The stock popped on the Clinton e-mail news—along with the rest of the market.

"Based on the interview and, now, the discount, it feels like Apple was genuinely shocked by the reaction to the new MacBook Pro."

Somebody's count is off. IDC estimated that 2.7 million smartwatches were sold in the September quarter, not counting Fitbits. Canalys included Fitbits and came up with…
Samsung's share shrank to less than 1%, and big losses at LG and HTC put their profit shares in negative territory.
Read More Tim Long: Apple has sucked all the profit out of smartphones
Horace Dediu came not to praise the MacBook Pro but to bury it.
Read More Dediu: With 7% of market, the Mac captures 60% of profit

Internet usage by mobile devices based on Apple designs exceeded desktops worldwide for the first time in October.
"The increases reasonably support investments in new verticals including automotive and ongoing investment in data centers to support future services revenue growth."
"Apple remains a top-rated vendor by its user base in terms of quality, uniqueness, premium image, and brand commitment despite a slight decline from March."
Read More Mliunovich: iPhone 7 strong in U.S., soft in China
Apple is being blamed both for waiting too long to update the Mac and for jumping too soon into the wrong Intel 'lake.
Read More Kuo: It's Intel's fault Apple's MacBook Pro maxes out at 16GB
The sad thing about all this, is just how unnecessary it feels. It would not take much for Apple to delight hardcore Mac users.
Read More 81 reasons (and counting) to hate the new MacBooks
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