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 Like just about every other company, Apple is about to find itself in quite a predicament regarding inventory planning. They are experiencing disruption on both ends of the business spectrum, supply and demand. The question is can they successfully navigate the right balance?
 I’ve never seen so much of my neighbors in the past couple of weeks. Everyone seems to be outside walking lately. I see my neighbors actually hanging out outside and talking to one another from across the street. They are staying six feet away from each other but they’re still visiting. It’s really been amazing to watch.
Society Is Changing, Coronavirus Edition  Readers of my blog have heard this over and over, but in light of the current state of affairs, I absolutely have to bring this up again. The technology that is going to change society the most is technology which moves data and connects people digitally. It is no longer centered on transporting people or moving things which is the technology that transformed the 20th century.
The Case for the Tablet Had to Be Made  Tom Warren at The Verge wrote an article this week making the case that the new iPadOS confirms that Microsoft had the right vision for tablets with its Surface from the beginning. I couldn’t disagree with him more.
 Apple has a knack for solving problems that make other companies wish that they’d thought of it first. For instance, the watch industry has had decades to solve the problem of easily switching out watch bands. And yet, everyone seemed kind of complacent about coming up with a better way to do it. When Apple introduced their design which allowed for secure, quick, and easy band swaps, every one looked at it and said “Cool!” Apple had invented a solution that truly carried the industry forward.
 Wow, I have to admit that I was taken aback by the recent news that the iPhone 11 was now in short supply in New York due to the Coronavirus. This is starting to get real for those of us in the United States. We may not pay attention to world disasters, research on personal health, or politics. But if you try and take away Netflix or our iPhones, all hell breaks loose.
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Robert PerezManufacturing and distribution analysis since 1993. 
Perezonomics is available in Apple News
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October 2024
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