This is the second of two columns about the future of Apple. My last column looked at Apple’s immediate challenges in the iPhone business, while this one looks at the company’s mid-to-long term prospects and how best to face them. The underlying question is whether Apple has peaked as a company, but I think the more proper way to put it is how must Apple change in order to continue to grow?
Even as some analysts are downgrading Apple based on reported cancellation of component orders, saner heads have been crunching the numbers and realized that Apple still has a heck of an iPhone business. So if you are a trader I […]



As anyone with a heartbeat knows, Apple has a product event coming on Tuesday the 23rd in San Jose at which we’ll certainly see the iPad Mini, perhaps a new MacBook Pro, and maybe some new iMacs. But whatever is being introduced I think it’s fair to say that the event is still in flux, because Apple late Wednesday canceled another corporate event in Arizona scheduled for the same time, this one at The Phoenician resort.
This was intended to be an update column on bufferbloat, a problem mentioned in my