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Posts by herbapou

  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.
  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.
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