- Aug 23, 2003
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Here's an interesting perspective on why Apple has remained so profitable in the face of heavy competition:
http://tech.fortune.cnn.com/2013/04/04/apple-lazard-flash-memory/
http://tech.fortune.cnn.com/2013/04/04/apple-lazard-flash-memory/
"We propose," he writes, "that Apple is a 'storage' company, not only levered to data creation but instrumental in driving data creation in ways its competitors are not. Apple sells storage by delicately but deliberately incenting customers to purchase NAND flash memory at 80%-90% incremental margins.