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Posts by TheOtherGeoff

 in the next 1-3 years, agreed.  But always having an MBA prototype that is AxX powered as you walk into a meeting with Intel for long term 'partnership' discussions  is a strong bargaining chip.   Apple is the big consumer of high end Intel x86 chips… and controls it's own ARM chip development.  It makes for good negotiations on both pricing and capabilities (for stuff like GPUs). Your point on 'windows universe already used it….'  what happens when 40% of the 'personal...
maybe.  Minimally, there will be internal 'show this baby to Intel before you start negotiating on the haswell follow-on chip' prototype to use as a negotiation chip.  Intel has to respect the fact that Apple has potential low cost options (no intel tax) via ARM. No.  Apple will always leave the Fab to someone else.  For the similar reasons… It's too expensive to get into the business, and they can play the fab players against each other on discounting the bulk creation of...
 almost all hacks are this.   Most people don't need to worry about their yahoo account password, either.  But some do.  Caveat Emptor. But, I don't think homeless, addicts are the threat... if anything they are the mules who are paid $50 to 'steal' phones.  But if it's a targetted attack ("I got a good fingerprint at my fake ATM system... now... go roll that guy in the blue hat and white jacket and bring me his iPhone... I want the rest of his money")   Until someone does...
 when they say 'near the high end' it means 'will likely exceed by a more than a significant (1%) amount.'    If you do the high end math... it's 1.5Billion quarterly profits above the low end revenue/margin range values.   At 40% margins on a $600ASP...  9Million phones is north of 2Billion in gross profits.   Maybe they hedged their July numbers assuming that it was a non-zero chance to release the 5c/5s in October, which would be next quarter. Directly speaking to your...
The ecosystems are pretty much defining that if you don't control the HW, the OS, and the ecosystem, you're not going to make money in technology at a F100 scale anymore. Apple, Google, Samsung are in that mode now. Tablets are the new personal computer, and will likely replace the laptop within corporate in the next 10 years, if they aren't Window licenses, MS will be losing a Billion (probably more) for every 10Million Tablets sold... So 100Million iPads would equal...
 $300 is the price where they will settle (what's that, a P/E of 6?)?????    Margins are too high?   What ecosystems exist outside of the US that are better than iCloud/iTMS/OSX....  Apple must beware of the Blackberry scenario...    David Pogue and the USA Today control the market, not Wall Street (Kramer).   Peter Misek is the optimist of the 2...  Now that's funny Amazing.   
 can't prove a negative... but the fact is there is no Haswell rMBP announced now.  But... you'd think they'd have higher priorities.... In  5weeks (doubtful an announcement after Nov 1, never been done after the last week in October, till the first full week in January... but never say never) I would think they need to announce:1) a new AppleTV  ('ac' networking, and something worth bricking all current Apple TVs;-) )2) a new iPad Mini (retina, a6x, m7?)3) a new iPad...
 Oct 22.   Full month to build up the marketing team to recruit people to stand in line. But that gives Apple a Month (I hope, I hope, I hope) to announce a new iPad prior to the Xmas season.   And given Apple's lead time, likely shipping before the 24th.   That sort of 'cross hype' would kill the Surface.  All Apple has to do is release a 'rumor' that they are going to announce... and that would dampen any potential switchers (?????).   An actual announcement of a A6X/A7X...
 yes spent a few minutes in both modes.  got it to zero fairly often
When EF Hutton Tim Cook Talksweets, People Listen.
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