Did anyone really believe it was so easy to just jack prices on a signed contract?
One reasonable way to look at it is that Samsung has planned to charge more for the next contract they have with Apple, but that should be the goal regardless. Maybe they can. If we assume that TSMC et al. aren't being to produce the numbers and/or quality the rapidly growing Apple needs then Samsung could very well be in a position to say "We want more money." That's business as usual so the original story wasn't surprising in any way, and neither is Samsung denying the rumours.
Gone are the days of real journalism. To report facts only. This is what I hate about our hyper-connected society now. While such easy access to information is a great thing, it's so incredibly easy for someone to overhear someone sitting at another table about a "what if" thing, misunderstand it, post it somewhere and have it take off like wildfire.
Media outlets (including AppleInsider) should be ashamed for click-whoring. I'm just getting fed up with the direction (downhill) the media is taking everything with having zero concern with the ramifications.
Sad that no penalty can be dropped on folks that post nonsense and have it possibly affect the stock price of any given company. Downright manipulation as far as I'm concerned.
The original, now-disputed report cited an unnamed person allegedly familiar with negotiations between the two companies. But Wednesday's report also does not feature a name or direct quote from the unknown Samsung official.
So the rumored rumors have a rumor that there is a rumored price hike from some rumored source in a rumored publication. And a rumored rumor source denies the rumored rumors in a different rumored publication.
The Samsung price increase ruse is just another in a series of unfounded, poorly sourced anti-AAPL rumors. For example, on November 9th, a Bloomberg West TV/Radio columnist lambasted Tim Cook as having lost his "Supply Chain" touch. The following Monday, reports surfaced that the 4G versions of the iPad Mini and the iPad4 were SHIPPING! Oh, and the iPhone5 wait is down to two weeks for some models and to ZERO for many others at Sprint.
As a long time AAPL shareholder, I've seen this passion play many times before. It always starts at the end of September, but by the middle of December, when the crowds at the Apple Stores make the evening news, suddenly AAPL is once again, the halo stock.
Use these periods of short-seller negativity to add to your position. AAPL's Q1 results will blow away Wall Street.
You seen the report about Apple on fast money, they compare Apple to coca cola, Apple would be a better value play at this point then coke. I think Apple was about to rebound with lots of buyers at the low 540's, but the market correction made Apple break support and it gap down in the end.
So the rumored rumors have a rumor that there is a rumored price hike from some rumored source in a rumored publication. And a rumored rumor source denies the rumored rumors in a different rumored publication.
I heard if you die in a rumor, your mind goes straight to Forum and you spend eternity believing whatever bullshit rumor you want to believe.
Gone are the days of real computers. Now we have "tablets."
Gone are the days of real programs. Now we have "apps."
Gone are the days of real records. Now we have "downloads."
Gone are the days of real engineering. Now we have "design."
Gone are the days of real people. Now we have "consumers."
Etc. Try it, it's so easy. Every generation gets the journalism it deserves.
What?
Gone are the days of rampant music piracy. Now we have "iTunes."
Gone are the days of slow, crappy Internet on your phone. Now we have "iPhones with LTE."
Gone are the days of AAPL trading at $16. Now we have "the world's most valuable tech company."
Gone are the days of "Apple should sell off its hardware business and license Mac OS to clonemakers." Now we have "Microsoft wants to make its own hardware."
Gone are the days of Michael Dell telling Apple to shut it down and give the money back to shareholders. Now we have "Apple making money hand over fist for shareholders while DELL trades under $10."
[B][COLOR=blue][SIZE=4]Samsung and Apple shook hands on 20 percent A6 fee increase[/SIZE][/COLOR][/B] Reported by Kenny Doan on Thursday, November 15 2012 6:40 am
Recently, there was a report floating around suggesting Samsung had instituted a 20 percent fee hike on future A6 processors for Apple out of the blue. While some of us would love to see Samsung and Apple go blow for blow, the report of the increased A6 price was actually an agreed upon deal between Mr. A and Mr. S, not a blindsided cheap shot by Cupertino's competitor from across the pond.
