Sometimes, well almost always, it’s good to wait awhile after Apple encounters a crisis of some sort and not get swept up in the venting, rage and fury. Later, cooler, experienced heads weigh in. This time it’s Ben Thompson at Stratechery. “As rare as last week’s Apple revenue warning from CEO Tim Cook may have been — the company last issued a revenue warning in June 2002 — the company has had other bad quarters in the iPhone era.” This is great analysis, worth reading.
Check It Out: A Deeper Analysis of Apple’s Mini Crisis