The iPhone 5 is still supply-constrained at U.S. Apple Stores, says Piper's Gene Munster after polling 70 of them. He also found ongoing shortages at AT&T and Verizon, though Sprint's situation is said to be improving. Those comments are probably contributing to today's Apple (AAPL -2.7%) selloff, especially since Munster's Oct. 4 report on shortages proved accurate. On a more positive note, Munster's poll of 730 U.S. consumers found 55% of those planning to buy a smartphone indicating they want an iPhone 5. [View news story]
Three out of every four smartphones shipped in Q3 were Android devices, estimates IDC, as the dominant international position of Google's (GOOG) OS allowed it to grow its share by 1750 bps Y/Y. The iPhone is believed to have made up 14.9% of shipments (up 110 bps Y/Y), and the BlackBerry just 4.3% (down 520 bps Y/Y). Symbian and Windows Phone are seen accounting for only 2.3% and 2% of shipments, respectively. (previous) [View news story]
Google is good, Google is soo good, I like Google ... no wait, I LOVE GOOGLE ... why ? Because technology should be available to everyone not just to people with pockets full of money.
Three out of every four smartphones shipped in Q3 were Android devices, estimates IDC, as the dominant international position of Google's (GOOG) OS allowed it to grow its share by 1750 bps Y/Y. The iPhone is believed to have made up 14.9% of shipments (up 110 bps Y/Y), and the BlackBerry just 4.3% (down 520 bps Y/Y). Symbian and Windows Phone are seen accounting for only 2.3% and 2% of shipments, respectively. (previous) [View news story]
Though many pundits, analysts, and (reportedly) employees liked Apple's (AAPL -2.3%) big management shakeup (I, II), shares have fallen below the $600 threshold today. Scott Forstall had plenty of critics, but he also earned a lot of respect on account of iOS' success over the last 5 years. Today's decline comes as Chinese regulators give their approval to iPhone 5 models meant for China Unicom (CHU) and China Telecom's (CHA) 3G networks. [View news story]
More on Apple's shakeup: Internet software/services chief Eddy Cue will be in charge of Maps and Siri. Design chief/legend Jony Ive will now also be responsible for "human interface" for Apple's products. Bob Mansfield, recently convinced to cancel his retirement plans, will head a new Technologies unit that will include all of Apple's wireless hardware and chip teams. A search has begun for a retail chief to replace Browett; Tim Cook will head retail in the interim. Federighi's promotion could bring additional moves to "harmonize" iOS and Mac OS. (PR) [View news story]
More on Apple's shakeup: Internet software/services chief Eddy Cue will be in charge of Maps and Siri. Design chief/legend Jony Ive will now also be responsible for "human interface" for Apple's products. Bob Mansfield, recently convinced to cancel his retirement plans, will head a new Technologies unit that will include all of Apple's wireless hardware and chip teams. A search has begun for a retail chief to replace Browett; Tim Cook will head retail in the interim. Federighi's promotion could bring additional moves to "harmonize" iOS and Mac OS. (PR) [View news story]
And in other news, Google shows off Photo Sphere, the new camera experience coming on Android 4.2 ...
