What Tim Cook didn't say in last week's earnings call
FORTUNE -- When it reports on Mac sales in its retail stores, Apple (AAPL) likes to make the point -- as Tim Cook did again last week -- that roughly half of the Macs sold in Apple Stores are sold to customers who never owned a Mac before.
In a report issued Monday entitled "What Tim Cook Didn't Say," Consumer Intelligence Research Partners, MOREPhilip Elmer-DeWitt - Apr 30, 2012 2:58 PM ET
Having fallen nearly 13% since April 10, the stock popped 7.44% on the news
FORTUNE -- After losing more than $70 billion in market value in two weeks, Apple (AAPL) capped one of the strangest earnings walkups in memory by handily beating all but the most optimistic estimates, reporting record March quarter earnings of $12.30 per share on sales of $39.2 billion.
Shares reversed course as soon as the news broke, climbing more MOREPhilip Elmer-DeWitt - Apr 24, 2012 5:04 PM ET
Wall Street expects record results. The independent analysts are calling for a blowout
FORTUNE -- Savvy Apple (AAPL) investors know that the company's share price often gets dragged down in advance of its quarterly earnings reports -- only to spring back even higher when Apple delivers its usual earnings surprises. (See Cocking the Apple slingshot.)
But the stock's collapse over the past two weeks has even veteran traders scratching their heads. It MOREPhilip Elmer-DeWitt - Apr 21, 2012 11:50 AM ET
Estimates range from 4.3 to 4.85 million. The best analysts' consensus: 4.64 million
FORTUNE -- Compared with Apple's (AAPL) iOS devices -- the iPhone and the iPad -- the Mac is a turtle. Slow and steady has characterized its growth rate since the launch of the iPhone -- an average of 26% year over year for the past five years.
This time, with no new Mac introductions to boost sales in the MOREPhilip Elmer-DeWitt - Apr 20, 2012 6:30 AM ET
After a series of Java security updates, Apple quietly releases an (invisible) removal tool
In a perfect world, there would be no computer viruses, worms or trojan horses -- and for most of Mac OS X's first 10 years it was blessedly malware-free.
In the world as we would like it, Apple (AAPL) would have used that decade-long grace period to prepare for the day when its flagship operating system got hit -- as MOREPhilip Elmer-DeWitt - Apr 14, 2012 11:41 AM ET
Why can't Gartner and IDC just get along?
You used to be able to explain the discrepancies between Gartner's and IDC's quarterly market share reports by the difference in their methodologies.
Gartner counted sales to end users. IDC counted sales into "channel" -- i.e. devices sold to stores and other distribution points, but not necessarily to customers.
But when trying to understand the discrepancy between Apple's (AAPL) U.S. market share in the reports MOREPhilip Elmer-DeWitt - Apr 12, 2012 7:42 AM ET
Having written several times -- and taken a lot of heat from PC users -- about the relative security of Apple's (AAPL) operating systems (See Why are there no Mac viruses), I feel obliged to report that Mac OS X is under what appears to be the most serious malware attack to date.
According to a report posted MOREPhilip Elmer-DeWitt - Apr 5, 2012 8:08 AM ET
"We were two guys goofing off having fun," he recalls 28 years later
Ray Basile, who hung out in Norman Seeff's Laurel Canyon studio as a teenager and now writes a blog called iPhone Savior, has posted a long interview with the South African photographer whose portrait of Steve Jobs ended up on the cover of Time Magazine and the book jacket of Walter Isaacson's' biography.
Seeff, who had long career as MOREPhilip Elmer-DeWitt - Feb 20, 2012 5:56 AM ET
The timing may be suspicious, but the OS looks more to Google than to Microsoft
"Apple Speeds Mac 'Mountain Lion' to Take On Windows 8" Bloomberg Businessweek
"Steve Jobs is gone, Windows 8 is coming and Apple panics" betanews
As predicted, the tech press spent much of the rest of the week trying to make sense of last Tuesday's news that the latest version of the Mac operating system, Mountain Lion, is due MOREPhilip Elmer-DeWitt - Feb 19, 2012 12:07 PM ET
How the news of the Mac's next operating system -- Mountain Lion -- got disseminated
The top tech news story Thursday, apparently, has nothing to do with working conditions in China, or who owns the iPad brand, or even the fact that Motorola (MMI) may have to remove "slide to unlock" from its smartphones.
No, the top 135 stories on Techmeme this afternoon are all about the next version of Apple's (AAPL) MOREPhilip Elmer-DeWitt - Feb 16, 2012 3:50 PM ET
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