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Above Avalon on Apple pulling away from competitors

[caption id="" align="alignnone" width="1500"] Apple Installed Base (Number of Users)[/caption] For the second year in a row, Apple held a developers conference that should frighten its competitors. Relying on a nearly maniacal obsession with the user experience, Apple is removing oxygen from every market that it plays in. At the same time, the tech landscape…

Apple’s timely shift to value

Sometimes the stars align. Apple set out its hardware stall in early 2020 with advanced, yet lower priced, iPhones, iPads and Macs. The the pandemic hit. Affordable models arrived as the world tightened its belt to deal with the inevitable downturn. Take the iPhone SE. It looks like a two-year-old iPhone on the outside. Yet…