According to The Street, Apple and Samsung agreed to the increase earlier this year. Meaning, the 20 percent fee hike was not a low blow aimed at Apple’s precious seeds. Rather, the two consumer tech-giant grudgingly shook on the deal.
An analyst for Piper Jaffray, Gene Munster, estimated that the increase in A6 prices will only cut Apple’s gross margins by 1-2 percent. Even so, it’s inevitable that Apple will look for other foundry options in the near future, and all fingers seem to be pointing at Taiwan's TSMC.
The blood between Apple and Samsung has been boiling for quite some time, but regardless of the unpleasantries Apple still wants the best prices on components for their gadgets. Continual reliance on Samsung for Apple chips will favor Samsung in the long run in terms of pricings negotiability.
Word out of Taiwan is that TSMC will begin producing 20nm quad-core chips for Apple by late 2013. The current-gen Apple A6 chip is based on Samsung’s 32nm process. Samsung, too, has plans to move their Exynos line to the 20nm (or even 14nm) process, but chances are the South Korean firm won’t be mass producing Apple’s future chip using its factory and fabrication process.
TSMC and Samsung have both invested heavily in the facilities and fabrication technology, but only one will walk away with Apple’s business.
Samsung and Apple shook hands on 20 percent A6 fee increase
Reported by Kenny Doan on Thursday, November 15 2012 6:40 am
That's not what is being suggested here. This rumor says that Apple is going to have to pay more for the same product - which is not the case.
The article you cited simply says that the A6 is more expensive than the A5. That is hardly surprising, nor is it anything to get worried about. A newer CPU with a lot more power and more chip area will be more expensive than the one it replaces. Big deal.
Comments
And because there will be no chip price increase... the stock falls over $6.00. Makes sense to me.
One reasonable way to look at it is that Samsung has planned to charge more for the next contract they have with Apple, but that should be the goal regardless. Maybe they can. If we assume that TSMC et al. aren't being to produce the numbers and/or quality the rapidly growing Apple needs then Samsung could very well be in a position to say "We want more money." That's business as usual so the original story wasn't surprising in any way, and neither is Samsung denying the rumours.
Quote:
Originally Posted by sflocal
Gone are the days of real journalism. To report facts only. This is what I hate about our hyper-connected society now. While such easy access to information is a great thing, it's so incredibly easy for someone to overhear someone sitting at another table about a "what if" thing, misunderstand it, post it somewhere and have it take off like wildfire.
Media outlets (including AppleInsider) should be ashamed for click-whoring. I'm just getting fed up with the direction (downhill) the media is taking everything with having zero concern with the ramifications.
Sad that no penalty can be dropped on folks that post nonsense and have it possibly affect the stock price of any given company. Downright manipulation as far as I'm concerned.
+100
Quote:
Originally Posted by sflocal
Gone are the days of real journalism
What?
Gone are the days of real computers. Now we have "tablets."
Gone are the days of real programs. Now we have "apps."
Gone are the days of real records. Now we have "downloads."
Gone are the days of real engineering. Now we have "design."
Gone are the days of real people. Now we have "consumers."
Etc. Try it, it's so easy. Every generation gets the journalism it deserves.
So the rumored rumors have a rumor that there is a rumored price hike from some rumored source in a rumored publication. And a rumored rumor source denies the rumored rumors in a different rumored publication.
:no::no::no:
Quote:
Originally Posted by RFHJr
The Samsung price increase ruse is just another in a series of unfounded, poorly sourced anti-AAPL rumors. For example, on November 9th, a Bloomberg West TV/Radio columnist lambasted Tim Cook as having lost his "Supply Chain" touch. The following Monday, reports surfaced that the 4G versions of the iPad Mini and the iPad4 were SHIPPING! Oh, and the iPhone5 wait is down to two weeks for some models and to ZERO for many others at Sprint.
As a long time AAPL shareholder, I've seen this passion play many times before. It always starts at the end of September, but by the middle of December, when the crowds at the Apple Stores make the evening news, suddenly AAPL is once again, the halo stock.
