Defomicron

Software, Hardware, Silverware


Apple Cyclicality

Ben Evans on lackluster iPad numbers:

All of this is a long-winded way of saying that sales patterns for the iPad have yet to settle down. It looks like September quarter iPad sales will be down again, but really, who knows? The one thing that’s certain is that there’ll be another big spike in December. And that historic comparisons just don’t work.