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Posts by herbapou

  if I remember correctly Apple didnt offer anything to the carriers in the US when it launch the iphone because it had a 3 years deal with AT&T. I dont hate Apple at all, but they way they deal with carriers is just wrong.
    Its going to release new macs for starters. But I am hoping for a surprise on the hardware side. The Apple stock needs it badly.
    imo, I am hoping Foxconn doesnt turn into Samsung #2 and start rolling out there own products...
  Apple product demand is falling down despite the rise. You need to consider the market growth relative to Apple products. Of course , with pink glasses, I understand that some people prefer to see a rise. But in reality, its a decline.   Thankfully, the unit rise combine with the margins decline manage to keep EPS flat. But the balance is very fragile. I am afraid we will see significant EPS decline this quater. There will be YoY unit declines, but margins should...
  Actually, the warranty problem did trigger a lot of lawsuits in EU. The only reason those lawsuit were drop is because Apple made modifications to there warranties. They extended them to 2 years and made it clear AppleCare was only for the third year.
  Indeed. Apple way of dealing with the carriers is rotten to the bone. All the concerns in the investigation are valid. Bullying the carriers is a double edge sword, especially when youre products are on the decline.   Because of the big market share in the US, the US carriers have no choice to accept Apple terms. I have seen numerous times Verizon and AT&T CEO's on CNBC complaining about subsidies and how they would loved to get rid of them, mainly because of Apple way...
Indeed, but last year Apple didnt had the mini. I am hoping for the same numbers this year and it would be good enoughfor me.
Tim Took explanations regarding the AOI cashholder existance are very clear.  Its collects all the after tax profits from its internationnal subsidaries. This mean the foreign tax were all paid for, this is only place to hold the cash.   I was surprise to see the tax on the interest of that cash are paid in the US despite the fact that AOI as no country of residance. So in practice AOI pays its taxes like a US company.  I dont think Apple could be more fair than...
The senate just accused them of being thieves.  It doesn't matter if true or not, this will stick in people minds and hurt sales in the only place in the world Apple still had a decent market share. I hope Tim Cook can repair this but I think Apple reputation just took a hell of a blow.   This is going to be all over the news and average Joe is not going to understand anything else other then Apple is making tax gimmicks.
  I think its pretty clear Apple won't be doom some time with the amount of cash they have.  But that doesnt means it won't start shrinking or lose major markets. That the problem with tech, most industrials company change slowly, up or down, but tech could rise and collapse in a short period of time.
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