Apple

I am still in vacation mode but I will start to post a lot more thematic content over the next two weeks. This post will concentrate on the mobile handset market and is based largely on a recent market analysis by Gartner. Earlier in the…

Editor's note: The daily post will not appear as regularly over the next week due to Edward's schedule. In addition, Edward may not post weekly or member posts during this time, However, he will try to get as much content out as he can…

This daily post is a day late but as I wrote on Friday, I found the IDC data estimate putting Android market share at 75% as an alarming warning sign for Apple. The problem is that Apple is a premium priced producer which makes relatively…

Earlier this week I noticed that Apple was able to wrest back some market share from Google in the mobile platform race. CNet showed Apple's iOS platform going from only 21.5% market share a year ago to 35.7% in the 12-week period through…

Today's links have three major themes. They are the continuing economic and political problems in Europe, the impact of the global growth slowdown on earnings and the escalating mobile war between Apple and Android. First on the European…

Since there are so many Apple stories out there in today's links, I am going to expand upon my feature-length post "The Case Against Apple" from earlier today. The dilemma as I set out early in the year is between margin and share. Apple is…

While I first started warning  about Android taking share from Apple in 2009, I was not worried about earnings at Apple. It wasn't until this year that margin compression became an issue for me. But even then, it wasn't clear the issue…

Apple's latest tablet, the much-anticipated iPad mini, is out and reactions are all over the web. The big news from the Apple presser is threefold: the iPad mini will retail starting at $329, the MacBook Pro line gets a retina display…

For some reason there seems to be a lot of angst associated with the release of the iPad mini, with Apple shares falling over 10% in recent weeks. If you recall, Apple had a mini correction earlier this year when they missed earnings but…

When I started to write about the mobile space on Credit Writedowns three years ago, it was clear to me that Apple's strategy as a sole hardware manufacturer earning high margins and maintaining dominant market share was limited. The…