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MAdeelA

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  • 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]
    Tack: And yet AAPL is worth as much as GOOG and Samsung combined?
    Have you thought of the fact that if AAPL had those made up facts you pointed out, it would be worth a trillion?
    Mar 13, 2013. 07:28 PM | Likes Like |Link to Comment
  • Foxconn has begun production of an iPhone 5S (AAPL) that looks much like the iPhone 5, claims Japanese blog MacOtakara, which has a mixed track record (I, II) with iScoops. MacOtakara also reports NTT DoCoMo (DCM) has slashed Android phone orders for the fall, which is fueling speculation an iPhone deal is on the way. Jefferies' Peter Misek argued last month preparation for March iPhone 5S production could be responsible for new iPhone order cuts. Possible/likely suppliers: CRUS, OVTI, SWKS, TQNT, AVGO, QCOM, BRCM, NTE, MFLX, LPL. (yesterday[View news story]
    The "S" versions of the iPhone aren't something to be super excited about. Unless this version has the chip that supports China Mobile network. What's more interesting is that if AAPL launches an update this early in the year, a re-design is coming much sooner than it did from iPhone 4 to 5.
    Mar 6, 2013. 11:57 AM | Likes Like |Link to Comment
  • The Apple (AAPL) rumor mill is in full swing: 1) Bloomberg and The Verge report Apple is hoping to release an iWatch this year. Sources tell The Verge Jony Ive is spearheading the project, that a modified version of iOS will be used, and that battery life remains a challenge. Bloomberg reports the device will allow users to make calls and feature health sensors, while pointing out the watch industry is worth $60B and has a 60% gross margin. 2) iMore reports an iPhone 5S with a design similar to the iPhone 5 is slated for August, and a 5th-gen regular iPad might arrive in April. [View news story]
    wigit5: maybe, but no one cares.

    Tack: I agree with that 60B being fiction. But until there is concrete evidence that such a watch exists and we know its' specifications and purpose, I just don't understand people writing it off.
    Also, the screen size wars going on in the phone market isn't valid. You can't really push the limits of screen size for watches as phablets have for phones without them becoming extremely uncomfortable to wear.
    I am going to guess that the watch will be half the size of your 4" iPhone 5 screen. 2" screen is already what you get for reading texts with the keyboard visible on the iPhone 5.
    Mar 5, 2013. 01:41 PM | Likes Like |Link to Comment
  • The Apple (AAPL) rumor mill is in full swing: 1) Bloomberg and The Verge report Apple is hoping to release an iWatch this year. Sources tell The Verge Jony Ive is spearheading the project, that a modified version of iOS will be used, and that battery life remains a challenge. Bloomberg reports the device will allow users to make calls and feature health sensors, while pointing out the watch industry is worth $60B and has a 60% gross margin. 2) iMore reports an iPhone 5S with a design similar to the iPhone 5 is slated for August, and a 5th-gen regular iPad might arrive in April. [View news story]
    I don't think AAPL's target market is the same market that buys Rolex watches as fashion accessory. It is actually targeted towards people who own an Apple product.

    It is interesting to note though that a rumored new AAPL product entering an existing market is compared against the "best" in the that industry.

    I wonder if a rumored Samsung watch would have been compared to Rolex. I doubt it.
    Mar 5, 2013. 01:20 PM | Likes Like |Link to Comment
  • Google (GOOG) paid Apple (AAPL) $701M in traffic acquisition costs last year in exchange for being the default search engine on iOS, estimates Morgan Stanley's Scott Devitt. He sees that figure rising to $877M this year and $1.1B in 2014. With Microsoft (MSFT) reportedly raising its offer for making Bing the default iOS engine, Devitt believes Google is now providing Apple with a 75% revenue cut. Those numbers drive home Android's importance to Google's future. (previous[View news story]
    This has been the norm after any official/non-official news for the past few months now. Nothing surprising.
    Feb 12, 2013. 12:52 PM | Likes Like |Link to Comment
  • Apple (AAPL +2%) roundup: 1) A Chinese site reports an iPhone 6 sporting a 5" display is in the pipeline to go with a 4" iPhone 5S, and that the device could launch this year. 2) Macmillan has joined other publishers in settling with the DOJ over e-book price-fixing (previous). This leaves Apple fighting the DOJ by itself. 3) Apple's Indian sales, long a fraction of its Chinese sales, are starting to pick up with the help of aggressive marketing. 4) Former top Apple UI designer Bruce Tognazzini thinks an iWatch is just a matter of time. (iLounge rumors[View news story]
    It'll be interesting to see AAPL take on 5" screen. Maybe they can reduce the footprint against their competitors by making the bezels even narrower.
    Feb 8, 2013. 03:10 PM | Likes Like |Link to Comment
  • Topeka's Brian White gives in on Apple (AAPL), lowering his price target to $888 from $1,111. He remains a bull though: "Estimate resets lower the bar for the future ... At the same time, we believe the profit and sales cycle will reach bottom" in FQ2. Shares -8.9% premarket. [View news story]
    I don't think Tim Cook gets any respect to lead $AAPL in the right direction.

