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Tesla May Be in Bigger Trouble Than We Thought  If there was one question I could ask on Tesla’s conference call with investors it would be this. What is the July average weekly order rate for cars? And I’d specifically ask the CFO, not Elon Musk.
 I still find the Apple Watch the most exciting product that Apple offers these days. The iPhone and the iPad have matured as fully featured devices and most people have a hard time vocalizing what new features they might want from these tools in the future.
 Susan Berfield and Matthew Boyle writing for Bloomberg Businessweek had an interesting writeup on how Best Buy is bucking the trend in retail and actually thriving despite competition from Amazon.
 When I was working for Herman Miller I was the lead financial analyst supporting their Miller SQA division. We had just launched the new Q System office line to combat Haworth’s encroachment into our territory. We priced our furniture with lofty volume expectations but a funny thing happened on the way to the forum. It took a lot longer to meet our volume targets than we expected and in the meantime we were losing a lot of money. Until Herman Miller finally achieved their volume goals the internal critics were calling for the Q line to be killed.
The Town Square Concept Is Brilliant  Apple’s vast network of brick-and-mortar stores gives them an advantage over almost every other tech company. No one else offers personal customer support like the Genius Bar. The Apple Stores place them leagues ahead of other internet juggernauts. The newest addition, the first Town Square themed Apple Store in Milan Italy described by 9to5 Macsounds amazing:
Just As I Predicted  Ha! I was just joking a few months ago when I “exposed” Amazon’s secret plan to take on Apple and Google. But The Verge reported that Amazon is bringing the features of the Echo Show to their tablets.
Will AT&T's Stankey Ruin a Good Thing?  Recently, AT&T’s top media executive walked into HBO and insinuated that they are losing money and need to work harder.
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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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