I watch with wonder and concern about Apple, as a longstanding customer (starting in December 1998). As a journalist, I developed a reputation for hating the company (I don’t) so long loved because my stories aren’t kiss-ass fanboyism. What’s that saying about being hardest on the ones you love most? Kind I am not.
Today’s theme isn’t new from me and repeats my analysis that Apple has strayed far from the path that brought truly, disruptive innovative products to market. In 2016, the company banks on past successes that are not long-term sustainable. We will get a glimpse after calendar fourth quarter 2015 earnings are announced on January 26th. You will want to watch iPhone and international sales, particularly emerging markets.