At jury duty I noticed lots of iPad Minis. They were all owned by women. Lest I remind you all, women are 52% of the consumer market. Ipad Mini is going to be the breakout star of the Christmas season.
Ford (F +1.5%) says its new C-MAX hybrid recorded 8,030 sales in the first two months of its debut, marking the automaker's best launch of a hybrid ever. Of note, the C-MAX outsold the Toyota Camry hybrid during the period and saw more customers trade in Toyota Prius vehicles than any other model when purchasing their C-MAX. [View news story]
A completely unscientific review of Fords vehicles vs. GM and Toyota reveals Ford clearly has the best looking cars on the market. Period. Japanese cars look like cheap chinese toys in comparison to Ford. GM still doesn't get the value of good styling and design.
While other firms (I, II) are lowering their iPhone and regular iPad forecasts, NPD claims Apple (AAPL -3.7%) has more than doubled its iPad Mini display panel orders to 12M+ (presumably to AUO and LPL) to meet strong demand. Moreover, NPD thinks the Mini could account for half of 2013 iPad shipments, which it pegs at 100M+. The difference between the Mini's size (0.68 lbs. and 0.28" thick) and the 4th-gen iPad's (1.44 lbs. and 0.37") is hard to ignore here. Separately, Digitimes reports Apple is working on a second-gen Mini that's lighter still, and will sport a better display. [View news story]
100 million ipads in 2013? wow. The entire US population is 300m. The PC as we know it dead, dead, dead.
What kind of upside down world is the investment community living in? Have you been inside an Apple store? Even now it is walking room only...on a weekday. Sigh. Just wait for even more blockbuster numbers from Apple. The stock price will take care of itself.
Upsetting The Apple-Cart: Google Just Torpedoed The iPhone's Profit Margins [View article]
Took a gander in the Palm Desert Apple store and it was by far the most densely packed store on the Paseo. Ipad mini makes a lot more sense once you see it and fell it firtshand. It makes the $329 price more pallatable when you are comparing it against a full sized iPad.
Ther difference between Android and iOS is the difference between a $19K Hyundai and a $20K BMW. It's not a significant difference for a best of class product. If you cant appreciate the inherent difference in value, stick to mutual funds.
Intel (INTC -1%) spikes lower on a Bloomberg report that Apple (AAPL +1.3%) is thinking of abandoning the use of Intel's CPUs within Macs in favor of internally-developed, ARM-based processors such as the ones that power its iOS hardware. Similar reports have been around for a while. [View news story]
A change in form factor would be the only compelling reason to change processors. As a graphics professional, my humble Mac Mini is more than capable of handling any task I throw at it. My guess is a power efficient design could condense it to the size of slice of bread. Already retina display iOS devices can handle the resolution of a standard LCD monitor with ease. An iPad Mini sans screen is a good starting point for the future of OSX hardware.
Apple (AAPL) announces the sale of 3M iPads (total) in the 3 days since the launch of the iPad Mini. "Demand for iPad Mini exceeded the initial supply." Shares +1.3% premarket. (PR) [View news story]
iOS is still in single digits as far as global web traffic is concerned. That being said, it means unreal marketshare yet to be captured. AAPL the first trillion dollar market cap is coming.
Apple's Innovation Is Stronger Than Ever, Valuation Very Attractive [View article]
The next innovation from Apple I would like to see is a dual boot system on iPhone or iPad form factors so one can tether to a standalone monitor and run OSX. As it stands, I have a Mac Mini at home, which is a great computer but it would be even better if I could just pocket it whenever I want.
If iOS devices can run a retina screen, they can run a standard LCD monitor with capacity to spare,
Apple's Innovation Is Stronger Than Ever, Valuation Very Attractive [View article]
The next innovation from Apple should be the dissolution of the PC desktop computer altogether. It would be fantastically practical to have an iOS form factor device that can boot into iOS or OS X so it can tether to a standalone monitor. If iPad can drive a retina display, it can easily handle a standard LCD monitor.
