The Cook Doctrine
We believe that we’re on the face of the Earth to make great products, and that’s not changing. We’re constantly focusing on innovating. We believe in the simple, not the complex. We believe that we need to own and…
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We believe that we’re on the face of the Earth to make great products, and that’s not changing. We’re constantly focusing on innovating. We believe in the simple, not the complex. We believe that we need to own and…
I’m picking up all kinds of signals that Apple is about to let loose with a storm of operator distribution deals. It all started with Tim Cook’s comment in the last conference call: Over the past year we have moved a…
In terms of the iPad competing for customers who are considering a netbook, you know I am the wrong person to ask that. To me it is a no-brainer. iPad/Netbook, it is sort of 100 to zero. I can’t think of a single thing…
The units were up for the quarter 34% year-over-year but the absolute number of units are still small and we still classify the product as a hobby for the company. I would just repeat what I have probably said before. If…
You can look at the number of carriers we added which was eight as I had mentioned, and out of the 151 carriers at the country level it is a good number but not a significant number. Obviously the existing carriers…
China has been interesting. If you look at greater China which we define as mainland China, Hong Kong and Taiwan, the iPhone units were up year-over-year over 9 times. We added another 800 points of distribution in…
On the company’s earnings call, Apple COO Tim Cook says the company is “shocked” by initial demand for the iPad. He also added, “I’m personally addicted to mine and couldn’t live without it.” via Apple Blows Out Earnings…
Well, I don’t want to talk about any specific company. I’m just making a general statement that we think competition is good. It makes us all better. And we are ready to suit up and go against anyone. However, we will…
Tim Cook confirmed at a Goldman Sachs press conference yesterday that Apple is calling themselves a “mobile device company” officially. The “traditional model” of having companies sell different things — hardware,…
Tim Cook made the claim yesterday that about 75 million iPhone OS devices have been sold. The total iPhones we know are about 42 million. That leaves at least 33 million iPod touch units or 44%. iPod touch grew 55% y/y…