On Apple’s tightrope walk between market share and margins

Quick post here on Apple for the daily summary. The results for the most recent quarter are in and they were under market expectations across the board: on the top line, on margins, on profit, and on handset sales. In my view, this most recent report for Apple was abysmal.

Apple is in a market share/margin quandary that was inevitable, Steve Jobs or not. As I wrote two weeks ago:

On Apple specifically, my call has been that Apple will eventually face a point where it will be forced to ...


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