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  • Sifting The Apple Rumors: iWatch [View article]
    You may not have noticed that the younger generations do not wear watches at all. This may be because they do not want to wear what their parents wear and also because they already have phones that tell them the time. The watches that the young can afford are simply not cool. Rolex, or cartier are out of their reach.
    Now give them the chance of wearing an extremely cool new iwatch and suddenly you have a vast untapped market of new watch customers.

    Many older customers may struggle with a small screen, but will still be attracted to the new technology and the chance to look young and hip.

    The potential is there, but its all about delivering a cool and highly functional product.
    Mar 19 07:26 AM | 3 Likes Like |Link to Comment
  • Galaxy S5 Sets The Bar Low For Apple's Upcoming iPhone [View article]
    The problem for an I-clone manufacturer is that if you release your product ahead of the product you are copying , then you have to clone the rumour in the absense of facts. Hence they throw in new sensors, but without really understanding why they are doing it.
    Mar 1 05:14 AM | 14 Likes Like |Link to Comment
  • Apple's Solar Powered iPhone 6 And iPod Touch Under A Sapphire Hood [View article]
    Now if you can just work out what apple are doing with graphene......
    Jan 26 03:08 PM | Likes Like |Link to Comment
  • Apple In India - The 'Mercedes' Argument Does Not Make Sense [View article]
    If apple offered a cheap iphone in india, most of the units would finish up being shipped abroad and resold in the developed markets, costing apple a fortune in lost premium rate sales elsewhere.
    Jan 2 05:29 AM | Likes Like |Link to Comment
  • Apple's Fragile Pulse [View article]
    People who understand quality get apple. Those who don't never will.
    Jan 2 04:30 AM | 17 Likes Like |Link to Comment
  • 3 Potential Threats This Tech Giant Is Facing [View article]
    Googles biggest threat is the loss of trust from consumers. They have become increasingly aware of just how much google spies on them, collecting and storing data on all their searches and scanning their emails. This leaves the door open for an "ethical" search competitor who does not keep records of all their searches, or websites visited. A competitor who perhaps lets consumers decide what personal data they are prepared to let the search provider retain. European users are already starting to abandon Google , a company they increasingly distrust.
    When you couple this with The mess that the Google panda updates have made of local search ( the results now are mainly paid advertisements, or business directory listings. Bing yields far more usable and relevant results) , the search engine market is now more open than ever.
    If Apple were to provide their users with a quality search experience that guaranteed privacy, then IOS users would quickly and happily abandon Google search.
    Microsoft has the opportunity to strike in a similar way.

    This coulld be Googles achilles heel.
    Dec 31 08:59 AM | 2 Likes Like |Link to Comment
  • Sink Or Swim? Apple's Q1 Guidance Will Tell The Tale [View article]
    The new ipad is likely to represent the first really meaningful advance for the ipad in several years. This is going to be the one that finally makes everyone want to upgrade their ipad. I suspect that it may also attract one or two new customers!
    Oct 21 10:01 AM | 2 Likes Like |Link to Comment
  • The Galaxy S IV shows the contrast between Apple's (AAPL) minimalist approach to smartphones and Samsung's (SSNLF.PK) "maximalist" approach, writes Forbes' Anthony Wing Kosner. Whereas Apple carefully weighs the impact of product changes and lets the iPhone speak for itself, Samsung is constantly making big upgrades while promising its phones will change your life. Kosner thinks Apple's low-key approach resonates better in the U.S., but TechCrunch's John Biggs argues Samsung's approach has its strengths. "[Samsung] figured out that people didn’t care about specs. Instead, they care about use cases." [View news story]
    People worry about future Apple innovation, but Samsung have never innovated. They have always been copycats, not leaders.
    I do agree with the other writers who say that there is something sinister about having google monitor your eye movements.
    Mar 19 04:31 AM | Likes Like |Link to Comment
  • 11 analysts have lowered their Apple (AAPL -0.4%) targets in recent weeks, Fortune observes. Many of them attributed their cuts (I, II) to reports of iPhone order reductions, but the recent drop in Apple shares is probably playing a role as well. Topeka's Brian White maintains the highest target ($1,111), and ACI Research's Ed Zabisky the lowest ($270). The average target is still at $740, 44% above current levels. [View news story]
    Could it be that Apple have ordered components from some new suppliers in order to have a more diversified & robust supply chain?

