Browsing Tag


On Apple’s China Strategy

Morgan Stanley had a very good note out earlier today reporting that Apple needs to issue an iPhone mini to capture share in China. This is what I have been advising as the market share margin trade-off is favourable for Apple's bottom…

Daily: Software patents as rent-seeking

Apple has been burned in the past because of patents. This is the reason Apple has been so assiduous in patenting everything it can. The company's zeal for patents is not just an offensive weapon to thwart the like of Samsung but also a…

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