FORTUNE -- Business Insider's Henry Blodget has a message for Apple "fans" -- an expression he used eight times in the space of one heavily illustrated post Friday, starting with the headline:
Buttressing his message is a deck of slides -- including the one above -- originally presented as part of his keynote at BI's Ignition conference earlier this week.
Like most of the reporters who covered IDC's latest smartphone sales report, Blodget left out the important caveat about both tablet and smartphone sales in Q3: Millions of Apple customers were holding out for this year's models, lowering Apple's Q2 and Q3 market share and creating pent-up demand for Q4.
Besides, if Apple (AAPL) is "blowing it" based on the tablet sales data presented here, what do you call what Microsoft (MSFT), Amazon (AMZN), Research in Motion (BBRY) and Barnes and Noble (BKS) are doing?
For the rest of Blodget's slide deck, click here.
In New York, the dean of Apple analysts talks mobile, wearables, smart homes and more.
FORTUNE -- Except for a few snarky comments Henry Blodget made in his opening presentation Tuesday about what Tim Cook needs to do to stay competitive in China, the only session devoted to Apple (AAPL) at Business Insider's three-day Ignition: Future of Digital conference was Gene Munster's 15-minute after-lunch talk titled "The State of Apple."
Among the points he made:
iPhone MOREPhilip Elmer-DeWitt - Nov 12, 2013 4:12 PM ET
No, Henry, you can't unlock an iPhone 5S with my cold, dead thumb.
FORTUNE -- In traditional Freudian analysis, dreams of losing a hand or a finger signify a deeper fear of castration. Could that explain the obsession with amputated digits among the staff of Henry Blodget's Business Insider?
Even before Apple (AAPL) unveiled its new fingerprint recognition system at last Tuesday's iPhone event, BI's Jay Yarow had raised the specter of a MOREPhilip Elmer-DeWitt - Sep 16, 2013 10:15 AM ET
Daniel Eran Dilger rips into some bad analysis and names the journalists who retailed it.
FORTUNE -- On Friday, Strategy Analytics issued a press release headlined "Samsung Becomes World's Most Profitable Handset Vendor in Q2 2013."
It was the kind of news that fits the dominant narrative in the business press -- that Apple (AAPL) is "doomed" -- and it quickly caught the notice of one of the chief promoters of that MOREPhilip Elmer-DeWitt - Jul 28, 2013 8:33 AM ET
When Apple reported record iPhone 5 sales, the stock began a six-month free fall.
FORTUNE -- It's been years since Samsung reported any unit sales numbers at all for its mobile phones, so the tech press took notice Thursday when the South Korean manufacturing giant decided it had something to brag about.
Samsung Electronics co-CEO Shin Jong-kyun told reporters at an industry forum in Seoul that he is confident shipments of the Galaxy S4 MOREPhilip Elmer-DeWitt - May 17, 2013 10:31 AM ET
Business Insider, for reasons of its own, would have you think so.
FORTUNE -- Business Insider's Jay Yarow took some heat on Twitter Tuesday for the chart (at right) that he ran under the headline The iPhone's Market Share Is Dead In The Water.
His numbers, taken from the latest Gartner press release, were accurate enough, as far as they went.
There's no question that Android's share of the world smartphone market is MOREPhilip Elmer-DeWitt - May 14, 2013 7:32 PM ET
The picture is even more striking than it was a month ago
In February, Jonathan Golub at UBS started a new fashion on the Street by publishing two versions of his regular quarterly forecast: one for the S&P 500, and another for what he called the "S&P 500 ex-Apple."
Strategists at Morgan Stanley, Goldman Sachs, Barclays and Wells Fargo soon followed suit.
In Golub's February calculation, the S&P 500's Q1 2012 earnings were on MOREPhilip Elmer-DeWitt - Mar 25, 2012 6:21 PM ET
Google's U.S. market share continues to grow against Apple, but at a much slower pace
"In case you needed more proof that Android is walloping iOS," writes Steve Kovach in Thursday's Business Insider, "ComScore's three-month report on mobile subscribers (ending in November) is out."
He points out, as others have, that Apple's (AAPL) smartphone market share grew a bit, from 27.3% to 28.7% over the past three months. But, he writes, "Google's Android platform is MOREPhilip Elmer-DeWitt - Dec 30, 2011 6:42 AM ET
A blogger-analyst highlights the growing gap between its earnings and its stock price
"In just four-years," writes Andy Zaky in a passionately worded post published Sunday on his Bullish Cross blog, "Apple's earnings have grown 600% to $27.68, and its revenue skyrocketed 341% to $108.2 billion. That's the most explosive 4-year growth rate of any large-cap company on the entire S&P 500."
Yet Apple's (AAPL) shares closed last week at $363.57 with a MOREPhilip Elmer-DeWitt - Nov 28, 2011 7:15 AM ET
50 stories about a rumor, followed by 20 stories about a report that the rumor is untrue
Late Thursday night, the Apple (AAPL) rumor site called, appropriately enough, MacRumors, picked up a Japanese report that the company had scheduled a special event on Wednesday Sept. 7. Could this be the launch of the long-awaited iPhone 5?
By Friday morning, MacRumors' report was the lead item on Techmeme, the online news aggregator that MOREPhilip Elmer-DeWitt - Aug 12, 2011 6:45 PM ET
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