macnewsjunkie
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I think all analysts are missing why Apple made the 5c. They made it because of the debacle in manufacturing costs for the 5 and the lack of new machines to make the 5s. We will see a 5cs this year because Apple needs a lower cost of goods to raise…
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Apple has been starting up whole new categories of devices. They are a startup company, or at least for the last 15 years the company. The company was built on new devices and connections between software and hardware. Apple's real weak spot was …
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I will be getting 2. My eyes can't stand the small screen, and my wife has already broken her phone by letting the kids dip into the olive oil at the restaurant. I think demand for a big iPhone will be off the charts. We have all been waiting for…
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I think you are right about moving to those sizes. The 13 and 15 inch MacBook Pro retina are both too small. Hopefully once the initial ramp up of screen production for the new iPhones has settled down Apple will be able to find enough screens of …
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I think that this earnings report will offer a last chance for a really good price on Apple stock over the next 3 years. If Apple drops to a PE of 12, you can expect Mr Cook to throw down another 15 billion to buy back the stock. That will remove …
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Of course the last time Samsung was obviously caught out not following court rules (passing evidence of Apple's contracts to other branches of the same company), it turned out that somehow Apple's lawyers had made the same information public without…
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Both Apple and Samsung have dropped patents from this suit. This does not necessarily imply that those patents have no value. What this means is the patents pursued in this were chosen from a group of patents to be the strongest in the original cl…
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I think this is one of those times where there is very little risk of Apple not introducing new products. Aging population means increased demand for screen real estate. Samsung got on this gravy train earlier because they make the best screens an…
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I think you are looking at volumetric scaling versus area scaling. The screen size power requirements go up as a function of area, and the battery goes up as a function of volume. The size of the actual electronics stays the same so there is more …
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Be careful not to miss the intelligence of this discussion. They may well be overly focused on the competition, but Apple is no less focused on Samsung after their recent advertising so embarrased Apple. Apple's marketing has probably lost more o…
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Bigger is not innovating. It is simply iterating. Make a new product category and we can all say you are innovating. Make one a little bit better and you are iterating.
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The fundamental richness of the American tech ecosystem is supported by the Patent system. The casual correlation of our Patent system and technological innovation seems to be dismissed by the no software patents people. If your idea as implemente…
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If you understand the details of Apple's license with ARM, you would know that they use a lot of Arm design work to make the task of designing a better chip easier. They also have a higher level license for making their own chips that follow the AR…
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Funny thing about legal systems. They are run on their own system of precedents and rules. EU laws and patents exist in Europe. American laws and patents exist in America. Is it really that hard to keep track of where this trial is occurring?
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Hey does anyone want to bet that Apple does another 15% raise in dividends exactly as they did last year? That would be $3.51 per quarter if anyone is keeping count. If they keep this up over the next 4 years by 2018 the dividend will go to 21.33 p…
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Ascii has it right: ..."strategically, if Nadella is a cloud guy and wants to take Microsoft in that direction, he may view Google as Microsoft's new biggest enemy, since Google is king of the cloud." This is also payback for the refusal to put Goo…
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It would be a lot of fun if you guys could get daily satellite photo's that show the progress and change that is going on. A movie showing how it was built based upon daily pics would run only a couple of minutes at most, but would show how much tr…
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I wonder if Apple has considered a physical system to recharge the battery that collects the energy from the movement of the phone. Imagine a phone that recharges itself while riding in a car or airplane when you are not actually using it. The s…
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Lost in all the talk about the iPhone 5c's lack of appeal on the street was the question of why Apple needed a new phone like the 5c? I think it was an attempt to break a production log jam that would have occurred if the 5s and the 5 were made at …
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Prescott was at 3.6 Ghz. Not 2.5, but the point remains. That was 2003 and now it is 2014. That was the 90 nm node and we are waiting on the 14nm node and the chips will not be faster, they will simply use less power so they can run at higher fre…