The Critical Path

35: Joys and Sorrows

April 25, 2012
67 min

A review of Apple's performance in the first calendar quarter. Covering the iPhone's predictability, greater China and international opportunity swamping the US opportunity, the iPad surprise and what mobile means to Apple. Dan and Horace ponder what it means for the largest company in the world to also be the fastest growing company in the world. We discuss whether there is a mobile bubble and, as a bonus, Horace predicts the launch timing of the next iPhone.

Feedback on the new Podbay?
    1x
    15
    15
    00:00:00
      00:00:00