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  • Quantifying iPhone 6's Potential Cannibalization Of iPad, It Is Not Pretty [View article]
    No use for Apple products but you'll go ahead and parse their future anyway?

    Good one.
    Jul 25, 2014. 03:59 PM | Likes Like |Link to Comment
  • I Was Wrong About Apple [View article]
    Hey congrats on the "win": stick hit 93.78 today!

    Shot right past that 300 guestimate of yours.

    Jun 9, 2014. 01:57 PM | Likes Like |Link to Comment
  • Why Apple's China Mobile Launch Was A Flop [View article]
    "Flop" based on zero reported sales data?

    Good one.
    Jan 24, 2014. 05:11 PM | 1 Like Like |Link to Comment
  • New reports of 5C/5S order shifts; Apple can pursue Samsung injunction [View news story]
    Shifting capacity to the more profitable offering?

    Good news.
    Nov 18, 2013. 06:25 PM | Likes Like |Link to Comment
  • iPad Mini Retina Vs. iPad Air: Apple's Product Line Diversification [View article]
    On the screens, is there any insight into whether or not they are IGZO based as has been anticipated?
    Nov 7, 2013. 03:02 PM | Likes Like |Link to Comment
  • Samsung smartwatch reviews critical; Apple working on flexible OLEDs? [View news story]
    A $300 wristband?

    Oct 1, 2013. 06:09 PM | 1 Like Like |Link to Comment
  • Weekend action sobers up analysts' view of iPhone sales [View news story]
    "Weekend sales of the iPhone were probably close to the bottom of the 5M-6M range he expected, says Piper's Gene Munster"

    Reality slapped that with a NINE million total.
    Sep 23, 2013. 02:50 PM | 1 Like Like |Link to Comment
  • Apple Stays Rotten [View article]
    NINE million new phones sold in three days.
    Sep 23, 2013. 02:40 PM | 2 Likes Like |Link to Comment
  • Apple closes lower as analysts argue over early orders, production [View news story]
    Misek is endlessly, pathetically wrong so why will this time be any different?
    Sep 16, 2013. 12:18 PM | Likes Like |Link to Comment
  • Apple's Tim Cook meets China Mobile Chairman Xi Guohua [View news story]
    He's only been able to deliver a compatible phone with the current product refresh. TD-SDMA compatibility is a big lever.
    Jul 31, 2013. 03:58 PM | Likes Like |Link to Comment
  • Apple's Tim Cook meets China Mobile Chairman Xi Guohua [View news story]
    Some of the slowdown is undoubtedly consumer anticipation of the TD-SDMA compatible 5s introduction that's looming. Chinese consumers can read a product release calendar just like anyone else.
    Jul 31, 2013. 03:56 PM | Likes Like |Link to Comment
  • More on Apple: Ahead of the FQ3 report, KGI Securities' Ming-Chi Kuo (more accurate than most with his scoops) backs up Digitimes in reporting component issues will lead the iPhone 5S (AAPL -0.8%) to be supply-constrained at launch. He also joins others in predicting a retina iPad Mini won't launch until 2014 (Kuo thinks March/April), and sees production of a new non-retina Mini starting in December. A cheaper iPhone is seen arriving in September, but with 2013 production capped at 26M vs. prior forecasts of 30M-40. Refreshed iMacs and MacBook Pros sporting Intel Haswell CPUs are respectively seen launching by the end of August and mid-September. [View news story]
    All that on an "if"?
    Jul 23, 2013. 04:32 PM | Likes Like |Link to Comment
  • iOS 7 (AAPL +0.5%) is unveiled, and Jony Ive's fingerprints are all over it. The OS' fonts, icons, and even color palette have been overhauled to provider a cleaner, "flatter" look, and every built-in app has been redesigned. "We ran out of felt and wood," quips iOS/Mac OS chief Craig Federighi. New features include a Control Center for settings that slides up, 3D icons, an updated Safari browser, and multitasking support for all apps (Android has long supported this, but Apple has held off due to battery life concerns it says are addressed by various tricks). Also: iBooks and Apple Maps apps are coming to Mac OS, and Apple is launching a Google Docs alternative called iWork for iCloud. (previous) (live blog) (webcast[View news story]
    The lack of "innovation" is in the endless repeats of that same, quite tired, content-free complaint.

    And dissing the area (the operating system) that actually makes your device function is rather shortsighted IMHO. Without the operating system you're simply got a very expensive paperwieght.
    Jun 10, 2013. 03:26 PM | 5 Likes Like |Link to Comment
  • Apple (AAPL -1%) roundup: 1) Wells Fargo thinks Samsung's ITC patent win will, at most, have a $0.24 EPS impact, assuming a 60-day presidential review and a new iPhone in September. 2) Brian White expects the iPhone 5S to have a fingerprint scanner built into its home button, and thinks it will enable device unlocking and content purchases. 3) Canaccord's Mike Walkley believes Samsung's U.S. smartphone sales have passed Apple's following the Galaxy S4 launch; comScore estimates Apple picked up more U.S. share going into the launch. 4) Apple plans to hire 7.4K workers for its Cupertino HQ between now and the 2016 completion of its "spaceship" HQ; it currently employs 16K workers in and around Cupertino. [View news story]
    Then they should be REALLY overcompensating with an iPad LTE Mini....
    Jun 6, 2013. 01:40 PM | 1 Like Like |Link to Comment
  • The Chinese government is expected to issue 4G TD-LTE licenses by year's end, writes Morgan Stanley's Katy Huberty in a bullish note on Apple (AAPL +1.2%). The licenses could pave the way for China Mobile (CHL), which has 700M+ subs and is spending $6.75B this year on its TD-LTE network (still in trial mode), to begin selling the iPhone. One potential roadblock: China Unicom (CHU) and China Telecom (CHA) want the government to take its time in issuing TD-LTE licenses. CHA wants to delay its 4G capex, and both carriers are supporting the FDD-LTE standard (far more popular outside of China). (AAPL/CHL agreement) [View news story]
    They're not capable of using TD-LTE which is what I take the comment to be about.
    May 8, 2013. 05:58 PM | Likes Like |Link to Comment