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dwilly

dwilly
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  • Apple (AAPL) has seen some ex-employees take shots at it lately. Former sales exec David Sabotta criticized Tim Cook's people skills, hiring acumen, and passion for technology. Former engineer Dan Crow argued the same top-down business structure that allowed Steve Jobs to build an empire is now a liability, since no one can fill Jobs' shoes. And last month, Steve Wozniak called Apple "arrogant" for refusing to make a larger iPhone. "Not all people want the same thing. A lot of people want the big screens." [View news story]
    yeah that's why they are going to sell only 50M this quarter, Geez
    Jan 3 09:20 AM | Likes Like |Link to Comment
  • Apple (AAPL) has seen some ex-employees take shots at it lately. Former sales exec David Sabotta criticized Tim Cook's people skills, hiring acumen, and passion for technology. Former engineer Dan Crow argued the same top-down business structure that allowed Steve Jobs to build an empire is now a liability, since no one can fill Jobs' shoes. And last month, Steve Wozniak called Apple "arrogant" for refusing to make a larger iPhone. "Not all people want the same thing. A lot of people want the big screens." [View news story]
    you can't be serious
    Jan 3 09:13 AM | 1 Like Like |Link to Comment
  • "When I go into my living room and turn on the TV, I feel like I have gone backwards in time by 20 to 30 years," says Apple (AAPL) CEO Tim Cook in a TV interview. "It's an area of intense interest, I can't say more than that." Other news from the chat is his announcement one of the existing Mac lines will be manufactured exclusively in the U.S. next year. [View news story]
    wouldn't you do the same? I think a lot of it has to do with skills and self discipline.
    Dec 9 08:14 AM | Likes Like |Link to Comment
  • "When I go into my living room and turn on the TV, I feel like I have gone backwards in time by 20 to 30 years," says Apple (AAPL) CEO Tim Cook in a TV interview. "It's an area of intense interest, I can't say more than that." Other news from the chat is his announcement one of the existing Mac lines will be manufactured exclusively in the U.S. next year. [View news story]
    it's the world you live in, don't blame Apple
    Dec 6 08:18 AM | 3 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]
    any company would kill for those margins, I would like to know the competitions margins which are never mentioned
    Dec 4 09:04 AM | 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]
    but, isn't Apple picking up more customers selling them the 4's? I would guess they will eventually upgrade or buy a Pad
    Dec 4 09:03 AM | 1 Like 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]
    everything they have is new and it's the best. People have the choice to go cheap. Everyone says they need new products, like what???
    Dec 4 08:59 AM | Likes Like |Link to Comment
  • Apple (AAPL) roundup: 1) The Verge gives the new iMac a review score of 9.0 out of 10, and praises its display, ultra-thin design, and performance. The speakers are criticized a little. 2) Apple is refusing to let the iPhone 5 run on the 4G LTE networks of carrier partners until it tests a network's performance. That might be slowing down the phone's international rollout pace. 3) Apple is reportedly looking for a third iPad Mini panel supplier due to AU Optronics' (AUO) low yields, which are believed to be hurting supplies[View news story]
    quality lst, that's how you stay #1
    Dec 1 08:25 AM | 1 Like Like |Link to Comment
  • Two of Apple's (AAPL -0.7%) biggest sell-side fans - Gene Munster and Brian White - like the arrival dates provided in this morning's Chinese announcement. The iPhone 5 will be available a week before Munster expected, and White wasn't counting on the iPad Mini arriving this quarter. However, White thinks the iPhone 5 rollout is going "a bit slower than expected," given Apple's comment about it being available in 47 countries. The iPhone 5 is arriving at the end of a year where Android made huge share gains in China. [View news story]
    enough business for everyone
    Nov 30 01:27 PM | Likes Like |Link to Comment
  • More on the iPhone: Gene Munster says his latest Apple Store checks indicate "the iPhone 5 has finally reached a point where consumers can walk into an Apple Store and walk out with a phone." He also notes AT&T, Verizon, and Sprint are all "showing 90%+ availability" for the iPhone, which recently saw its shipping time on Apple's online store fall to 1 week. Munster still forecasts 45M Dec. quarter iPhone sales - he was predicting 49M when the quarter started. (previous[View news story]
    Don't be stupid
    Nov 30 09:32 AM | Likes Like |Link to Comment
  • More on the iPhone: Gene Munster says his latest Apple Store checks indicate "the iPhone 5 has finally reached a point where consumers can walk into an Apple Store and walk out with a phone." He also notes AT&T, Verizon, and Sprint are all "showing 90%+ availability" for the iPhone, which recently saw its shipping time on Apple's online store fall to 1 week. Munster still forecasts 45M Dec. quarter iPhone sales - he was predicting 49M when the quarter started. (previous[View news story]
    you got to be kidding?
    Nov 30 09:27 AM | Likes Like |Link to Comment
  • "Speculation is heightening" Deutsche Telekom (DTEGY.PK) will announce an iPhone (AAPL +1.3%) deal for T-Mobile USA at its Dec. 6-7 analyst day, writes Merrill's Scott Craig. T-Mobile's failure to provide the iPhone is a big reason for its dismal performance, but it was only last week its COO suggested Apple's terms don't make economic sense for the carrier, now set to merge with MetroPCS (PCS). If the Sprint deal is any guide, those terms include giant purchase requirements. Two days ago, UBS wrote T-Mobile may offer the iPhone in early 2013. [View news story]
    people want Apple not Adroid
    Nov 29 03:52 PM | 2 Likes Like |Link to Comment
  • More on the iPhone: Gene Munster says his latest Apple Store checks indicate "the iPhone 5 has finally reached a point where consumers can walk into an Apple Store and walk out with a phone." He also notes AT&T, Verizon, and Sprint are all "showing 90%+ availability" for the iPhone, which recently saw its shipping time on Apple's online store fall to 1 week. Munster still forecasts 45M Dec. quarter iPhone sales - he was predicting 49M when the quarter started. (previous[View news story]
    got mine a month ago, same conclusion, love it!
    Nov 29 03:50 PM | 3 Likes Like |Link to Comment
  • An Apple (AAPL) TV set hasn't arrived yet only because of challenges in making the Sharp IGZO LCD panels Apple wants for the device, according to Gene Munster. Most prior reports (I, II) have suggested content deals are the main holdup. Munster still thinks an Apple set could launch in a year, and sport an MSRP of $1.5K-$2K. But he's been predicting one would arrive for quite some time[View news story]
    they will not do it until they get it right!!
    Nov 27 06:43 PM | 2 Likes Like |Link to Comment
  • An Apple (AAPL) TV set hasn't arrived yet only because of challenges in making the Sharp IGZO LCD panels Apple wants for the device, according to Gene Munster. Most prior reports (I, II) have suggested content deals are the main holdup. Munster still thinks an Apple set could launch in a year, and sport an MSRP of $1.5K-$2K. But he's been predicting one would arrive for quite some time[View news story]
    Apple will take care of them
    Nov 27 06:42 PM | 3 Likes Like |Link to Comment
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