Apple (AAPL) roundup: 1) The WSJ reports Apple is shifting hardware orders from Foxconn to...


Apple (AAPL) roundup: 1) The WSJ reports Apple is shifting hardware orders from Foxconn to Pegatron, and plans to make Pegatron "the primary assembler" of its low-cost iPhone. Apple's reasons: risk diversification after last year's manufacturing issues, and pricing. 2) Apple is reportedly looking to tap Samsung to supply thin LCD glass for iPhones, iPads, and MacBooks. 3) Inside Apple author Adam Lashinsky wasn't impressed with Tim Cook's AllThingsD talk. "It is a strange sight to see the CEO of Apple, a company known for its brilliance and vision, decline over and over to discuss just about anything in any detail." 4) One detail shared by Cook: Apple has made 9 acquisitions in FY13. Only 2 - Particle and WiFiSlam - have been disclosed.

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Comments (38)
  • BTM
    , contributor
    Comments (486) | Send Message
     
    When did Steve Jobs talk about things in detail at AllThingsD?
    29 May 2013, 05:53 PM Reply Like
  • Doyle3000
    , contributor
    Comments (1952) | Send Message
     
    how on earth did they make 7 secret acquisitions when the entire financial universe watching every single thing they do and say?

     

    and good point BTM
    29 May 2013, 05:56 PM Reply Like
  • investingInvestor
    , contributor
    Comments (2463) | Send Message
     
    Doyle, all the self proclaimed experts don't have a clue. The experts provide click bait to draw eyes to advertisements.

     

    Tim Cook said more than most people expected.

     

    None of the experts had a clue. When one of them is right, they are all as surprised as you. Remember who they are so you can ignore them.
    29 May 2013, 07:08 PM Reply Like
  • Panoplos
    , contributor
    Comments (844) | Send Message
     
    I agree, Mr. Cook gave far more clues in that talk than Mr. Jobs ever would have.

     

    From the talk, you can clearly understand they are:

     

    1. Making a TV
    2. Making a wearable device that is not something similar to Google Glass

     

    His comments on Apple TV were especially revealing....
    30 May 2013, 01:41 AM Reply Like
  • Stan The Man
    , contributor
    Comments (161) | Send Message
     
    There is no requirement to disclose events to the public that are not "material", which in Apple's case means "huge". They keep these things confidential for awhile by getting people to sign confidentiality agreements. But eventually they'll get out.
    29 May 2013, 06:00 PM Reply Like
  • jebworks
    , contributor
    Comments (183) | Send Message
     
    Yeah, and why exactly should Cook reveal future plans to the media? To please them and the competitors?
    29 May 2013, 06:07 PM Reply Like
  • Eric Dee
    , contributor
    Comments (2201) | Send Message
     
    Go ahead and try to get the feds to release info, Boeing does it, one of my best friends can't even tell his wife were he is going on some trips. This release is very misleading in that it supposes that AAPL execs. should go ahead and tell everyone what is going to happen along the lines of new products instead of not answering questions on specifics. Then the author states that a new lower priced iphone is on the way. Did I miss something here or is this the worst case of double talk today? I read the entire interview and there was no mention about AAPL making a new, cheaper iphone. It must be true since the WSJ says so. I don't think, TC told them that at all.

     

    It will be however interesting to see what comes down the pike in the next couple of weeks and beyond. Guess the media and SA just can't wait, they need to know and the need to know NOW! Yawn!
    29 May 2013, 06:39 PM Reply Like
  • Brujae
    , contributor
    Comments (29) | Send Message
     
    I'd be close mouthed too if my competitors stole everything I made.
    29 May 2013, 06:59 PM Reply Like
  • MajorDude
    , contributor
    Comments (280) | Send Message
     
    Jobs had it right. Keep 'em guessing. What's amazing is how many idiots question a successful strategy.
    29 May 2013, 07:03 PM Reply Like
  • Sam Liu
    , contributor
    Comments (3711) | Send Message
     
    "make Pegatron "the primary assembler" of its low-cost iPhone."

