
The iPhone has simply been too good of a business. And it’s hard to see what tops it. Certainly in the near term. If Services is to carry Apple in the future, it will likely be only after years of relatively stagnant iPhone revenue growth mixed with a rising overall market. In other words, time and the broader world will have to catch up. And then Apple can have their “Microsoft Moment” — a services-based resurrection of growth.
…o be a truly historic president. The president may think that greatness is all about “winning”. But Hegel suggested that things usually end badly for world historical figures: “They die early like Alexander, they are murdered like Caesar; or transported to St Helena like Napoleon.” A cheering thought for Mr Trump’s many foes.