The financial analysts were wrong about Apple’s results this quarter, many of them predicting that the iPod sales would stall rather than increase. The iPod accounts for roughly a third of Apple’s revenue, so the analysts were predicting a very sober set of results.
As it happened, Apple’s quarterly results were as intoxicated as the previous [...]

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According to Tim Cook, Apple’s head of operations, Apple now has 80 percent of the market for downloaded music, with iTunes, and 70 percent of the market for MP3 players with the iPod. This is tantamount to a monopoly position – no it’s not, it is a monopoly position - but it’s not a stable [...]

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Apple stayed with IBM’s PowerPC chip for so long that the idea that it might change horses never occurred to me – although Apple has been flirting with Intel for quite a while, according to Steve Jobs.
Nevertheless the G5 gave Apple strong differentiation. Apple was always faster than the PC opposition. There is no indication, [...]

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