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What Is Apple Afraid Of?

Apple, the company, just had one of its best quarters ever. AAPL, the stock, just had one of its worst quarters ever. What the hell is going on here? It’s hard to say who gets...

Our Insider subscription service is designed for readers who crave the latest analysis, research, and insights on all the hot topics and latest trends in the technology industry. This service is a fresh take on industry analysis. Our team is composed of highly respected and credible industry analysts. Our authors speak regularly at industry trade shows and are their insights are highly sought after and utilized by many journalists, pundits, and executives of the top technology companies in the industry today. If original analysis, research, data, and perspective on the technology industry then consider subscribing. [cointent_extras] To continue reading purchase this article: [/cointent_extras] [cointent_lockedcontent view_type="condensed"] [/cointent_lockedcontent][cointent_extras]Or subscribe and become an Insider:[/cointent_extras] As an Insider you'll get exclusive access to all premium columns and features, quarterly industry reports and more.

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John Kirk / February 4th, 2016
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Part 1: Android is a Stick Shift and iOS is an Automatic Transmission

On January 10, 2016, I wrote an article entitled: “Platforms — Past, Present and Future“. The comments to the article made it clear to me that there was a great deal of confusion surrounding the role … Continue reading

John Kirk / January 31st, 2016
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Who Won The Smartphone Wars: Google Or Apple?

Last week, an Oracle lawyer said in court that Google had made $31 billion in revenue and $22 billion in profit from Android, according to Bloomberg. ~ Miguel Helft (T)he comparisons between Google’s Android business and Apple’s … Continue reading

John Kirk / January 24th, 2016
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Apple Analysts Are Crying Wolf (Again)

There’s a whining at the threshold, There’s a scratching at the floor, To work! To work! In Heaven’s name! The wolf is at the door! ~ All Apple Analysts Everywhere1 In “The Shepherd’s Boy”, Aesop … Continue reading

John Kirk / January 20th, 2016
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Platforms — Past, Present and Future

Last week, Benedict Evens re-linked to an article written in May of 2013, entitled “Apple, Open And Learning From History“. (All quotes, below, are taken from this article unless otherwise attributed.) It’s still a good … Continue reading

John Kirk / January 10th, 2016
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Asking Apple To Do The Impossible

On December 28, 2015, Nilay Patel wrote an article for The Verge entitled: Apple’s Year In Beta. The sub-title was “Everything Needs More Focus And More Time.” (All quotes, below, will be from the article … Continue reading

John Kirk / January 3rd, 2016
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Technology And The Jobless Future

Vivek Wadhwa believes we are headed toward a jobless future and he says so in the following two articles1: Sorry, but the jobless future isn’t a luddite fallacy. We need a new version of capitalism … Continue reading

John Kirk / August 23rd, 2015
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The god-like Powers Of Tech

AUTHOR’S NOTE: I do not know the source of this outstanding analysis, but I got it from Ben Thompson, HERE, and I will attribute it to him until such time as I’m advised otherwise. ADDENDUM: … Continue reading

John Kirk / June 21st, 2015
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Explaining Away Apple’s Success

On May 31, 2015, John Naughton, penned a story for The Guardian, entitled: If Steve Jobs’s death didn’t ruin Apple, the iCar surely will. I don’t know Mr. Naughton well, but after reading this article, … Continue reading

John Kirk / June 7th, 2015
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The Apple Watch’s Raison D’être

After having read a seemingly infinite number of Apple Watch reviews, I believe I may have discovered something that many, if not most, of the reviewers didn’t: The Apple Watch’s Raison D’être1. And, I discovered … Continue reading

John Kirk / April 12th, 2015
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The Apple Watch Augean Stables

I’ve never seen so many ridiculously definitive opinions of an unreleased product as I have with Apple Watch. ~ Jim Dalrymple on Twitter There are so many wrong things being said about the Apple Watch...

Our Insider subscription service is designed for readers who crave the latest analysis, research, and insights on all the hot topics and latest trends in the technology industry. This service is a fresh take on industry analysis. Our team is composed of highly respected and credible industry analysts. Our authors speak regularly at industry trade shows and are their insights are highly sought after and utilized by many journalists, pundits, and executives of the top technology companies in the industry today. If original analysis, research, data, and perspective on the technology industry then consider subscribing. [cointent_extras] To continue reading purchase this article: [/cointent_extras] [cointent_lockedcontent view_type="condensed"] [/cointent_lockedcontent][cointent_extras]Or subscribe and become an Insider:[/cointent_extras] As an Insider you'll get exclusive access to all premium columns and features, quarterly industry reports and more.

