Something I overlooked perusing Tim Cook and Luca Maestri’s opinions about Apple’s quarterly analyst call: shots fired at Intel.I asked an Apple source why it took so long for Apple to launch the new MacBook Air. Their one-word response: “Intel. ”
From the March quarter, resulting in a 5% revenue decline
compared to last year. But we think that our Mac earnings would
have been up compared to last year with no limitations, and
do not feel this challenge will have a significant impact on our
In contrast to 5.8 billion a year before, with the decline driven
primarily by processor constraints on specific popular models.
I’d like to talk about the Mac. Revenue was 5.5 billion
Among the big questions for next month’s WWDC is whether that is the year Apple announces Macs using Apple’s ARM chips (and pictures?) .
For our Mac business general, we faced some chip constraints