Are Apple Analysts Scaring Off Investors? [View article]
Siri on the steering wheel will be HUGE. It is amazing that no one is focusing on this yet. Given that GM, BMW, etc. have already agreed to implement this, it will give Apple an enormous leg up. This is THE major under-reported from yesterday's announcements and really deserves a much deeper analysis.
Apple's Fate Could Be Very Similar To Microsoft's [View article]
Stupid piece. Apple keeps innovating, i.e. Siri. Those predictions of a Windows phone taking 20% of the market by 2015 are IDC nonsense. Apple is on its way to $1,000, given the potential for China and the launch of iTV.
Apple (AAPL -0.3%) is planning to drop the Google Maps program running on iOS in favor of a new Maps app with its own back-end. The application design is said to be fairly similar to the current Google Maps program on the iPhone, iPad, and iPod touch, but it is described as a much cleaner, faster, and more reliable experience. [View news story]
Then you must not use a cellphone, since ALL of them are made overseas.
More on Apple: Gross margin was 47.4%, up 270 bps Q/Q and 610 bps Y/Y. Cash/investment balance rose to $110B. Asia-Pac, likely driven by China, played a big role in the earnings beat: sales rose 32% Q/Q and 114% Y/Y, compared with 20%+ Q/Q seasonal drops for the Americas and Europe. iPhone revenue +85% Y/Y with implied ASP of $646, iPad revenue +132%. Mac desktops +8%, Mac notebooks -1%. Retail revenue +38% Y/Y. AAPL +7.4% AH. (PR) (CC webcast) [View news story]
It's going to $1,000 people. Don't fight it. China, TV, and who knows what else.
Are Apple Analysts Scaring Off Investors? [View article]
Apple's Fate Could Be Very Similar To Microsoft's [View article]
Apple (AAPL -0.3%) is planning to drop the Google Maps program running on iOS in favor of a new Maps app with its own back-end. The application design is said to be fairly similar to the current Google Maps program on the iPhone, iPad, and iPod touch, but it is described as a much cleaner, faster, and more reliable experience. [View news story]
Reuters Agrees: The Next iPhone Will Be Larger [View article]
More on Apple: Gross margin was 47.4%, up 270 bps Q/Q and 610 bps Y/Y. Cash/investment balance rose to $110B. Asia-Pac, likely driven by China, played a big role in the earnings beat: sales rose 32% Q/Q and 114% Y/Y, compared with 20%+ Q/Q seasonal drops for the Americas and Europe. iPhone revenue +85% Y/Y with implied ASP of $646, iPad revenue +132%. Mac desktops +8%, Mac notebooks -1%. Retail revenue +38% Y/Y. AAPL +7.4% AH. (PR) (CC webcast) [View news story]
Is Apple Running Out Of Ideas? [View article]