John Paczkowski

Recent Posts by John Paczkowski

Warm Up the Superlatives for Apple’s Next Quarter

Apple’s next quarter may be the best in company history, driven by what Ticonderoga analyst Brian White says was its “best November ever.”

White’s checks with Apple’s top Taiwan-based suppliers show a massive spike in component orders for the month — well above anything previously charted.

Typically, Apple’s supply chain shows a 2 percent increase in sales from month to month. But this past November, sales rose 17 percent.

That’s a more than an 8x increase.

Which obviously suggests some pretty strong demand trends in the run-up to the holiday shopping season. And Apple is certainly well poised to exploit them. As White observes, “The company’s portfolio for the holiday season is the hottest we have ever seen with the new iPhone 4S, iPad 2 and MacBook Air.”

So Apple’s first quarter will likely be a big one. And it will likely set a new record. Which means 2011 will be much like 2010, and 2009 before it. The fourth quarter of the calendar year has always been Apple’s strongest. No reason to believe it will be any different this year.

Twitter’s Tanking

December 30, 2013 at 6:49 am PT

2013 Was a Good Year for Chromebooks

December 29, 2013 at 2:12 pm PT

BlackBerry Pulls Latest Twitter for BB10 Update

December 29, 2013 at 5:58 am PT

Apple CEO Tim Cook Made $4.25 Million This Year

December 28, 2013 at 12:05 pm PT

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I think the NSA has a job to do and we need the NSA. But as (physicist) Robert Oppenheimer said, “When you see something that is technically sweet, you go ahead and do it and argue about what to do about it only after you’ve had your technical success. That is the way it was with the atomic bomb.”

— Phil Zimmerman, PGP inventor and Silent Circle co-founder, in an interview with Om Malik