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Posts by Macnewsjunkie

I would like to see more information about how long this 35% increase in research budget has been going on? I suspect it started after Steve Jobs died in 2011. I am glad they have not tried to spend more than this. They already have the sapphire debacle to work out, and they don't need any more growth because any faster would kill the companies culture.
I would guess that Apple has some other new products waiting for the Broadwell ramp. There is a decent possibility that broad well was going to make a new form factor possible.
You are correct about the price following income growth.  It is pretty hard for Wall Street or anyone to pass up low PE and solid growth.  The only reason Apple needs to spend money on it's own stock is it has been so successful for so long, it has a large number of shareholders who are way overweight in this stock.  If you put 5% of a $1,000,000 portfolio in Apple during October 2004, you are sitting on $1,500,000 in Apple stock.  The rest of your portfolio is probably...
The last chart really jumps out of the best page screaming why!!?? Why can't Apple make an upgrade able computer? How many people who care about gaming as a use case would love be to have just one PCI slot to add a video card to! Look at the lack of "truck" sales in that chart. Apple needs another computer product so they can compete in the broader pc desktop class pc's. The whacko tosh community would shrink by half, and games would finally get first class treatment on...
It is more complicated than you imply. Apple has to use Samsung's recipe for making the actual chip.  There are very significant interplays between the chip and the foundry that effect the quality of the product.  Intel still has the best foundry.  They lack the best design for mobile because they tried to deny where the technology was taking them.  Low power was not Intel's strong suit.  ARM and Power chips have always been ahead of Intel in this area.  While Denson...
And Apple will benefit from Samsung's well run foundry and research in electronics.  This is exactly what the market wants. Apple to continue to make innovative products.  Samsung to make good parts and a few knock off me too devices for the Android market.     Sometimes you have to be careful what you wish for.  Samsung dying is not a good thing for America, Apple or Korea.  Samsung making longterm profits from copying Apple is not good either.  I would suspect that Tim...
I think you mean they would give up one nut for the profits that follow behind the loyalty.  I may be missing some of the really great leadership out there, but it seems like most CEO's would rather make money than do the business the right way.  I am thinking of ATT first on that list.  Of course even ATT has had to improve over the last few years.  I actually have the number of a customer retention specialist that is able to take care of my problems now.  At least most...
The word is that the texas FAB that Apple paid Samsung to build is currently undergoing renovations to prepare for 16nm development so it is offline and that pretty much tells you that Apple is using the supplier from Taiwan.  Switching process systems is no trivial matter at this level of production. Apple probably made this processor update as simple as possible to make the yeild curve easier to manage.  I would not be surprised if Apple used Samsung to develope the...
Actually, judge Koh seems to be very honest and straight forward. Her point that a second settlement should equal at least the prior settlement is impossible to refute. The second class shows that the activity was widespread and therefore more damaging. Apple and Steve Jobs have made mistakes and this is one of them.
I can promise you that AT&T does not do this for its customers.  They invented the on hold and layers of control just to keep customer's from bothering them.  AT&T:  we are now offering combined billing for all your customer service needs.  Not mentioned was the billing is combined for charges on your late payment, but it is not combined for rebates to separate types of account credits.  AT&T owes me for overcharging me on my cell bill, but they expect me to still pay them...
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