Margin compression at Apple (AAPL) is long-term strategy, not a sign the company is losing its competitive edge, writes Kopin Tan in a bullish front-pageBarron's article giving the iPhone maker the nod in its battles with Samsung (SSNLF.PK). "Samsung is running ads spoofing the cult of Apple. Samsung knows what it's like to have an image problem." [View news story]
Best first quarter in the 36 year history as a company! Complete and utter success of the iPhone 5 and iPad Mini.
Margin compression at Apple (AAPL) is long-term strategy, not a sign the company is losing its competitive edge, writes Kopin Tan in a bullish front-pageBarron's article giving the iPhone maker the nod in its battles with Samsung (SSNLF.PK). "Samsung is running ads spoofing the cult of Apple. Samsung knows what it's like to have an image problem." [View news story]
Where Apple will miss Jobs the most is in making tough decisions like no flash on the iPhone or iPad or telling Google straight up no on their map app within the app store. (and no needs to be said)
Only time will tell, with so many companies failing in the mobile OS design area dumping the guy who was in charge of OS X from the beginning, and who was in charge of designing iOS from the ground up isn't good, look at Microsoft dumping the guy responsible for Win 7 and 8 isn't a good thing no matter how you spin it, the same is true with Apple. (Ballmer, Tim Cook vision come on!)
Google (GOOG) is "putting the finishing touches" on an iOS Google Maps app and has distributed a test version to people outside the company, the WSJ reports. However, it remains unclear when the app will be submitted to Apple for approval. The Guardianrecently reported the app should be ready by year's end, and Nokia (NOK) announced its Here iOS mapping app earlier this week. The WSJ also notes Eddy Cue, the Apple (AAPL) exec now in charge of the criticized iOS 6 Maps, "has been hands-on with the maps team" in an effort to fix the product. [View news story]
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]
Talking out of somewhere, 2012 will be Apple's best year in 36 years as a company, no debt, more customers, and more profit, with the competition in the rearview mirror not only this year but in 2013, 2014, and 2015. Oh, that place you've talking from is dark.
The times they are a-changin' at Apple (AAPL). Borrowing a page from Google and others, Tim Cook has given select employees the freedom to "spend a few weeks on a pet engineering project," the WSJ reports. Cook has also signed off on employee discounts for Apple products, and reportedly signaled he's open to employee sabbaticals. Profiles of Apple in the Tim Cook era (I, II) have already mentioned the company's culture has become more relaxed and "normal," for better and/or worse. [View news story]
Apple (AAPL -0.5%) roundup: 1) Samsung has reportedly raised its prices for making Apple's A-series app processors by 20%. Apple is dependent on Samsung for A-series production for now, but is widely believed to be eying a deal with TSMC (TSM). 2) In a very questionable rumor, a Chinese paper claims Apple will begin trial production of an iPhone 5S in December. 3) A former senior engineer bemoans the loss of Scott Forstall, whom he calls "the best approximation of Steve Jobs that Apple had left." [View news story]
Mitt Romney had a bunch of yes men consultants. Didn't work out to well in the end.
Pres. Obama's re-election doesn't bode well for the odds of a tax holiday on overseas cash, notes Eric Savitz. That's problematic for large-cap tech names such as Apple (AAPL), Microsoft (MSFT), and Cisco (CSCO), which respectively have $83B, $54B, and $42.5B stashed overseas (per their most recent financials). As Savitz observes, there's a good chance some of that cash will be used on foreign acquisitions, especially in light of recent deals such as Microsoft/Skype and Cisco/NDS. [View news story]
Wait until 2050, women will be at least 50 strong (most will Democrats) in the Senate, at least 2 women (Democrats) will have been president by then, single payer will the law of the land, marriage will just be marriage, T-Baggery in politics will isolated to north Texas, and Oklahoma, and asking a black person to vote for a modern Republican (after 1920) is like a Jewish person voting for a Nazis.