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John Kirk / March 22nd, 2015
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Premature Predictions About The Apple Watch

On February 27, 2015, Brian X. Chen penned an article entitled: “Apple’s New Job: Selling a Smartwatch to an Uninterested Public”, and on March 2, 2015, Mark Wilson published “You Guys Realize The Apple Watch … Continue reading

John Kirk / March 7th, 2015
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The Secret To Apple’s Success Remains A Secret

On January 29, 2015, James B. Stewart of Common Sense wrote: “How, and Why, Apple Overtook Microsoft.” (All quotes are from this article unless otherwise attributed.) When Microsoft stock was at a record high in … Continue reading

John Kirk / February 15th, 2015
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We Shouldn’t Be Dazzled By Apple’s Multiple Disruptions

On Wednesday, February 4, 2015, Juan Pablo Vazquez Sampere, professor of business administration at IE Business School in Madrid, published an article entitled: “We Shouldn’t Be Dazzled by Apple’s Earnings Report.” Thesis Apple’s record Q1 … Continue reading

John Kirk / February 8th, 2015
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Changing Predictions And Predicting Changes

At the start of a New Year, it’s traditional to try to predict the future. I’m not going to do that. Prediction is very difficult, especially about the future. ~ Niels Bohr I find it...

Our Insider subscription service is designed for readers who crave the latest analysis, research, and insights on all the hot topics and latest trends in the technology industry. This service is a fresh take on industry analysis. Our team is composed of highly respected and credible industry analysts. Our authors speak regularly at industry trade shows and are their insights are highly sought after and utilized by many journalists, pundits, and executives of the top technology companies in the industry today. If original analysis, research, data, and perspective on the technology industry then consider subscribing. [cointent_extras] To continue reading purchase this article: [/cointent_extras] [cointent_lockedcontent view_type="condensed"] [/cointent_lockedcontent][cointent_extras]Or subscribe and become an Insider:[/cointent_extras] As an Insider you'll get exclusive access to all premium columns and features, quarterly industry reports and more.

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John Kirk / January 4th, 2015
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Tablets, Notebooks and Desktops Are The New “Other”

I have been following personal computing since the 1970s (yes, I am ancient). I was introduced to computing categories in the following order: — First, there was the Desktop. The original Desktops were text input...

Our Insider subscription service is designed for readers who crave the latest analysis, research, and insights on all the hot topics and latest trends in the technology industry. This service is a fresh take on industry analysis. Our team is composed of highly respected and credible industry analysts. Our authors speak regularly at industry trade shows and are their insights are highly sought after and utilized by many journalists, pundits, and executives of the top technology companies in the industry today. If original analysis, research, data, and perspective on the technology industry then consider subscribing. [cointent_extras] To continue reading purchase this article: [/cointent_extras] [cointent_lockedcontent view_type="condensed"] [/cointent_lockedcontent][cointent_extras]Or subscribe and become an Insider:[/cointent_extras] As an Insider you'll get exclusive access to all premium columns and features, quarterly industry reports and more.

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John Kirk / December 28th, 2014
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With Windows Phone It’s Not The What, It’s The Why

On December 4, 2014, Techpinions’ own Jan Dawson wrote a 33 page report on Windows Phone. While it sounds long, for those interested in the topic, it is easy reading and I highly recommend it...

Our Insider subscription service is designed for readers who crave the latest analysis, research, and insights on all the hot topics and latest trends in the technology industry. This service is a fresh take on industry analysis. Our team is composed of highly respected and credible industry analysts. Our authors speak regularly at industry trade shows and are their insights are highly sought after and utilized by many journalists, pundits, and executives of the top technology companies in the industry today. If original analysis, research, data, and perspective on the technology industry then consider subscribing. [cointent_extras] To continue reading purchase this article: [/cointent_extras] [cointent_lockedcontent view_type="condensed"] [/cointent_lockedcontent][cointent_extras]Or subscribe and become an Insider:[/cointent_extras] As an Insider you'll get exclusive access to all premium columns and features, quarterly industry reports and more.

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John Kirk / December 21st, 2014
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Thoughts On Apple’s E-book Appeal

On Monday, December 15, 2014, Apple’s appeal of the e-book anti-trust case was heard. Here are some of my thoughts on the matter. Drug Dealer Analogy Deputy Solicitor General Malcolm Stewart…called in to defend the … Continue reading

John Kirk / December 21st, 2014
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Thoughts On “Jobs To Be Done”

“Jobs To Be Done” is one of my favorite analytical tools. Tech analysis often appears to be a dark ocean without shores or lighthouse, strewn with many a wreck.1 The Jobs To Be Done” test...

Our Insider subscription service is designed for readers who crave the latest analysis, research, and insights on all the hot topics and latest trends in the technology industry. This service is a fresh take on industry analysis. Our team is composed of highly respected and credible industry analysts. Our authors speak regularly at industry trade shows and are their insights are highly sought after and utilized by many journalists, pundits, and executives of the top technology companies in the industry today. If original analysis, research, data, and perspective on the technology industry then consider subscribing. [cointent_extras] To continue reading purchase this article: [/cointent_extras] [cointent_lockedcontent view_type="condensed"] [/cointent_lockedcontent][cointent_extras]Or subscribe and become an Insider:[/cointent_extras] As an Insider you'll get exclusive access to all premium columns and features, quarterly industry reports and more.