Use these periods of short-seller negativity to add to your position. AAPL's Q1 results will blow away Wall Street.
You seen the report about Apple on fast money, they compare Apple to coca cola, Apple would be a better value play at this point then coke. I think Apple was about to rebound with lots of buyers at the low 540's, but the market correction made Apple break support and it gap down in the end.
deleted
Quote:
Originally Posted by jragosta
So the rumored rumors have a rumor that there is a rumored price hike from some rumored source in a rumored publication. And a rumored rumor source denies the rumored rumors in a different rumored publication.
I heard if you die in a rumor, your mind goes straight to Forum and you spend eternity believing whatever bullshit rumor you want to believe.
Quote:
Originally Posted by markLouis
What?
Gone are the days of real computers. Now we have "tablets."
Gone are the days of real programs. Now we have "apps."
Gone are the days of real records. Now we have "downloads."
Gone are the days of real engineering. Now we have "design."
Gone are the days of real people. Now we have "consumers."
Etc. Try it, it's so easy. Every generation gets the journalism it deserves.
What?
Gone are the days of rampant music piracy. Now we have "iTunes."
Gone are the days of slow, crappy Internet on your phone. Now we have "iPhones with LTE."
Gone are the days of AAPL trading at $16. Now we have "the world's most valuable tech company."
Gone are the days of "Apple should sell off its hardware business and license Mac OS to clonemakers." Now we have "Microsoft wants to make its own hardware."
Gone are the days of Michael Dell telling Apple to shut it down and give the money back to shareholders. Now we have "Apple making money hand over fist for shareholders while DELL trades under $10."
[B][COLOR=blue][SIZE=4]Samsung and Apple shook hands on 20 percent A6 fee increase[/SIZE][/COLOR][/B]
Reported by Kenny Doan on Thursday, November 15 2012 6:40 am
Recently, there was a report floating around suggesting Samsung had instituted a 20 percent fee hike on future A6 processors for Apple out of the blue. While some of us would love to see Samsung and Apple go blow for blow, the report of the increased A6 price was actually an agreed upon deal between Mr. A and Mr. S, not a blindsided cheap shot by Cupertino's competitor from across the pond.
According to The Street, Apple and Samsung agreed to the increase earlier this year. Meaning, the 20 percent fee hike was not a low blow aimed at Apple’s precious seeds. Rather, the two consumer tech-giant grudgingly shook on the deal.
An analyst for Piper Jaffray, Gene Munster, estimated that the increase in A6 prices will only cut Apple’s gross margins by 1-2 percent. Even so, it’s inevitable that Apple will look for other foundry options in the near future, and all fingers seem to be pointing at Taiwan's TSMC.
The blood between Apple and Samsung has been boiling for quite some time, but regardless of the unpleasantries Apple still wants the best prices on components for their gadgets. Continual reliance on Samsung for Apple chips will favor Samsung in the long run in terms of pricings negotiability.
Word out of Taiwan is that TSMC will begin producing 20nm quad-core chips for Apple by late 2013. The current-gen Apple A6 chip is based on Samsung’s 32nm process. Samsung, too, has plans to move their Exynos line to the 20nm (or even 14nm) process, but chances are the South Korean firm won’t be mass producing Apple’s future chip using its factory and fabrication process.
TSMC and Samsung have both invested heavily in the facilities and fabrication technology, but only one will walk away with Apple’s business.
Read more: http://vr-zone.com/articles/samsung-and-apple-shook-hands-on-20-percent-a6-fee-increase/17875.html#ixzz2CHkKPedm
[/QUOTE]
That's not what is being suggested here. This rumor says that Apple is going to have to pay more for the same product - which is not the case.
The article you cited simply says that the A6 is more expensive than the A5. That is hardly surprising, nor is it anything to get worried about. A newer CPU with a lot more power and more chip area will be more expensive than the one it replaces. Big deal.
Quote:
Originally Posted by Gatorguy
....... I think it all comes down to what you want to believe.
Can't upvote you enough for being rational about this. What a refreshing thing to see in here.