Except for the higher target, not much new here. Even the metaphors are familiar.
A strong No. 2 after Netflix?
Read More J.P. Morgan: Lowering expectations for Apple's March 25 event

"Try drawing up the release of AirPower." — Not Jony Ive
"A lot of news articles are interchangeable in a way that music artists or movies aren't."
Read More Why Apple's pitch to big newspapers is falling flat
Two of my favorite independent analysts, spotting trends the pros can't see.

March 25 is Showtime. No time for hardware.
Can't innovate anymore? Analyst Krish Sankar pushes back.
Read More Cowan: Apple is spending $1-2 billion a year on moonshots
That's not the program Apple's Eddy Cue was pitching two years ago.
Read More BTIG: Apple is spending $2 billion a year on new shows

March 25 is Showtime, not hardware time.
Two are in the can. Nine more could be ready for the fall 2019 season. From John Koblin's Apple’s Big Spending Plan to Challenge Netflix Takes Shape in…
Leave a Comment