO premium cable service, assuming the company wants to unbundle. Indeed, the people who have no access to Apple’s […]


    About Buying Failing Companies

    May 26th, 2015

    There’s something about the way Apple acquires technology. In recent years, dozens of small companies have been purchased, but not because they were in danger of going out of business. In large part, it’s because they had one or more technologies that would be useful for Apple’s portfolio. Don’t forget that the A-series chips that power […]


    The Rise and Fall of AOL

    May 13th, 2015

    With the news that AOL will shortly be in the hands of Verizon in a $4.4 billion cash deal, an era that began in the early days of the Internet is coming to a close. Now the tech pundits and financial community will no doubt be discussing this transaction for days, but I’d prefer to […]


    Apple and Cord-Cutting

    May 1st, 2015

    So we have broad hints from Apple CEO Tim Cook about some future media-related venture of which Apple is to play a huge part. We have Time Warner CEO Jeffrey Bewkes saying he’s “pretty confident” that Apple plans to launch a subscription TV venture soon. The HBO division of Time Warner already has a subscription TV […]