Apple, IBM and Amazon
As a technophile, I follow the tech space assiduously both in terms of products and trends as well as companies and strategy. Every quarter that Apple announces, I have made it a habit of commenting on their quarter, because they are the largest technology company in the world. This quarter, I thought I would add IBM and Amazon to the mix because there are important takeaways from their earnings as well. With Apple, the question is innovation and dependence on the iPhone. For IBM, the question is real earnings versus financial engineering. And for Amazon, the question I want to address here is net income versus cash flow.