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We turn our attention to the notion of competition. It’s a concept that has many contradictory connotations. What we anticipate as sporting or fair is never the way business or war is conducted. How should you think…
Thanks to Angel Lamuno for sending me to a dry and boring lecture by Dr. Israel Kirzner from Feburary 1988. It got me thinking again about competition and how confusing it can be. The lecture was in part about how the…
In the 2011 Annual Report(10K) published October 26th Apple states: The Company anticipates utilizing approximately $8.0 billion for capital expenditures during 2012, including approximately $900 million for retail store…
As the following revenue growth table shows, the second calendar quarter of 2012 was not like the recent past. The bottom line growth (earnings) is the slowest since Q309 which had a difficult comparison with Q308 when…
Did I get anything right in last forecast? The table below shows the scores for my various estimates[1] Last quarter I managed a B+ overall but this quarter was a C+. The iPad estimate was a complete failure mitigated…
Here is the second Perspective “padcast” where I discuss: The discussion is an audio presentation with animated, interactive motion charts which can be manipulated by the user. It’s available as an in-app purchase for…
In my last podcast (Impatient for Growth) I mentioned my frustration at Apple’s slow entry into emerging markets outside of China. I cited Tim Cook’s comments that he did not see an opportunity there in the short term.…
This episode is recorded on the day after Apple’s second quarter earnings release. We go through all the income statement updates and discuss what went wrong (almost everything) and what went right (precious little). We…
In anticipation of the earnings release tomorrow, I prepared a iPad-enabled audio-visual chart-based discussion of my expectation for product-level performance. I discuss six topics in a historic context and the…
My thanks to Adam Lashinsky of Fortune for inviting me to Fortune Brainstorm Tech in Aspen this week. I was asked to participate in a panel session with Gene Munster of Piper Jaffray to discuss “The Future of Apple”. The…