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  • More on Apple: 1) China Mobile's (CHL) CEO suggests his company's lack of an iPhone deal has to do with deal terms rather than its TD-SCDMA 3G network. 2) IDC claims Apple's Chinese smartphone rank fell to #6 in Q3. Samsung was first, followed by fast-growing local Android OEMs Lenovo and Coolpad. The iPhone 5 launches in China on Dec. 14. 3) As Tim Cook declares some iMacs are being made in the U.S., Foxconn says it will expand its North American production. [View news story]
    The author of that China Mobile article states that "The Chinese carrier was able to hold out against iPhone pressure and availability on competing operators for years, and without big losses."

    But, previous information on the Chinese carriers seemed to indicate otherwise, showing a shift in smartphone accounts in favor of the competition. Changes could be due to the network availlable, demographic shifts, and possibly iPhone availlability. China Mobile might be the one being hurt by holding out.
    Dec 6 04:31 PM | 2 Likes Like |Link to Comment
  • Apple Dumped ARM's Designs In iPhone And iPad, But Nobody Noticed [View article]
    ...and all of that just might be worth it to Apple, enough to go through the arduous task of porting iOS...I have my fingers crossed ;)
    Dec 6 02:04 AM | Likes Like |Link to Comment
  • Apple Dumped ARM's Designs In iPhone And iPad, But Nobody Noticed [View article]
    A MacPad, although I didn't call it that is EXACTLY what I have been talking about and hoping for in PMs for months now. My hope is for the iPad to be stand alone like it is, but be capable of serving as a macbook's Retina display, being docked adding more processing power, more battery capacity, and ports...but of course, that is just a wish list that would give me a 2 for 1 device with variable portability. An Intel capable iPad would bring that a lot closer in possibility.

    That is my outside hope on all of that. It would solve multiple issues: help keep Apple at the cutting edge in processors, give them a volume foundry, and bring about innovation that many have been craving...
    Dec 6 01:44 AM | Likes Like |Link to Comment
  • Apple Dumped ARM's Designs In iPhone And iPad, But Nobody Noticed [View article]
    That deal as rumored would require Apple to rework iOS to accommodate an Intel CPU, no? Unless they were already planning to move iPad to Intel processors, then that seems too high a price just to for fab work. Ashraf, you seem absolutely sure of your point of view, much more than I am used to coming from you. I sense an attitude change on your part. My intent was to propose a possibility, not get into a debate over something unresolvable. All we have are snippets of info, and how this plays out can occur any number of ways. Lets leave it at: we don't know...
    Dec 6 01:18 AM | Likes Like |Link to Comment
  • Apple Dumped ARM's Designs In iPhone And iPad, But Nobody Noticed [View article]
    I think that both sides have much to gain, and they may be able to be more creative than what you just laid out... We will see, only time will tell. For now, we disagree on this...
    Dec 6 12:59 AM | Likes Like |Link to Comment
  • Apple Dumped ARM's Designs In iPhone And iPad, But Nobody Noticed [View article]
    Ashraf, I ALWAYS think things can be improved upon, and different groups of engineers have different ideas. I am proposing a possibility...it's fine that you don't like it... All that would have to happen makes the Intel/Apple deal a difficult one, anyway.
    Dec 6 12:49 AM | Likes Like |Link to Comment
  • Apple Dumped ARM's Designs In iPhone And iPad, But Nobody Noticed [View article]
    I have less doubt than you have...and, if a deal happens, Apple will probably need their own propriety chips, or it would not set them apart from competitors, nor would it protect them from clones...perhaps a deal is very unlikely then?
    Dec 6 12:40 AM | Likes Like |Link to Comment
  • Apple Dumped ARM's Designs In iPhone And iPad, But Nobody Noticed [View article]
    If Apple can redesign an Intel processor to be faster AND more power efficient, like they have done with ARM, then there might be a basis for a deal, while keeping Apple chips proprietary. sounds like Atom is older and could benefit from an Apple redesign. Of course, such a thing would require a huge amount of work on iOS to pull off, right?

    Intel would benefit from licensing AND foundry work on huge volume that Apple iPads provide...and Apple will free themselves from being yoked to Sammy, or at least they can cut another chain, in addition to possibly taking advantage of some of Intel's technological lead in smaller nm manufacturing...

    I'm also thinking that it could bring iOS and Mac OS closer, running on Intel based processors...there could be a lot of potential in such a move...
    Dec 6 12:15 AM | 1 Like Like |Link to Comment
  • Apple: What Is The Market Telling Us About iPhone Unit Sales? [View article]
    I went and fiddled with the 920...I found it lethargic feeling. I mentioned it to the sales guy and he said that it is lethargic in comparison to the iPhones...
    Dec 5 01:36 AM | Likes Like |Link to Comment
  • Will The RIM-Pire Strike Back? [View article]
    "win 7 was Vista fixed..."

    I didn't know that. Could be true, I had to wait a whole lot of OSs for vghh Microsoft to properly copy the Mac OS, and feel like a decent OS. That is a terrible way of doing business, probably only afforded by their lock on enterprise software. I guess a lot of people will be awaiting Win9, then.