Without Steve Jobs, Apple Is Without A Map [View article]
In order for SIRI to work as well as the critics think it should, would mark a paradigm shift in technology so profound in its implications it would reduce the achievements of every Nobel Prize winner in history to mere footnotes on the path towards the age of machine overlords. In other words, critics don't really understand what they are asking for when they pile on Apple for SIRI's imperfections. That is why they call it a beta. Consider yourself lucky to have this function at your disposal at all.
S&P futures jump to session highs, +0.6% following jobless claims declining to their lowest level since early 2008. The 4-week moving average declines 11.5K to 364K. Has anyone checked Jack Welch's twitter feed yet? [View news story]
Y'all are missing the big story. The boomer generation is crossing the threshold into the age of 65--they are dropping out of the workforce en masse because social security is giving them a baseline of income necessary for basic survival. If you think you are tired now, imagine how you will feel at that age,
Don't Be Fooled, Gold Will Soar In 2012 [View article]
Brian White tries to ride to the rescue of Apple (AAPL), reiterating his $1,111 price target after the company reported selling more than 2M iPhone 5s in its first 3 days of official availability in China. Also leaning against the Citi downgrade are Morgan Stanley and Barclays. Shares are bouncing from premarket lows, -1.4% to $502.49. [View news story]
Ford (F +1.5%) says its new C-MAX hybrid recorded 8,030 sales in the first two months of its debut, marking the automaker's best launch of a hybrid ever. Of note, the C-MAX outsold the Toyota Camry hybrid during the period and saw more customers trade in Toyota Prius vehicles than any other model when purchasing their C-MAX. [View news story]
While other firms (I, II) are lowering their iPhone and regular iPad forecasts, NPD claims Apple (AAPL -3.7%) has more than doubled its iPad Mini display panel orders to 12M+ (presumably to AUO and LPL) to meet strong demand. Moreover, NPD thinks the Mini could account for half of 2013 iPad shipments, which it pegs at 100M+. The difference between the Mini's size (0.68 lbs. and 0.28" thick) and the 4th-gen iPad's (1.44 lbs. and 0.37") is hard to ignore here. Separately, Digitimes reports Apple is working on a second-gen Mini that's lighter still, and will sport a better display. [View news story]
Apple's Decline: Thanks, iPad Mini [View article]
Apple's Decline: Thanks, iPad Mini [View article]
Upsetting The Apple-Cart: Google Just Torpedoed The iPhone's Profit Margins [View article]
Ipad mini makes a lot more sense once you see it and fell it firtshand. It makes the $329 price more pallatable when you are comparing it against a full sized iPad.
Ther difference between Android and iOS is the difference between a $19K Hyundai and a $20K BMW. It's not a significant difference for a best of class product. If you cant appreciate the inherent difference in value, stick to mutual funds.
Intel (INTC -1%) spikes lower on a Bloomberg report that Apple (AAPL +1.3%) is thinking of abandoning the use of Intel's CPUs within Macs in favor of internally-developed, ARM-based processors such as the ones that power its iOS hardware. Similar reports have been around for a while. [View news story]
Apple (AAPL) announces the sale of 3M iPads (total) in the 3 days since the launch of the iPad Mini. "Demand for iPad Mini exceeded the initial supply." Shares +1.3% premarket. (PR) [View news story]
Apple's Innovation Is Stronger Than Ever, Valuation Very Attractive [View article]
If iOS devices can run a retina screen, they can run a standard LCD monitor with capacity to spare,
Apple's Innovation Is Stronger Than Ever, Valuation Very Attractive [View article]
Apple Has Peaked: The Warning Signs Are Multiplying [View article]
"We've got a little more to show you," says Apple (AAPL +1.9%) in an invite for a widely-expected Oct. 23 event to be held in San Jose at 1PM ET. All signs point to an iPad Mini launch - will new Mac Minis and a 13" retina MacBook Pro also arrive? [View news story]
Without Steve Jobs, Apple Is Without A Map [View article]
S&P futures jump to session highs, +0.6% following jobless claims declining to their lowest level since early 2008. The 4-week moving average declines 11.5K to 364K. Has anyone checked Jack Welch's twitter feed yet? [View news story]