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    Apple, Wall Street and Schizophrenia

    October 30th, 2013

    As usual, Apple must play by a different set of rules when it comes to Wall Street. You would think a company’s profits would actually make a difference, but that expectation would be wrong. So even though Apple’s margins, though somewhat lower than before, are the envy of the tech industry, it’s just not enough. […]


    Finding Bad News in Good News About Apple

    October 29th, 2013

    So on the surface, Apple had a pretty decent quarter. iPhone sales were unexpectedly high, growing 26% over last year to set a new record for this time of year. In contrast, iPad sales grew just a tiny bit, and Mac sales continued to drop, though not quite as bad as some other PC makers. […]


    Falling Into the Supply Chain Trap Revisited

    October 18th, 2013

    So there was a published report this week, from no less than the Wall Street Journal, claiming that Apple had severely cut back on orders for the mid-priced iPhone 5c. As you might expect, a raft of stories were posted claiming that demand for the “cheap” iPhone had plummeted, for why else would Apple order […]


    Consumer Reports Continues to Lose Credibility

    October 17th, 2013

    Well, the mainstream media has reviewed the iPhone 5s and iPhone 5c, and given them high ratings. Not perfect, but very good, which puts them among the best smartphones on the planet. But not all the reviews you have read are credible, let alone accurate. Take Consumer Reports, which still believes that the iPhone 4 […]