When you pick up an iPad mini, it just feels right. Down to the last detail... it's like dashing kisses along a beautiful woman's collarbone on the way to intimate, absolutely perfect ecstasy.
The Kindle Fire ... more like going in to kiss your Grandmother and awkwardly bumping heads because you were going for the cheek and she was going for the lips.If Apple's going to lose, it's going to beat itself. Somebody called me yesterday and asked about the "pay cut" Apple CEO Tim Cook took. The media can't get enough of this non-story. The dude received a freaking $376 million stock award that vests in what is now four and nine years in 2011. He's loaded beyond belief. And, for all of the skepticism -- some likely from inside Apple -- he's probably pretty secure with himself.
- Crush the holiday quarter with record earnings in January.
- Enjoy that ride for a few weeks, maybe months while working your butt off.
- Try to stave off another period of bearishness by innovating sooner rather than later.