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    Apple and Product Saturation

    January 30th, 2014

    Once upon a time, it was a very rare thing to see anyone with an Apple product. Consider all those years where the Mac barely made a dent in the PC business, and many people who did use Macs were often regarded as being just a little weird. Well, maybe I just took it personally, […]


    Apple, Tim Cook and Losing Credibility

    January 29th, 2014

    So you know that, in response to the insistence from the media that Apple has lost its way, Tim Cook gave reasons why some portions of the company’s fiscal first quarter financials seemed underwhelming. When it comes to the iPhone, as a main example, one reason why “only” 51 million were sold is that the […]


    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 […]


    HP Cries for Help!

    January 22nd, 2014

    Few disagree that the PC industry has seen better days. With flagging sales, PC makers are struggling to find ways to move boxes without much success. The efforts to boost convertible PCs — combining touchscreens with a regular note-book form factor — have essentially gone nowhere. But it’s also true that it has yet to be demonstrated that customers […]