3 ms·
They're also one or two of the most highly regarded Apple commentators. And they provide examples of how apple execs missed stuff in the past. And apple clearly
by graeme 8y ago
They're also one or two of the most highly regarded Apple commentators. And they provide examples of how apple execs missed stuff in the past. And apple clearly did miss stuff this last quarter: their guidance was uncharacteristically way off.
Stratechery isn't some random site, but you're comparing it to a guy on twitter.
A precise estimate isn't necessary. His claim was that they would shrink measureably in the first S year after a redesign.
- malshe 8y agoLet's look at it this way. If I make 10 predictions out of which only 1 turns out true and if I keep harping on that 1 successful prediction, does that make me a good analyst? If you think yes, then I will be happy to be your investment adviser! Edit: The guy I follow on twitter is not some random dude. He is an analyst and makes some great points.