     

    Apple is losing its premium cache, the market seems to be correct on AAPL evaluation then.
    29 May 2013, 07:03 PM Reply Like
  • MarketingMaven
    , contributor
    Comments (149) | Send Message
     
    Did you hear Cook say that? I didn't. Reading supplier chat is like fortunetelling with goat entrails. Or tasting bear scat to figure out its diet.

     

    Come to think of it, that's a good description of most AAPL "analysis."
    29 May 2013, 10:07 PM Reply Like
  • Sam Liu
    , contributor
    Comments (3711) | Send Message
     
    that was an SA assertion. Notice the ""s.

     

    I use my money very diligently, but if Apple comes out with a lower cost IPhone, that would flood the marketplace with them.

     

    At least in Shanghai, Beijing those that want one have one (IPhone, consumer class) . Not being an AAPL holder, nor own or use an IPhone, I am better without it but use my Mac and ITouch with pride that Apple is regarded fondly here in Cn.
    29 May 2013, 11:03 PM Reply Like
  • Sam Liu
    , contributor
    Comments (3711) | Send Message
     
    "It takes a lot of work, a lot of really detailed work, to do a phone right, when you manage the hardware, software and services around it. We’ve chosen to focus our energy on getting those right. And we’ve made the choices in order to do that. So we haven’t become defocused [by] working on multiple lines."
    – Apple CEO Tim Cook at the D11 conference, explaining why Apple has yet to create multiple types of iPhones, as it used to do with the iPod
    29 May 2013, 11:53 PM Reply Like
  • Sam Liu
    , contributor
    Comments (3711) | Send Message
     
    http://on.wsj.com/10JijYs

     

    "Pegatron Corp., 4938.TW +0.93% named after the flying horse Pegasus, will be the primary assembler of a low-cost iPhone expected to be offered later this year. Foxconn's smaller rival across town became a minor producer of iPhones in 2011 and began making iPad Mini tablet computers last year."
    29 May 2013, 11:58 PM Reply Like
  • CraigPowell
    , contributor
    Comments (130) | Send Message
     
    Thanks for sharing the link.
    30 May 2013, 08:53 AM Reply Like
  • SP5524
    , contributor
    Comments (86) | Send Message
     
    And when did anyone care if a writer was or was not impressed with something Apple said.
    29 May 2013, 07:19 PM Reply Like
  • consultnick
    , contributor
    Comments (356) | Send Message
     
    Foxconn was one of the largest and most painful distractions of the last couple of years. It triggered huge waves of enviro/labor PR backlash, and probably cost far more than the manufacturing cost benefits supposedly saved by off-shoring! APPL got blamed, while creating a better standard of living for hundreds of thousands of Chinese employees, as a few jumped from high places for the typically unknown reasons that folks decide to commit suicide!

     

    Refer to the recent WSJ article detailing Foxconn's strategy of broadening it's manufacturing profile/customer base, so that they are no longer single-sourced and dominated by APPL, who is doing the very same thing themselves in response to single-sourcing criticism.

     

    Over time, Cook has had to deal with a veritable minefield of scrutiny over AAPL's manufacturing arrangements in China--while answering accusations of labor and environmental abuse from American retirement unions! I could not imagine greater absurdities while this kind of insanity went down, so I am delighted to see any gradual disengagement from Foxconn.

     

    I am an advocate of "re-shoring"....bringing manufacturing back to our shores--or at least our continent, where our labor force benefits, and where we no longer have to put up with the theft of intellectual property and manufacturing processes that has resulted from dealing with Foxconn and Samsung.

     

    However, dealing with the Chinese always requires greater reciprocity than is obvious. In spite of spending a significant percentage of a $trillion on manufacturing over the years, Appl STILL hasn't been able to penetrate the mobile market in a significant way! What is it going to take? Maybe it's time to fold the tent and come home and do other stuff.

     

    You might think that would leave the market to Samsung--but the Chinese hate Korean products! Sadly, my bet is that the Chinese themselves are preparing to beat APPL at it's own game....and that doesn't feel so good. They have come out on top of every technological exchange in their recent history, and what is to prevent them from creating their own APPL-like products and ecosystem?

