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Copious28

Copious28
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  • We Need An iPhone 6 Teardown! [View article]
    That "hypocrisy" you speak of is really just marketing. Heck of a marketing team they have.
    Sep 15, 2014. 08:53 AM | Likes Like |Link to Comment
  • We Need An iPhone 6 Teardown! [View article]
    Traders are saving up to buy $BABA.
    Sep 11, 2014. 04:42 PM | 4 Likes Like |Link to Comment
  • We Need An iPhone 6 Teardown! [View article]
    Thank G-d you became an attorney. ;)
    Sep 11, 2014. 12:14 PM | 8 Likes Like |Link to Comment
  • What Was Tim Cook Thinking? An Analysis Of Beats Electronics [View article]
    Raptor is right. Also, this cuts the weight and product cost. Here is some commentary:

    http://n.pr/1l4bgSF
    Jun 10, 2014. 10:07 AM | 1 Like Like |Link to Comment
  • Apple Is Its Own Worst Enemy [View article]
    Flame on Russ! The Apple-rati won't put up with your musings of their beloved company and its products.
    I don't think they have read any of your previous work about how Apple is struggling to disentangle their supply chain from Samsung.
    You did forget to add that the essentially funded Samsung's R&D, along with giving them a kick start. To argue that Samsung would have "figured it out" is laughable (look at their phones pre-iPhone for proof).
    I will say we use Facetime often. Also the free txt messages. I also wonder about Samsung's answer to iTunes.
    Nov 19, 2013. 05:18 AM | 5 Likes Like |Link to Comment
  • Apple Is Its Own Worst Enemy [View article]
    Those are interesting points. The consumer doesn't care about margins. They might put up with app problems also. They are generally not that sophisticated.
    Nov 19, 2013. 05:06 AM | 1 Like Like |Link to Comment
  • Intel: OK, Where Are The Apple 'A' Chips Really Going? [View article]
    You could instablog it, right?
    Jul 18, 2013. 04:38 PM | Likes Like |Link to Comment
  • Intel: OK, Where Are The Apple 'A' Chips Really Going? [View article]
    Justin, read the comments to Russ' other article:

    http://seekingalpha.co...

    I thought the same thing--Intel wouldnt want to produce ARM chips. Search for my name and he explains it there.

    I think this idea that things are Either/Or is really not the case. Its more about having a bunch of capabilities and using them to make money. From a non-semi experienced outsiders point of view: I would think that Apple keeps designing their own A chips, even if they use some of Intel's. The reason is that they keep their chops going as a hedge to the future.
    Jul 17, 2013. 11:02 AM | 1 Like Like |Link to Comment
  • Intel: OK, Where Are The Apple 'A' Chips Really Going? [View article]
    I think Apple would be enabling Intel--much the same way Apple enabled Samsung. Think about it, Samsung got both money and developed expertise to launch their own phones and tablets from making Apple's chips. Why would that not be the case here? Apple is the customer; they won't compete.

    The consumer market is based on performance, price and design/features. Intel is going to deliver on the first two, especially price and Apple will deliver the last.

    Russ' speculations are probably closer to reality, its just a matter of when. It might be that Apple locks in long term pricing with Intel, so as not to have the single supplier problem.
    Jul 17, 2013. 05:39 AM | 3 Likes Like |Link to Comment
  • Intel: OK, Where Are The Apple 'A' Chips Really Going? [View article]
    I still dont follow your logic.
    Jul 17, 2013. 12:29 AM | 1 Like Like |Link to Comment
  • Intel: OK, Where Are The Apple 'A' Chips Really Going? [View article]
    Justin, I dont see what gesture software has anything to with foundry work.
    Jul 17, 2013. 12:03 AM | 1 Like Like |Link to Comment
  • Can Apple's Stock Be Saved? [View article]
    You act like Apple had a chance to offer Sharp money. Guessing that they wouldn't want lower margins that would come with it. Otherwise, you're on the mark.
    Jun 29, 2013. 06:24 AM | Likes Like |Link to Comment
  • Can Apple's Stock Be Saved? [View article]
    When taking the negative view, I always like to offer counter arguments. I will say, temper my next statements with the fact that management looks pretty incompetent right now.
    Consider the discussions (and speculation) on the Micron side of SA-- an Apple-Intel-Micron triumvirate, if all stars align, best specs, best margins and reliable supply chain ( that is not Samsung).
    Obviously, there is a lot more that goes into hardware (glass, design, etc), but in a consumer driven market, specs, costs and perception rule.
    I am wondering if there is a long play here, that something fundamental is shifting. It might not be APPL at $400, but something less. People run companies, they don't operate in a vacuum, and things change. Management changes. And its easy for the big ol' giant to stumble and fall. Look at HP; did you count them out last fall at $14/share? To bad Apple didn't get Meg or Marissa.
    Jun 29, 2013. 06:11 AM | Likes Like |Link to Comment
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