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    Apple Doesn’t Have to Be Number One

    April 8th, 2011

    There’s a meme that’s been played out in the media for years. Unless Apple is number one in every market they serve, they cannot possibly succeed. If a competitor has a bigger market share, Apple has to be chastened, retreat into obscurity, and stop building “insanely great” products. A lot of this started years ago, […]


    Another Wacky Theory: Apple Will Overtake Sirius XM

    April 7th, 2011

    Now imagine, just imagine, that Southwest Airlines had the potential to become a major competitor to GE. All right, I realize that’s ridiculous since the two companies aren’t playing in the same industry. But if you look at the recent chatter, you’ve got to wonder the source of the boneheaded conclusion that Sirius XM, the […]


    Android is Fragmented Except When It’s Not

    April 1st, 2011

    There is a story this week that Google is trying to, at long last, crack down on a very serious problem with the open source Android OS platform, and that’s fragmentation. Up till now, handset makers, and even those building would-be iPad killers, felt free to tear out parts of the OS and add their […]


    So What is Apple Really Selling?

    March 31st, 2011

    On the surface, Apple is very similar to other high-tech companies. They build and sell hardware and software and, they hope and expect, make profits from them. That ought to be sufficient, and it is for most companies. But Apple, by word and deed, seems to have a far more expansive purpose. You can say, […]