Has Apple peaked? Yes and no. I think the company is still struggling somewhat to find its path following the death of Steve Jobs. But there’s still plenty happening and room for growth in Cupertino. So let’s start a discussion about what’s really going on there. I thought this might be possible in a single column, but looking down I see that’s impossible, so expect a second forward-looking Apple column tomorrow.
The catalyst for this particular column is word coming over the weekend from the Wall $treet Journal that Apple is cutting back component orders for the iPhone 5 signaling lower sales than expected. I’m not saying this story is wrong but I don’t […]


I was about to board an airplane Wednesday when Apple announced the resignation of Steve Jobs as CEO and his replacement by Tim Cook. With a couple hours to think on my flight to Charleston it became clear to me that this story is far from over and the long-term leadership of Apple has not yet been determined.
At the Vatican, white smoke coming from a chimney at the Sistine Chapel indicates that a new Pope has been selected by the College of Cardinals. Well despite yesterday’s news of Steve Jobs’s departure again from Apple for medical reasons there is as yet no sign of white smoke in Cupertino where Jobs remains firmly in charge.