• October 2017
  • Oct 18, 2017 Apple's Grand Vision Oct 18, 2017
  • Oct 3, 2017 iPhone Courage Oct 3, 2017
• September 2017
  • Sep 21, 2017 The Significance Behind Steve Jobs Theater Sep 21, 2017
  • Sep 7, 2017 Major Tech Trends Ahead of Apple's Big Event Sep 7, 2017
• August 2017
  • Aug 31, 2017 Apple in China Aug 31, 2017
  • Aug 15, 2017 Apple Has the Best Business Model for Generating Cash Aug 15, 2017
• July 2017
  • Jul 27, 2017 Apple Glasses Are Inevitable Jul 27, 2017
  • Jul 19, 2017 Wall Street Has Begun to Think About Apple In a New Way Jul 19, 2017
• June 2017
  • Jun 29, 2017 iPhone Turns Ten Jun 29, 2017
  • Jun 22, 2017 WWDC Clues Hint at Mac's Future Jun 22, 2017
  • Jun 14, 2017 HomePod Jun 14, 2017
• May 2017
  • May 23, 2017 iPhone Evolution May 23, 2017
  • May 11, 2017 Apple Wearables Sales Outpacing iPhone out of the Gate May 11, 2017
• April 2017
  • Apr 26, 2017 Apple Isn't a Tech Company Apr 26, 2017
  • Apr 12, 2017 The Mac Is Turning into Apple's Achilles' Heel Apr 12, 2017
• March 2017
  • Mar 29, 2017 Apple Is Pushing iPad Like Never Before Mar 29, 2017
  • Mar 15, 2017 The Curious State of Apple Product Pricing Mar 15, 2017
  • Mar 2, 2017 The New Leader in Wearables Mar 2, 2017
• February 2017
  • Feb 21, 2017 Apple Doesn't Need to Buy Netflix Feb 21, 2017
  • Feb 9, 2017 Apple on Track to Buy 50% of Itself in Three Years Feb 9, 2017
• January 2017
  • Jan 30, 2017 Apple 1Q17 Expectations Jan 30, 2017
  • Jan 19, 2017 Grading Tim Cook Jan 19, 2017
  • Jan 12, 2017 The Battle Lines in Tech are Being Redrawn Jan 12, 2017
  • Jan 5, 2017 Apple Questions for 2017 Jan 5, 2017
• December 2016
  • Dec 22, 2016 AirPods Kick off Apple's Battle for Our Ears Dec 22, 2016
  • Dec 15, 2016 The Elephant in the Smartwatch Room Dec 15, 2016
  • Dec 6, 2016 Milking the iPhone Dec 6, 2016
• November 2016
  • Nov 17, 2016 Skating to the Apple Car Puck Nov 17, 2016
  • Nov 10, 2016 Above Avalon Turns Two Nov 10, 2016
  • Nov 4, 2016 Apple Is Placing a Big Bet with the New MacBook Pro Nov 4, 2016
• October 2016
  • Oct 24, 2016 Previewing Apple's 4Q16 Earnings Oct 24, 2016
  • Oct 20, 2016 Apple's Trojan Horse into Hollywood Oct 20, 2016
  • Oct 6, 2016 Apple Is Going After Fitbit Oct 6, 2016
• September 2016
  • Sep 28, 2016 iPhone 7 Sep 28, 2016
  • Sep 13, 2016 AirPods Sep 13, 2016
  • Sep 2, 2016 The Apple Services Myth Sep 2, 2016
• August 2016
  • Aug 25, 2016 Jony Ive Is Making People Uneasy Aug 25, 2016
  • Aug 11, 2016 The Art of Simplicity Aug 11, 2016
  • Aug 4, 2016 The iPad's Dark Days Are Over Aug 4, 2016
• July 2016
  • Jul 25, 2016 Apple 3Q16 Earnings Expectation Meters Jul 25, 2016
  • Jul 21, 2016 The Great Apple Expectations Reset Jul 21, 2016
  • Jul 12, 2016 Apple's Plan to Own the Entire Music Industry Jul 12, 2016
• June 2016
  • Jun 29, 2016 Apple Watch Is Already a $10 Billion Business Jun 29, 2016
  • Jun 22, 2016 WWDC Clues Hint at Apple's Post-iPhone Era Jun 22, 2016
  • Jun 8, 2016 No One Wants to Be Apple Jun 8, 2016
