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  • Apple Set To Lose Big Time In EU State Aid Case [View article]
    If Apple were to pay higher tax on the Ireland holdings...does this mean it would be deductible from US tax on any money repatriated from Ireland to the US? Apple is possibly looking at eventually paying some of the US repatriation taxes anyway (although probably hoping for a tax holiday or investment of some of that money outside the US).
    Oct 2, 2014. 02:20 PM | Likes Like |Link to Comment
  • Michael Blair's Incredible Journey - Apple's Blowout Launch [View article]
    I don't advocate personal attacks either but it's becoming a farce to pretend that we can get [or exchange] thoughtful information from Michael Blair. There should be [and is] room for widely divergent points of view but there is not, in my opinion, room for blatant distortions of fact done time-after-time. The dilemma is that neither I, nor other specific individuals are necessarily the anointed purveyor of truth...but that does not erase the problem.
    Oct 2, 2014. 11:38 AM | 2 Likes Like |Link to Comment
  • Bill And Chuck's Incredible Journey - Apple's Blowout Launch Weekend Revisited [View article]
    Blair: "Maybe Apple fans can get excited about an increase from 5.8 million to 6.0 million shipments in a 25% larger market year-over-year, but I can't."

    Huh? Besides the highly questionable derivation of these numbers...EVEN IF TRUE this is a statement of SUPPLY, not of DEMAND or demand's longer term impact on market share (not to mention the aspect of profit-share versus market-share which has been endlessly pointed out but ignored by this author).
    Oct 2, 2014. 09:38 AM | 2 Likes Like |Link to Comment
  • Could Apple Disappoint This Quarter? [View article]
    Since iPhone demand is still significantly above supply I don't see how reasons #2,3 or 4 could affect this quarter's results.
    Oct 1, 2014. 03:16 PM | Likes Like |Link to Comment
  • EU: Apple Tax Deals Granted By Ireland Broke State Rules [View article]
    If the investigation "can take 18 months" as the author suspects...why not recommend avoiding the stock a year or year-and-a-half from now rather than now during their biggest product launch? I'm skeptical that Apple will be forced to make a painful payout but even if so...why does the recommendation not include timing? It creates the impression of an alternate agenda.
    Oct 1, 2014. 06:54 AM | 1 Like Like |Link to Comment
  • European Commission Tax Probe Could Cost Apple Billions [View article]
    By all means trade on sensationalist headlines & FUD. People that understand what is really going on will appreciate the more attractive entry points.
    Sep 29, 2014. 09:19 AM | 1 Like Like |Link to Comment
  • Apple's Incredible 10 Million Unit Sales On Launch Weekend - Fact Or Fiction? [View article]
    I don't understand the articles implication that a big chunk of the 4 million pre-orders were channel-stuffed and sitting on third-party shelves/warehouses after the opening weekend. How can that be true with the wait times [after the opening weekend] from most major sources?
    Sep 29, 2014. 03:06 AM | 11 Likes Like |Link to Comment
  • Will Apple's 'Bendgate' Give Samsung, BlackBerry An Opening? [View article]
    Clarification: My comment above was directed to NicZ.
    Sep 26, 2014. 07:25 PM | Likes Like |Link to Comment
  • Will Apple's 'Bendgate' Give Samsung, BlackBerry An Opening? [View article]
    Are you saying that the review sites cannot afford to buy an iPhone? Apple doesn't give out pre-release products. I tend to be suspicious of review samples from companies in general...I'd rather see a review from off the shelf. Apple may only give freebie samples to friendly reviewers but this is hardly being "shut out of products" unless the reviewers are penniless (given that you can sell used Apple products for a high price).
    Sep 26, 2014. 07:23 PM | Likes Like |Link to Comment
  • Apple's iPhone 6+ Isn't Indestructible, But Who Cares? [View article]
    When you buy an iPhone (from Apple directly or a carrier) you get a 12 month warranty and Apple will replace a defective device for free (did it a year ago and it took 5 minutes, zero hassle). They recently said this includes bending (subject to a visual inspection) but Apple claims so far they have only had 9 cases of bending claims. Apple really does everything they can to take care of the of the cornerstones to their success.
    Sep 25, 2014. 09:46 PM | 2 Likes Like |Link to Comment
  • Apple's iPhone 6+ Isn't Indestructible, But Who Cares? [View article]
    I do think it's fair to point out that many cases primarily protect against scratches & drops, not bending. For that they need to be really rigid longitudinally and maybe laterally. If Apple believes this is a legitimate problem [which remains to be seen if they do] then I think they will create or recommend or possibly give away a special case that has the needed stiffness.

    There is a report out that Consumer Guide (or similar) is going to do a scientific bend test and will probably make their recommendation. I think that will carry some weight and could influence how Apple reacts.
    Sep 25, 2014. 10:02 AM | 2 Likes Like |Link to Comment
  • Apple's iPhone 6+ Isn't Indestructible, But Who Cares? [View article]
    It remains to be seen how much people value the thinness of the 6+ versus the apparent care needed or willingness to use a rigid case. The 4.7 inch model seems to be unaffected so this could move people on the fence to the smaller model. That won't help ASP and the phone replacements won't help the bottom line. It's too early to guess how this plays out or how Apple deals with it in totality.
    Sep 25, 2014. 08:41 AM | 1 Like Like |Link to Comment
  • Apple: Time For The Next Stage [View article]
    I agree the iPhone 6+ will cannibalize the iPad mini. However, the mini screen area is over twice the area of the 6+. Perhaps for many that won't be enough of an incremental difference but consider that quite a few will compare to their iPhone 6 (not plus) and also that for some applications the ~2X+ in screen area makes a huge difference (for example, for aviation charts if you are a pilot).
    Sep 24, 2014. 04:24 AM | 1 Like Like |Link to Comment
  • Apple iPhone 6: The Good, The Bad, The Ugly [View article]
    As they say...imitation is the sincerest form of flattery. You need to look at the percentage of knockoff buyers that would have been iPhone buyers except for the availability of the imitation. This is hard to quantify without substantial unbiased research but clearly many iPhone customers will not choose a knockoff due to either [or both] of actual functionality and also the stigma of buying an imitation. People want the real thing, not a cheap imitation that doesn't work as well (unless they can't afford the real which case they weren't customers anyway). I agree with stir krazy, the concern is overstated in the article.
    Sep 23, 2014. 10:20 PM | 3 Likes Like |Link to Comment
  • Apple's iPhone 6 First Weekend Sales Record: What It Means For Investors [View article]
    I'm certainly happy to see Apple gain market share from Samsung and I think they will [with iPhone 6] but realistically there are significant numbers that are entrenched in Android and will be an uphill battle to draw them to IOS. So while I agree Samsung has lost a unique selling point...they haven't lost the Android selling point. I can give you 10 reasons why IOS/Apple is better than Android/Samsung but I'm sure you could find Android users that would give 10 reasons the other way. I'm not agreeing with them but I have to admit they exist (poor souls, lol).
    Sep 22, 2014. 01:29 PM | Likes Like |Link to Comment
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