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iPhone

Apple – Happy days

          iPhone 6 just as profitable as the 5s despite bigger screen.  The screen of a mobile device is by far the biggest single cost element...

Apple Pay – Kickstarter

          Apple Pay might just kick start the opportunity for everyone.  The size and brand power of Apple has enabled all of the participants in the...

Apple – Favourable Omens

          Signs point to scale making up for any gross margin weakness. Apple has entered a new product category and is attempting to kick-start wireless payments...

Apple – Dazzling Banalities

          Great eye candy hides the missing spark of genius needed. Apple launched its first product in the wearables space along with new iPhones that were...

Apple Q2E – Pushmi-pullyu

          A beat is on the cards but guidance could be a hiccup. Apple reports Q2E results after the US close today. (Wednesday 23rd April 2014)....

Smartphone usage – Meaningless data

          The latest data is meaningless without a demographic adjustment.  Experian has produced an extensive survey looking at what users do with their smartphones. The data...

Flexible Displays – The Lion’s Den

          Flexible screens are Samsung’s patch, not Apple’s    Apple Patent applications and job filings are an admission of what I have long suspected. Flexible and...

Samsung Galaxy S4– All the rage

          The Galaxy only evolves slightly but it makes iPhone 5 look more and more out of date. Samsung launched the Galaxy S4 with much fanfare...

Apple vs. Samsung – Who’s the daddy now?

          Samsung is eating away at Apple’s image but its fans are still not those with the purchasing power. The problem with being the coolest and...

Apple Q4 – Bond scenario

          If Apple was a bond, I would be buying every scrap I could get my hands on. Apple reported disappointing results as the woes that...