• May 2016
  • May 31, 2016 Apple M&A Is Entering a New Phase May 31, 2016
  • May 23, 2016 Above Avalon Is Officially Sustainable May 23, 2016
  • May 11, 2016 Apple R&D Reveals a Pivot Is Coming May 11, 2016
  • May 2, 2016 iPhone Warning Signs May 2, 2016
• April 2016
  • Apr 25, 2016 AAPL 2Q16 Earnings Expectation Meters Apr 25, 2016
  • Apr 20, 2016 The Car's "iPhone" Moment Apr 20, 2016
  • Apr 13, 2016 Examining Apple's Dividend Strategy Apr 13, 2016
  • Apr 6, 2016 Apple Watch's Future Will Include Smart Watch Bands Apr 6, 2016
• March 2016
  • Mar 28, 2016 iPhone SE Is Apple's $30 Billion Bet on 4-Inch Screens Mar 28, 2016
  • Mar 16, 2016 A Facebook Experiment Mar 16, 2016
  • Mar 9, 2016 The Changing iPhone User Base Mar 9, 2016
• February 2016
  • Feb 23, 2016 The Tim Cook Legacy Feb 23, 2016
  • Feb 17, 2016 Standing on Tesla's Shoulders Feb 17, 2016
  • Feb 10, 2016 The iPhone Reality Distortion Field Feb 10, 2016
  • Feb 1, 2016 Apple's Broken Narrative Feb 1, 2016
• January 2016
  • Jan 25, 2016 Apple 1Q16 Earnings Preview Jan 25, 2016
  • Jan 19, 2016 Apple Is Moving Beyond the iPhone Jan 19, 2016
  • Jan 11, 2016 The Two Apples Jan 11, 2016
  • Jan 7, 2016 Introducing New Membership Features and a Slack Team Jan 7, 2016
  • Jan 4, 2016 Apple Questions for 2016 Jan 4, 2016
• December 2015
  • Dec 15, 2015 Strategy Behind Retailers Discounting Apple Watch and iPad Dec 15, 2015
  • Dec 2, 2015 The Grand Unified Theory of Apple Products Dec 2, 2015
• November 2015
  • Nov 24, 2015 Peak iPad Mini Nov 24, 2015
  • Nov 17, 2015 Making the Case Against an Apple Television Set Nov 17, 2015
  • Nov 9, 2015 Decoding Apple's North San Jose Land Mystery Nov 9, 2015
  • Nov 2, 2015 Apple Is Buying Back Shares Like There's No Tomorrow Nov 2, 2015
• October 2015
  • Oct 26, 2015 Apple's 4Q15 Earnings Preview Oct 26, 2015
  • Oct 20, 2015 Leasing Solves Apple's Cheap iPhone Dilemma Oct 20, 2015
  • Oct 13, 2015 Apple Uses Good Design to Marginalize Industries Oct 13, 2015
  • Oct 5, 2015 Apple Watch Is Being Severely Underestimated Oct 5, 2015
• September 2015
  • Sep 28, 2015 Apple Is Building Its Largest Startup Ever Sep 28, 2015
  • Sep 21, 2015 The Pixar iPhone Sep 21, 2015
  • Sep 18, 2015 iPhone Launch Weekends are Getting Silly - Above Avalon Premium Week in Review Sep 18, 2015
  • Sep 14, 2015 The New Apple Era Sep 14, 2015
  • Sep 4, 2015 Bill Graham Civic Auditorium Intrigue & Above Avalon Premium Weekly Recap Sep 4, 2015
  • Sep 3, 2015 Apple's Cheaper Stock Buyback Sep 3, 2015
• August 2015
  • Aug 25, 2015 Apple's Plan to Destroy the Large Cable Bundle Aug 25, 2015
  • Aug 24, 2015 Apple Scouting a Self-Driving Car Testing Area - Above Avalon Premium Week in Review Aug 24, 2015
  • Aug 14, 2015 U.S. Watch Sales Collapsed in June - Above Avalon Premium Week in Review Aug 14, 2015
  • Aug 10, 2015 Finding iPad's Future Aug 10, 2015
  • Aug 3, 2015 Apple Watch is Coming to Best Buy - Above Avalon Premium Week in Review Aug 3, 2015
• July 2015
