"If bounces, folks will begin to lose faith. ... watch the iWatch execution. That'll tell you whether this is a rebirth or the beginning of the end."

“Often, firms that were successful start to fail after a successful CEO departs, largely because they spent little time mentoring the successor in making successful decisions. ... I think we are seeing this play out at Apple at the moment ...”

“Steve Jobs is the Ronald McDonald of Apple, he is the face.”

“FRAND licensing ... in theory, would prevent someone with competitive problems from raising prices on competitors to cripple them if they were successful. Interestingly, the only firm in recent memory that ever did this was Apple ...”

“hen Apple wanted the name "iPhone" and it was owned by Cisco, Steve Jobs just took it, and his legal team executed so he could keep it. It turned out that doing this was surprisingly inexpensive. And, as the Apple Watch showcased, the Apple Phone likely would not have sold anywhere near as well as the iPhone.”

“have not risen to expectations. Apple, the lead market maker in the category, has recently flipped from an emerging market strategy to a cash cow strategy with its latest reduced-price iPad offering, suggesting it now believes that tablets are on life support.”

“Apple's move to vertical integration with processors could end up killing the iPhone, and the benefit just doesn't warrant the risk.”