Pres. Obama's re-election doesn't bode well for the odds of a tax holiday on overseas cash, notes Eric Savitz. That's problematic for large-cap tech names such as Apple (AAPL), Microsoft (MSFT), and Cisco (CSCO), which respectively have $83B, $54B, and $42.5B stashed overseas (per their most recent financials). As Savitz observes, there's a good chance some of that cash will be used on foreign acquisitions, especially in light of recent deals such as Microsoft/Skype and Cisco/NDS. [View news story]
Corporate America should be bashed (challenged to do better).
Apple 2012 Vs. Cisco 2000: A Distant Mirror And What It Tells Us [View article]
Margin compression at Apple (AAPL) is long-term strategy, not a sign the company is losing its competitive edge, writes Kopin Tan in a bullish front-page Barron's article giving the iPhone maker the nod in its battles with Samsung (SSNLF.PK). "Samsung is running ads spoofing the cult of Apple. Samsung knows what it's like to have an image problem." [View news story]
Margin compression at Apple (AAPL) is long-term strategy, not a sign the company is losing its competitive edge, writes Kopin Tan in a bullish front-page Barron's article giving the iPhone maker the nod in its battles with Samsung (SSNLF.PK). "Samsung is running ads spoofing the cult of Apple. Samsung knows what it's like to have an image problem." [View news story]
Apple's Institutional Slingshot: Rational Explanation Of Irrational Stock Action [View article]
Apple's Institutional Slingshot: Rational Explanation Of Irrational Stock Action [View article]
Apple's Institutional Slingshot: Rational Explanation Of Irrational Stock Action [View article]
Apple's Institutional Slingshot: Rational Explanation Of Irrational Stock Action [View article]
Apple's Institutional Slingshot: Rational Explanation Of Irrational Stock Action [View article]
Google (GOOG) is "putting the finishing touches" on an iOS Google Maps app and has distributed a test version to people outside the company, the WSJ reports. However, it remains unclear when the app will be submitted to Apple for approval. The Guardian recently reported the app should be ready by year's end, and Nokia (NOK) announced its Here iOS mapping app earlier this week. The WSJ also notes Eddy Cue, the Apple (AAPL) exec now in charge of the criticized iOS 6 Maps, "has been hands-on with the maps team" in an effort to fix the product. [View news story]
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]
Apple: No Innovation, No Problem (For Now) [View article]
The times they are a-changin' at Apple (AAPL). Borrowing a page from Google and others, Tim Cook has given select employees the freedom to "spend a few weeks on a pet engineering project," the WSJ reports. Cook has also signed off on employee discounts for Apple products, and reportedly signaled he's open to employee sabbaticals. Profiles of Apple in the Tim Cook era (I, II) have already mentioned the company's culture has become more relaxed and "normal," for better and/or worse. [View news story]
Apple (AAPL -0.5%) roundup: 1) Samsung has reportedly raised its prices for making Apple's A-series app processors by 20%. Apple is dependent on Samsung for A-series production for now, but is widely believed to be eying a deal with TSMC (TSM). 2) In a very questionable rumor, a Chinese paper claims Apple will begin trial production of an iPhone 5S in December. 3) A former senior engineer bemoans the loss of Scott Forstall, whom he calls "the best approximation of Steve Jobs that Apple had left." [View news story]
Pres. Obama's re-election doesn't bode well for the odds of a tax holiday on overseas cash, notes Eric Savitz. That's problematic for large-cap tech names such as Apple (AAPL), Microsoft (MSFT), and Cisco (CSCO), which respectively have $83B, $54B, and $42.5B stashed overseas (per their most recent financials). As Savitz observes, there's a good chance some of that cash will be used on foreign acquisitions, especially in light of recent deals such as Microsoft/Skype and Cisco/NDS. [View news story]
Pres. Obama's re-election doesn't bode well for the odds of a tax holiday on overseas cash, notes Eric Savitz. That's problematic for large-cap tech names such as Apple (AAPL), Microsoft (MSFT), and Cisco (CSCO), which respectively have $83B, $54B, and $42.5B stashed overseas (per their most recent financials). As Savitz observes, there's a good chance some of that cash will be used on foreign acquisitions, especially in light of recent deals such as Microsoft/Skype and Cisco/NDS. [View news story]