I have to admit that some of the news about Apple recently hasn’t been all that good. But the problem isn’t the news. The problem is the mashup of fact and fiction that paints a picture of Apple’s health that isn’t an accurate reflection of, well, Apple’s actual health.
The Misinformation Age
Just this week two major research companies announced the worst quarterly drop on PC sales ever– and wildly differing estimates on Apple’s recent Mac sales.
How wild? How different? Gartner said Mac sales in the most recent quarter grew 7.4-percent. IDC said Mac sales in the same period fell 7.5-percent. That’s a rather healthy gap. Apple will divulge actual numbers soon enough, so not to worry.
Unless you read the Reuters report that iPhone sales are disappointing. That’s an inference, not an actual fact, though it was presented as fact. See, Hon Hai, the Chinese folks who make the iPhone for Apple, posted an almost 20-percent decline in sales last quarter, compared to the year before.
If Hon Hai’s sales are down doesn’t that mean iPhone sales are down, too? Maybe. Maybe not. Hon Hai has other customers, and Apple makes up approximately 60-percent of Hon Hai’s total revenue, which leaves room for a drop somewhere else.
Though Apple hasn’t announced second quarter financial results the pre-result results are both promising and miserable, depending upon which analyst you read. One even says Apple will outperform this quarter. Yet another says the stock will hold at under $500 while another says it could go to $1,600 a share in the next three years.
One source says Apple is already manufacturing the next iPad model, while another says production won’t being until July. Other sources say Apple is about to introduce an iWatch, or Google Glass-like glasses, or an Apple 4k television, or a new Mac Pro, or a new Retina display for the Mac Pro, or wearable batteries, or wearable computers, or brain implants tied to iCloud (OK, I just made up that last one).
Another tech pundit says Apple needs to be more like Samsung to thrive, despite the fact that Apple is thriving about three times more than Samsung, and it’s Samsung that is striving desperately to become more like Apple.
You get the idea, right? Facts and fiction shouldn’t be mixing company, but that’s the nature of life along the Misinformation Super Highway (which was invented by former VP Al Gore before he joined Apple’s board and became rich).
The reality is this. There’s a war going on in the world of technology. Among the battles between the giants of personal computers, smartphones, and tablets, there is a clear and distinct power struggle. Who’s winning? The answer can be argued all day long, but I can tell you one thing. Facts be damned, Apple isn’t losing. All the facts are not in, all the battles have not been fought, but Apple’s position vs. any other technology company on the planet is the one other company’s want.
What does that say?