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  • As Apple (AAPL -1.2%) sold off again, the USPTO made a preliminary ruling to invalidate all 20 claims in an Apple multi-touch patent used in cases against Samsung and Motorola. Apple will doubtlessly appeal the ruling, which comes 6 weeks after the USPTO preliminarily invalidated Apple's "rubber-banding" patent. Meanwhile, the shipping date for the new 27" iMac, already stated by Apple to be supply-constrained, has been pushed out to January. The 21.5" iMac has a shipping time of 7-10 business days. [View news story]
    This was a news on Oct. 23rd, which had no impact on Apple's stock when the news hit the market. Why repeat it again today as news? Try to confuse the market?
    Dec 7 05:22 PM | Likes Like |Link to Comment
  • Apple's Margins Will Stay Strong In FY13 [View article]
    Great article.

    Analysts start to compare Apple with Dell and HP (same industry) on P/E, and consider Apple is not as cheap as it looks. They should also compare Apple with Dell and HP on the EPS, and it can show that we are talking about totally different class of companies.
    Dec 6 03:47 PM | Likes Like |Link to Comment
  • "When I go into my living room and turn on the TV, I feel like I have gone backwards in time by 20 to 30 years," says Apple (AAPL) CEO Tim Cook in a TV interview. "It's an area of intense interest, I can't say more than that." Other news from the chat is his announcement one of the existing Mac lines will be manufactured exclusively in the U.S. next year. [View news story]
    Tim's comment is a strong indication for the following:

    1. The Apple TV's development is in its completion, and Tim can watch this TV in his office. (his comment on "When I go into my living room and turn on the TV, I feel like I have gone backwards in time by 20 to 30 years ". He only had that feeling when he is in his home.

    2. The Apple TV will revolutionize the TV and move the TV product 20 - 30 years in advance, not a baby step.
    Dec 6 11:07 AM | Likes Like |Link to Comment
  • The Real Reasons Why Apple Is Tanking [View article]
    Apple seems do not care about its investors' return. The special dividend from Apple should have a significant boost to its stock, and it is an easy move for Apple with its 120 billion in cash. But Tim cook select to ignore its share holder's expectation. For a company does not care shareholder's value, why anyone should keep their money in Apple?
    Dec 5 05:00 PM | Likes Like |Link to Comment
  • 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]
    If the street rumor on Microsoft's Office being ported over to iOS and will be available in April 2013, it will be another big market expansion for iPad into the enterprise application, and it definitely will impact Surface's sale. On the other hand, Microsoft will have additional revenue from Office for iOS. It might even be a better deal for MS to sell more Office than Surface. This should be a win-win situation for both Apple and MS.
    Nov 15 08:03 PM | Likes Like |Link to Comment
  • How Apple Could Build The Dominant Computing Platform [View article]
    Intel's CPU is based on the CISC architecture, and Apple's CPU is based on the RISC architecture. In general, RISC core has a much smaller die and lower power than the CISC core. So it can be the case that the Apple A6 only cost $20 while Intel's core i3 costs $117. Remember that Intel also has to mark up its product for its margin, though I do agree that the view of having iPad mini to take over PC stretches a little too far.
    Nov 15 02:35 PM | 2 Likes Like |Link to Comment
  • 8 Reasons The iPad Mini Launch Should Have Failed [View article]
    dmharper1, good analogy.

    BMW, Mercedes are expensive, but are selling well though not as big a market share as Honda, Toyota. Apple charges more on its iPhone, iPad, iPod for the 3 different market segment, and they are number one market share in all 3 category. Go Apple!
    Nov 15 11:49 AM | Likes Like |Link to Comment
  • 8 Reasons The iPad Mini Launch Should Have Failed [View article]
    A news this morning saying that 3100 iPad mini was stolen from JFK airport as part of the incoming shipment from China. In general, for cost reasons, these shipment should come as ocean shipment. If Apple is doing it as air freight, it is an extremely good indication that iPad mini is selling well, and the demand is very high for the iPad mini at the current price.
    Nov 15 11:42 AM | Likes Like |Link to Comment
  • Investors Don't Understand Apple's Math - A Mistake [View article]
    Even if Apple's market share does not grow, as long as the market itself has the significant growth potential, which is the case for smart phone and tablet market, Apple will benefit greatly to maintain its market leadership position, and have great growth potential the investors enjoy to see. On the other hand, market share growth in a small market will not be exciting.
    Nov 14 03:11 PM | Likes Like |Link to Comment
  • Apple Reportedly Swallows A 20% Price Hike For Its Samsung-Supplied Mobile Processors [View article]
    The process node Samsung using for the Apple processor is readily available at TSMC and Intel, and both companies will be far more than happy to take Apple as a customer. One year time frame to migrate the process from one fab to the other should be more than enough. Capacity should not be an issue either. For Apple, I am sure that these companies will be willing to squeeze capacity from any where else to satisfy Apple. Apple may also work with both companies with one as a backup. Throw in several million $ to buy some insurance is nothing for Apple.