  • Jul 27, 2015 Apple Car Development is Advancing - Above Avalon Premium Week in Review Jul 27, 2015
  • Jul 20, 2015 Flops, Winners, and Outliers Jul 20, 2015
  • Jul 16, 2015 AAPL 3Q15 Earnings Preview Jul 16, 2015
  • Jul 9, 2015 The iPhone is Taking Over Apple Jul 9, 2015
  • Jul 3, 2015 Trent Reznor Talks Apple Music & Above Avalon Premium Week in Review Jul 3, 2015
  • Jul 2, 2015 Beats 1 is the New iPod and Apple's Latest Bet Jul 2, 2015
• June 2015
  • Jun 29, 2015 The Great Apple Music Pivot Jun 29, 2015
  • Jun 26, 2015 Taylor Swift is Backing Herself Into a Corner - Above Avalon Premium Week in Review Jun 26, 2015
  • Jun 19, 2015 Wall Street Starting to Doubt Apple Watch - Above Avalon Premium Week in Review Jun 19, 2015
  • Jun 18, 2015 Apple's Cash Dilemma Jun 18, 2015
  • Jun 11, 2015 Apple Is Playing Offense at WWDC Jun 11, 2015
  • Jun 5, 2015 Apple's Metaio Acquisition Could Be a Game Changer (Above Avalon Premium Sample) Jun 5, 2015
  • Jun 2, 2015 The Apple vs. Google Battle Has Changed Jun 2, 2015
• May 2015
  • May 29, 2015 Apple Watch is Making Luxury Watchmakers Uncomfortable - Above Avalon Premium Weekly Recap May 29, 2015
  • May 27, 2015 The Jony Ive Promotion May 27, 2015
  • May 23, 2015 Analyzing the iPhone User Base - Above Avalon Premium Recap May 23, 2015
  • May 19, 2015 Uber, Not Tesla, Will Be Apple's Competition in the Automobile Industry May 19, 2015
  • May 13, 2015 Introducing Above Avalon Membership and a New Premium Email May 13, 2015
  • May 4, 2015 Significant R&D Increase Suggests Apple is Working on Something Big May 4, 2015
• April 2015
  • Apr 29, 2015 China Mobile Is a Game Changer for Apple Apr 29, 2015
  • Apr 27, 2015 Apple Watch: What Did Apple Just Roll out Here? Apr 27, 2015
  • Apr 22, 2015 Apple 2Q15 Earnings Preview: Another Strong Quarter Driven by iPhone in China Apr 22, 2015
  • Apr 20, 2015 Betting Big on the Camera Apr 20, 2015
  • Apr 17, 2015 Apple's Watch Strategy Embraces the 80-20 Rule Apr 17, 2015
  • Apr 15, 2015 Apple Watch is Cool, Just like iPhone Apr 15, 2015
  • Apr 13, 2015 My Apple Watch Try-On Experience Apr 13, 2015
  • Apr 9, 2015 Product Reviews are Broken Apr 9, 2015
  • Apr 6, 2015 It's Time for the Watch Apr 6, 2015
  • Apr 1, 2015 Apple's Music Strategy Looks Increasingly Risky Apr 1, 2015
• March 2015
  • Mar 30, 2015 The 4-Inch iPhone 6c Mar 30, 2015
  • Mar 27, 2015 Setting the Stage for a Larger Apple Share Buyback Program Mar 27, 2015
  • Mar 25, 2015 Protecting Balance Sheets from Paranoia Mar 25, 2015
  • Mar 24, 2015 Analyzing Apple's Expected Cash Dividend Increase in April Mar 24, 2015
  • Mar 23, 2015 An Illusion in Switzerland Mar 23, 2015
  • Mar 19, 2015 Setting the Stage for Two Million Apple Watch Demos in Two Weeks Mar 19, 2015
  • Mar 18, 2015 Apple Watch Sales Estimates (Video) Mar 18, 2015
  • Mar 17, 2015 Apple's Plan to Rethink Television Mar 17, 2015
  • Mar 16, 2015 Establishing Apple Watch Sales Estimates: Expecting a Big Launch Mar 16, 2015
