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David Emery on Jason Snell: Four scenarios that could spell Apple's doom 'THIS is spot-on. Either due to the unexpected loss of Cook or to a bad choice later on, Apple could…'
on Neil Cybart: The three phases of Apple's gross margins 'Neil force-fits his bias. Apple’s Pro models sell well because they are worth it. This is due to Apple’s long-term…'
on Jason Snell: Four scenarios that could spell Apple's doom 'It surprises me that Jason Snell failed to mention the one chief cause for a company’s demise or irrelevance: lack…'
on Neil Cybart: The three phases of Apple's gross margins 'Jerry, I think Neil is mostly correct. This year’s iPhone 14 and 14 plus did not offer the improvements normally…'
on Jason Snell: Four scenarios that could spell Apple's doom 'Scenario #1 Does Android is best competition To Apple iPhone? Any other comparable product where privacy of data is on…' on Neil Cybart: The three phases of Apple's gross margins 'As discussed yesterday, with Apple Silicon helping to extend performance while helping in some respects to control costs, DRAM &…' on Neil Cybart: The three phases of Apple's gross margins '“…. Apple is experiencing a rather intriguing scenario where higher pricing found with the iPhone Pro models is leading to…' on Jason Snell: Four scenarios that could spell Apple's doom 'Fortunately, the story itself didn’t live up to the bogus headline. Those 4 scenarios would have significant impact, and I…' on Neil Cybart: The three phases of Apple's gross margins 'Agree, if your products remain top in performance (CPU, battery life, software execution, user perceived value), then sales, pricing power…'
on Which is it, Apple? AR or AI? 'Apple always knew AI was table stakes. The neural engine Apple added to the A11 Bionic in 2017 has been…'