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Posts by herbapou

  Good idea, a screen that unfold 3 times into a 27" MBA :-)
  Thats a nice pile of BS.  Apple pays its taxes in the countries it makes its sales. The problem is the US wants to charge the difference between the country rates and the US rates when Apple tries to move the cash into the US. The result is the cash stays offshore unless the country has a >= 35% tax rates, in which case Apple can bring the cash to the US without additionnal charge.   For example, if Canada tax rate is at 25%, Apple pays 25% to Canada on sales made in...
  imo a real A5, more memory and more SSD is all it takes for the low end box.  Hopefully we get the A5X and 16g SSD for a low end streaming/gaming box. IF they can pull this off at $99 its going to sell like hot cupcakes. What I would do is also offer 32g,64g models to finance the low price model, pretty much like they do with ipads/iphones.
  Indeed. As soon as the TV app store is launch, imo all the ipads TV apps will be ported pretty fast. Negociation over ads will be the only thing keeping them to go live after that.
  Because God forbid's Apple drop the price on something...   I am still hoping that after the ipad mini 2 launch, Apple can manage to sell the current 16g version at $200.   Regarding the retina screens, cant wait to see what they will use. imo the ipads will move to IGZO this year. Otherwise it could be OLED, but the colors on OLED are not to Apple standards.
When Apple pays its quarterly dividends, the amount paid to US citizens/institution shareholders should be tax free because the recipient will be tax for that income. Otherwise its like double taxing.   This would allow Apple to bring back to the US the amount paid from its offshores accounts.   Very nice explaination of the problem with the oversee cash: http://goo.gl/ATVPl
  Its going to be Apple turn at the WWDC, we will see and lets hope it gets better.
  Since they are charging for the service why not. Would be a smart move imo.
Ok that explains the stock dive.  imo there is going to be another dive when they get to hardware.
    They could get away with 35% gross margins. $150 cost + 35% = $200.  I believe even at the low end Apple can charge a small premium relative to other low end phones. The other thing I would do is make special software bundles to buyers of the low end phone in those countries to get extra itunes revenu and attempt to take down piracy.     I dont know what Google just announced but the stock is taking a serious dive right now.
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