[Tablets] 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] needs the support of the U.S. government in the way that BlackBerry has the support of the Canadian government. If not, it needs to think about moving phone leadership and operations to a country that will supply it with that defensive support. If it doesn't do this soon, it will eventually have its phones compromised and that could be the end of much of Apple's iPhone business.

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[T]he litigation between Qualcomm and Apple/Intel ... is weird. What makes it weird is that Intel appears to think that by helping Apple drive down Qualcomm prices, it will gain an advantage, but since its only value is as a lower cost, lower performing, alternative to Qualcomm's modems, the result would be more aggressively priced better alternatives to Intel's offerings from Qualcomm/Broadcom, wiping Intel out of the market. On paper, this is a lose/lose for Intel and even for Apple. The lower prices would flow to Apple competitors as well, lowering the price of competing phones. So, Apple would not get a lasting benefit either.

Samsung did to Apple what Apple did to Microsoft, skewering its devoted users and reputation, only better. ... There is a way for Apple to fight back, but the company no longer has that skill, and apparently doesn't know where to get it, either.

[W]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.

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iPhone 7 — We will again watch people line up to buy an iconic product that is only marginally better than the paid-for product they already have. ... We'll smile, nod our heads, and ask Siri to remind us to check to see if our medical plan covers mental health.

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Apple is becoming more and more like a typical tech firm — that is, long on technology and short on magic. ... Apple is drifting closer and closer to where it was back in the 1990s. It offers advancements that largely follow those made by others years earlier, product proliferation, a preference for more over simple elegance, and waning excitement.

Apple's last true hit product was the iPad, which goes back to when Steve Jobs was still alive and connected to the company. The company's rumored move to automobiles probably won't go as well as even its execution on the Apple Watch and Home Pod. I mean, if you can't be successful in a market you know, why would you think you'll be successful in a market you don't know? Apple will likely be looking for a new CEO before year end.

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