This year will see one of the worst slumps in the PC industry ever. But as grim as things may get, they will perhaps not be so bad for Apple. According to TBR analyst Ezra Gottheil, the company has so far avoided the “permanent and structural” collapse of overall average selling prices for PCs and the related decline in revenue.
Read More »
Perhaps Macworld Expo 2009 will have its “one more thing” after all. In a note to clients this morning, Ezra Gottheil of Technology Business Research speculates that Apple will indeed launch a new product category at Macworld in early January. A netbook.
Read More »
Jack Welch once called Apple CEO Steve Jobs “the most successful CEO today.” Microsoft Chairman Bill Gates has described Jobs as “an inspirational leader,” the best he’s ever met. And Jobs is said to be worth more to his company than any other CEO in the world. If he were to leave Apple–willingly or otherwise–the company would suffer a $20 billion blow to its market capitalization, according to a 2007 survey by Barrons. Yet, Apple doesn’t need him–according to Technology Business Research Ezra Gottheil.
Read More »