    But Stock Jackel, you also know that RIM cannot afford the time that MS has and burns away, RIM would be dead and buried if they take that long....what MS does is hard to believe, and I truly wonder how long Ballmer has left...
    Dec 4 11:17 PM | Likes Like |Link to Comment
  • Apple Dumped ARM's Designs In iPhone And iPad, But Nobody Noticed [View article]
    Apple is not likely to take on the risk and the potential problems just because of a couple of previous acquisitions. On the contrary, Apple had specific intentions which drove those acquisitions. Also, Apple clearly wants to move business away from Samsung. Their custom designs necessitate remaining with Samsung for the immediate future. Would they stay with Samsung to keep some engineers busy? Unlikely.

    If Apple used off-the-shelf ARM designs, then Apple would lag the competition, especially with their longer cycled product refreshes.

    I also suspect that if Apple used readily available CPUs, then a whole lot of iPhone and iPad imitations would quickly pop up, especially in the China market. The basis for such decisions are probably quite substantial and important to Apple's strategy in mobile.
    Dec 4 11:02 PM | 1 Like Like |Link to Comment
  • Will The RIM-Pire Strike Back? [View article]
    Ballmer screwed up Surface RT, and almost displaced a cherished pet...bad Karma...

    Good for RIM fans though...a Win8 home run would have ensured the 3rd place position to Mr Softie...

    Stock Jackel, does the difficulty of MS give any insight into how difficult even a decent BB10 effort could prove to be? IMO, the relative strength of the top players does in fact make a difference...in fact, too strong a #1 and #2 could mean that there might be no decisive #3...a possibility, no?
    Dec 4 06:46 PM | Likes Like |Link to Comment
  • The iPhone 5 (AAPL) accounted for 68% of iPhone sales in Oct. '12, estimates research firm CIRP. That's down from the 90% claimed by the iPhone 4S in Oct. '11, and indicates a mix shift towards cheaper/lower-margin iPhones. Also: only 9% of Oct. '12 iPhone 5 sales involved very high-margin 64GB models, compared with 23% of Oct. '11 4S sales. If those numbers are accurate, they might have something to do with Apple's light FQ1 gross margin guidance (along with other things). [View news story]
    Innovation is important, but so is management of product life cycles, and the ability to execute (just look at Surface as a comparison)...people get caught up in excitement of the new, but undervalue other crucial business aspects...
    Dec 4 03:19 PM | Likes Like |Link to Comment
  • The iPhone 5 (AAPL) accounted for 68% of iPhone sales in Oct. '12, estimates research firm CIRP. That's down from the 90% claimed by the iPhone 4S in Oct. '11, and indicates a mix shift towards cheaper/lower-margin iPhones. Also: only 9% of Oct. '12 iPhone 5 sales involved very high-margin 64GB models, compared with 23% of Oct. '11 4S sales. If those numbers are accurate, they might have something to do with Apple's light FQ1 gross margin guidance (along with other things). [View news story]
    Yes, the 4 and 4S buyers are likely made up of a different group, many late-adopters...Apple customers upgrading mostly already own a 4 or 4S, and their upgrade path would probably be to the 5, the iPad and the mini...

    It is possible that high unit sales of legacy phones are those moving from competitor platforms and those moving from non-smartphones... either one can be interpreted as quite positive...
    Dec 4 02:25 PM | Likes Like |Link to Comment
  • The iPhone 5 (AAPL) accounted for 68% of iPhone sales in Oct. '12, estimates research firm CIRP. That's down from the 90% claimed by the iPhone 4S in Oct. '11, and indicates a mix shift towards cheaper/lower-margin iPhones. Also: only 9% of Oct. '12 iPhone 5 sales involved very high-margin 64GB models, compared with 23% of Oct. '11 4S sales. If those numbers are accurate, they might have something to do with Apple's light FQ1 gross margin guidance (along with other things). [View news story]
    The iPhone 5 has been selling well, and despite much of the hand-wringing, Cook is seeming to be pulling off the difficult feat of shoring up and increasing supply...even though they are making dramatic shifts in component suppliers, away from Samsung. it looks like this transition is on-going, and successful. Apple is still scrambling to meet its launch goal of 100 countries by year end, and has had to play catch up. In the US, wait times for the 5 have gone from 3-4 weeks to 1...what this tells me is that supply has been increasing over time, but overall global demand has been robust and keeping Apple working hard at continuing to increase supply.

    Demand probably intensified going into December due to our Christmas season, and combining US demand with the new launches will keep those Foxconn workers busily employed for a while yet...don't forget that another big demand hurdle will be the China launch and then providing enough phones for their holiday season.

    Currently, Apple probably can't sell any more iPhone 5s than they have been, as they are barely able to meet demand as it is. That being said, it is not surprising to me that legacy iPhone models are selling well, as I have found them to be very competent smartphones with Retina display, good camera and video, decent battery life, with access to Apple's ecosystem, and SIRI in the case of the 4S. Margins for these devices are not as bad as some "chicken littles" like to pronounce, and with Apple selling out their 5s, they are probably happy to see others opting for the older model iPhones rather than going to the competition.
    Dec 4 12:19 AM | 5 Likes Like |Link to Comment
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