In a rare move for an Apple (AAPL) exec, marketing chief Phil Schiller is trashing Android (GOOG) ahead of tomorrow's Samsung Galaxy S IV event. Schiller takes aim at Android's fragmentation, noting only 16% of users (per Google's data) are on Android 4.1 (Jelly Bean), and claims (citing Apple's internal data) 4x as many smartphone users switched from Android to the iPhone in Q4 than vice versa. Is Schiller just being candid, or does Apple now think Android's rise demands a more aggressive marketing stance? [View news story]
It will take more than marketing. Apple needs to spend some of that horde of cash to quickly upgrade. Quickest would be to upgrade iPad mini to retina and put a phone in it. That's at least a half way measure.
In a rare move for an Apple (AAPL) exec, marketing chief Phil Schiller is trashing Android (GOOG) ahead of tomorrow's Samsung Galaxy S IV event. Schiller takes aim at Android's fragmentation, noting only 16% of users (per Google's data) are on Android 4.1 (Jelly Bean), and claims (citing Apple's internal data) 4x as many smartphone users switched from Android to the iPhone in Q4 than vice versa. Is Schiller just being candid, or does Apple now think Android's rise demands a more aggressive marketing stance? [View news story]
It will take more than marketing. Apple needs to spend some of that horde of cash to quickly upgrade. Quickest would be to upgrade iPad mini to retina and put a phone in it. That's at least a half way measure.
In a rare move for an Apple (AAPL) exec, marketing chief Phil Schiller is trashing Android (GOOG) ahead of tomorrow's Samsung Galaxy S IV event. Schiller takes aim at Android's fragmentation, noting only 16% of users (per Google's data) are on Android 4.1 (Jelly Bean), and claims (citing Apple's internal data) 4x as many smartphone users switched from Android to the iPhone in Q4 than vice versa. Is Schiller just being candid, or does Apple now think Android's rise demands a more aggressive marketing stance? [View news story]
It will take more than marketing. Apple needs to spend some of that horde of cash to quickly upgrade. Quickest would be to upgrade iPad mini to retina and put a phone in it. That's at least a half way measure.
Over its previous opposition, Apple (AAPL) implemented earlier this month a plan requiring executive officers to hold 3x their annual base salary in stock. The CEO is required to hold 10x his salary, and independent directors 5x their retainer. [View news story]
Not so difficult, given Peter Oppenheimer, Apple’s chief financial officer, Bruce Sewell, general counsel, Bob Mansfield, head of technologies, and Jeff Williams, in charge of operations, all received restricted stock award worth around $60m. The idea of holding x times salary or some proportion of net worth is to align with company. This doesn't work so well when the share you need to hold are given to you.
More on Apple's (AAPL -1.3%) shareholder meeting: With rumors of iWatches and new set-tops swirling around, Tim Cook hints at new products. "Obviously we're looking at new categories -- we don't talk about them, but we're looking at them." Cook on Android's share gains: "There's a button or two we could press to make the most [devices] .... That would not be good for Apple." He boasts over half of Chinese/Brazilian iPad buyers are new Apple customers, and still thinks David Einhorn's suit is "silly." No word of a dividend or buyback hike. (live blog) [View news story]
Huge vote against pay.... as I recall it was about 40% against on pay package.
Einhorn's Greenlight Wins Injunction Against Apple, Making A March Dividend Increase More Probable [View article]
If anything, a dividend seems likely to be delayed, since Apple won't want to look like they are caving in. Sorry to seen the majority vote requirement delayed. Bundling was a bad idea. I hope other companies learn from Apple's experience.
California Sales Tax Receipts Show Sales Tax Collection Impact [View article]
Why is California only estimated at 4-7.5% of revenue when we are 12% of US? Are Californian's LESS apt to make purchases through the internet? What am I missing?