     

    They have very likely already hacked everything they need to know, and they have hollowed-out the material science programs of all of our significant universities--themselves powered by huge federal grants. Our stupid immigration policies assure that PHD materials science, computer science and technology students return to China, whether or not they want to! Our paranoia as a civilization has very likely already served to our dimishment or eventual destruction. If you haven't been reading what the Chinese have already accomplished by a culture of hacking and industrial spying--you have been asleep!

     

    Meanwhile--read any moves by AAPL to spread/scatter manufacturing as positive.
    29 May 2013, 07:43 PM Reply Like
  • abavetta
    , contributor
    Comments (35) | Send Message
     
    List of mergers and acquisitions by Apple
    http://bit.ly/YTdWfB
    29 May 2013, 08:11 PM Reply Like
  • szeducate
    , contributor
    Comments (198) | Send Message
     
    I thought Apple was a publicly traded company and that they had to divulge any material acquisitions to their shareholders. Correct me if I am wrong.
    29 May 2013, 08:35 PM Reply Like
  • MarketingMaven
    , contributor
    Comments (149) | Send Message
     
    They are in complete compliance. Any acquisition has to be announced if it is 'material' - and one has to be darn big to be 'material' when you have $150 billion.
    29 May 2013, 10:09 PM Reply Like
  • chopchop0
    , contributor
    Comments (5156) | Send Message
     
    At the end of the day, when AAPL needs the best tech supplier around, it will always call on its "frenemy", Samsung.

     

    LOL
    29 May 2013, 09:28 PM Reply Like
  • terryongarland
    , contributor
    Comments (925) | Send Message
     
    Lashinsky feels Apple should tip its hand when they are not ready. Why Adam,Why ?
    29 May 2013, 10:51 PM Reply Like
  • e lee
    , contributor
    Comments (58) | Send Message
     
    This guy Lashinsky thought he knew everything about Apple.
    He wrote a book about Apple, it turned out everything he said in the book, the public knew already.
    What a waste of my time to read his book:(((
    30 May 2013, 02:51 AM Reply Like
  • Curtis/Cee
    , contributor
    Comment (1) | Send Message
     
    "Those who can, do; those who can't, teach." The trick to winning in the stock market is to basically ignore most of the so-called "experts" who are so brilliant as to encourage people to buy Apple when it's sky high, and then to recommend people to hold or sell when it's sky high. Wow! That's remarkable insight. The idiot who suggests in this article that Tim Cook's secrecy regarding acquisitions and product lines is somehow a negative thing, is so not "Inside Apple" or the legacy of Steve Jobs and the iPhone and other surprises that shook up past industries. ANY dumbo knows that all the information leaking out about the iPhones etc. has hurt the mystique of the Apple brand during their famed presentations with information already known. So for the author to be so disappointed and dumbfounded is insanely out of touch of what is effective marketing. Experts continue to kill the portfolios of average investors to the point of it becoming a crime.
    30 May 2013, 08:39 AM Reply Like
  • Jack Baker
    , contributor
    Comments (1284) | Send Message
     
    I am happy with AAPL being as secretive as possible until they are good and ready to make an announcement. There are many wolves out there salivating at the chance to rip open an new AAPL device and knock it off as quickly as possible. I hope the next device they come out with sprays hydrochloric acid on anyone who tries to open the case.
    30 May 2013, 08:39 AM Reply Like
  • Balance721
    , contributor
    Comments (2) | Send Message
     
    Tim Cook was certainly underwhelming in his delivery. There was little to no enthusiasm in his affect. If they've got something big brewing it is hard to tell. He didn't transmit any enthusiasm I felt.
    30 May 2013, 08:39 AM Reply Like
  • Eric Dee
    , contributor
    Comments (2201) | Send Message
     
    It's an interview User, not a product announcement!
    31 May 2013, 11:37 AM Reply Like
  • The Chaplin
    , contributor
    Comments (12) | Send Message
     
    A low cost iPhone is key to the market in China. It would be great to release it just overseas, it would quite all those people who say a low cost iPhone will hurt the brand. Then when it becomes something 'you can't have', and demand is strong in the U.S. for it bring it home.
    China's market potential is enormous, and this is a prime example of how AAPL, is not sitting idly by. Cook has mentioned China a couple of times now and even on the earnings release CC.

