The year-over-year growth rates of the company’s product lines in a color-coded scorecard
The secret is in the spreadsheet above, posted on his Asymco website Thursday morning.
What Dediu does, as he will patiently explain to anyone who asks, is carefully monitor the growth rates of each of Apple’s lines of business. He starts with the assumption those rates will persist, and then adjusts his estimates as events occur — like a new model or rising component costs — over the course of a quarter.
Below: Dediu’s chart of the top and bottom lines plotted over 16 quarters. The color bands correspond to the A to F scoring system used above.
[Follow Philip Elmer-DeWitt on Twitter @philiped]