    That would explain reduced orders for some of the current suppliers.
    Dec 28 12:31 PM | 2 Likes Like |Link to Comment
  • When Apple (AAPL -2.2%) last traded at its current level of $514, MLB spring training hadn't started and the 3rd-gen iPad was still a mystery. Outside of the poor sales figures for Dell's PC business, which Mac/iPad sales are partly responsible for, there doesn't seem to be any major news to trigger today's sharp decline. Shares now trade at just a little over 7x FY13E EPS exc. cash - the Street seems to be pricing in expectations of limited growth and ongoing margin pressure. [View news story]
    The only real bear argument seems to be that smartphones are now commoditised and that people will therefore buy the cheaper alternative ie samsung.

    Do they forget that cars are a commodity too? People with money still buy bmw's rather than fords. This is despite the fact that bmw do not completely reinvent the car every year. BMW customers seem to have been kept happy with incremental improvements for decades.

    The quality and prestige of BMW products mean that people are happy to pay a higher price for them.

    Samsung are still regarded as clone makers and as a British High Court judge declared ' their products cannot be mistaken for apple, because they are not cool'.

    People will always be prepared to pay a premium for a more prestigious product, whether its a car, handbag, or a smartphone.

    If anything, Apple products and its brand value are only getting stronger.
    Nov 16 12:27 PM | Likes Like |Link to Comment
  • Though analysts have come to its defense this morning, Apple (AAPL -1.9%) can't catch a break - shares now trade at 8.2x FY13E EPS (exc. cash). The decline comes as signs emerge Apple is taking new steps to vertically integrate: Digitimes reports Apple is now directly placing orders with material suppliers, who traditionally interact with manufacturers, and Horace Dediu theorizes Apple may have invested ~$2B in Sharp's display production. He also notes Apple's off-balance-sheet manufacturing/component purchase commitments have risen to $21.1B[View news story]
    Good that apple is sourcing components directly from manufacturers. This means that the assembly companies cannot pass on the benefit of apple size purchasing power to apples competitors. This will push competitors costs up.
    Nov 8 05:10 PM | Likes Like |Link to Comment
  • More on Apple: Cash balance stood at $121.3B at end of FQ4. 4.9M Macs shipped (+1% Y/Y). iPhone (main profit engine) units +58% Y/Y and revenue +56% (up from +28% and +22% in FQ3). iPad units +26% and revenue +9%, a major slowdown partly caused by inventory changes. Mac desktop units -24%, notebooks +9%. iPod units -19% and revenue -26%. Implied iPhone ASP of $636 ($625 in FQ3), iPad ASP of $536 ($538 in FQ3). Apple has resumed trading and is down 0.9% AH - some bad news was clearly priced in. CC at 5PM ET (webcast). [View news story]
    If you saw the demo of the surface on bloomberg today, it was very slow. They gave up waiting for word to load!
    Oct 25 10:10 PM | 1 Like Like |Link to Comment
  • What's All The Hubbub About Over The iPad Mini Pricing? [View article]
    Apple generously leaves the unprofitable sub 329 market for its competitor's to fight over. Who is the winner here?
    Oct 24 08:26 AM | 5 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]
    The 329 price point is very generous to Apple's competitors. It allows them to continue to lose money on low price tablets as they compete amongst themselves in the subprime tablet market.
    Oct 24 06:11 AM | 1 Like Like |Link to Comment
  • Did Foxconn Bring Down Apple Stock? [View article]
    This Foxconn incidents have a repetitive nature and as younpoint out, result in singnificant down swings in the Apple price. At the risk of sounding cynical, has anyone looked to see if there have been any unusual share dealings in advance of these stories breaking?
    Oct 17 03:52 AM | Likes Like |Link to Comment