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Posts by blackbook

Investors care more about the iPhone than iPad. The iPhone has higher margins and makes Apple quite a bit more money than the iPad hence why shares are up even with weak iPad numbers.
Agreed.If Apple is doing markedly worse in a year I'll agree with you that Tim has to go.All of the SVPs probably signed non-compete agreements.
Although the phone looks nicer in these videos I'm more convinced these plastic cases are fake.
  Tim has done well so far.    I haven't seen any glaring mistakes that would convince me Apple will be "quite a different company" under Tim versus Steve. Tim has the balls to make bold decisions much like Steve. He didn't hesitate to overhaul the largest OS in company history when he saw it was getting long-in-the-tooth. That's a move Steve would make, and Tim has been on top of things very closely ever since taking over.   Is Tim perfect? No, but he's made more wise...
  I think there may be a low cost replacement for the 4S, but it won't be because of necessity or because Apple is afraid of the high end market saturating.   They'll do it because they want to make the 16:9 4 inch screen, lightning connector, and likely LTE standard across the lineup.   The notion Apple is going low end to get more buyers or save themselves from extinction was proven wrong buy their numbers and results yesterday. 
  Seeing as how iPods contribute only 2% to Apple's overall numbers I could see them scaling back or even retiring the line once the iWatch and wearables come out.   I don't think we'll see senseless expansion of products. Tim Cook seems to be a very wise businessman and he has done an amazing job of keeping "Apple", Apple. They will always do a few things amazingly well.
Such a fickle bunch.I'm glad none of them mentioned the necessity of a cheap iPhone to sell in emerging markets. The 2 year old iPhone 4 sold like crazy even though everyone said people in emerging markets weren't interested in a 2 year old phone.
iPhone sales strong in India and Russia contrary to reports we saw here the past few weeks. Also margins were up for the iPhone compared to last year, so that means the percentage of high end iPhone 5s has to be higher than the 52% that was speculated here the other day. Emerging markets are buying more iPhones than ever WITHOUT a $200 handset. If Apple came out with a $400~ priced smartphone they would literally own the competition and we could potentially see 40 ...
I wonder if their estimate for gross margins in Q4 is any indication of a possible iPhone Lite?
  I think it would be wise if they announced both at the same time and released both at the same time. It looks like according to Ming the iPhone Lite will be ready early September and the 5S will be ready late September. They could feasibly just push the launch of the cheap iPhone to match the launch of the 5S.
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