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    Mac Versus PC Switching and Falling for False Media Narratives

    June 30th, 2017

    You know the story. Apple repeats it nearly every quarter when reporting Mac sales, up or down. About 50% of the people buying one are new to the platform; most are presumably Windows switchers. Now I’m not altogether sure where Apple gets its data. Perhaps people just registering a Mac for the first time are […]


    The Dell Buyout Smoke and Mirrors Report

    February 6th, 2013

    So Dell isn’t doing so well these days. The product line doesn’t have anything to distinguish the company from any other PC box assembler, so sales haven’t been in the doldrums for a while, particularly as we move to the Post-PC era. But that’s true with lots of PC makers, who believe that innovation is […]


    Yes, Folks, Apple Can Price Aggressively

    November 19th, 2010

    Apple’s stock took a bit of a hit a few weeks back when they disclosed, during their conference call with financial analysts, that profit margins would be down this quarter. All this despite the fact that the company was still tallying record sales and profits. Of course, low profit margins for Apple are extraordinarily high […]


    The PC Industry’s Worst Nightmare

    September 9th, 2010

    Just the other night, while watching the DVR playback of a TV show, I had to fast forward through several iPad ads. It seemed almost every other station break had an iPad announcement, the very same one! You just know Apple was sending a message, and not just to potential customers. Now running the same […]