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  • 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, 2012. 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, 2012. 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, 2012. 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, 2012. 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'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, 2012. 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, 2012. 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, 2012. 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, 2012. 01:36 AM | 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, 2012. 11:02 PM | 1 Like Like |Link to Comment
  • Apple's R&D Numbers - Something Good Brewing, Or Something Wrong? [View article]
    I agree that supply is a good place to look for some explanation. A partial explanation may lie in that R&D spending should naturally increase if funds are available, since innovation is particularly important in the fast-moving tech sector. In fact, some have been dissapointed at Apple's low spending as a percentage of revenue or earnings. But, it is difficult to draw conclusions with so few specifics is known about Apple's product pipeline.

    In addition, Apple has acquired 2 companies related to chip design, which were not previously done in-house. These additional engineering costs should also contribute to higher R&D. They also are taking on maps and security projects, as well as initiating revamps of iTunes and the Apps store (which was evidenced by acquisitions and an increase in engineering personnel and new talent).

    We do know is that Apple has been working on improving the reliability and quality of its supply lines, increasingly diversifying away from Samsung. Developing supply in the numbers required given the high demand must be an overwhelming task, one which could intensify as the products begin releasing into China. This must be a challenge that is constantly on the mind of Tim Cook.

    The supply required to try to meet demand for the iPhone, the iPad, and the mini combined has clearly strained suppliers like Sharp and Foxconn...and even Qualcomm had to scramble this summer to generate enough chip supply to the iPhone. Apple has been actively making deals to shore up this side of their business.
    Nov 29, 2012. 03:55 PM | Likes Like |Link to Comment
  • Apple: Valuation Doesn't Matter, At Least For Now [View article]
    "Have they innovated something last 2-3 years?"

    In addition to Biobats contributions, Retina Display technology, in-cell display technology, ultra portable notebooks with Flash storage, iCloud, Lightning connector, designed SoC A6 and A6X chips, Mac App store, new Mac OSs, iPod nano...etc.

    True baozebub, the A6X leapfrogged past the best and latest ARM processors....quite an accomplishment...and difficult to pull off without problems...
    Nov 27, 2012. 04:17 PM | 1 Like Like |Link to Comment
  • Apple: Do You Get Harmony If Everyone Sings The Same Tune? [View article]
    "maybe...INTC isn't willing to bypass the margins it charges on its IP to take on Apple's volumes."

    Hmmm, that could be TUT....they know they need to get into mobile, but doing so might require them to settle for the margins typical of this market....waiting could mean more pain in the slowly shrinking PC market. It may be that neither party is that enthused about a deal.....

    TSMC rejected the offer to partner with Qualcomm and Apple, which sounded strange to me because it sounded like they would have facilities built for them as part of the deal...over a billion included in the deal....devils in the details, I suppose.....I wonder if Apple is making any counter proposals to TSMC, or if they are just moving on to other possibilities?

    TSMC... has maintained that it needs to remain flexible in its ability to switch production between customers and products. Yet TSMC chairman Morris Change told investors last month that he would be willing to devote an entire factory, or even two, to a single customer, Bloomberg reported.

    The company has the means to do just that, according to TSMC CFO Lora Ho. But in July, Ho warned that dedicating an entire TSMC facility to a single customer could create "the risk of a fabrication plant becoming a burden if the product, client, or technology changes."

    Maybe TI doesn't have the right nm tech for Apple's plans?

    Trebro, what are you hearing about Intel's CEO leaving, and does any of these issues with mobile or Apple have any relevance to the departure?
    Nov 20, 2012. 07:41 PM | Likes Like |Link to Comment
  • Apple: Do You Get Harmony If Everyone Sings The Same Tune? [View article]
    I don't follow semis either, so I'm asking and speculating... I wonder if Apple didn't like Intel's attempt with the ultrabooks, it went beyond being merely a supplier, into promoting direct apple competition to their mac lines using very similar ideas.

    Wiki: "The Ultrabook directly competes against Appleā€™s MacBook Air, which has similar form specifications and is powered by Intel CPUs"

    Such actions seem reminiscent of Samsung being a critical supplier, then entering the market to directly compete with Apple, probably using funds and resources, in part, gained through their business with Apple...such things probably undermine trust between business partners....

    Texas Instruments have been having lots of trouble, I wonder why we haven't heard rumors of them being approached like TSMC has?
    Nov 20, 2012. 06:21 PM | Likes Like |Link to Comment
  • Apple To $1,000? 1 Main Catalyst [View article]
    No, you said Windows 8 would reduce iPad sales, resulting in a fall in AAPL...sounds to me like you are trying to take credit for a coincidencal stock move that was not consistent with your reasoning.

    Relic says: "Windows 8 will reduce the ipad sales next year and this stock will slide back down to sub 500 or even 400 levels by this time next year"

    Besides, let's see where AAPL is next summer...
    Nov 20, 2012. 12:41 PM | 2 Likes Like |Link to Comment
  • Apple Physics: What Goes Down Must Go Up [View article]
    Try tracking earnings along with price....plot price/earnings and show us where the bubble is....
    Nov 20, 2012. 02:28 AM | Likes Like |Link to Comment
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