Some Apple (AAPL) commentary: 1) Horace Dediu estimates the iPhone and iPad's component costs respectively rose 29% and 65% Y/Y in FQ2, well above rev. growth of 3% and 40%. This, along with a mix shift towards iPads, is mostly responsible for Apple's gross margin drop (rather than price pressure). 2) Tero Kuittinen sees similarities between 2013 Apple and 2007 Nokia. "The strongest parallel is in the weird way both companies started fighting the consumer preference for larger displays … and then dug in as margins began eroding rapidly." Tim Cook may have just hinted a bigger iPhone will eventually arrive. But how long will it take? (yesterday) [View news story]
Yes there is - their OS is maxed out and two dimensional as compared to the potential and three dimensionality of BB10.
This alone will slowly turn the tide away from AAPL.
I agree that succeeding in the US is going to be a long slog but it is inevitable once the now incorrect stigma of blackberry wears off and the swiftness and efficiency of the gesture based OS grows in the collective consciousness.
Some Apple (AAPL) commentary: 1) Horace Dediu estimates the iPhone and iPad's component costs respectively rose 29% and 65% Y/Y in FQ2, well above rev. growth of 3% and 40%. This, along with a mix shift towards iPads, is mostly responsible for Apple's gross margin drop (rather than price pressure). 2) Tero Kuittinen sees similarities between 2013 Apple and 2007 Nokia. "The strongest parallel is in the weird way both companies started fighting the consumer preference for larger displays … and then dug in as margins began eroding rapidly." Tim Cook may have just hinted a bigger iPhone will eventually arrive. But how long will it take? (yesterday) [View news story]
BlackBerry Prepares The New Keyboard [View article]
FP is citing the same sources that cannot be trusted. If you cannot employ critical thinking then you are bound to get your ass whopped in the marketplace.
Shrug off the 'noise' and wait for the numbers- BBRY is going to deliver. The Q10 is about to be a smash hit with the "Q" standing for: Quintessential!
New versions of iOS and Mac OS X will be unveiled at Apple's (AAPL +0.8%) June 10-14 WWDC conference, the company announces. Meanwhile, with shares near $400, the sell-side is much more cautious in its post-earnings comments than it was at higher levels. "These Apples won't harvest before fall," writes Deutsche's Chris Whitmore, disappointed at earnings call remarks suggesting major product launches won't arrive until autumn. "Apple needs to introduce a 5-inch iPhone, a new 5S, and a low cost iPhone." Jim Cramer wasn't pleased with the call either. "This is the kind of conference call that was a revolt against management ... management is in complete denial." (previous) [View news story]
The Long $AAPL, Short $BBRY nightmare for Americans:
New versions of iOS and Mac OS X will be unveiled at Apple's (AAPL +0.8%) June 10-14 WWDC conference, the company announces. Meanwhile, with shares near $400, the sell-side is much more cautious in its post-earnings comments than it was at higher levels. "These Apples won't harvest before fall," writes Deutsche's Chris Whitmore, disappointed at earnings call remarks suggesting major product launches won't arrive until autumn. "Apple needs to introduce a 5-inch iPhone, a new 5S, and a low cost iPhone." Jim Cramer wasn't pleased with the call either. "This is the kind of conference call that was a revolt against management ... management is in complete denial." (previous) [View news story]
BlackBerry (BBRY +1.3%) ticks higher as the Q10 receives more positive than negative reviews, albeit typically with a qualifier the phone is aimed at a specific niche. TechCrunch likes the Q10's display, battery life, and keyboard, but calls app support "dismal." "This is a business phone, and an unabashed one ... a little focus is actually a very refreshing thing." AllThingsD reaches a similar conclusion, while praising BB10's UI. BGR is less enthusiastic. "If you want to try BlackBerry’s latest hardware and software ... go with the Z10." BlackBerry says the Q10 will arrive in the U.S. in late May, after launching in Canada on May 1. (U.K. launch) [View news story]
New versions of iOS and Mac OS X will be unveiled at Apple's (AAPL +0.8%) June 10-14 WWDC conference, the company announces. Meanwhile, with shares near $400, the sell-side is much more cautious in its post-earnings comments than it was at higher levels. "These Apples won't harvest before fall," writes Deutsche's Chris Whitmore, disappointed at earnings call remarks suggesting major product launches won't arrive until autumn. "Apple needs to introduce a 5-inch iPhone, a new 5S, and a low cost iPhone." Jim Cramer wasn't pleased with the call either. "This is the kind of conference call that was a revolt against management ... management is in complete denial." (previous) [View news story]
BBRY is about more than devices as well, they will be at the forefront of device management across multi-platforms with BES and their ecosystem is slowly, but surely, catching up. (Skype announced with release of Q10). No doubt Apple has the ecosystem and the coffers to prove it but others are catching up and then it will come down to UI and efficiency of which BB wins hands down.
New versions of iOS and Mac OS X will be unveiled at Apple's (AAPL +0.8%) June 10-14 WWDC conference, the company announces. Meanwhile, with shares near $400, the sell-side is much more cautious in its post-earnings comments than it was at higher levels. "These Apples won't harvest before fall," writes Deutsche's Chris Whitmore, disappointed at earnings call remarks suggesting major product launches won't arrive until autumn. "Apple needs to introduce a 5-inch iPhone, a new 5S, and a low cost iPhone." Jim Cramer wasn't pleased with the call either. "This is the kind of conference call that was a revolt against management ... management is in complete denial." (previous) [View news story]
you have no concept of the constraints of Apple's monokernal based OS.
