FORTUNE -- Ben Bajarin's "reality distortion" theory about why Wall Street doesn't get Apple (AAPL) -- first published in Time Magazine's Techland last week -- has been widely picked up by numerous Apple watchers (including this one). But nobody has had more fun with it than Daniel Eran Dilger, a regular (and relatively straightforward) contributor to AppleInsider who likes to let it fly on Roughly Drafted Magazine, his personal blog.
Bajarin's theory was that the magic by which Steve Jobs could spin almost anything his way has been reversed; now the perception on the Street and in the media is that Apple -- whose main problem, according to Bajarin, is that it can't make smartphones and tablets fast enough to meet demand -- is doomed.
Dilger has refined Bajarin's theory and identified what he believes to be the source of the new distortive power. He calls it "flexibly adaptive logic."
"Flawgic," he writes, "is neither hardware nor software; it's installed directly into public mindshare via a virus spread by talking heads."
"If Apple were to release a cheap iPhone that cost $50 or a luxury one that cost $2000, it would receive intense scrutiny in either direction. The cheap version would be derided as flawed and worthless, while the expensive version would be laughed at for being ludicrously priced.
"Flawgic allows low end Android products to be hailed as volume sales generators, even if they are terrible products in every way. But it also does double-duty in allowing Google's insanely priced devices, from Glass to Chromebook Pixel, to escape criticism of their inherently poor overall value or the likelihood of their ever selling in meaningful volumes."
Flawgic is that powerful, he says.
Dilger really hits his stride when he talks about how the Flawgic gene was passed to Samsung, allowing it to argue with a straight face in federal court that it -- not Apple -- was the patent infringement victim.
"It's like a rapist saying he had penetrated against his own will," writes Dilger, "and please lock this woman up before she is allowed to have forcible sex with other innocent rapists. And can I sue her for damages? I think I hurt my penis."
There's more of the same at Google's Android powered by remarkable new "flexibly adaptive logic"
A Cold War analysis in which Google plays the part of North Korea's Kim Jong-Il
Daniel Eran Dilger, one of the cleverest writers covering Apple -- both at AppleInsider, and on his own blog, Roughly Drafted Magazine -- has posted an analysis of the latest twist in the smartphone patent wars that reads like a Cold War-era thriller.
Why is Google playing the Cold War patent game in the age of patent terrorism?
Cast of MOREPhilip Elmer-DeWitt - Aug 7, 2011 7:30 AM ET
Out of 72,000 paid apps in Google's Android Market, only two have sold more than 500,000 copies
The Utrecht-based analytics company Distimo generated some catchy headlines last month with a report suggesting that Google's (GOOG) Android Market was rapidly catching up to Apple's (AAPL) App Store and might surpass it by July.
What that report didn't mention, as Roughly Drafted's Daniel Eran Dilger pointed out in a pungent analysis entitled "Distimo polishes MOREPhilip Elmer-DeWitt - May 27, 2011 6:57 AM ET
Cooler heads have started to respond to the smartphone data flap, but it may be too late
"If there is anything less appropriate than a technologically ignorant media covering the subtleties of the manufactured LocationGate phony-scandal," writes Roughly Drafted's Daniel Eran Dilger, in a post perhaps too subtle for his usual AppleInsider audience, "it's the investigative policing by US and EU politicians who have suspended their efforts to rectify the economy, MOREPhilip Elmer-DeWitt - Apr 26, 2011 8:11 AM ET
Wait until Apple's developers conference, he tells a reader, "You won't be disappointed."
This was Google's (GOOG) week.
Not only did the Federal Trade Commission give its blessing to Google's purchase of AdMob (a mobile ad network that Apple was planning to buy), but Jay Yarow at Silicon Alley Insider counted 11 ways Google "slapped" Apple (AAPL) at its I/O conference in San Francisco.
Two of my favorite commentators, Daring Fireball's John Gruber MOREPhilip Elmer-DeWitt - May 23, 2010 5:54 PM ET
Or is he trying to ensure that Apple apps continue to "just work?" A guide to the latest flap
The hottest topic in tech these days -- and the lead item all weekend in Techmeme -- is an obscure clause in Apple's (AAPL) latest Developer Program License Agreement, the document programmers must conform to if they want to be part of the bonanza that is the iTunes App Store (185,000 apps MOREPhilip Elmer-DeWitt - Apr 11, 2010 11:30 AM ET
Daniel Eran Dilger finds anti-Apple bias in Gartner's research
"Looking into its crystal ball, Gartner Group has predicted that Google's Android will become the second largest smartphone platform by 2012," writes Daniel Eran Dilger in the one-man blog he grandly calls Roughly Drafted Magazine. "Problem is, nobody's talking about how terrible Gartner is at predicting things, or that Gartner's 'research' has historically been paid for by special interests."
So begins Dilger's reaction MOREPhilip Elmer-DeWitt - Oct 8, 2009 3:55 PM ET
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