
Given the volume of Apple newsflow, we hope this end-of-week review helps. We’ve included important headlines and a few sleepers, aggregated from Apple Investor News:
• Why is Apple Living in Denial? – Forbes says Apple doesn’t get the severity of the recession, and chastises it for making only minor price cuts to its refreshed desktop Macs, announced Tuesday. Some analysts agreed. Didn’t Apple just have a fabulous holiday season keeping prices intact? Certainly this current quarter — AAPL’s first non-holiday, middle-of-recession quarter — will provide clarity on this issue. But if Apple can keep within 5% of its projections, it will be seen as an accomplishment. And it’s good that Apple isn’t so trigger-happy to dilute its brand with excessive price cuts.
• Apple So Far Immune to PC Price “Collapse” – Another view of the pricing story.
• A Tale of Apple And Palm. Huh? – An analyst downgrades Apple and CNBC’s Jim Goldman digs deeper to ask him why.
• Amazon Launches Kindle App for iPhone – Widely covered on Wednesday, this is another indicator that the iPhone is a mobile platform, not just a smartphone. Is the iPhone for avid readers? Of course not. But for an occasional read, it’s one more item on a growing list of iPhone capabilities.
• iPhone Takes Global Lead in Browser Stakes – Again, think mobile device platform, not just smartphone. Less than two years after its debut, the implications of this are noteworthy.
• China Unicom Chairman Acknowledges iPhone Talks – iPhone in China is inevitable.
• Melinda Gates Admits to Having iPhone-Envy – A Vogue interview says Bill won’t let anyone in his family own an iPod or iPhone. I’ll leave you to assess this one.
And finally, no new stories on Steve Jobs this week.
Frank Cioffi
Frank Cioffi is editor of Apple Investor News