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iPhone

Apple vs. Qualcomm – Proxy war

Reply to this post           Apple’s intransigence plays into Qualcomm’s hands.  Qualcomm has been forced to adjust its guidance for the coming quarter after being informed...

Mobile Payments – Trouble in paradise

Reply to this post           Mobile Payments are going the wrong way. It appears that the usage of Apple Pay on the iPhone is now declining...

Apple FQ1 16 – One way street.

Reply to this post           iPhone benefits where Google could not. Apple released excellent results highlighting that contrary to my previous view, iOS has been the...

Apple FQ4 16A – Margin gadfly

Reply to this post           Margin pressure from product mix is not a problem.  Apple reported results that broadly met expectations although slight weakness in profitability...

Qualcomm vs. Intel – Storm in a teacup.

Reply to this post           Qualcomm thrashes Intel but not where it really matters.  It appears that Qualcomm has once again demonstrated superiority over its peers...

Apple – A stern test

Reply to this post           The iPhone 7 is a stern test of Apple’s brand.  Removing the headphone jack will be a tough test of whether...

Apple Q3 16A – High yield

Reply to this post           Apple as a bond is yielding 9.8%.  Apple reported better than expected Q3 16A results as the iPhone SE sold better...

Apple – Replacement problem.

Reply to this post           The iPhone 6 is so good; it does not need replacing.  The summer season of speculation, rumour and leaks of what...

Apple – Jack lives.

Reply to this post           The 3.5mm jack survives the attempt on its life.  With the launch of the iPhone 7 approaching, the chatter is once...

Apple WWDC – Developer love.

Reply to this post           Developers are only increasing in their importance to Apple. Apple’s WWDC conference showcased a lot of catch-up upgrades, a serious nod...