    He didn't create AAPL, unlike the founders of AMZN or GOOG who are still alive and leading their companies. People have more faith in their management and the stock prices reflect that.
    Jan 24, 2013. 09:46 AM | 1 Like Like |Link to Comment
  • Topeka's Brian White gives in on Apple (AAPL), lowering his price target to $888 from $1,111. He remains a bull though: "Estimate resets lower the bar for the future ... At the same time, we believe the profit and sales cycle will reach bottom" in FQ2. Shares -8.9% premarket. [View news story]
    Low 400's coming right up. This is the first of many downgrades/target price adjustments.
    Jan 24, 2013. 09:09 AM | Likes Like |Link to Comment
  • If cutting Apple (AAPL) targets is an Olympic sport, Nomura wins the gold, slashing its price target to $530 from $660, with the analysts proving they read the paper by citing worries over iPhone sales and gross margins. [View news story]
    "The street keeps on beating up the company until they talk... "

    That's an interesting perspective.

    It could be that Apple wants to keep to themselves until they actually lauch their next big thing (if it exists). They want to get a head-start on competition before all the me-too's flood the market.
    Jan 15, 2013. 01:12 PM | 1 Like Like |Link to Comment
  • If cutting Apple (AAPL) targets is an Olympic sport, Nomura wins the gold, slashing its price target to $530 from $660, with the analysts proving they read the paper by citing worries over iPhone sales and gross margins. [View news story]
    I'll be buying in at $475.
    Jan 15, 2013. 09:43 AM | Likes Like |Link to Comment
  • If cutting Apple (AAPL) targets is an Olympic sport, Nomura wins the gold, slashing its price target to $530 from $660, with the analysts proving they read the paper by citing worries over iPhone sales and gross margins. [View news story]
    Bold price target by Nomura. When they initated their coverage with a $630 I remember them getting laughed at here.
    Jan 15, 2013. 08:33 AM | 3 Likes Like |Link to Comment
  • Apple's (AAPL) shares are -3.4% premarket following reports that the company has cut iPhone 5 component orders for calendar Q1 due to weaker-than-expected demand. That's possibly helping to depress sentiment on the stock-futures market, with the Nasdaq benchmark -0.4%. The Dow is flat and the S&P is +0.1%, while Europe remains mostly in the green. [View news story]
    i agree that these 1-comment posters are fishy heh. But to call AAPL needing some kind of desperate bullish support is a stretch. This isn't NOK or RIMM we are talking about now.

    AAPL is doing fine as a company. It is just incredibly over-analyzed. Eventually the share price will settle where the market wants it to. There is definately a back and forth between the bull and bears going on in terms of the share price.
    Jan 14, 2013. 01:42 PM | Likes Like |Link to Comment
  • Apple's (AAPL) shares are -3.4% premarket following reports that the company has cut iPhone 5 component orders for calendar Q1 due to weaker-than-expected demand. That's possibly helping to depress sentiment on the stock-futures market, with the Nasdaq benchmark -0.4%. The Dow is flat and the S&P is +0.1%, while Europe remains mostly in the green. [View news story]
    I am glad that every possible doomsday scenario is being priced-in. Wonder what else is left.
    Jan 14, 2013. 07:00 AM | 4 Likes Like |Link to Comment
  • Apple may get a boost from Dialog Semiconductor - some of whose products are found in iDevices - raising its Q4 revenue guidance to $268M from $215M-$235M thanks to a late surge in the tablet and smartphone markets. Dialog's strength looks to have been driven by strong demand for the iPhone5 and iPad Mini, says Deutsche. Dialog +5.2% in Europe, AAPL +0.7% premarket. [View news story]
    Good isn't going to cut it. Apple needs a great quarter and strong guidance. Expectations even after all the downgrades are still way too high.
    Jan 10, 2013. 01:49 PM | Likes Like |Link to Comment
  • Nokia (NOK) soars 20% premarket on Q4 guidance, saying it "exceeded expectations and achieved underlying profitability." Both phones and Nokia Siemens Networks results are better than expected. (PR[View news story]
    Can't be, considering they'll have more time to sell the Lumia in this quarter. Worse case scenario is that they are about even in terms of shipments.
    Jan 10, 2013. 09:19 AM | Likes Like |Link to Comment
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