“Today the biggest surprise was their attack on Zoom, Microsoft and Facebook” — Capital Advisors’ David Williams
From “Apple’s never first but usually get it right: Williams Capital Advisors” aired early Thursday on CNBC International:
My take: Williams has a pretty good handle on Apple. Note that Zoom’s share price took a hit during Monday’s FaceTime presentation at WWDC21, but quickly recovered. Jason Snell, for one, thinks Apple had its chance last summer, and that this fall — when FaceTime’s fancy new features become available for Android and Windows users — may be too late to matter.