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  • Apple's Magical Mystery Year [View article]
    Zipper0:

    Samsung's shares set new multi-year lows last week and are now trading at early 2012 price levels.

    There's intense competition for Samsung on China's mainland from Android-based handset makers and even Google's new handsets will take share in the high-end market from Samsung.

    This will be the biggest iPhone upgrade cycle in the history of the product line with strong unit sales growth in all five of Apple's geographic revenue regions.

    Please remember there's a robust market for pre-owned iPhone handsets. Although those handsets when resold won't be a factor in reported new handset sales, the resold handsets will increase the number of consumers engaged in Apple's global eco-system.
    Oct 26, 2014. 01:25 PM | 9 Likes Like |Link to Comment
  • Apple's Magical Mystery Year [View article]
    owens7301:

    There's much discussion in the Braeburn Group community as to whether or not Apple will announce an expansion of the current repurchase program in April. Absent other big uses of cash such as a major acquisition, the interest rate environment is favorable for more share repurchases and remains among the best ways to return capital to shareholders.
    Oct 26, 2014. 01:14 PM | 5 Likes Like |Link to Comment
  • Apple's Magical Mystery Year [View article]
    AndyMoney:

    Of course I did expect some Beatles-related comments.

    I consider the current price a bargain for long-term shareholders. The $90 billion in share repurchases have yet to be exhausted and there are several catalysts yet to fully unfold this fiscal year.
    Oct 26, 2014. 01:11 PM | 10 Likes Like |Link to Comment
  • Apple Looks East, Looks West For Growth [View article]
    ZipperO:

    Some elasticity of demand will occur for any enterprise selling products to consumers on a global scale. As costs of production are reduced, Apple will pass along savings to consumers while maintaining attractive gross margin. This allows for some pick-up in additional revenue activity and allows for some expansion of the number of eco-system participants.

    Gross margin rose YOY in FY2014 and I expect gross margin to at least remain firm in FY2015 while the company adds tens of billions of dollars in new revenue to an already massive revenue base.
    I don't think there's another enterprise on the planet that's able to maintain pricing control, high gross margin and add tens of billions in additional revenue in one fiscal year.
    Oct 1, 2014. 01:09 AM | Likes Like |Link to Comment
  • Apple Looks East, Looks West For Growth [View article]
    bertri:

    Thank you for your comment. I expect it to be an exciting six months for Apple as the fall product refresh cycle continues and the Apple Watch makes its debut early next year.
    Sep 29, 2014. 11:07 PM | 1 Like Like |Link to Comment
  • Apple Looks East, Looks West For Growth [View article]
    The EU tax investigation will most likely not result in any fines of levies against Apple and the question of whether or not the company is receiving any inappropriate tax treatments is an issue in dispute.

    While the issue is grabbing headlines, the outcome of any changes are apt to be minor if any changes are made at all.
    Sep 29, 2014. 09:54 AM | 1 Like Like |Link to Comment
  • Apple Looks East, Looks West For Growth [View article]
    NicZ:

    I purchased a Mac Plus in 1988 for $3,000. Imagine the cost in inflation-adjusted numbers. Apple reduces prices as costs diminish. That's smart business, not a sign of a problem.
    Sep 29, 2014. 09:40 AM | 2 Likes Like |Link to Comment
  • Apple Looks East, Looks West For Growth [View article]
    NicZ:

    Claimed usage data is not an accurate means to determine model mix. Insights on mix will be revealed during Apple's September quarter conference call with analysts next month.

    Following your logic, it suggests very high unmet demand for the iPhone 6 Plus. That's a nice problem to have and one that is quickly remedied.
    Sep 29, 2014. 09:36 AM | 1 Like Like |Link to Comment
  • Apple Looks East, Looks West For Growth [View article]
    NicZ:

    I'm attempting to discern the point of the above post. Apple isn't releasing less expensive iPhones and iPhone margins will remain very high through the new model year.

    Through the June quarter, Apple sold over 55 million iPads generating revenue of nearly $25 billion. That's hardly a problem. The average selling price was about $455.
    Sep 29, 2014. 09:32 AM | 2 Likes Like |Link to Comment
  • Apple Looks East, Looks West For Growth [View article]
    Apple also imputes and declares a US tax liability on all foreign-sourced earnings. Apple's reported tax liability last quarter was 26.10%. The declared US taxes on foreign-sourced earnings remain unpaid until the funds are repatriated. Foreign taxes paid on foreign-sourced earnings are a credit against the US tax liability.

    The US has among the highest corporate tax levies in the world. Even if there is a change in the EU tax levies, it many not have a big impact on Apple's reported tax expense. It would reduce the US tax liability although it might increase the dollars in taxes paid each quarter prior to repatriation to the US.
    Sep 29, 2014. 09:18 AM | Likes Like |Link to Comment
  • Apple Looks East, Looks West For Growth [View article]
    Please quantify "sales have collapsed." iPad revenue is down just over 3% through the June quarter. That's not a collapse.
    Sep 29, 2014. 09:12 AM | 1 Like Like |Link to Comment
  • Apple Looks East, Looks West For Growth [View article]
    Zipper0:

    Google is a provider of services and releasing a no-cost operating system was a means of expanding the market for the company's services. As of now, it doesn't appear to be working out quite as planned.
    Sep 28, 2014. 11:08 PM | 4 Likes Like |Link to Comment
  • Apple Looks East, Looks West For Growth [View article]
    jpintoctr:

    Thank you for your comment and your insights. Apple is an aspirational brand.
    Sep 28, 2014. 11:06 PM | 3 Likes Like |Link to Comment
  • Apple Looks East, Looks West For Growth [View article]
    Hardog:

    Thank you for your comment. I'm looking forward to a very successful year for Apple.
    Sep 28, 2014. 09:50 PM | 3 Likes Like |Link to Comment
  • Apple Looks East, Looks West For Growth [View article]
    JamesWalsh1:

    As Apple’s manufacturing processes become more fully automated, it becomes more feasible to bring manufacturing back to the United States.

    I remember Tim Cook talking on this topic and mentioning one of the factors that has made manufacturing in Asia attractive is the close proximity of component manufacturing plants to Apple’s contracted manufacturing facilities.

    The Mac Pro is being manufactured in the United States and there may be more opportunities for additional Apple manufacturing activity in the United States in the future.

    This is not necessarily an issue of wages or wage costs but an issue of manufacturing efficiency. Any and all manufacturing jobs Apple can bring back to the Unites States is a benefit to our economy.

    As it is, Apple’s massive build out of data centers in North Carolina, Nevada and Oregon have created an economic boon for those local community while boosting the American solar power industry. Apple has put in place the largest privately-owned solar array in the United States.
    Sep 28, 2014. 09:12 PM | 5 Likes Like |Link to Comment
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