  • Mar 13, 2015 The MacBook Paradox Mar 13, 2015
  • Mar 11, 2015 Marketing Implications from BuzzFeed's Apple Watch Demo Video Mar 11, 2015
  • Mar 10, 2015 The New Apple: Embracing Personalized Technology with a Luxury Twist Mar 10, 2015
  • Mar 5, 2015 Apple Won't Look the Same after Monday's Apple Watch Keynote Mar 5, 2015
  • Mar 3, 2015 Tackling AAPL's $1 Trillion Question Mar 3, 2015
  • Mar 2, 2015 Samsung's Smartphone Dilemma Mar 2, 2015
• February 2015
  • Feb 27, 2015 Apple's Initial Watch Ad in Vogue is Nearly Perfect Feb 27, 2015
  • Feb 25, 2015 Apple's Strategy for Growing iPhone Sales by 50% in Three Years Feb 25, 2015
  • Feb 24, 2015 Apple Is on Track to Buy Back 20% of Itself by 2017 (Video) Feb 24, 2015
  • Feb 23, 2015 Don't Focus on Apple Watch Edition Pricing Feb 23, 2015
  • Feb 20, 2015 Apple Is on Track to Buy Back 20% of Itself by 2017 Feb 20, 2015
  • Feb 19, 2015 Playing Devil's Advocate as Jony Ive and Marc Newson Guide Apple Feb 19, 2015
  • Feb 17, 2015 Apple Wants to Design a Car as Ambition Knows No Bounds Feb 17, 2015
  • Feb 16, 2015 Three Month Update Feb 16, 2015
  • Feb 13, 2015 The Trick of Downplaying Hardware Feb 13, 2015
  • Feb 11, 2015 The Evolving Notification Feb 11, 2015
  • Feb 10, 2015 Apple is Getting Paid to Raise Debt Feb 10, 2015
  • Feb 9, 2015 Thoughts on Apple's Employee Retention "Problem" Feb 9, 2015
  • Feb 6, 2015 Apple's New Music Strategy Feb 6, 2015
  • Feb 5, 2015 Apple Watch: A Superb Economic Moat Years in the Making Feb 5, 2015
  • Feb 4, 2015 Logic Behind Apple Raising Debt Despite Holding $178 Billion of Cash Feb 4, 2015
  • Feb 3, 2015 Apple Doesn't Sell Phones Feb 3, 2015
• January 2015
  • Jan 30, 2015 Luck or Vision Jan 30, 2015
  • Jan 29, 2015 Jeff Williams: Apple CEO Material Jan 29, 2015
  • Jan 29, 2015 Video - Reviewing Apple's 1Q15 Earnings Jan 29, 2015
  • Jan 28, 2015 Apple's Record Earnings Jan 28, 2015
  • Jan 26, 2015 Video - Apple 1Q15 Earnings Preview Jan 26, 2015
  • Jan 23, 2015 The Battle for Mindshare Jan 23, 2015
  • Jan 23, 2015 1Q15 Apple Earnings Preview Jan 23, 2015
  • Jan 20, 2015 Apple's Plan for iPad in an iPhone World Jan 20, 2015
  • Jan 18, 2015 Apple Rethinking the Pen: Initial Thoughts on 'Apple Pen' Jan 18, 2015
  • Jan 16, 2015 Apple Pay Enrollment Trends Jan 16, 2015
  • Jan 14, 2015 Apple Watch Isn't a Luxury Watch Jan 14, 2015
  • Jan 12, 2015 iPad Observations Heading into Apple Earnings Jan 12, 2015
  • Jan 8, 2015 Selling Apple Watch Jan 8, 2015
  • Jan 7, 2015 Larger iPhones May Be a Game Changer Jan 7, 2015
  • Jan 6, 2015 The Next Marginal Customer Jan 6, 2015
  • Jan 5, 2015 1,000 Jan 5, 2015
  • Jan 5, 2015 Apple Watch's Potential Impact on Apple Earnings Jan 5, 2015
  • Jan 4, 2015 Apple Questions for 2015 Jan 4, 2015
  • Jan 2, 2015 Apple in 2014: Thinking Differently Jan 2, 2015
• December 2014
  • Dec 31, 2014 Tech Observations during the Holidays Dec 31, 2014
  • Dec 22, 2014 The iPhone Was Different Dec 22, 2014
