This will be a difficult year for Apple, and the iPhone could be more of a drag on earnings than a help. ... Apple is clearly not going away — but th… - Rob Enderle

[The iPhone]'s clearly going to start a wave towards a new technology — as I say, I'm not convinced that Apple's going to be able to ride this wave.

The cause of [Apple v. Qualcomm] appears to be an effort by Apple to pressure Qualcomm into providing a unique discount, largely because Apple has run into an innovation wall, is under increased competition from firms like Samsung, and has moved to a massive cost reduction strategy. (I've never known this to end well, as it causes suppliers to create unreliable components and outright fail.)

I firmly believe that companies should be designed to be immortal. ... Dell's future is bright largely due to the power of a founder who can think strategically and doesn't milk his company for personal gain. In the current environment that is a unique and powerful advantage.