All Day Breakfast

Apple's Branding Strategy Delivers Superior Results

I think your commenters have a better grasp on the situation than you do.

Apple Shines on Earnings, Still Two Steps Ahead

Well done, I agree with your analysis.

Low Flash Memory Prices Pressure Chip Makers

The "information" in this article has gone around the "Apple buzz" sites several laps already, I'm surprised to see it raise up several days later here. One thing which might be in play which hasn't been mentioned is that Intel is about to come out with its own flash memory and it may be that the reason Apple hasn't been ordering flash mem from its standard suppliers is because its got some sort of agreement with Intel which isn't being factored in.

As for the macbook air, its hard to know what Apple's sales forecasts were so its hard to know whether or not sales are meeting expectations. On the other hand, go look at Amazon's best 100 sellers and you'll see that the "Air" is in place number 26 (up 20 from the week before). Except for the Asus tiny sub-sub-notebook, the Air is the leading sub-notebook even if you generously use 4lbs as the sub-notebook cut off. It's Sony competition is number 66 on the list as I write this.

iPhone in Your Business: Pondering the ROI Case

Two key points you don't mention:
1) Custom vertical apps will drive the iPhone into large businesses
2) RIM is already working on its competitor to the iPhone (whither the current blackberries?) at which point THEY will be playing catch up.