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    Newsletter Issue #1043 — Apple and the 5% Factor

    March 7th, 2023

    The fundamentals aren’t new. Financial results in the tech industry so far in 2023 are mixed, and lots of people, many hired during the height of the COVID-19 pandemic, have received their pink slips. Despite the complaints that Elon Musk’s decision to fire half the staff of Twitter was outrageous, perhaps irrational, Amazon, Google, Meta, […]


    Is the Apple Watch Poised to Realize Its Potential?

    August 7th, 2017

    Making its way among the crowded coverage of the alleged iPhone 8, there are reports that may confirm some of my expectations about the Apple Watch. Now I’m not about to take most rumors seriously. While some are certainly based on genuine sources, such as product leaks in Apple’s supply chain, and others on background […]


    The Slowness of WWDC Speculation

    May 24th, 2017

    As I write this column, we’re only days away from the WWDC keynote, which is scheduled for Monday June 5th. Tech pundits have been looking at Apple’s media invitation for the event, desperately seeking clues, but guesses about what’ll happen are only narrowly focused. Obviously, Apple may surprise us in some ways, but these events tend […]


    Apple’s Financials: The Run-up to Doom?

    April 26th, 2016

    Challenges, challenges. It appears that the tech industry isn’t getting the love this quarter when it comes to revenue. So we know that Alphabet, Google’s holding company, and Microsoft had somewhat disappointing earnings. Once again, Twitter had disappointing earnings because advertisers aren’t buying enough space, but the social network has long had problems figuring out the […]