iPhone
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Apple introduced some impressive product updates; the real news, though, were the prices, which suggested that Apple is fully embracing being a services company.
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The iPhone is a franchise, a product that will make money in well-defined ways; Apple understands that and is exploiting it more than ever before with the iPhones XS and XR.
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The iPhone X is a quintessential Apple product, because it is the best; is there a market for iPhone 8?
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Stop Doubting the iPhone, The Macintosh Company
There have always been iPhone bears, but the latest set seems to be ignoring reality. Plus, the amazing success of the Mac and what that means for the iPhone.
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Google Earnings and the Shift to Mobile, The Steve Jobs Movie
Google provided another set of strong earnings, and a return to their roots — search — is the biggest reason why. Plus, my review of the Steve Jobs movie.
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The iPhone 6S, The End of the iPhone 5C, The iPhone Upgrade Program
The iPhone 6S is an impressive upgrade, particularly 3D Touch. The iPhone, though, has far deeper advantages: first, in China where its status remains unchallenged, and also in developed markets where Apple is commoditizing carriers.
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Steve Jobs: The Man in the Machine, What I’m Watching For at the Apple Event
My review of Alex Gibney’s new documentary, Steve Jobs: The Man in the Machine, plus what I’m looking for at this week’s Apple event.
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The Remarkable iPhone 6, The Apple Watch, Microsoft Earnings
Perhaps the most surprising thing about the iPhone 6 is that Apple itself keeps getting it wrong. Plus, some observations about the Apple Watch and an appreciation of Satya Nadella.
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Apple, China, and the Upper Middle Class; Apple Earnings; Apple Pay Coming to Best Buy
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Daily Update: Google Wallet, Softcard, and the Perils of Modularization
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Apple’s New Market
If the importance of an integrated experience matter more with your phone than your PC, because you use it more, how much more important is an integrated experience that touches every detail of your life?
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Daily Update: Apple Earnings


