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 spent much of the summer of 1982 in Beijing. China was a very different place 30 years ago. Foreigners were rare, foreigners actually working in China for Chinese organizations were rarer still, and I was there to work. I was an editor at China Daily, the English language newspaper created for foreign visitors as a preferred alternative to allowing western publications into the country. The way I got the gig was simple: much of the reporting staff had been students of mine at Stanford the year before.
Something has been bothering me lately and it is our assumption that China is the world’s next superpower and that we’d darned well better get used to it. Hogwash. We’re into the Chinese decade, not the Chinese Century.
