Apple in the server rack? (Philip Elmer-DeWitt/Apple 3.0 – Philip Elmer-DeWitt)

From Alex Eule’s “Apple’s New MacBooks Have Delighted Critics. Why
Investors Should Care Too.” published Friday by Barron’s.

From Alex Eule’s “Apple’s New MacBooks Have Delighted Critics. Why
Investors Should Care Too.” published Friday by Barron’s:

Apple consumers are happy again, but what does it all mean for investors?
Shares of Apple are down 3% since the M1 laptop reviews came out on Nov.
17. The indifference isn’t surprising, given that Mac sales were $28.6
billion in Apple’s latest fiscal year, just 10% of the company’s total
sales and roughly half of what its fast-growing Services segment brought
in. …