JamesBB

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JamesBB
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  • Apple A9 chip fab TSMC reports record earnings, casting further doubt on 'Peak iPhone'

    JamesBBJamesBB
    I read the Bloomberg report about an hour BEFORE reading DED's article. I am wondering in what exact realm of reality was DED in when he wrote this glowing report about TSMC when the Bloomberg report was referenced. The Bloomberg report is an extremely dire report that offers very little light. Even though TSMC had a profit of NT$72.8 billion, which beat the NT$68.5 billion projected by 26 analysts, Bloomberg made it clear the fourth-quarter net income fell 9%. Bloomberg did not give nearly an inch of good news. Unless there was another version of this story, I am surprised how DED was able to find sweet lemonade from the lemons dished out by Tim Culpin of Bloomberg! And, even though TSMC supplies chips to other companies, ONLY Apple is the cause of TSMC's weakness according to Bloomberg.
    Apple's share of the TSMC cake is somewhere between 10 and 15%, so others in the more traditional PC/gadget industry is obviously taking a toll on TSMC forecast.

    And then you have the loss of Qualcomm chips to Samsung on top of that...!

    I am actually surprised they are in such good shape considering all the horrible news (where none is related to Apple...).

    Bloomberg  (and CBNC, WSJ, BI etc) are all prostitutes of big guns on Wall Street, so obviously they would assign all of TSMC's problems to Apple without a droplet of factual data... and the others representing 85% of their business are doing just fine in the traditional PC industry!

    Come one... listen to yourselves...
    metrixnetmageronncalipalomine

  • Apple A9 chip fab TSMC reports record earnings, casting further doubt on 'Peak iPhone'

    JamesBBJamesBB
    JamesBB said:
    The real story in all this supply chain nonsense is this: The 6s/6sP is selling less relative to 6/6P, and they may have to adjust the production mix, but the combined pair of 6/6P/6s/6sP will almost certainly outperform total sales of last year (as Tim Cook said it would...). Just look at the weekly Fiksu stats and that is the exact picture it paints. 2016 will be a stellar year for Apple.
    God now even John Gruber used the phrase "peak iPhone" on his latest podcast. Sigh. I hate that phrase and people have been saying it for the past 4 years. If your theory is correct maybe that's how Apple needs to frame things. That's why I think Cook should focus more on install base rather than specific sales figures. But if revenue and ASPs are down from the same quarter a year ago that probably won't matter.
    "Peak oil" was used to drive oil prices to 140$/barrel... as it turns out, oil was abundant and alternative sources were plentiful - and now a barrel is cheaper than distilled water... these "crowd theories" are designed by clever people only to create misconceptions about reality and mislead the crowd, so that they can take advantage.

    Be skeptical if something becomes "common knowledge" in the media...
    potatoleeksoupSpamSandwichlostkiwicanukstormpscooter63

  • Apple A9 chip fab TSMC reports record earnings, casting further doubt on 'Peak iPhone'

    JamesBBJamesBB
    The real story in all this supply chain nonsense is this: The 6s/6sP is selling less relative to 6/6P, and they may have to adjust the production mix, but the combined pair of 6/6P/6s/6sP(+6e?) will almost certainly outperform total sales of the 6/6P/5s/5c portfolio (as Tim Cook said it would...). Just look at the weekly Fiksu stats and that is the exact picture it paints. 2016 will be a stellar year for Apple.
    entropysnostrathomaspotatoleeksoupfastasleep

  • Apple to open new Paris flagship store, offices in Champs-Elysees building

    JamesBBJamesBB
    It's usually a tell-tale sign of slowing growth at traditional retailers when new store growth starts to slow down. At Apple you see the opposite effect. Opening of new retail stores accelerating (especially in new markets), while analysts claiming that overall growth is slowing... How does that work? Analysts must have some insight that Apple doesn't!
    latifbp

  • Piper Jaffray lowers March iPhone estimates to 55M, sees return to growth in fall 2016

    JamesBBJamesBB
    None of the analysts are factoring in the potential of an Apple car? They are hiring engineers by the 1000's and even Musk at Tesla is starting to downplay the threat of an Apple car. And how about that headquarter they just built? Why would you build a headquarter larger than Pentagon to house a few engineers working on the next iPhone 7...?

    Surely something big is coming and will put iPhone growth concerns to shame (and the iPhone will likely continue to do well...)

    Apple is trading at a forward PE ex cash of ~7 based on conservative forecasts that are limited to existing and known products. Other companies would be trading at 5-10 times that PE based on unfounded rumors of possible future revenue streams.

    ...who said Wall Street manipulation???
    radarthekatlevipalomine