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    Newsletter #426 Preview: Turning Good News Into Bad

    January 27th, 2008

    As I was listening to some talking heads debate Apple’s financial prospects on a 24-hour cable TV show this weekend, I had the vain hope that they would provide a needed dose of reality upon the bad tidings surrounding Apple Inc. these days. In the end, it was a mixed bag. One financial analyst said […]


    They Know Not What They Do

    June 25th, 2007

    Years ago, a famous old-time comedian said, “Everybody wants to get into the act!” Well, you’d have to add a strong New York accent and his trademark gravely voice to get the picture, but the words should be sufficient even if you’re too young to remember that classic phrase. We’re just a few days away […]


    The Apple/Intel Report: What They Stopped Talking About

    August 27th, 2005

    It’s tempting. We live in a world of instant analysis, so when something happens, expected or otherwise, you can bet there will be a thousand and one interpretations of the meaning of the event within the first five minutes. You aren’t supposed to just sit back and sort through the maze of facts and fiction […]