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dwilly

dwilly
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  • Hurricane-hardened New Yorkers snapped up the iPad Mini today: Topeka's Brian White reports the flagship 5th Avenue store sold out in an hour. Lines were much smaller elsewhere, though Piper still thinks 1.5M in weekend sales is possible. Meanwhile, Apple (AAPL -3.3%) has been banned from selling the iPhone in Mexico under its current name after a court ruled the name is too similar to iFone, trademarked by a local firm in '03. Like the Chinese iPad dispute with Proview, this will probably end with a payoff. (earlier) Update: The Verge claims reports of a ban are off, though it looks as if the court "ordered Apple to pay substantial fines and perhaps even pull the iPhone from market." [View news story]
    I'm sure IFone was a quality product
    Nov 3 08:43 AM | Likes Like |Link to Comment
  • Why Apple's Numbers Tell Us Not To Worry [View article]
    I hope they increase the dividend, then I wouldn't care about below 20% growth
    Nov 2 04:35 PM | Likes Like |Link to Comment
  • Though many pundits, analysts, and (reportedly) employees liked Apple's (AAPL -2.3%) big management shakeup (I, II), shares have fallen below the $600 threshold today. Scott Forstall had plenty of critics, but he also earned a lot of respect on account of iOS' success over the last 5 years. Today's decline comes as Chinese regulators give their approval to iPhone 5 models meant for China Unicom (CHU) and China Telecom's (CHA) 3G networks. [View news story]
    hard not to buy more at this price point
    Oct 31 01:01 PM | 2 Likes Like |Link to Comment
  • The iPad Mini (AAPL) is the best small-size tablet available, even if it's far from the cheapest. That's the consensus among reviewers, who frequently praise the device's build quality, thickness/weight, battery life, usefulness as an e-reader, and (of course) app support, as well as technology that rejects accidental touches caused by the Mini's small bezels. The Mini's display (lower resolution than Nexus 7 and Kindle Fire HD) and smaller keyboard receive a bit of criticism. (reviews: I, II, III, IV, V) (more[View news story]
    That's right, you have to pay for quality!
    Oct 31 07:29 AM | Likes Like |Link to Comment
  • Thoughts On Apple's Ousting Of Forstall And Browett: Asserting Cook's Authority, Solidifying Jobs' Vision [View article]
    Great read. I guess it was good that Forstall wasn't named CEO by SJ
    Oct 31 07:17 AM | 6 Likes Like |Link to Comment
  • Scott Forstall's departure from Apple (AAPL) was "not his decision," a source tells the WSJ. Moreover, sources claim Forstall has clashed with other execs (this is supported by past reports), and was complaining about a lack of big ideas from his unit - some outside of Apple have been complaining about this too. John Gruber: "Forstall was an obstacle to collaboration ... his responsibilities are being divided between four men who foster collaboration." Erica Ogg: "It's Tim Cook's Apple now." [View news story]
    I'm sure there are plenty of great people and team players that can take his place. working at Apple
    Oct 30 07:08 AM | 1 Like Like |Link to Comment
  • Scott Forstall's departure from Apple (AAPL) was "not his decision," a source tells the WSJ. Moreover, sources claim Forstall has clashed with other execs (this is supported by past reports), and was complaining about a lack of big ideas from his unit - some outside of Apple have been complaining about this too. John Gruber: "Forstall was an obstacle to collaboration ... his responsibilities are being divided between four men who foster collaboration." Erica Ogg: "It's Tim Cook's Apple now." [View news story]
    they have to do something with their $120B in cash and that's not why I bought the stock
    Oct 30 07:05 AM | Likes Like |Link to Comment
  • Apple states on its FQ4 call (webcast, live blog) it expects an FQ1 gross margin of 36%, down 400 bps Q/Q and 870 bps Y/Y - growing iPad/iPad Mini sales bear some responsibility. Tim Cook says it's hard to predict when iPhone 5 supply will match demand. FQ4 iTunes sales totaled $2.1B, and 1.3M Apple TVs were sold (+100% Y/Y). China sales +26% Y/Y (about even with total growth) and 15% of total. iPad channel inventories are slightly above target, iPhone inventories are below. 82% of cash is offshore. AAPL -0.4% AH. (more[View news story]
    Once they get the robots working everything will be fine
    Oct 26 08:27 AM | Likes Like |Link to Comment
  • Investors seem nervous ahead of Apple's (AAPL -1%) FQ4 report. Not only is Apple trading lower, so are component suppliers Cirrus Logic (CRUS -4%), OmniVision (OVTI -2.2%), Broadcom (BRCM -2%), and SanDisk (SNDK -1.7%). Expectations definitely aren't where they were on Sep. 21, the day the iPhone 5 launched and Apple made its all-time high. (earlier[View news story]
    get a life
    Oct 25 03:57 PM | Likes Like |Link to Comment
  • Why Apple Doesn't Care About Its Competition [View article]
    you r right on!! how to get your kids to hate you(-:
    Oct 25 09:03 AM | Likes Like |Link to Comment
  • Why Apple Doesn't Care About Its Competition [View article]
    Kindle will be a good XMAS present for your grandmother who likes to read
    Oct 25 09:01 AM | Likes Like |Link to Comment
  • Why Apple Doesn't Care About Its Competition [View article]
    you missed the point
    Oct 25 08:59 AM | Likes Like |Link to Comment
  • More on the iPad Mini: The cheapest model (16GB Wi-Fi) goes for $329. Amazon and Google, sellers of the $199 Kindle Fire HD and Nexus 7, are probably breathing sighs of relief. As expected, there's no retina display inside the Mini, but there is an HD front camera and 5MP back camera, and 3G/4G models are offered (they start at $459). Like the iPad 2, the Mini is powered by an A5 processor. Apple (AAPL -2.2%) is selling off. (live blog). [View news story]
    $30?????
    Oct 25 08:39 AM | Likes Like |Link to Comment
  • More on the iPad Mini: The cheapest model (16GB Wi-Fi) goes for $329. Amazon and Google, sellers of the $199 Kindle Fire HD and Nexus 7, are probably breathing sighs of relief. As expected, there's no retina display inside the Mini, but there is an HD front camera and 5MP back camera, and 3G/4G models are offered (they start at $459). Like the iPad 2, the Mini is powered by an A5 processor. Apple (AAPL -2.2%) is selling off. (live blog). [View news story]
    you pay for quality
    Oct 25 08:38 AM | Likes Like |Link to Comment
  • Apple (AAPL +0.6%) estimates were lowered today in response to Tim Cook's iPad comments and worries about iPhone 5 supply issues. But with shares now at 11x FY12E EPS (exc. cash), these concerns might be baked in ahead of tomorrow's report. The iPad Mini's pricing is yielding plenty of debate. Nomura: "A 65% price premium ($129) is significant and ... allows for Amazon and Google to continue to build out their positions." Baird: "Though priced above [rivals], the device is thinner, lighter, boasts a bigger screen and better cameras, and ... much wider app selection." [View news story]
    Once the consumer holds it in their hands they will pay the premium. It's a WINNER!
    Oct 25 07:25 AM | 1 Like Like |Link to Comment
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