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    Old Wall Street Rumors Become New Wall Street Rumors

    January 15th, 2013

    So on Monday morning, Apple’s stock price took a drubbing because of a rumor, never officially confirmed by the company, that orders for the 4-inch LCDs used on the iPhone 5 were severely cut back for the current quarter. The alleged reason: Soft demand, meaning that the luster of the new iPhone had supposedly worn […]


    Waiting for Tim Cook to Fail

    January 8th, 2013

    You’d think that Apple CEO Tim Cook is the enemy based on some of the comments spewed forth in recent weeks from so-called tech and financial journalists. I suppose part of it is that he’s a numbers and inventory person. He even has an M.B.A., which means he’s just a professional manager, right? Isn’t that […]


    Newsletter Issue #684: More Dumb Suggestions for Possible Apple Products

    January 7th, 2013

    As many of you recall, Tim Cook has said on more than one occasion that Apple wants to delight customers in building the products they never thought they’d need, but become impossible to live without once they use them. Sure, the statement is hype, but this is the sort of thing for which Apple is […]


    Burying the Netbook

    January 4th, 2013

    So in 2007, it was the year of the netbook. They were small and they were cheap, but they didn’t have a lot going for them otherwise. They keys were squished together, performance was tepid, and the screen was just too small to manage Windows effectively. I recently read a report that some of those […]