Why does Apple (AAPL) have a forward P/E of 10 while Amazon (AMZN) has a forward P/E of 100? The reason, as Barron'spoints out, is "the perception of absolute control at Amazon." Amazon is a company that could generate billions more in annual profits if it didn't invest at a breakneck pace on new warehouses, streaming rights, subsidized hardware, and much else. Thus, Amazon bulls are content to focus on its share gains and healthy gross margin. But if Jeff Bezos plans to put a lid on spending, he isn't tipping his hand. [View news story]
One of them is company which helps people get good things with as low as possible price while the other one if it can will charge you for the air that you are breathing
More on Apple: It looks as if the iPad Mini, premium pricing and all, is off to a decent start: the white model sold out hours after pre-orders commenced, and shipping times now stand at 2 weeks. The black model is still available. Digitimes recently claimed the Mini's relatively high pricing was due to low yields for its cutting-edge GF2 touchscreen tech (previous). If that rumor is accurate (a big if), it could mean a price cut will arrive once yields improve and costs fall. [View news story]
Apple (AAPL -2.6%) is now seeing a decent post-earnings selloff. Aside from the margin issues, the Street is likely concerned about Apple's relatively soft European and Asia-Pac performance. Europe and China's macro problems are one reason, but in light of Samsung's Q3 smartphone sales and recent market share data (I, II), Android competition could be another. U.S. and Japanese sales grew much faster thanks to iPhone share gains - could the Japanese gains finally lead to a deal with NTT DoCoMo? (more) (transcript) [View news story]
Major Cannibalization Concerns At Apple [View article]
I think that Galaxy S3 i better phone than iPhone 5 but it is due to Apple propaganda that certain people think that they should go only for Apple pieces and once they will try Galaxy S3 they will see that they were wrong
Investors seem nervous ahead of Apple's (AAPL -1%) FQ4 report. Not only is Apple trading lower, so are component suppliers Cirrus Logic (CRUS -4%), OmniVision (OVTI -2.2%), Broadcom (BRCM -2%), and SanDisk (SNDK -1.7%). Expectations definitely aren't where they were on Sep. 21, the day the iPhone 5 launched and Apple made its all-time high. (earlier) [View news story]
Apple (AAPL): FQ4 EPS of $8.67 misses by $0.08. Revenue of $36B (+27% Y/Y) beats by $200M. 26.9M iPhones sold, 14M iPads, 5.3M iPods. Shares halted. (PR) [View news story]
It's good because Samsung sold 2 times more smartphones than Apple and to be very true Apple is day by day loosing it's pace in the fight for position of king of smartphone market
Investors seem nervous ahead of Apple's (AAPL -1%) FQ4 report. Not only is Apple trading lower, so are component suppliers Cirrus Logic (CRUS -4%), OmniVision (OVTI -2.2%), Broadcom (BRCM -2%), and SanDisk (SNDK -1.7%). Expectations definitely aren't where they were on Sep. 21, the day the iPhone 5 launched and Apple made its all-time high. (earlier) [View news story]
Investors seem nervous ahead of Apple's (AAPL -1%) FQ4 report. Not only is Apple trading lower, so are component suppliers Cirrus Logic (CRUS -4%), OmniVision (OVTI -2.2%), Broadcom (BRCM -2%), and SanDisk (SNDK -1.7%). Expectations definitely aren't where they were on Sep. 21, the day the iPhone 5 launched and Apple made its all-time high. (earlier) [View news story]
The iPhone 5 is still supply-constrained at U.S. Apple Stores, says Piper's Gene Munster after polling 70 of them. He also found ongoing shortages at AT&T and Verizon, though Sprint's situation is said to be improving. Those comments are probably contributing to today's Apple (AAPL -2.7%) selloff, especially since Munster's Oct. 4 report on shortages proved accurate. On a more positive note, Munster's poll of 730 U.S. consumers found 55% of those planning to buy a smartphone indicating they want an iPhone 5. [View news story]
Three out of every four smartphones shipped in Q3 were Android devices, estimates IDC, as the dominant international position of Google's (GOOG) OS allowed it to grow its share by 1750 bps Y/Y. The iPhone is believed to have made up 14.9% of shipments (up 110 bps Y/Y), and the BlackBerry just 4.3% (down 520 bps Y/Y). Symbian and Windows Phone are seen accounting for only 2.3% and 2% of shipments, respectively. (previous) [View news story]
Three out of every four smartphones shipped in Q3 were Android devices, estimates IDC, as the dominant international position of Google's (GOOG) OS allowed it to grow its share by 1750 bps Y/Y. The iPhone is believed to have made up 14.9% of shipments (up 110 bps Y/Y), and the BlackBerry just 4.3% (down 520 bps Y/Y). Symbian and Windows Phone are seen accounting for only 2.3% and 2% of shipments, respectively. (previous) [View news story]
