Philip Elmer-DeWitt / Apple 3.0 – Philip Elmer-DeWitt
How did Apple get blindsided by China? Here’s one theory. – Jean Louis Gasse asks a good question. Horace Dediu suggests an answer. From Gasses latest Monday Note: By the end of October 2018, Apple was on its way to a decent quarter. Sixty days later, $7B in revenue is missing. Tim Cook writes to his shareholders but leaves one or …