zoffdino
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Quote: Originally Posted by AFBI Regardless... the REAL reason for Apples huge stock drive, is now pretty well understood to be caused by the major short selling and gaming that hedge funds were doing pretty much from the Sept. top rig…
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Quote: Originally Posted by xZu Supply constraint was predicted by Apple and no one listened. On the other hand, after 25 years of Mac only use, I am buying a couple desktop PC's running Win7. No Mac Pro makes me sad, and an iMa…
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Well, production issue is also a reflection of managament's aptitude on supply chain. Nobody was expecting a thinner iMac. What was sorely needed, however, was an updated iMac with Ivy Bridge and USB3. Apple could have easily jammed those into the e…
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Quote: Originally Posted by jungmark this is what i hate (among other things) about analyst. one month, they can claim apple ordered 65MM parts. The next, they say they actually cut the order to 40-45 MM parts. When in actuality the or…
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I don't know why every Apple's product is faced with display constraints. MBP Retina: retina panels not good enough. iMac: screen lamination process. iPad 3: retina screen shortage again. iPad Mini: display shortage (on non-retina model???). …
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Ads that insult your competitor's customers are good. Ads that that are not funny and totally off base (read: Samsung's SuperBowl 2013) are good? Wow, people lose taste quickly. Perhap it's time for Apple to run a Copy Different campaign, highlight…
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Quote: Originally Posted by wozwoz Current dividend is perfectly fine. Apple's stock only started going down AFTER they started paying out dividends. I think the current dividend payout is just perfect. The idiot who started the law su…
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Quote: Originally Posted by jragosta One thing that the analyst has missed is that Apple has already reserved cash to cover taxes for much of the money stashed overseas. So bringing it back would not affect their P&L. It would, how…
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"New customers" from Spint's perspective. Not necessarily mean people who switch from another platform to iPhone. For all they care, "new customer" include iPhone users who switch over from AT&T and Verizon. Still, another 2.2M iPhones can only…
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They should have released a spec bump with Ivy Bridge in June last year, then release the slim version with Haswell. Apple has recently lost the "available today" magic of the Steve Jobs era.
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This is low class. Like most of Samsung's ads lately, they have focused on poking fun at Apple and sometimes outright insult Apple users. What if Apple runs a counter-ads "what would Samsung copy if we stop innovating"?
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Quote: Originally Posted by Rogifan No, no and no. Didn't you hear Cook say on the investor call that Apple won't chase revenue for the sake of it? Android might have 70% market share but only one company has real profits - Samsung…
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If Apple release an iPhone 4 remade in plastic, available in multiple colors for $200 - $250, it would prove to be a strong contender in the developing markets. At its release, the iPhone 4 cost $188 to make (http://news.cnet.com/8301-31021_3-200090…
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Quote: Originally Posted by anantksundaram First, it is estimated that about one-third of Apple's cash is in the US. One-third of $137B is over $45B. Second, they wouldn't do it one-shot (and it would be foolish to do so anyway); what…
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Quote: If Apple would borrow about $50 billion to repurchase shares, that would send a message about how they felt about the future (with the delightful side-effect of causing great pain to short-side game players). …
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Online services is still a major weak spot for Apple. Before iCloud, there was the MobileMe disaster. Siri was a cool concept, but it doesn't work offline, and the service is slow even for simple command like "open Mail" (try Google voice search, it…
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No matter how you look at it, Apple's days as super-high growth stock is over. Back then, Apple can blatantly disregard market reaction%u2014they simply need to focus on their hyper growth activity and the stock will take care of itself after one or…
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Quote: Originally Posted by Rogifan Perhaps Apple underestimated iPad mini demand? I'm actually surprised at how well the product has been received. I fully expected the iHaters to whine about no retina, A5 chip, etc. but in almost eve…
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Can someone with a legal background comment on this? At the time of trial, the patent was valid, and Samsung did not challenge its validity. Do the verdict regarding the claims in this patent still stand?
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Quote: Originally Posted by Evoken lol, Apple turning away from Google only to get entangled with Facebook. Unlike Google, Facebook doesn't make a phone. I wonder what would happen if Google was just Google Search. Without And…