From time to time, I’ve written commentaries stating my belief that you shouldn’t expect Apple to be number one in every product category. Further, they do not have to be number one to be hugely successful, and there’s loads of evidence for that statement. My remarks came ahead of a fascinating article appeared in Fortune, […]

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, […]

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 […]

As the iPad 2 remains sold out most anywhere, the only question is whether Apple can build enough to satisfy the demand. But there’s another cloud hanging over production, which is the impact of the earthquake in Japan. Since many semiconductor parts are built there, any slowdown or halt in manufacturing is bound to cause […]