    If the rumor is true that Samsung will hike its price, then it is a very stupid move. It only pushes its largest customer away quicker than it should be. On the other hand, I am sure that Apple has a contract with Samsung that Samsung can't increase its price effective immediately, Therefore, the impact to Apple's cost should be minimum.
    Nov 12 11:18 AM | 4 Likes Like |Link to Comment
  • If there was any lingering doubt Samsung's (SSNLF.PK) Galaxy S line has an unrivaled cachet in the Android universe, Strategy Analytics' Q3 data should remove it. The firm estimates 18M S III units were shipped, giving the device a 10.7% share of total smartphone shipments. It also estimates Apple (AAPL), which sold 26.9M iPhones overall, is believed to have shipped 16.2M iPhone 4S units and 6M iPhone 5 units. Samsung's total Q3 smartphone shipments were previously pegged at 56.9M. Key Galaxy S III suppliers: MXIM, SWKS, ADNC, BRCM[View news story]
    The market share between Android phone and iPhone is not apple to apple comparison. iPhone only has Apple building it, and Apple is not in the low end smart phone market which has no margin. On the other hand, there are 100s of companies building smart phone using Android, and many of these are targeting at low end market which Apple dose not want to address
    Nov 8 05:13 PM | 1 Like Like |Link to Comment
  • If there was any lingering doubt Samsung's (SSNLF.PK) Galaxy S line has an unrivaled cachet in the Android universe, Strategy Analytics' Q3 data should remove it. The firm estimates 18M S III units were shipped, giving the device a 10.7% share of total smartphone shipments. It also estimates Apple (AAPL), which sold 26.9M iPhones overall, is believed to have shipped 16.2M iPhone 4S units and 6M iPhone 5 units. Samsung's total Q3 smartphone shipments were previously pegged at 56.9M. Key Galaxy S III suppliers: MXIM, SWKS, ADNC, BRCM[View news story]
    For Samsung to ship that many units, I agree that it is good news for MXIM, SWKS, etc. But the claim to be #1 in Q3 for just one quarter is meaningless, since there were many people waiting for iPhone 5 in Q3, which was the reason for less shipment on iPhone 4S. I am sure that iPhone 5 will reclaim its #1 spot in this Q and coming Qs
    Nov 8 05:13 PM | Likes Like |Link to Comment
  • Apple (AAPL) is reiterated a Buy with $900 price target by Jefferies' Peter Misek, who sees the firm's gross margin issues being positively resolved in Q4. Misek has Q4 iPhone sales of 53M - about 5-7M above the Street - which could boost margins by 80 bp. Add that to Apple's typical 300 basis point lowball (36%), and Misek sees CQ4 GM at 40%. He raises his EPS estimate to $16 from $15.50 (Street consensus: $13.52). Shares +0.8% premarket. [View news story]
    The market comment on Steve Job is dead, and Apple has lost its lust, therefore the stock is beaten down. This is another nonsense from some of the analyst. Lust usually means hype, and something in the future (can even be far future), therefore translate into a stock at a much higher P/E, such as Amazon. Apple's stock is never at the P/E ratio of 13 - 14, which is extremely reasonable, and based on solid company financials and performance. No lust or hype has ever built into its stock value. So the "lost lust" is just another nonsense from the hedge funds trying to play AAPL down for their advantages
    Nov 8 03:10 PM | 1 Like Like |Link to Comment
  • "It's not easy to make the iPhones. We are falling short of meeting the huge demand," says Foxconn (FXCOF.PK) chairman Terry Gou, suggesting iPhone 5 shortages aren't letting up. Another Foxconn exec made similar remarks last month. Analysts have reported Foxconn has enlisted a division that typically makes non-Apple (AAPL -2.8%) products to help address the shortfall. [View news story]
    This sell of makes no sense. Apple has no demand issue, rather a supply which is a goof problem to have. I am sure Apple will resolve the issue soon if it has not resolved yet. When that happens, which I am sure will happen soon, the launch of 100 more countries by the end of the year will be another great story.

    From the fundamental point of view, if one looked at Apple's P/E or any other related financial indicators, combined with its market position, and continuing revenue, EPS growth, I can't understand why is such a sell off. Please point out for me one such growth company with such a low P/E. The market must be crazy to beat up such a company.
    Nov 7 04:07 PM | 2 Likes Like |Link to Comment
  • "It's not easy to make the iPhones. We are falling short of meeting the huge demand," says Foxconn (FXCOF.PK) chairman Terry Gou, suggesting iPhone 5 shortages aren't letting up. Another Foxconn exec made similar remarks last month. Analysts have reported Foxconn has enlisted a division that typically makes non-Apple (AAPL -2.8%) products to help address the shortfall. [View news story]
    I think that Apple needs to do a lot more marketing promotions. Though Apple already well established its brands and market awareness. It still need to do heavy marketing and PRs, particularly so many bad news around Apple for now. Look at Samsung, spending big bucks on TV commercials to promote its cell phones and tablet. Where is Apple? Apple does not shy on money to do so! Market promotion is never just for the product itself, rather, more importantly, the company image as well.
    Nov 7 03:27 PM | Likes Like |Link to Comment
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