“Don’t Scare Me Like That”: Mansfield’s no longer a SVP, but he’s still at Apple

Credit to Reuters’ Poormina Gupta, apparently the first to break the news as to exactly why Mansfield’s bio was unceremoniously dropped from Apple’s executive bios page.

Did you know there’s programs that check for changes like this, by the way?  I didn’t until today.

Mansfield certainly seems capable of leading teams to create quality hardware if recent Macs and iOS devices are any indication.  So it’s good to hear he’s still with the company, though hopefully Monday will bring slightly more detail than “working on special projects reporting to Cook”.  Not counting on it, but it would be nice – it’s a little more “worrisome” when an SVP gets “demoted” vs. when a former Apple employee returns to the company in that “special projects” role (Paul Deneve).

“Samsung vs. Apple Operating Profit Wars” Fact-Checked

As if anyone needed to be any more skeptical of tech media/bloggers. Or Strategy Analytics for that matter.

As illustrated by Daniel Eran Dilger (and helpfully further publicized by Fortune’s Philip Elmer-Dewitt), it turns out that inferences have nothing on facts (and much stronger inferences that may as well be fact, such as iPhone GM being a bit higher than the rest of Apple’s revenue base).

Could Samsung successfully continue mix-shifting to higher-margin handsets like the S4 and increase profitability further with unit sales growth? Sure! But, well, Apple can still grow the iPhone business too (even as I wonder if an “intentional” shift to address the lower-priced smartphone market may be underway in the coming years).

“Profit Wars” is far from over.