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    Apple’s First Quarter Financials: Still Not Good Enough

    January 28th, 2014

    So Apple generated record revenue and profits, not to mention record sales for the iPhone and the iPad, during the company’s fiscal first quarter. That’s what is generally considered to be the holiday quarter for 2013. But it wasn’t enough to impress Wall Street, which explains a sharp dip in the company’s stock price in […]


    Newsletter Issue #739: A Few Tidbits about Microsoft’s Financials

    January 27th, 2014

    From reading much of the press chatter about Microsoft’s quarterly financials last week, you almost had the impression that the Surface tablet had been a huge seller. Almost. Although revenue, at $893 million, doubled from the previous quarter, Microsoft is still selling a paltry amount compared to the iPad. Let’s assume, for the sake of […]


    Tim Cook Knows How to Say…Nothing

    January 21st, 2014

    As the iPhone becomes available at the world’s largest mobile carrier, China Mobile, Tim Cook is out answering the usual questions about Apple. And, as usual, he doesn’t say much of anything; he merely repeats the same old talking points. One thing is certain, however, and that is that Cook is better able to field […]


    Newsletter Issue #738: I’ll Take Some Innovation with My Coffee

    January 20th, 2014

    This is the press meme that plays out over and over again, that Apple lost the ability to innovate when Steve Jobs passed. Every single produce update since then has been iterative. No new product paths are being taken. It’s just more of the same ole same ole. But what about the Mac Pro? Well, […]