  • Dec 19, 2014 Apple SVP Operations Jeff Williams on BBC's Anti-Apple Documentary Dec 19, 2014
  • Dec 18, 2014 Apple Will Save $3 Billion in 2015 by Selling the 16GB iPhone 6/6 Plus Dec 18, 2014
  • Dec 17, 2014 Putting Apple's 20 Million Facebook Video Ad Views into Perspective Dec 17, 2014
  • Dec 16, 2014 Fitbit's Ongoing Skin Irritation Issues and Lessons from "Antennagate" Dec 16, 2014
  • Dec 16, 2014 Apple's iPhone Strategy: Selling Shovels to Miners Dec 16, 2014
  • Dec 15, 2014 Video - December 15, 2014 Dec 15, 2014
  • Dec 15, 2014 The Scott Forstall Mystery Dec 15, 2014
  • Dec 11, 2014 Jony Ive Is the Most Powerful Person at Apple Dec 11, 2014
  • Dec 10, 2014 Month One Dec 10, 2014
  • Dec 10, 2014 If the Apple App Store Is a Battlefield, Jony Ive Is the Commander Dec 10, 2014
  • Dec 9, 2014 Thoughts on Apple's $155 Billion of Cash Dec 9, 2014
  • Dec 8, 2014 Apple's New iPad Ad Looked Familiar Dec 8, 2014
  • Dec 8, 2014 Apple's Accelerating iPhone Business; Establishing 2015 Estimates Dec 8, 2014
  • Dec 5, 2014 Apple and Amazon View Failure Very Differently Dec 5, 2014
  • Dec 4, 2014 Apple's Share Repurchases Have Benefited Shareholders: Follow-Up Dec 4, 2014
  • Dec 4, 2014 Apple Watch's Secret Weapon Dec 4, 2014
  • Dec 3, 2014 iPad's Biggest Problem in Education is iPad Dec 3, 2014
  • Dec 2, 2014 Apple Flash Crash Brings the Worst out of Stock News Websites Dec 2, 2014
  • Dec 1, 2014 Apple's Share Repurchases Have Benefited Shareholders by $80 Billion Dec 1, 2014
• November 2014
  • Nov 27, 2014 Embracing Selfie Innovation Nov 27, 2014
  • Nov 26, 2014 AAPL and $700 Billion Nov 26, 2014
  • Nov 25, 2014 Estimating Apple's Record iPhone Sales in 1Q15 Nov 25, 2014
  • Nov 25, 2014 Luxury Watch Industry Planning to Use Lawsuits to Delay Smartwatch Era Nov 25, 2014
  • Nov 24, 2014 Samsung's Issues Look Weirder by the Day Nov 24, 2014
  • Nov 24, 2014 Assessing Apple Watch's Primary Risk Nov 24, 2014
  • Nov 20, 2014 Estimating Subscribers for a Revamped Beats Music Streaming Service Nov 20, 2014
  • Nov 20, 2014 Interesting iPhone/Sapphire Tidbit from the WSJ Nov 20, 2014
  • Nov 20, 2014 iPhone 6 vs. iPhone 6 Plus Sales Update Nov 20, 2014
  • Nov 19, 2014 The App Store's Search Problem is Actually A Discovery Problem Nov 19, 2014
  • Nov 19, 2014 Finding Apple Strategy Clues in Apple Watch's Human Interface Guidelines Nov 19, 2014
  • Nov 18, 2014 Apple Watch Sales and Earnings Projections Nov 18, 2014
  • Nov 17, 2014 UnionPay Received an Apple Press Release Nov 17, 2014
  • Nov 17, 2014 Samsung's White Flag Nov 17, 2014
  • Nov 17, 2014 Large M&A Is Not in Apple’s DNA: Case Study of Why Apple Won’t Buy Tesla Nov 17, 2014
  • Nov 15, 2014 Week in Review; Most Popular Daily Email Links Nov 15, 2014
  • Nov 13, 2014 Four Interesting Things About Apple's New $300 Beats Headphones Nov 13, 2014
  • Nov 13, 2014 Yale Researcher Inadvertently Helps Market the Apple Watch Nov 13, 2014
  • Nov 12, 2014 Apple's Mac Resilience in a Mobile World Nov 12, 2014
