I woke up yesterday to a Fortune article by Philip Elmer-DeWitt with this opening thought: “Apple was doomed at the start of the year. Now it can do no wrong. What the hell happened?”
Funny how all that talk of doom dissipated overnight when Apple unveiled iPhone 6, iPhone 6 Plus, Apple Watch and Apple Pay. Now iPhone sales are through the roof. Samsung profits are plummeting. AAPL stock is in record territory. And Wall Street analysts continue to raise their target prices.
But Philip isn’t entirely correct. Refusing to accept defeat, a small band of rebels has fled to the hills, from where they still lob an occasional grenade in Apple’s direction.
For sheer entertainment value, let us marvel at two recent articles. Continue reading →