But thats only half the story, right? The other half is that people (enough for apple to be successful) decided they wanted apple again and have been switching

But thats only half the story, right? The other half is that people (enough for apple to be successful) decided they wanted apple again and have been switching to apple products for the last half a decade. Where does this fit into the analysis? He has only looked at half of the history here and the other half seems to contradict his main point.