Thursday, October 25, 2012

Apple: The Company That Used to Make Computers

Apple's latest earnings report shows where Apple makes its money: phones and tablets. It still sells computers, but that is not what drives revenue. 

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Neither "AI Bubble Burst" Nor "Enterprise Software is Dead" Extremes Seem Likely

If you are an investor in either enterprise software ; high-performance data centers or both, you face a truly-odd scenario, where, at the ...