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Darren Hart  

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  • Apple To Stop Buying Processors From Samsung, But TSMC Might Not Deliver [View article]
    TMSC discussed issues meeting Apple's demand for chips back in July 2012 as I commented. We all saw the results in January 2013, and again I commented.

    Apple may or may not have a reliable source for chips. The market is shrinking. Foundries are expensive. What do do?

    Thank you for the update.
    Jul 10, 2013. 04:48 PM | Likes Like |Link to Comment
  • Apple Disappointed In Part Due To Supply Constraints [View article]
    AAPL finished below $400. I would not be surprised for a sub $300 price by July 2013.
    Apr 19, 2013. 06:34 PM | Likes Like |Link to Comment
  • Apple Disappointed In Part Due To Supply Constraints [View article]
    Tim Cook CEO was far less than impressive. I did not hear all of the conference but what I heard was lackluster. No innovation equals no substantial increase in stock price. AAPL is down.
    Feb 12, 2013. 11:20 AM | Likes Like |Link to Comment
  • What Should Apple Investors Really Expect Over The Next 3 Years? [View article]
    The New Chinese New Year is Year of the Black Water Snake.
    Feb 7, 2013. 11:33 PM | Likes Like |Link to Comment
  • What Should Apple Investors Really Expect Over The Next 3 Years? [View article]
    Perhaps because I called the supply constraint for iPhone 5 as of July 30, 2012 and was upheld in that thesis directly from the last Apple earnings conference call as published in articles here?

    Perhaps because even CNBC Asia is questioning today about Apple's drive to innovate and the use of its monies since it has not, please note it is Friday, February 8, 2013 on that side of the world?

    Just a couple of thoughts...where is your back-up?
    Feb 7, 2013. 08:39 PM | Likes Like |Link to Comment
  • What Should Apple Investors Really Expect Over The Next 3 Years? [View article]
    Not to put to fine of a point on it, but I wrote an article about AAPL missing due to supply constraints as stated by Apple itself. See http://bit.ly/YdITa2
    Feb 7, 2013. 04:18 PM | Likes Like |Link to Comment
  • What Should Apple Investors Really Expect Over The Next 3 Years? [View article]
    No innovation, no increase in stock price.

    I believe that sums up AAPL at this time.
    Feb 7, 2013. 10:47 AM | 2 Likes Like |Link to Comment
  • Apple Disappointed In Part Due To Supply Constraints [View article]
    Ok, I would recommend that you cite a bit and offer the above as an article - well written and thought out.

    "If Apple had build it, the consumers would have come." To paraphrase "A Field of Dreams," Apple would have sold more iPhone 5s if they had built the inventory to sell.

    I don't disagree with you. I wrote that Apple failed because it launched at a time that it knew or should have known that chips for its iPhone 5 would not be available.

    You have outlined very interesting possibilities and your logic seems pretty clear as to how you got there.

    An upgrade of the iPhone is likely. A lower priced entry point for iPhone for emerging markets is likely as well. Fingerprint scanner is really likely. As for implementation, I disagree but for different reasons.

    Apple made a corporate change when stating EPS but note that Celgene just recently guided its EPS in much the same way, i.e. a range. A range makes it very hard for a "beat" on EPS but also makes that final $.01 less likely to result in market swings on the stock.

    You appear to argue that Apple is going to innovate. Overall, I agree. Without innovation, Apple runs the risk of becoming moribund, stagnant.

    Again, you wrote a good comment and should post it as an article with a bit citation.
    Jan 27, 2013. 09:22 AM | Likes Like |Link to Comment
  • Apple Disappointed In Part Due To Supply Constraints [View article]
    Now I would not mind reading a supplier contract for Applei after your posting. Good insight, but Apple has had this logistic conundrum for past product launches, what was the problem this time from your perspective?

    Samsung produced, apparently, the chips for the iPhone and iPad, at least in part. Apple states on the conference call that it suffered from supply constraints. As to the iPad mini, Oppenheimer mentioned weekly constraints.

    Considering what you said about supplier contracts with Apple as well as the patent litigation, would you not want to see that correspondence about supply, production, and meeting deadlines?
    Jan 26, 2013. 02:27 AM | Likes Like |Link to Comment
  • Apple Disappointed In Part Due To Supply Constraints [View article]
    You may be on point. However, the financial reports from the likes of Reuters.com say that it was disappointing iPhone sales. CEO Tim Cook said the same thing, supply constraint, because you can't sell units you don't have.

    You may right on point though, looking behind the curtain so to speak.
    Jan 24, 2013. 10:56 PM | 1 Like Like |Link to Comment
  • Apple Disappointed In Part Due To Supply Constraints [View article]
    CEO Tim Cook talked about the iMac. I examined the iMac issue but really it was beyond the scope - apparently display problems. CEO Tim Cook felt strongly about it.

    However, if you notice my citation, Reuters.com reported that disappointing iPhone sales drove the AAPL down.
    Jan 24, 2013. 12:06 PM | Likes Like |Link to Comment
  • Apple Disappointed In Part Due To Supply Constraints [View article]
    Isn;t the ramp-up to distribution for great demand simply a logistic problem or opportunity?

    I agree timing is the issue. Apple missed its timing and missed sales.
    Jan 24, 2013. 12:00 PM | Likes Like |Link to Comment
  • Apple Disappointed In Part Due To Supply Constraints [View article]
    Well well, please see my article where I provide citation.

    Apple missed. Apple missed on supply constraints. Apple lost share value as a result. Supply constraints, likely supply of chips, cause Apple to not sell as many units as it could have sold.

    You appear to misconstrue purposefully the article as well as my comments.

    You really can't sell to consumers products what you don't have if the consumer is unwilling to wait it. If you cause a consumer to wait, then the consumer is likely to choose something else.

    Samsung did well with its Galaxy SIII.

    Sure Apple generated demand, or euphoria as Pacdecimal posted. Apple failed to fulfill this demand despite strong sales. Apple suffered and continues to suffer.
    Jan 24, 2013. 11:57 AM | Likes Like |Link to Comment
  • Apple Disappointed In Part Due To Supply Constraints [View article]
    Lost sales.

    As for the iMac, CEO Tim Cook pointed to another problem which appears to be a display problem. The iMac is beyond the scope of my article.

    By way of anecdote, I know a very serious Apple investor who chose to purchase Kindle Fires for his family for Christmas instead of iPads. So again, I think lost sales.
    Jan 24, 2013. 11:13 AM | Likes Like |Link to Comment
  • Apple Disappointed In Part Due To Supply Constraints [View article]
    CEO Tim Cook dodged both questions.

    Surprisingly, I don't disagree with your analysis. However, if CEO Tim Cook is the logistical genuis as described. Why did Apple not meet its demand? Supply constraint, which supply constraint are likely failure to have enough chips.

    Apple is held to a higher standard by the market. If not, please explain why Apple stock tumbled and is currently trading at $460.56 at the time I write this comment. Steve Jobs met and exceeded this standard. CEO Tim Cook apparently steered Apple to a three (3) consecutive quarter miss in what is arguably a core competency for him.
    Jan 24, 2013. 11:10 AM | Likes Like |Link to Comment
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