Apple's OS is tapped out, maxed out, getting boggy.
BB10 powered by QNX is in the infancy of mobile computing.
Some Apple (AAPL) commentary: 1) Horace Dediu estimates the iPhone and iPad's component costs respectively rose 29% and 65% Y/Y in FQ2, well above rev. growth of 3% and 40%. This, along with a mix shift towards iPads, is mostly responsible for Apple's gross margin drop (rather than price pressure). 2) Tero Kuittinen sees similarities between 2013 Apple and 2007 Nokia. "The strongest parallel is in the weird way both companies started fighting the consumer preference for larger displays … and then dug in as margins began eroding rapidly." Tim Cook may have just hinted a bigger iPhone will eventually arrive. But how long will it take? (yesterday) [View news story]
This alone will slowly turn the tide away from AAPL.
BlackBerry Bear Case Is Flawed - Shares Should Double [View article]
Valuing A Triumphant BlackBerry [View article]
Some Apple (AAPL) commentary: 1) Horace Dediu estimates the iPhone and iPad's component costs respectively rose 29% and 65% Y/Y in FQ2, well above rev. growth of 3% and 40%. This, along with a mix shift towards iPads, is mostly responsible for Apple's gross margin drop (rather than price pressure). 2) Tero Kuittinen sees similarities between 2013 Apple and 2007 Nokia. "The strongest parallel is in the weird way both companies started fighting the consumer preference for larger displays … and then dug in as margins began eroding rapidly." Tim Cook may have just hinted a bigger iPhone will eventually arrive. But how long will it take? (yesterday) [View news story]
BlackBerry Prepares The New Keyboard [View article]
Shrug off the 'noise' and wait for the numbers- BBRY is going to deliver. The Q10 is about to be a smash hit with the "Q" standing for: Quintessential!
BlackBerry Prepares The New Keyboard [View article]
BlackBerry: Bulls Won't Regret It, And Neither Will You [View article]
BlackBerry Prepares The New Keyboard [View article]
http://bit.ly/ZlOcsK
New versions of iOS and Mac OS X will be unveiled at Apple's (AAPL +0.8%) June 10-14 WWDC conference, the company announces. Meanwhile, with shares near $400, the sell-side is much more cautious in its post-earnings comments than it was at higher levels. "These Apples won't harvest before fall," writes Deutsche's Chris Whitmore, disappointed at earnings call remarks suggesting major product launches won't arrive until autumn. "Apple needs to introduce a 5-inch iPhone, a new 5S, and a low cost iPhone." Jim Cramer wasn't pleased with the call either. "This is the kind of conference call that was a revolt against management ... management is in complete denial." (previous) [View news story]
http://bit.ly/ZlOcsK
New versions of iOS and Mac OS X will be unveiled at Apple's (AAPL +0.8%) June 10-14 WWDC conference, the company announces. Meanwhile, with shares near $400, the sell-side is much more cautious in its post-earnings comments than it was at higher levels. "These Apples won't harvest before fall," writes Deutsche's Chris Whitmore, disappointed at earnings call remarks suggesting major product launches won't arrive until autumn. "Apple needs to introduce a 5-inch iPhone, a new 5S, and a low cost iPhone." Jim Cramer wasn't pleased with the call either. "This is the kind of conference call that was a revolt against management ... management is in complete denial." (previous) [View news story]
BlackBerry (BBRY +1.3%) ticks higher as the Q10 receives more positive than negative reviews, albeit typically with a qualifier the phone is aimed at a specific niche. TechCrunch likes the Q10's display, battery life, and keyboard, but calls app support "dismal." "This is a business phone, and an unabashed one ... a little focus is actually a very refreshing thing." AllThingsD reaches a similar conclusion, while praising BB10's UI. BGR is less enthusiastic. "If you want to try BlackBerry’s latest hardware and software ... go with the Z10." BlackBerry says the Q10 will arrive in the U.S. in late May, after launching in Canada on May 1. (U.K. launch) [View news story]
http://bit.ly/ZlOcsK
BlackBerry: Bulls Won't Regret It, And Neither Will You [View article]
http://bit.ly/ZlOcsK
Why BlackBerry's Momentum Has Turned Around [View article]
http://bit.ly/ZlOcsK
New versions of iOS and Mac OS X will be unveiled at Apple's (AAPL +0.8%) June 10-14 WWDC conference, the company announces. Meanwhile, with shares near $400, the sell-side is much more cautious in its post-earnings comments than it was at higher levels. "These Apples won't harvest before fall," writes Deutsche's Chris Whitmore, disappointed at earnings call remarks suggesting major product launches won't arrive until autumn. "Apple needs to introduce a 5-inch iPhone, a new 5S, and a low cost iPhone." Jim Cramer wasn't pleased with the call either. "This is the kind of conference call that was a revolt against management ... management is in complete denial." (previous) [View news story]
New versions of iOS and Mac OS X will be unveiled at Apple's (AAPL +0.8%) June 10-14 WWDC conference, the company announces. Meanwhile, with shares near $400, the sell-side is much more cautious in its post-earnings comments than it was at higher levels. "These Apples won't harvest before fall," writes Deutsche's Chris Whitmore, disappointed at earnings call remarks suggesting major product launches won't arrive until autumn. "Apple needs to introduce a 5-inch iPhone, a new 5S, and a low cost iPhone." Jim Cramer wasn't pleased with the call either. "This is the kind of conference call that was a revolt against management ... management is in complete denial." (previous) [View news story]
Apple's OS is tapped out, maxed out, getting boggy.
BB10 powered by QNX is in the infancy of mobile computing.