Xiaomi IPOs, Samsung’s Profit Slips, The Smiling Curve

Xiaomi’s IPO shows a company that has come full circle but still has a long ways to go. Then, Samsung remains reliant on components for profit, and both companies show that the Smiling Curve applies to smartphones more than ever.

The iPhone 8 Price Rise, The Cellular Apple Watch, Apple TV 4K and Disney

The iPhone 8 price raise was unexpected and a reminder of how much Apple values margin. Then, the cellular Apple Watch was the real glimpse of the future, and why no one should be surprised Disney didn’t make a deal with Apple.

Daily Update: The NFL, Advertising, and Pay TV; iPhone Teardown and the 16GB Model; Bend-gate

Good morning, I got a few (very friendly) notes about my item about the iPhone line yesterday, suggesting I was reading too much into the Asian focus and missing the broader complaint about “true” Apple fans. In my defense, the tweet I was referring to was one of about 100 (seriously) that was in my […]