Excerpts from the notes we've seen. More as they come in. Steve Milunovich, UBS. The Killer Experience Company as the Appleverse Expands. As results soured, management seemed…
Read More Apple's June quarter earnings: What the analysts are saying
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Excerpts from the notes we've seen. More as they come in. Steve Milunovich, UBS. The Killer Experience Company as the Appleverse Expands. As results soured, management seemed…
Read More Apple's June quarter earnings: What the analysts are saying
"We were promised a riot. In Cleveland, we got a block party instead." —Washington Post See also: Day 3: A day of fun and flag burning…
Read More Shot on iPhone: Circus and cavalry at the RNC (video)
If you're going to the RNC, better bring your Google. The Donald Trump Show opens in two weeks, and transit information for Cleveland is still not available…
According to new Morgan Stanley research, customers are still talking about buying a new smartphone every two years. Smartphones aren't headed for a three-year cycle, says…
Read More Apple: Katy Huberty calls BS on the three-year cycle
Who owns the robots that put 60,000 Chinese workers out of a job? It's been nearly six years since Hon Hai chairman Terry Gou told workers at,…
Owen Thomas wrote to praise Peter Thiel, not to bury him. There's no Apple angle here, but I don't like to see a friend unfairly tarred. If you…
Read More Worth re-reading: The Valleywag piece that doomed Gawker
Catching up to devices that sell for a fraction the price. Not seeing the interactive pie chart? Try the website. MacDailyNews take: "Apple achieved that despite…
Read More Apple TV's share of the pie grew 67% in the U.S. last year
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