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iPhone

Apple FQ4 17 – All things X.

Reply to this post           X hits the spot. Apple reported good results and guided strongly for FQ1 18 as it has managed to deal with...

Apple – Expectations gap.

Reply to this post           iPhone X unlikely to produce the needed super cycle. Expectations for the iPhone X are at fever pitch and I think...

Android – Further deterioration.

Reply to this post           Apple is 577x better at software upgrades. Both Android 8.0 Oreo and iOS11 have been available for a few weeks and...

iPhone X – One trick pony

Reply to this post           Face ID will make or break this device. I have long believed that this year’s iPhone offerings will not trigger a...

Apple – Worst kept secrets.

Reply to this post           Face ID was the star of a show where everything had been leaked. Apple launched its next series of products that...

Apple FQ3 17A – No pause here.

Reply to this post           Solid base for new product launches. Apple reported good results and guided strongly for the coming quarter stoking speculation with regards...

iOS vs. Android – Catch-up

Reply to this post           Android is snapping at Apple’s heels. Android is showing signs of catching up with iOS in terms of user spending at...

Qualcomm FQ3 17 – Strong stomach

Reply to this post           Qualcomm has the stomach for a fight. Despite the seemingly challenging situation the company is currently experiencing, I think the company...

WWDC 2017 – Catch-up gems.

Reply to this post           Mostly catch up but studded with a few gems. While Apple spent most its time catching up with innovations made by...

Apple FQ2 17– New normal

Reply to this post           These days, Apple looks like an industrial.  Apple reported reasonable results and in increasing both the dividend and the share buy-back...