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    Analyst Estimates About Apple Confront Reality

    April 24th, 2013

    In the run-up to the release of Apple’s finances for the March quarter — its second fiscal quarter — the general patter from the critics was that Apple was in big trouble. iPhone sales must be flagging. Reports from the supply chain said so, and, further, Apple must heed the wake-up call and right the […]


    Stuff and Nonsense About the Letter “S”

    April 9th, 2013

    There’s an article quoting a former ad executive that worked on Apple’s marketing message who asserts that the company’s iPhone naming scheme is, well, lame. The main point is that when a new model has an “S” appended to the name, it signifies a minor refresh, whereas a full numbered version means a new case […]


    Newsletter Issue #697: False Perceptions About Apple Continue to Dominate

    April 8th, 2013

    Just when I began to think that Apple’s stock price had begun to overcome the doldrums, they returned. The bad news, still unconfirmed, kept on coming, with one analyst even claiming, without evidence, that Apple’s sales had declined during the March quarter. If that were true, it would mean that Apple’s own guidance, which tends […]


    The iMac and the Timing Dilemma

    March 22nd, 2013

    Last October, Apple introduced a major refresh for the iMac. The 2012 version was thinner, at least at the edges, promised a better quality picture, and, oh yes, didn’t have an optical drive. Apple made a huge deal touting the fact that the iMac was a mere 5mm thick at the edges, although it fattened […]