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Posts by jonshf

Yes, you also have to wonder what the acquisitions have to do with their cash reserve. In those 3 months they made $13 billion in profit, about 86 times more than the $150 million they spent on acquisitions. They actually generated $23 billion from cash flow in the quarter which I think is what gets added to the cash hoard, about 150 times the acquisition sum. It's not like they dipped into any cash reserves. So, in your analogy you had $1000 in the bank at the start of...
A new bigger iPhone does not mean they will faze out the 4" screen. Two distinct sizes is long overdue for a product that sells in the tens of millions. Your choice will depend on your use case. For people that use it mostly as a phone the 4" is clearly better while those that use it mostly as a pocketable tablet computer would prefer something bigger, maybe much bigger. A smaller than 4" screen is doubtful to me though (unless a watch). What will of course happen is that...
The main question is how Apple would present a new pixel count to developers. When the Mini came it used the same pixel count as its larger siblings so it ran the same apps unchanged. A 12.9" ipad at exactly double the current resolution, i.e. 4096x3072 at near 400ppi, would make for a smooth transition and little hassle for developers.
8.5x11 is only used in North America. The rest of us (the other 93% of people on the planet) use A4 paper which is about 8.27x11.7" and has a diagonal of 14.3". However, I don't understand why a tablet should emulate any of those sizes.
Normally you would compare the price to the closing price last year to tell whether the price is in "positive territory" this year, just as you would compare today's price with yesterday's close. The closing price on Dec.31 2012 was 532.17 so Apple broke into positive territory a few days ago.
 A 13" tablet with a keyboard cover and added multitasking capability is creeping into laptop territory. Will it be called iPad Pro?
Are you sure about this? If I remember right they sold less than 40m in FQ1 2011 (the december quarter) and less than 50m in FQ1 2012. How will there be a sales decline if they sell less than 60m? Just checked the number from last year's September quarter, which was 26.9m. If they sell 31.7m this quarter that would be nearly 18% increase. The other number that was mentioned was 33.5m which would mean over 24%.
I don't know why people keep calling it a 7" tablet. Maybe it's because the physical size is comparable to 7" tablets that were available. Not only is the screen much bigger than a typical 7" tablet, it's actually bigger than a typical 8" tablet.
 Good point. He then calls it a 10% sequential decline. More like a catastrophic collapse. Also note that the 5C is debuting in many countries in Europe and elsewhere in the Desember quarter. Pent up demand will make Desember a big quarter in those countries. I do predict though that Apple will drop the 4S early next year and the 5C will take it's place on the low end as manufacturing costs decrease, novelty wears thinner and competition continues. A 5" model will be...
 A 13" iPad could be matched with a proper keyboard size.
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