Though many pundits, analysts, and (reportedly) employees liked Apple's (AAPL -2.3%) big management shakeup (I, II), shares have fallen below the $600 threshold today. Scott Forstall had plenty of critics, but he also earned a lot of respect on account of iOS' success over the last 5 years. Today's decline comes as Chinese regulators give their approval to iPhone 5 models meant for China Unicom (CHU) and China Telecom's (CHA) 3G networks. [View news story]
More on Apple's shakeup: Internet software/services chief Eddy Cue will be in charge of Maps and Siri. Design chief/legend Jony Ive will now also be responsible for "human interface" for Apple's products. Bob Mansfield, recently convinced to cancel his retirement plans, will head a new Technologies unit that will include all of Apple's wireless hardware and chip teams. A search has begun for a retail chief to replace Browett; Tim Cook will head retail in the interim. Federighi's promotion could bring additional moves to "harmonize" iOS and Mac OS. (PR) [View news story]
More on Apple's shakeup: Internet software/services chief Eddy Cue will be in charge of Maps and Siri. Design chief/legend Jony Ive will now also be responsible for "human interface" for Apple's products. Bob Mansfield, recently convinced to cancel his retirement plans, will head a new Technologies unit that will include all of Apple's wireless hardware and chip teams. A search has begun for a retail chief to replace Browett; Tim Cook will head retail in the interim. Federighi's promotion could bring additional moves to "harmonize" iOS and Mac OS. (PR) [View news story]
http://bit.ly/VZJIrK
Amazon Calls Out The iPad Mini: Is Apple Running Out Of Steam? [View article]
Why does Apple (AAPL) have a forward P/E of 10 while Amazon (AMZN) has a forward P/E of 100? The reason, as Barron's points out, is "the perception of absolute control at Amazon." Amazon is a company that could generate billions more in annual profits if it didn't invest at a breakneck pace on new warehouses, streaming rights, subsidized hardware, and much else. Thus, Amazon bulls are content to focus on its share gains and healthy gross margin. But if Jeff Bezos plans to put a lid on spending, he isn't tipping his hand. [View news story]
More on Apple: It looks as if the iPad Mini, premium pricing and all, is off to a decent start: the white model sold out hours after pre-orders commenced, and shipping times now stand at 2 weeks. The black model is still available. Digitimes recently claimed the Mini's relatively high pricing was due to low yields for its cutting-edge GF2 touchscreen tech (previous). If that rumor is accurate (a big if), it could mean a price cut will arrive once yields improve and costs fall. [View news story]
Apple (AAPL -2.6%) is now seeing a decent post-earnings selloff. Aside from the margin issues, the Street is likely concerned about Apple's relatively soft European and Asia-Pac performance. Europe and China's macro problems are one reason, but in light of Samsung's Q3 smartphone sales and recent market share data (I, II), Android competition could be another. U.S. and Japanese sales grew much faster thanks to iPhone share gains - could the Japanese gains finally lead to a deal with NTT DoCoMo? (more) (transcript) [View news story]
Major Cannibalization Concerns At Apple [View article]
Investors seem nervous ahead of Apple's (AAPL -1%) FQ4 report. Not only is Apple trading lower, so are component suppliers Cirrus Logic (CRUS -4%), OmniVision (OVTI -2.2%), Broadcom (BRCM -2%), and SanDisk (SNDK -1.7%). Expectations definitely aren't where they were on Sep. 21, the day the iPhone 5 launched and Apple made its all-time high. (earlier) [View news story]
Apple (AAPL): FQ4 EPS of $8.67 misses by $0.08. Revenue of $36B (+27% Y/Y) beats by $200M. 26.9M iPhones sold, 14M iPads, 5.3M iPods. Shares halted. (PR) [View news story]
Investors seem nervous ahead of Apple's (AAPL -1%) FQ4 report. Not only is Apple trading lower, so are component suppliers Cirrus Logic (CRUS -4%), OmniVision (OVTI -2.2%), Broadcom (BRCM -2%), and SanDisk (SNDK -1.7%). Expectations definitely aren't where they were on Sep. 21, the day the iPhone 5 launched and Apple made its all-time high. (earlier) [View news story]
http://bit.ly/Rj1oKx
Investors seem nervous ahead of Apple's (AAPL -1%) FQ4 report. Not only is Apple trading lower, so are component suppliers Cirrus Logic (CRUS -4%), OmniVision (OVTI -2.2%), Broadcom (BRCM -2%), and SanDisk (SNDK -1.7%). Expectations definitely aren't where they were on Sep. 21, the day the iPhone 5 launched and Apple made its all-time high. (earlier) [View news story]