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Posts by plovell

I haven't read the article (no WSJ sub) so I may be incorrect here. But it seems to me, from the widely available information, that the company's problems started well before.  In fact, his best decision would have been to ask either Apple or one of the "production companies" for assistance. That would have been humbling to some extent but quite possibly would have put the company on a better footing. It might not have solved the problems with the "big boules" but it...
There was certainly a quality problem and a scaling problem. That doesn't make them liars nor does it indicate that they were not.  You ask - "who else ?"  Well, we don't know. But there are a number of companies that bought smaller GTAT furnaces and used them effectively. I don't know who they are but GTAT had been in this business for quite a few years and had done well providing furnaces to them. I'm sure that Apple could have contacted them via GTAT to enquire about...
In your area, how many companies are competing for your broadband dollars? Few in the U.S. have more than one provider and my experience is that in the few areas where there is more than one, there is no "competition". My area is served by both Verizon (FiOS) and Comcast but they run a duopoly - the prices are virtually identical. The notion of "competition" is great but it has to happen in more than name only. If you can quote some examples of real broadband competition...
 I'm sure it's worth more today 
Sometimes I just say "no". Other times I play them on a bit and ask for their recommendations for stocks that will perform as well, or close. "How should I invest the funds I get from selling the Apple shares?" Lots of mumble-mumble at that point and they soon find a way to end the call.
I occasionally get calls about "excessive concentration" in my IRA. Those $24 (pre-split) shares are doing nicely.
No. I didn't hear that. I think it's worse.
Not necessarily. Lots of things work differently when you embiggen them.  But, to your point, GTAT did not have much experience using even their smaller furnaces. A very serious lack of production experience and it is amazing to me that Apple didn't "get" that right away.
No question of that. I expect that several people at Apple will soon be, or are already, working elsewhere. But the problem touches the highest levels of management. I presume that Tim Cook had to sign off on a deal this big. What was he told about it? Maybe. I agree that this is a lot better than it had appeared earlier. But I am still interested to see just what the "onerous conditions" were.  Apple drives a hard bargain but it  knows that, for it to make great products,...
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