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  • Apple Inc.: Slightly Disappointed, But More Hopeful [View article]
    APPL beats, disappointments all round!. GOOG misses, still trading near highs.
    Jul 24, 2013. 11:08 AM | 5 Likes Like |Link to Comment
  • "After our meeting with a tech-supply chain company, we walked away with the view that Apple will release the iPhone 5S in at least two screen sizes this summer and possibly three," says Topeka's Brian White. "We believe Apple is coming around to the fact that one size per iPhone release does not work for everyone," he adds. Last week, the Apple (AAPL -0.6%) perma-bull/supply-chain tracker predicted a TV with a ring accessory will arrive. Meanwhile, Digitimes reports 5th-gen iPad production will commence in the July-August timeframe; that's in-line with earlier reports[View news story]
    Knowing apple they will charge additional $100 for slightly bigger screen with same specs as the smaller version. Similar to how they do with storage capacity.
    Apr 9, 2013. 10:13 AM | 4 Likes Like |Link to Comment
  • 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]
    Not only your links are outdated but you also managed to cite Wikipedia. Welcome to high school level research.
    Mar 13, 2013. 08:55 PM | 4 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 (AAPL) is working on a cheaper iPhone that could launch later this year, the WSJ reports. One source says the device could resemble the regular iPhone, but "with a different, less-expensive body." The cheapest iPhone currently sold (the 8GB iPhone 4) goes for $450 unlocked, putting it out of the reach of many emerging markets buyers, as well as some prepaid buyers in developed markets. The fact low-end Android phones sell for much less (sometimes less than $150 unlocked) has done wonders for Android's international share. [View news story]
    I don't understand why all the AAPL haters are getting so excited.

    APPL offered their bread and butter iPod at all price points to compete in the MP3 player market.

    Even the MacBook Pro which used to retail at astronomical levels have eventually come down to competitive price point.

    The cheap iPhone will be specced like the iPhone 3G(maybe 3GS) and could retail for $249 unlocked. Still a higher price than the competing Andriod. Just like the iPad mini.

