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    Newsletter Issue #762: The Apple-Better-Do-This Report

    July 7th, 2014

    Despite a rising stock market price, and improving industry evaluations, Apple is still perceived as the beleaguered company. Every new product that is intended to compete with an Apple offering is a “killer.” Just the other day, in fact, I read something claiming Samsung was going to release an “iPhone 6 killer” this fall. Yet […]


    A Visit to the World of Dumb Comparisons

    July 4th, 2014

    Predictably, when Samsung first announced the flagship Galaxy S5 smartphone earlier this year, there were the inevitable comparisons between the Samsung and the iPhone 5s. This was the ultimate, inevitable battle to the death or whatever. So how did Apple stack up with the latest contender? Well, on the surface, probably not so well based […]


    The iPhone 5c Myth

    July 3rd, 2014

    There’s a common meme in the tech and financial media that Apple’s mid-priced iPhone 5c was an embarrassing failure. This was no doubt buttressed by the statement from Tim Cook last January that the projected sales mix was off for the December 2013 quarter. This meant that more copies of the iPhone 5s were sold, […]


    Do We Need Another Smartphone Platform?

    June 24th, 2014

    It has been rumored for several years, and last week, Amazon announced their first foray into the smartphone business. But unlike existing Kindle products, it is not being sold at or near cost. Instead the Fire Phone costs very much the same as the iPhone 5s and the Samsung Galaxy S4, which portends a decent profit. When […]