     

    I think the other 'game changer' will be the finger print scanner. It could offer two form authentication, and has huge potential. Most people will dismiss this has a gimmick at first, and say it's not true innovation, and has been done before. This is true, but again, the key is two form authentication for security for ALL transactions. This would tie a unique user to the device, and the transaction, and would make the iPhone a FIPS-142 capable device.

     

    Keep a close on the developers conference, something has developers so interested that it sold out in two minutes. You can have the greatest hardware in the world, but if no one is developing applications for it, its worthless. If you ever want to see if a tech company is going forward or back, watch their conferences.
    30 May 2013, 08:40 AM Reply Like
  • Sam Liu
    , contributor
    Comments (3711) | Send Message
     
    " iPhone is key to the market in China. "

     

    This is a lousy argument.

     

    Doing that just lowers the premium perception of a highly regarded brand.

     

    Just think if you had been saving for over 6 months earning under $500/month for an IPhone and then a cheaper one comes out ...
    31 May 2013, 12:59 PM Reply Like
  • Panoplos
    , contributor
    Comments (844) | Send Message
     
    Again, I do not think this cheaper as in *price* equals cheaper as in *image* concept carries much weight. If this were the case, there would never have been lower-cost iPods released on the market.
    31 May 2013, 01:24 PM Reply Like
  • ispank
    , contributor
    Comments (1116) | Send Message
     
    If I was Tim Cook, I'd not go into details either, why?. Because Samsung and other companies are going to copy cat, stealing Apple's ideas.
    30 May 2013, 08:40 AM Reply Like
  • chopchop0
    , contributor
    Comments (5156) | Send Message
     
    Obviously you missed this part of the article:

     

    2) Apple is reportedly looking to tap Samsung to supply thin LCD glass for iPhones, iPads, and MacBooks.
    30 May 2013, 11:08 AM Reply Like
  • Eric Dee
    , contributor
    Comments (2201) | Send Message
     
    What, Chopchop, does that have to do with the price of tea in China? Or for theat matter the topic of this thread. The price of AAPL is now 456, and rising for what the 4th day in a row... you get the point now don't you? Who was it originally that developed the mobile phone as we know it now?
    31 May 2013, 11:41 AM Reply Like
  • chopchop0
    , contributor
    Comments (5156) | Send Message
     
    Motorola?
    31 May 2013, 12:02 PM Reply Like
  • Eric Dee
    , contributor
    Comments (2201) | Send Message
     
    You still have a flip phone? The rest of us have moved on Chop.
    31 May 2013, 12:50 PM Reply Like
  • chopchop0
    , contributor
    Comments (5156) | Send Message
     
    No I have an android. you know, the project that started before the IPhone came out

     

    http://bit.ly/11HC6wi
    31 May 2013, 01:03 PM Reply Like
  • Eric Dee
    , contributor
    Comments (2201) | Send Message
     
    Says effort, now back to who....?
    31 May 2013, 01:11 PM Reply Like
  • bjnflicks
    , contributor
    Comments (4335) | Send Message
     
    Apple acquires patents mostly, sometimes those are incorporated entities. They could also be trade secrets. Apple is very secretive precisely because company like Samsung especially, but Microsoft too and many smaller Asian companies will quickly copy inferior versions of whatever they think Apple wil do next. Trust Tim Cook. He knows more about his business by far than any of his critics. Also realize the APple Insider guy just wants a scoop. That is his living. But if he wants trade secrets in advance, he is focusing oin the wrong company. IO had a long talk with a veteran Apple manager lately and he told me not even middle management has any idea what Apple will do next. His guess was buying bandwidth towers like Clearwire. SO far he has been wrong. Or maybe not. Also, AAPL is the best buy lowest priced highest quality stock in the world now. Makes no sense everyone isn't buying all they can get at these ro9ck bottom prices. The buyback program provides almost total insurance against losses. And the upside is very large unlike any other overbought stock you can name today. GOOG for instance has almost no upside. SO why would anyone hold it and not buy AAPL? Makes no sense at all. AAPl is a better company selling at a 60% discount to real value. And it pays a nice dividend.
    30 May 2013, 08:42 AM Reply Like
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