    Customers who want the latest and greatest will still get the iPhone 5. This is definately not catered to that user market. People who go out to buy a BMW don't come home with a Corolla.
    Jan 8, 2013. 07:37 PM | 4 Likes Like |Link to Comment
  • Putting Apple's (AAPL -1.4%) recent moves in perspective: the company entered 2012 with a P/E of 11.53 (not counting its cash balance), and is leaving with a P/E of 11.69. But shares are still up 25% YTD, thanks to the earnings growth seen over the interim. Earnings are expected to rise 17% in FY13 (ends in September), and revenue 22%. [View news story]
    Why not wait for under 200? Better yet, under 100? Are people running a random number generator to come to these numbers?
    Dec 26, 2012. 08:42 PM | 4 Likes Like |Link to Comment
  • Apple (AAPL -5.8%) has hit levels last seen in Dec. '11 following Cirrus Logic's warning and a Digitimes report about declining iPad Mini shipments. Cross Research calls Cirrus' warning "a reminder of weakening demand, and the challenges around product transitions" for Apple. Tero Kuittinen, noting sub-30M June quarter iPhone sales estimates and worries about the margin impact of emerging markets promotions, thinks "several nightmare scenarios have been priced in." "The naked fear of former Apple bulls is exactly what we need just before the earnings come out." [View news story]
    Well said. However, you simply cannot underestimate a company with a history of ground breaking products and a mountain of cash either.
    Apr 17, 2013. 02:12 PM | 3 Likes Like |Link to Comment
  • "iOS 7 (AAPL) is running behind, and engineers have been pulled from OS X 10.9 to work on it," John Gruber reports hearing. The remarks come 5 months after iOS chief Scott Forstall left Apple, and Mac OS chief Craig Federighi was put in charge of the mobile OS. Meanwhile, iMore's Rene Ritchie claims Jony Ive's UI work "is apparently making many people really happy, but will also apparently make rich-texture-loving designers sad."The WSJ reported something similar last month. [View news story]
    Seriously, this is getting ridiculous with the amount of Apple rumor news on this site.
    Apr 3, 2013. 11:38 AM | 3 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 Cheaper iPhone: Don't Panic! [View article]
    So how does this China Mobile deal help with last quarters earnings? Unless you mean the current quarter starting Jan. I can see that, but then it wouldn't be last minute or desperate.
    Jan 10, 2013. 08:15 AM | 3 Likes Like |Link to Comment
  • As Apple (AAPL +2.7%) delivers another strong performance, Topeka's Brian White predicts the next iPhone will arrive in the May-June timeframe, and says checks indicate it will be offered in multiple screen sizes. Additional colors are also seen as a possibility. Steve Wozniak and others have been calling on Apple to offer a bigger iPhone, as the popularity of 4.5"+ Android devices such as Samsung's Galaxy S III contribute to its huge international share gains. References to a new iPhone are already turning up in Apple developer logs. [View news story]
    I think AAPL has already shown it is not interested in screen size wars. They will increase the size once they find the right implementation with the form factor and the APPL way to market it.
    Jan 2, 2013. 12:33 PM | 3 Likes Like |Link to Comment
  • More on Apple: Shares could be pressured by a downgrade to Neutral from Citi. The firm says checks indicate Apple has cut its March quarter iPhone 5 orders following a 45%-50% increase in monthly output from October to December. UBS recently said checks suggested the iPhone 5's build rate would fall sharply in the March quarter, while Jefferies claimed iPhone component suppliers saw big order cuts last week. Citi, which started Apple at Buy on Nov. 26, also thinks Samsung is doing very well. Update: Morgan Stanley responds by pointing to encouraging U.S. iPhone/iPad survey data. But a gap has opened up between U.S. and foreign iPhone share trends. [View news story]
    On the bright side, at least Apple doesn't have unrealistic expectations that it has to beat now.
    Dec 16, 2012. 10:23 PM | 3 Likes Like |Link to Comment
  • Apple (AAPL): FQ2 EPS of $10.09 beats by $0.02. Revenue of $43.6B (+11% Y/Y) beats by $1.1B. 37.4M iPhones, 19.5M iPads, just under 4M Macs. Expects FQ3 revenue of $33.5B-$35.5B, below $39.3B consensus. Buyback increased by $50B. Shares halted. CC at 5PM ET (webcast). (PR[View news story]
    That's a terrible guidance. I expect mixed reaction overall due to the enormous buyback
    Apr 23, 2013. 04:45 PM | 2 Likes Like |Link to Comment
  • Foxconn indicates it started a hiring blitz of assembly workers in China in the latest indication that Apple (AAPL)  is gearing up for production of a new iPhone. The company says 10K assembly-line workers have been added per week in Zhengzhou since the end of March and that hiring will continue to meet seasonal demand. [View news story]
    really? Apple can literally release a minor upgrade AGAIN and sell like hotcakes...AGAIN.
    Same reason why hollywood summer blockbusters usually do better than your average films. One word. Marketing. Apple is best in the business at that.
    Apr 15, 2013. 09:31 AM | 2 Likes Like |Link to Comment
  • Live from New York, it's the Samsung (SSNLF.PK) Galaxy S IV. Mobile chief JK Shin has unveiled Samsung's new flagship device, which happens to look a lot like its predecessor. The S IV, said to support every 4G LTE band, will go on sale in late April (U.S. availability might take longer). The expected 5" 1080p display and 13MP camera are there, the next-gen 802.11ac Wi-Fi standard is supported (could be a positive for BRCM), and infrared, temperature, and humidity sensors are thrown in. A variety of camera tricks/gimmicks are provided, including the ability to simultaneously record video from both cameras. (live blog) (previous[View news story]
    Doesn't look like much thought was put into the new features.
    Threw in a bunch of gizmos, let the app developers come up with innovation they can take credit for.
    Mar 14, 2013. 09:06 PM | 2 Likes Like |Link to Comment