"Apple absolutely has to make an iPhone with a bigger screen," iPhone 5 owner Henry Blodget declares. While Apple (AAPL +0.1%) insists on using relatively small display sizes to guarantee effective one-handed iPhone use, devices such as Samsung's Galaxy S III (4.8" display) make the iPhone 5 look "puny and sad in comparison." The iPhone 5's display size doesn't seem to be affecting its U.S. position much, as Strategy Analytics' numbers demonstrate, but international markets appear to be a different story. [View news story]
Apple (AAPL) has cut iPhone 5 component orders for calendar Q1 due to weaker-than-expected demand, sources tell the WSJ; display orders are said to be cut by ~50%. The Nikkeialso claims display orders have been halved, albeit from an elevated level of 65M. The articles back up analyst reports of iPhone production and component order cuts, and raise the question of whether Apple needs a cheaper iPhone and/or one with a larger display to bolster its international share. Suppliers on watch: LPL, CRUS, OVTI, QCOM, BRCM, SWKS, TQNT, AVGO. [View news story]
Apple will need to play catch-up to the Samsung Galaxy II... I think that's the model with the much bigger screen. Very nice. Fooled around with one today and found it easier to use... at least for this old guy... than my iPhone 5.
Insider Monkey's Jake Mann takes a look at how Apple (AAPL -1.1%) invests its $120B in liquid assets. "Corporate securities" (either debt or equities) made up $46.3B of the total at the end of FY12, treasuries made up $20.1B, and U.S. agency securities $19.5B. Another $11.9B was invested in mortgage and asset-backed securities, $5.6B in muni bonds, and $5.5B in foreign government debt. Apple's treasury holdings rose 87.9% Y/Y, easily surpassing the 49% increase seen in its asset base (exc. cash). Corporate securities rose 31.5%. [View news story]
Compare with CalPERS which had 49% in public equities, 13% in private equities, 9% real estate, 1% forestland and some liquid assets. http://bit.ly/Vcy2ge
I'd say Apple should spend a little more to hire some decent money managers. Treasuries aren't the place to be.
Dell: A Growth Story In Deep Value Territory [View article]
Great article. However, I would still argue they need fresh blood on the board to get hipper on social media and design. I'll probably be proposing a proxy access proposal. See http://bit.ly/XFOGYL
Press invitations for an iPad Mini (AAPL) event will be sent out on Oct. 10, according to a "major Apple investor" speaking to CNNMoney and claiming he heard the news from "multiple sources." AllThingsD reported in August that the Mini would be launched in October. The device is expected to sport a 7.85" display, and be thinner than the regular iPad thanks to its use of new touchscreen tech. [View news story]
iPad mini, takes the place of many devices - phone, digital player, laptop, camera, datebook, photo album, etc.
I agree with Gary's sarcasm. There can be many reasons for a decline in google searches for "organic food." My guess is that most interested people now know the benefits of organic food and also know where they can find it locally.
Five to seven years ago, when this search was at its height, my local farmers market had two organic vendors; now we have six, with two more in transition. As far as stores were concerned, we had the co-op and Whole Foods was just moving in. Now we have dozens of stores carrying organic, including Costco.
Whole Foods should do fine. There are plenty of aging baby-boomers who would love to avoid obesity and cancer.
In a rare move for an Apple (AAPL) exec, marketing chief Phil Schiller is trashing Android (GOOG) ahead of tomorrow's Samsung Galaxy S IV event. Schiller takes aim at Android's fragmentation, noting only 16% of users (per Google's data) are on Android 4.1 (Jelly Bean), and claims (citing Apple's internal data) 4x as many smartphone users switched from Android to the iPhone in Q4 than vice versa. Is Schiller just being candid, or does Apple now think Android's rise demands a more aggressive marketing stance? [View news story]
In a rare move for an Apple (AAPL) exec, marketing chief Phil Schiller is trashing Android (GOOG) ahead of tomorrow's Samsung Galaxy S IV event. Schiller takes aim at Android's fragmentation, noting only 16% of users (per Google's data) are on Android 4.1 (Jelly Bean), and claims (citing Apple's internal data) 4x as many smartphone users switched from Android to the iPhone in Q4 than vice versa. Is Schiller just being candid, or does Apple now think Android's rise demands a more aggressive marketing stance? [View news story]
