fred stein
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FTC opens task force to keep tabs on competition in US tech market
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Apple & tech's disproportionate share of S&P index raising eyebrows
Arithmetic.
Apple is 4% of the S&P. Apple earns internally about 7%. Apple can buy back 10% of the company and get a 7% ROI. That knocks out any major risk to AAPL.
A 10% hit to AAPL is a .4% hit to S&P 500. How long would this last? Apple will have another $350B to spend on buybacks over the next five years.
When AAPL goes above $250, we can talk about risk. -
NTSB lays partial blame on Apple for fatal Tesla crash involving employee
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Apple in 2019 and the case of the expensive iPhone
Great article. Thanks.
I would add to the refutation that Apple needs to lower prices. There is already a robust used iPhone market of over 100M units per year at "Android" prices. This used iPhone market provides two benefits:
1) It reduces the effective cost for upgrade buyers who resell their older iPhone.
2) It addresses the price sensitive market, bringing new people into Apple's ecosystem which is growing at Android's expense.
Tim Cook reported that last year, their ecosystem grew by 10%. That is phenomenal for a 40 year old company.
Still, trade wars and global economic worries can impact Apple -
'AirPods 2' could be a greater health monitoring device than the Apple Watch
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Editorial: WSJ Jony Ive story scoffed at by Apple experts, delicious to critics
Thanks, excellent refutation.
Tripp's biggest miss is Apple Watch, a breakthrough. Apple Watch has already relegated Android Wear based Watches to the "other" category occupying fragments of 25% of the SmartWatch / Fitness tracker category.
This goes beyond Sir Jony Ive's (and his team's) beautiful design. No other SmartWatch maker comes close to Apple in terms of the chips inside. And it is hard to see how they can catch up and achieve positive ROI. The only company that may seriously compete in SmartWatches is Huawei. Apple is not going to rest. They will sustain chip, software, and partnership investment to keep AppleWatch ahead. -
Apple iPhone shipments see steep decline in Q1, analysts estimate [u]
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A6: How Apple's custom silicon and iOS optimized each other
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The Wall Street Journal bets Apple News partnership will lead to new subscribers, not cann...
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EU law requiring easier iPhone battery replacement inches closer to enactment
rob53 said:Does the EU design and manufacture any cellular devices (that anyone actually buys)? Tough talk telling non EU members how to do things. Since when does any EU member country have the expertise to even decide these things?