ajitmd
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As far as I know, China Mobile uses GSM and is deploying SD-TCDMA that is their equivalent 3G tech. Apple would have to make a special phone for this tech. The advantage would be minimal royalties. My guess is that after catching up with the …
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How about investing in an automated assembly plant in the US? I am not talking about California, but there are other states where land is dirt cheap, labor costs are low with no unions. The states should be able to give tax brakes. Apple can lobb…
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Quote: Originally Posted by aaarrrgggh If there is a market for it, don't quite see why not. It does improve the case for a cheap phone plus iPad rather than the fanboy (a la me) approach to a iPhone, iPad, iMac, and an iPodNano just to round th…
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Mark Papermaster who is an expert in microprocessors, SoC technology, was with IBM for over 26 years - mostly in Texas - and is quite capable. He had no business leaving IBM and joining Apple that has a totally different culture... like day and nig…
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Quote: Originally Posted by womble2k2 Everyone who wants an iPhone 4 will eventually get one, even if they have to wait a few weeks for their order, so the product lifecycle sales will always be the same unless supply problems become extremely ba…
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If ATT is to loose its iPhone monopoly in the US, then even if VZN gets the CDMA iPhone, it is unlikely to be exclusive, so Sprint would get it too as well benefit too. If VZN plays hardball, then Sprint benefits even more. So... any opinions on S…
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Any idea when we will get a Windows version?
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How about buying Apple someof its own stock....especially on a pullback? Sales grew at the rate of 70% and PE is around 16. Other than that, Apple is better off just buying key technologies like speciality software like the multi touch it bough a …
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Add front and back cameras, Retina Display, more RAM, no Bezel.... and I am going to ditch my upgrade and upgrade. I also want a 7" model with a phone that I can carry in my lab coat pocket. It would be nice if I can hook up to the dash of the…
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13.5M iPhones?! Gee... now you telling us after the stock hits $310!
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Autodesk let the Mac user hang to dry for 18 years with no native AutoCad. Now that the Mac is back in vogue, they want to jump in the bandwagon. Anyway, this solution both for the PC and Mac is overpriced... and then one has to pay for a lot of a…
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I have read that the dual tech UMTS/CDMA phones are very complex... need separate power amps, etc. Plus royalties to QCOM and the UMTS group. QCOM alone charges 5.5%.... that is $35/phone. UMTS royalties got to be at least that much ex QCOM. Extr…
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What would be the royalties that Apple would have to pay for TD-SCDMA iPhones? Anything to Nokia, QCOM?
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I would rather see the stock not split... it keeps the tourists out and the volatility down. Same with their hi cash and no dividends. If we go into a recession and the stock price gets cut in half, then a buyback would make sense. Apple has a…
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At this stage, potential Verizon iPhone sales are not that critical to Apple. The phone is being sold all over the world and they are in short supply. They have people from China buying phones in the US, Canada, UK and shipping to China. Other pa…
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Quote: Originally Posted by Newtron Real estate is good because it is potentially very expensive. I guess I could see someone buying a large apartment complex and laundering their cash via sham tenants. Take the cash out of your ill-gotten-gain…
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If Apple goes with QCOM CDMA chipset for the Verizon phones, they would have to pay an average of 5.5% royalties... about $30/phone. No royalties to the UMTS group if the phone has no 3G/UMTS features. That is a savings compared to the $40-50/phon…
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More important, than the potential Verizon US sales, is the untapped market in Asia. The iPhone 4.0 has been approved for sale in China. However, the 32 GB version may be priced at close to $1,000 locked with a 2 year contract. The 16 GB is a lit…
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Quote: Originally Posted by SpamSandwich And yet, AAPL still can't break out of the pack. What is it with this wavering around $250? With all this great sales and profitability data why in the world isn't it stretching toward $300? Baffling. Are …