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  • Intel: So You Want Some Growth, Huh? [View article]
    iOS does run on x86, and does every day on developer's macs. It would be possible to ship an iOS device with an x86 without too much lead time for developers. I don't see that happening, but it is an option. (Otoh, I give it about a 2x likelihood vs macs shipping with an arm processor)
    Sep 4, 2013. 10:39 PM | 3 Likes Like |Link to Comment
  • Carl Icahn Spells The End Of An Era At Apple [View article]
    I remember AAPL at $12, then it moved to $16 and I thought that the move was over, so I didn't bother. If only... but in no universe would I have had the patience to hang on to it for 20 years.
    Aug 14, 2013. 02:12 PM | Likes Like |Link to Comment
  • Apple's 5C Coming: BlackBerry Better Hurry [View article]
    The only thing that will stain their brand is if their low end device is crap.

    It can be expensive, smaller, or just not what the analysts want, and the world will be fine, the sun will come up tomorrow, and Apple will continue.

    But if it's a performa... run for the exits.
    Aug 13, 2013. 05:30 PM | 2 Likes Like |Link to Comment
  • Apple's 5C Coming: BlackBerry Better Hurry [View article]
    Damn straight.

    At one point, you could spend $50 for an iPod. And for every $50 more, you added something, up to something crazy like $399. More space, bigger, different form factor, video, etc. (remember when people would pay $400 for a music player? Those were the crazy days when Apple was just a momentary flash in the pan)

    There's going to be a point when you'll be able to buy an ios device at every price point from $50 to $1000. How we get there, I don't know.
    Aug 13, 2013. 05:28 PM | Likes Like |Link to Comment
  • Apple Inc.'s Transition Quarter: Soaring R&D, And Preparations For A Crucial Holiday Season [View article]
    And the retina iPad was introduced just in time for this quarter last year, where this year there was no new model (due to the 4 arriving last fall)
    Jul 24, 2013. 03:03 PM | Likes Like |Link to Comment
  • Apple's Most Innovative Products Have Intel Inside [View article]
    Not really a big porting job, since it exists. iOS on x86 is what the developer iOS simulator on OSX runs on.

    I suspect that they could ship Intel with any given next generation of iOS that they wanted to. They might need more than the usual couple weeks of lead time between announcement and shipping hardware, but the iOS dev community is much easier to transition, since all the deployed code goes through the app store. It'd just be one more checkbox in xcode somewhere, and another thing to test.

    Might piss off the enterprise people, but they're slower on the upgrade wagon than the public.
    Jun 10, 2013. 06:59 PM | 3 Likes Like |Link to Comment
  • Apple (AAPL +0.5%) unveils new 11" and 13" Macbook Air models. Aided by Intel's (INTC +1.7%) low-power Haswell CPUs, Apple claims the 11" Air will get 9 hours of battery life, and the 13" model 12 hours. The 11" model goes for $999 (128GB) and $1199 (256GB), and the 13" model $1099 and $1299; they start shipping today. Also announced: a revamped Mac Pro that's 1/8 the size of the current model and supports dual AMD (AMD +2%) FirePro GPUs; new AirPort Wi-Fi access points; and new 2tB/3TB Time Capsule hard drives. "Can't innovate anymore my ***," exclaims VP Phil Schiller. (more on Apple) (live blog) (webcast[View news story]
    The 13 is cheaper than the last version. I'm trying really hard to resist the shiny.
    Jun 10, 2013. 02:47 PM | Likes Like |Link to Comment
  • Where Netflix Is Vulnerable And Could Surprise Investors [View article]
    Because the content owners really want to sell it to netflix for twice the price?
    May 29, 2013. 03:47 PM | Likes Like |Link to Comment
  • Apple (AAPL): FQ2 EPS of $10.09 beats by $0.02. Revenue of $43.6B (+11% Y/Y) beats by $1.1B. 37.4M iPhones, 19.5M iPads, just under 4M Macs. Expects FQ3 revenue of $33.5B-$35.5B, below $39.3B consensus. Buyback increased by $50B. Shares halted. CC at 5PM ET (webcast). (PR[View news story]
    More like 60B more.
    Apr 23, 2013. 05:02 PM | Likes Like |Link to Comment
  • Apple's Repatriation Exposure And Dividend Consequences [View article]
    Apple is not shareholder unfriendly.

    They have not engaged in dubious related party transactions. They haven't excessively diluted the existing shareholders. They don't have classes of shares with different voting rights. They have not made overinflated acquisitions of companies with accounting issues. They have not killed off their business to go compete in a commodity driven market.

    They simply are not playing the wall street game.
    Apr 22, 2013. 01:16 PM | 9 Likes Like |Link to Comment
  • A Day Samsung Would Like To Forget [View article]
    Their worst nightmare is a <3% move in the stock in one day?

    That's like 1 standard deviation recently.

    My worst nightmare would be something akin to China getting into a shooting war with Japan and Taiwan. That would do some serious damage to the electronics industry.
    Mar 19, 2013. 01:32 PM | Likes Like |Link to Comment
  • Arch Rivals: Samsung Vs. Apple [View article]
    Sounds like a great feature for ads. If you don't watch it, it waits around for you.
    Mar 18, 2013. 01:47 PM | 1 Like Like |Link to Comment
  • Apple (AAPL) has slashed prices for three 13" MacBook models. The price of the 13" retina MacBook Pro with 128GB SSD has been cut by $200 to $1,499, and the 256GB model by $300 to $1,699. Meanwhile, the 13" MacBook Air with 256GB SSD has been cut by $100 to $1,399. Apple's 15" retina MacBook Pro models remain priced at $2,199 and $2,799, but both have been given faster Intel Core i7 CPUs, and the costlier model now sports twice as much RAM. The moves follow a quarter where Mac shipments fell 22% Y/Y, and revenue 16%. (PR[View news story]
    Yep. They're the ones with the lower price.
    Feb 13, 2013. 01:48 PM | Likes Like |Link to Comment
  • Apple (AAPL) has slashed prices for three 13" MacBook models. The price of the 13" retina MacBook Pro with 128GB SSD has been cut by $200 to $1,499, and the 256GB model by $300 to $1,699. Meanwhile, the 13" MacBook Air with 256GB SSD has been cut by $100 to $1,399. Apple's 15" retina MacBook Pro models remain priced at $2,199 and $2,799, but both have been given faster Intel Core i7 CPUs, and the costlier model now sports twice as much RAM. The moves follow a quarter where Mac shipments fell 22% Y/Y, and revenue 16%. (PR[View news story]
    I'd bet on screen prices coming down or yields going up, as they now have actual experience making these things in volume.
    Feb 13, 2013. 01:45 PM | 1 Like Like |Link to Comment
  • AVG: Feb 1st Google Policy Updates Threaten AVG's Growth Engine, Signals Steep Downside [View article]
    About damn time Google flexed some muscle. How about doing in the Ask tool bar while they're at it?
    Jan 31, 2013. 04:20 PM | 1 Like Like |Link to Comment
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