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Posts by DavidW

  In a way, it's the correct strategy for Google. For Google, it better for their business to have the personal data  nearly 1 billion people using Android phones  than only the several hundred million people using iPhones, even if they don't make as much profit selling Android phones. But the irony is that Google still makes way more mobile ad revenue with iOS than with Android. 
 I doubt that Apple sold off what supply of iPhones they reserved for China. They couldn't have sold all their supply of iPhones they made because they are going to be sold in another 20 countries this Friday. And China could come on line any day. I would hate to think that Apple supply of iPhones went down to zero over the launch weekend and they must now rely on daily output at Foxconn to stock up for this Friday, restock shelves in countries that started selling iPhones...
  Apple knows of any possible parts constraints way in advance. If the screen manufacturer can't produce enough screens to maintain the output Apple needs, Apple will contract another manufacturer to also produce screens for them. It is not uncommon to find 2 or 3 different manufacturers for the same part, on the same model iPhone. Even the same chip but made in  different foundries. Apple is also willing to invest in the upgrade of a manufacturers plant, if that's what it...
 That's correct. Because Apple would have had more than 20 million phones in their inventory channel, before they went on sale.  
 Because the manufacturing output is limited by the least available component at the time. It's no use beginning production 3 months ahead of launch if the company making the screen can only produce half of your daily output. Might as well stock inventory of the screen for 1 1/2 months and start production 1 1/2 months before launch.  You would have the same amount of phones built at launch.
 http://www.nfcworld.com/2014/09/10/331454/visa-launches-token-service-support-apple-pay/ That seems to be correct, the Apple Pay portion that is proprietary to Apple is the secure way in which they generate the token in an iPhone. Once the token is hand off at the NFC terminal, the rest is a standard process that anyone can use.  By being first to use the VISA Token Service, Apple has set the bar high for other entrants. Others that want to use it might now have to come...
  Here's what I think. Now, when retailers swipe your CC into their reader, they are sending your CC and amount of charge to the CC issuer for pre-approval for that amount. If the card is good and the account has enough to cover the charge, an approval transaction number is sent back to the retailer and the funds are transfered to the retailers account. When a retailer does this, there's a fee for using this pre-approval process. It's added to the discount fee that they...
 But in order for the NFC transaction to be completed, don't the iPhone have to connect online to your Apple account in order to retrieve your CC data, since that data is not on the iPhone itself? In which case the iPhone would be wiped (if the owner knows his iPhone is missing.) once it tries to accesses the Apple account during the transaction.
  That's because Samsung is competing with Apple. Apple has one of the most loyal following of all tech companies. Samsung knows that if they don't grab some market share by being first, before Apple enters the market, they will not get Apple buyers to switch once they buy a competing Apple device. For companies competing against Apple, it's much easier to try to keep the market share they got before Apple got into the market, than to try to get Apple users to switch by...
  I don't think iCahn really expected Apple to adopt his $150B buyback plan or even anything close to it. iCahn wanted make some noise pointing out that Apple don't need all that money sitting in the bank and should return some of it back to the shareholders. If I recall, AAPL was in the mid $400's (pre split) at the time  and it was a good time for a buyback plan. As it turned, Apple did come out with a buyback plan and started paying a dividend to unload some of that...
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