Category Archives: Apple

They’re in completely different businesses. Google is a display advertising company that occasionally puts out a better display (Chrome, Android). Apple is in the business of finding and extracting value from hardware markets no one else took seriously. You can’t … Continue reading →

There’s been a lot of irrational exuberance floating around the tech blogosphere since Apple’s earnings report. I don’t see anyone in the tech press being skeptical, and it’s a lack of skepticism that leads to problems. History doesn’t have many … Continue reading →