  • Nov 12, 2014 U.S. and China Reach Trade Deal Reducing Tariffs on Tech Products Nov 12, 2014
  • Nov 11, 2014 Apple’s $3 Billion Bet on Reinventing the Music Industry Nov 11, 2014
  • Nov 11, 2014 Spotify CEO Comments on Recent Anti-Streaming Tone Nov 11, 2014
  • Nov 11, 2014 Finding the Message in Tim Cook's WSJD Keynote Nov 11, 2014
  • Nov 10, 2014 Some Housekeeping Items After Day 1 Nov 10, 2014
  • Nov 10, 2014 Walmart SVP Publicly Argues with Visa Executive over Apple Pay Nov 10, 2014
  • Nov 10, 2014 Apple Supplier Pegatron to Boost Cap Ex in 2015 Nov 10, 2014
  • Nov 5, 2014 Microsoft Band Review Hits A Snag Nov 5, 2014
  • Nov 3, 2014 Taylor Swift Flees Spotify Nov 3, 2014
  • Nov 3, 2014 MCX is Doing More PR and It's Just as Bad as it Sounds Nov 3, 2014
• October 2014
  • Oct 29, 2014 Finding the Middle Ground between Apple Pay and CurrentC Oct 29, 2014
  • Oct 20, 2014 Quote of the Week Oct 20, 2014
  • Oct 20, 2014 AAPL Earnings Recap; iPhone Growth Accelerating Oct 20, 2014
  • Oct 20, 2014 AAPL 4Q14 Preview. Solid Quarter; Solid Outlook Oct 20, 2014
  • Oct 16, 2014 Apple iPad Event Notes Oct 16, 2014
  • Oct 13, 2014 Thoughts on iPad Oct 13, 2014
• September 2014
  • Sep 27, 2014 Bendgate Is Closed Sep 27, 2014
  • Sep 9, 2014 Apple Keynote Notes Sep 9, 2014
• August 2014
  • Aug 27, 2014 Wearable Device Now, iWatch Later Aug 27, 2014
• May 2014
  • May 8, 2014 What the Beats is Going on? Thoughts on Apple Acquiring Beats May 8, 2014
• February 2014
  • Feb 27, 2014 Samsung’s Crisis of Design 2.0 Feb 27, 2014
• January 2014
  • Jan 3, 2014 My Letter To Apple SVP of Retail Angela Ahrendts Jan 3, 2014
• December 2013
  • Dec 17, 2013 Current Tech Musings and 2014 Predictions Dec 17, 2013
• October 2013
  • Oct 25, 2013 AAPL 4Q13 Preview; Expect a Beat Oct 25, 2013
  • Oct 7, 2013 Oct 7, 2013
  • Oct 6, 2013 Initial Thoughts on iPhone 5s Oct 6, 2013
  • Oct 3, 2013 Twitter's Problem; Not Connecting with Mainstream Users Oct 3, 2013
• September 2013
  • Sep 12, 2013 Sep 12, 2013
  • Sep 10, 2013 I Like Apple's iPhone Strategy Sep 10, 2013
  • Sep 9, 2013 iPhone Keynote Expectations Sep 9, 2013
  • Sep 1, 2013 Here's My Platform. Vote for Me. Sep 1, 2013
• April 2013
  • Apr 21, 2013 AAPL 2Q13 Preview; Expect Ugly Guidance Apr 21, 2013
• February 2013
  • Feb 23, 2013 Conceptual Concerns with Google Glass Feb 23, 2013
• January 2013
  • Jan 24, 2013 Apple 1Q13 Review; Thoughts on Guidance and AAPL Jan 24, 2013
• December 2012
  • Dec 29, 2012 AAPL 1Q13 Preview; Near-Term Volatility Continuing Dec 29, 2012
  • Dec 17, 2012 Walmart Discounting Apple Products: Gloom or Boom? Dec 17, 2012
  • Dec 5, 2012 Thoughts on Apple's 6.4% Stock Drop Dec 5, 2012
• November 2012
  • Nov 17, 2012 Nov 17, 2012
  • Nov 17, 2012 Anti-Apple Militia's Shifting Tactics; Attacking Apple's Cool Factor Nov 17, 2012
• October 2012
  • Oct 25, 2012 Quick Thoughts on Apple's Earnings Oct 25, 2012
  • Oct 23, 2012 Tackling the AAPL Unknown Oct 23, 2012
  • Oct 19, 2012 AAPL 4Q12 Estimate Oct 19, 2012