In a rare move for an Apple (AAPL) exec, marketing chief Phil Schiller is trashing Android (GOOG) ahead of tomorrow's Samsung Galaxy S IV event. Schiller takes aim at Android's fragmentation, noting only 16% of users (per Google's data) are on Android 4.1 (Jelly Bean), and claims (citing Apple's internal data) 4x as many smartphone users switched from Android to the iPhone in Q4 than vice versa. Is Schiller just being candid, or does Apple now think Android's rise demands a more aggressive marketing stance? [View news story]
Apple Needs To Spend Cash On R&D, Not Special Dividends [View article]
Over its previous opposition, Apple (AAPL) implemented earlier this month a plan requiring executive officers to hold 3x their annual base salary in stock. The CEO is required to hold 10x his salary, and independent directors 5x their retainer. [View news story]
More on Apple's (AAPL -1.3%) shareholder meeting: With rumors of iWatches and new set-tops swirling around, Tim Cook hints at new products. "Obviously we're looking at new categories -- we don't talk about them, but we're looking at them." Cook on Android's share gains: "There's a button or two we could press to make the most [devices] .... That would not be good for Apple." He boasts over half of Chinese/Brazilian iPad buyers are new Apple customers, and still thinks David Einhorn's suit is "silly." No word of a dividend or buyback hike. (live blog) [View news story]
Einhorn's Greenlight Wins Injunction Against Apple, Making A March Dividend Increase More Probable [View article]
California Sales Tax Receipts Show Sales Tax Collection Impact [View article]
"Apple absolutely has to make an iPhone with a bigger screen," iPhone 5 owner Henry Blodget declares. While Apple (AAPL +0.1%) insists on using relatively small display sizes to guarantee effective one-handed iPhone use, devices such as Samsung's Galaxy S III (4.8" display) make the iPhone 5 look "puny and sad in comparison." The iPhone 5's display size doesn't seem to be affecting its U.S. position much, as Strategy Analytics' numbers demonstrate, but international markets appear to be a different story. [View news story]
Apple (AAPL): FQ1 EPS of $13.81 beats by $0.37. Revenue of $54.51B (+18% Y/Y) misses by $220M. 47.8M iPhones, 22.9M iPads, 4.1M Macs, 12.7M iPods. Expects FQ2 revenue of $41B-$43B, below $45.6B consensus. Shares -4.3% AH. (PR) [View news story]
Apple (AAPL) has cut iPhone 5 component orders for calendar Q1 due to weaker-than-expected demand, sources tell the WSJ; display orders are said to be cut by ~50%. The Nikkei also claims display orders have been halved, albeit from an elevated level of 65M. The articles back up analyst reports of iPhone production and component order cuts, and raise the question of whether Apple needs a cheaper iPhone and/or one with a larger display to bolster its international share. Suppliers on watch: LPL, CRUS, OVTI, QCOM, BRCM, SWKS, TQNT, AVGO. [View news story]
Insider Monkey's Jake Mann takes a look at how Apple (AAPL -1.1%) invests its $120B in liquid assets. "Corporate securities" (either debt or equities) made up $46.3B of the total at the end of FY12, treasuries made up $20.1B, and U.S. agency securities $19.5B. Another $11.9B was invested in mortgage and asset-backed securities, $5.6B in muni bonds, and $5.5B in foreign government debt. Apple's treasury holdings rose 87.9% Y/Y, easily surpassing the 49% increase seen in its asset base (exc. cash). Corporate securities rose 31.5%. [View news story]
I'd say Apple should spend a little more to hire some decent money managers. Treasuries aren't the place to be.
Dell: A Growth Story In Deep Value Territory [View article]
Press invitations for an iPad Mini (AAPL) event will be sent out on Oct. 10, according to a "major Apple investor" speaking to CNNMoney and claiming he heard the news from "multiple sources." AllThingsD reported in August that the Mini would be launched in October. The device is expected to sport a 7.85" display, and be thinner than the regular iPad thanks to its use of new touchscreen tech. [View news story]
The Decline Of Whole Foods Market [View article]
Five to seven years ago, when this search was at its height, my local farmers market had two organic vendors; now we have six, with two more in transition. As far as stores were concerned, we had the co-op and Whole Foods was just moving in. Now we have dozens of stores carrying organic, including Costco.
Whole Foods should do fine. There are plenty of aging baby-boomers who would love to avoid obesity and cancer.