2 years ago
My take: One clue was that Serenity Caldwell's recaps, not made for the press, have drawn 100s of thousands each. A remaining mystery is why this year's Platforms State of the Union -- usually a big ticket for Apple developers -- barely broke 3.5 thousand.
on Apple took a record 23.7% share of Chinese phone sales last quarter -- report 'Think about what Americans did when they exited from Covid confinement. REVENGE spending! Americans danced to shopping centers, entertainment venues,…'
on Ming-Chi Kuo: Apple has stopped work on its own modems, for now '“Between Microsoft, Google, Amazon and more might there be a few quality brains available to hire?” All three are major…'
on Apple took a record 23.7% share of Chinese phone sales last quarter -- report 'Joe, I think in China they have a “yuan” for an Apple or two 😉 As for the actual note,…'
on Ming-Chi Kuo: Apple has stopped work on its own modems, for now 'Between Microsoft, Google, Amazon and more might there be a few quality brains available to hire?'
on Apple took a record 23.7% share of Chinese phone sales last quarter -- report 'Unless I am reading something wrong, Apple declined only 3% and not double digits.' on Ming-Chi Kuo: Apple has stopped work on its own modems, for now 'Joe, I’m a glass half empty kind of guy about AAPL? Have you read my commentary for the last 20…'
on Apple took a record 23.7% share of Chinese phone sales last quarter -- report 'Chinese New Year isn’t taken into account. Likely folks have been saving up because they have a yen for an…' on Ming-Chi Kuo: Apple has stopped work on its own modems, for now '@ Tommo: You’re a glass is half empty-and-emptying kind of guy, which is fine by me. But a completely different…'
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