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Posts by shard

A few things to note:   1. Apple is not going to start selling something they have been pushing as hard as the Apple Watch unless they have a significant amount of inventory to make it noteworthy. They will just be shooting themselves in the foot otherwise.   2. Tim Cook is king of the supply chain and he has planned for a significant number of Apple Watches to go on sale in all the launch countries.   3. China maybe a bigger market than the US when it comes to new...
The last few iPhones had "yield issues" too and yet they launched with record breaking numbers, each time greater than the previous one. Something that no Other company is capable of doing. If that is with "yield issues", what will it be like with no issues?
If these analysts were any good why are they still working for someone else? They should be out running their own fund and making their own money. A blindfolded man throwing a dart backwards at a dartboard is going to have a higher hit rate.
Consumer protection laws are different in different countries. In Japan it is a cultural/tradition thing to have these lucky bags and everyone including departmental stores does it. The customers know that it is a gamble and abide by the rules. Can you imagine this happening in the US? I can't. People will be screaming for refunds etc if they don't get what they want.
Other than stating the obvious after the fact, has Gene Munster gotten anything right in the last few years? His one claim to fame was that he was long Apple before the iPhone.
I had finger print sensors on most of my PC notebooks for years. Maybe even a decade. How is this going to be any different? It is the OS that needs to support it along with a strong developer kit that others can use to add it to apps. In my opinion Apple did it the right way, they launched it supporting only Apple, tested it for a year and then released it to the public a year later.
  Quote: You have it backwards. There were so many patents for sale that a group of companies got together to bid and buy the patents as a group so that they did not have to sue each other. Google was asked to join Rockstar but they declined because they wanted to make a separate bid for the patents and own everything themselves. They lost the bid and now they are paying the price for being greedy.
I am very curious why people are still trading GTAT stock? It is pretty much valueless because of the Chapter 11 filing, whatever the outcome, the share holders are the first to be screwed.   Whatever price it is at now is basically caused by the people that think that they can make a fast buck by gambling. It is pretty much like playing musical chairs except in this case, you really don't want a chair because it is full of spikes.
There is almost no way they can produce enough panels for the number of iPhone 6 and 6 plus being sold without a long period of stockpiling based on their existing output.
Ipad is a victim of its own success. There is really no pressing need to upgrade if you have an iPad 2 or later because it is still good enough. It is also more of a consumption device meaning as long as it can handle content, users wont feel a need to upgrade. Lastly it is also not a phone, meaning the standard upgrade cycle of 1 to 2 years don't apply. It is more in line with a computer which is about 3 years.
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