I'm not a conspiracy theorist, but it's hard not to start connecting the dots on these issues. Over the past few years, we've seen AppleCare prices rising. We've seen Apple move towards products with extremely high replacement costs, from the glass back on the iPhone X to the high price of repairing the Apple MacBook Pro keyboard -- keyboards that can jam from something as small as a single grain of sand. Apple has had to revise the keyboard twice and apparently even the third revision isn't foolproof. Then there are the battery issues. First, Apple chose to start slowing down iPhones over tim
Some Apple Laptops Require $600 Repair to Fix $6 'Flexgate' Problem… Meanwhile, analysts have said that AppleCare revenue makes up a much larger percentage Opens in a new window of Apple's total Services revenue than people realize. Morgan Stanley expects Apple's Services revenue to top $100B per year Opens in a new window by 2023, up from $37.2B today. …
… Data center sales now represent 51 percent of Intel's revenue, a first for the company. 70 percent of Intel's data center revenue is being driven by cloud and communication service providers -- two areas we can likely expect to expand in Q2 as well, given the number of people working from home. …
… AMD's earnings have made it clear Ryzen delivered substantial revenue improvements, but revenue gains and market share gains don't always cleanly track each other, and Ryzen commands far better prices than Piledriver ever did. …
… Nintendo is now predicting a 9 percent revenue drop and a 20 percent earnings drop for the fiscal year that will end in March 2022. …