• September 2012
  • Sep 29, 2012 iPad Invading Enterprise. Re: Urban Outfitters Sep 29, 2012
  • Sep 18, 2012 Marketing a Smaller iPad Sep 18, 2012
  • Sep 10, 2012 Amazon Phone Sep 10, 2012
• July 2012
  • Jul 5, 2012 AAPL 3Q12 Estimate Jul 5, 2012
• June 2012
  • Jun 22, 2012 Microsoft’s Interesting Week Jun 22, 2012
  • Jun 19, 2012 Siri's Been Busy Jun 19, 2012
• April 2012
  • Apr 6, 2012 AAPL 2Q12 Estimate Apr 6, 2012
• March 2012
  • Mar 10, 2012 Thoughts on the new iPad Mar 10, 2012
• February 2012
  • Feb 5, 2012 Feb 5, 2012
  • Feb 1, 2012 Not Everyone Copies Apple Feb 1, 2012
• January 2012
  • Jan 23, 2012 Apple 1Q12 Preview: Tale of Two Products Jan 23, 2012
• December 2011
  • Dec 17, 2011 Incompetency Dec 17, 2011
• November 2011
  • Nov 18, 2011 AAPL 1Q12 Estimate Nov 18, 2011
  • Nov 17, 2011 iPhone Accounted for Nearly 40% of U.S. Smartphone Sales in 3Q11 Nov 17, 2011
• October 2011
  • Oct 22, 2011 Dissecting an Apple Bear Oct 22, 2011
  • Oct 21, 2011 Final Thoughts on Apple's 4Q11 Oct 21, 2011
  • Oct 6, 2011 Oct 6, 2011
• September 2011
  • Sep 30, 2011 AAPL 4Q11 Earnings Cheat Sheet Sep 30, 2011
  • Sep 22, 2011 Thoughts on Facebook F8 Sep 22, 2011
  • Sep 10, 2011 Anchoring Bias Impacting Wall Street's View on Apple Sep 10, 2011
• August 2011
  • Aug 27, 2011 Tim Cook. The Architect. Aug 27, 2011
  • Aug 18, 2011 Inflection Point: HP webOS Aug 18, 2011
• July 2011
  • Jul 24, 2011 AAPL Orchard's AAPL 4Q11 Estimate Jul 24, 2011
  • Jul 22, 2011 Apple CEO Succession 101 Jul 22, 2011
  • Jul 20, 2011 Great Use for Apple's Cash Jul 20, 2011
  • Jul 19, 2011 A New AAPL Era Jul 19, 2011
  • Jul 6, 2011 Facebook Gets It Jul 6, 2011
• June 2011
  • Jun 30, 2011 Will Your Mom Love Google+? Jun 30, 2011
  • Jun 16, 2011 RIMM Observations Jun 16, 2011
  • Jun 3, 2011 Snapshots Jun 3, 2011
• April 2011
  • Apr 21, 2011 Want to Beat iPad? Hire a Psychologist Apr 21, 2011
  • Apr 8, 2011 iOS App Innovation and iPad 2 Design Lead to Magic Apr 8, 2011
• March 2011
  • Mar 29, 2011 Amazon Cloud Mar 29, 2011
  • Mar 22, 2011 Amazon Appstore Mar 22, 2011
  • Mar 19, 2011 You Want iPad 2? Mar 19, 2011
  • Mar 5, 2011 iPad's Actual Market Share Mar 5, 2011
• February 2011
  • Feb 24, 2011 Do You Really Understand Apple? Feb 24, 2011
  • Feb 11, 2011 HP Needs to Apologize for the webOS Event Feb 11, 2011
• January 2011
  • Jan 21, 2011 Will HP webOS Get Knocked Out Before Entering the Fight? Jan 21, 2011
  • Jan 12, 2011 "iPhone Impact on Verizon" For Dummies Jan 12, 2011
  • Jan 7, 2011 Big M&A Not in Apple's DNA Jan 7, 2011
  • Jan 3, 2011 Jan 3, 2011
• December 2010
  • Dec 29, 2010 Various Holiday Crowds Dec 29, 2010
  • Dec 24, 2010 My Ping Dec 24, 2010
  • Dec 19, 2010 iPhone Can Still Beat Android in Smartphone Market Share Dec 19, 2010
  • Dec 11, 2010 Music Wars: Facebook vs. Twitter vs. Myspace vs. Ping Dec 11, 2010
  • Dec 7, 2010 Making Big Bets and Controlling Risk - How Apple Succeeds Dec 7, 2010
  • Dec 7, 2010 Dec 7, 2010