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John Kirk / December 14th, 2014
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Intel’s PC Dilemma

PC installed base is 1.8 billion and 600M+ are 4+ years old according to @intel….that’s part of the reason why they’re positive on growth. ~ Bob O’Donnell (@bobodtech) 11/20/14 Here is the chart Intel provided...

Our Insider subscription service is designed for readers who crave the latest analysis, research, and insights on all the hot topics and latest trends in the technology industry. This service is a fresh take on industry analysis. Our team is composed of highly respected and credible industry analysts. Our authors speak regularly at industry trade shows and are their insights are highly sought after and utilized by many journalists, pundits, and executives of the top technology companies in the industry today. If original analysis, research, data, and perspective on the technology industry then consider subscribing. [cointent_extras] To continue reading purchase this article: [/cointent_extras] [cointent_lockedcontent view_type="condensed"] [/cointent_lockedcontent][cointent_extras]Or subscribe and become an Insider:[/cointent_extras] As an Insider you'll get exclusive access to all premium columns and features, quarterly industry reports and more.

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John Kirk / December 2nd, 2014
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Apple Sits Atop The Stack

On November 26th, I wrote an INSIDER article entitled: “Is Apple Pay The New iTunes?” (Subscription required.) A foundational premise of that article was that iTunes did not, and now Apple Pay does not, directly...

Our Insider subscription service is designed for readers who crave the latest analysis, research, and insights on all the hot topics and latest trends in the technology industry. This service is a fresh take on industry analysis. Our team is composed of highly respected and credible industry analysts. Our authors speak regularly at industry trade shows and are their insights are highly sought after and utilized by many journalists, pundits, and executives of the top technology companies in the industry today. If original analysis, research, data, and perspective on the technology industry then consider subscribing. [cointent_extras] To continue reading purchase this article: [/cointent_extras] [cointent_lockedcontent view_type="condensed"] [/cointent_lockedcontent][cointent_extras]Or subscribe and become an Insider:[/cointent_extras] As an Insider you'll get exclusive access to all premium columns and features, quarterly industry reports and more.

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John Kirk / November 29th, 2014
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Is Apple Pay The New iTunes?

Everyone is talking about whether or not Apple Pay will or will not succeed. I know I’m jumping the gun on this, but I think Apple Pay has already passed the tipping point. Although it...

Our Insider subscription service is designed for readers who crave the latest analysis, research, and insights on all the hot topics and latest trends in the technology industry. This service is a fresh take on industry analysis. Our team is composed of highly respected and credible industry analysts. Our authors speak regularly at industry trade shows and are their insights are highly sought after and utilized by many journalists, pundits, and executives of the top technology companies in the industry today. If original analysis, research, data, and perspective on the technology industry then consider subscribing. [cointent_extras] To continue reading purchase this article: [/cointent_extras] [cointent_lockedcontent view_type="condensed"] [/cointent_lockedcontent][cointent_extras]Or subscribe and become an Insider:[/cointent_extras] As an Insider you'll get exclusive access to all premium columns and features, quarterly industry reports and more.

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John Kirk / November 26th, 2014
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An Attitude Of Gratitude

Thursday, November 27th is Thanksgiving in the United States. So rather than do my normal weekly column, I thought I’d take a moment to talk about some of the things I am grateful for. There’s … Continue reading

John Kirk / November 23rd, 2014
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Algorithms Aren’t Always The Answer

On November 17 in his weekly Monday Note, Jean-Louis Gassée wrote: “App Store Curation: An Open Letter To Tim Cook“. He summed up his own letter best when he said: With one million titles and...

Our Insider subscription service is designed for readers who crave the latest analysis, research, and insights on all the hot topics and latest trends in the technology industry. This service is a fresh take on industry analysis. Our team is composed of highly respected and credible industry analysts. Our authors speak regularly at industry trade shows and are their insights are highly sought after and utilized by many journalists, pundits, and executives of the top technology companies in the industry today. If original analysis, research, data, and perspective on the technology industry then consider subscribing. [cointent_extras] To continue reading purchase this article: [/cointent_extras] [cointent_lockedcontent view_type="condensed"] [/cointent_lockedcontent][cointent_extras]Or subscribe and become an Insider:[/cointent_extras] As an Insider you'll get exclusive access to all premium columns and features, quarterly industry reports and more.

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John Kirk / November 18th, 2014
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Microsoft Is (Sorta) Doomed

On October 27th, 2014, Techpinion’s very own, Brian S. Hall, wrote an article entitled “Microsoft Is Doomed. Doomed!” Brian was, of course, being facetious. Far from predicting doom for Microsoft, he was mocking the Microsoft … Continue reading

John Kirk / November 16th, 2014