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  • Apple's Tim Cook meets with EU antitrust chief ahead of decision on Irish taxes

    What I would like to know is if other companies, like Google, Microsoft, SalesForce etc...... or other companies outside of Tech industry actually employ and have a working force inside Ireland?

    Because Apple do, and it is not a small working force either.
    latifbp
  • Apple A9 chip fab TSMC reports record earnings, casting further doubt on 'Peak iPhone'


    sog35 said:
    Apple stock is down to $95 right now. 

    Down another $10 billion today after being down $15 billion yesterday.
    Down 30% from its peak last year.
    The stock has lost $230 billion in less than a year. 

    All this based on LIES and RUMORS.
    Lies and Rumors that Tim Cook refuses to address. Instead he allows hard working Americans to lose thousands, tens of thousands, even hundreds of thousands in wealth. Good job Tim Cook you POS CEO.

    Sog, may be this is the last time i will reply to you. Pretty much like your previous post on issuing new Stocks for Time Warner or this one on Tim Cook addressing Rumours. ( Which he can only do as much according to SEC rules ) Your post shows concern of the Apple stock, which i agree and do feel the same, but more often your suggestion just  show your lack of understanding in the stock market or pure ignorance. You are either troll, or spending FUD.   

    Please next time you want to post something on stock again, do us a flavour do a google search first on the reason "why". 
    jonlai46
  • Apple A9 chip fab TSMC reports record earnings, casting further doubt on 'Peak iPhone'

    @JamesBB Since iPhone 6s is partly Samsung and partly TSMC, unless the iPhone 6 ( A8, TSMC 20nm only ) is selling like hotcakes that covers the volume lost of Samsung 14nm A9, it is hard to relate how TSMC's record has anything to do with Apple. 

    My take is that a lot of product are now heading into 20nm production, and since only TSMC has 20nm volume production ( Samsung went straight to 14nm, their 20nm never turned to public ) it is likely this win is what drove TSMC's revenue. 
    The good news is TSMC has figure out a way to make 16nm FFC projected cost cheaper then 28nm. So purely in terms of Moore's Law Cost perspective, TSMC has managed to bring this down from 28nm to 16nm FFC.
    But that will be down the road, so may be those third party will migrate to 20nm now, and move on to 16nm FFC in the next few years. 

    The transcript also mention TSMC has already finished 16nm FFC, slightly ahead of schedule. My guess is that iPhone 5e or whatever it is called may be using a new SoC that is based on that. Cheaper in the long run and uses way less power.

    Another point is that Qualcomm is still using TSMC depending on product. After all there is only finite amount of leading edge 16/14nm Fab capacity available around the world.

     
    JamesBB
  • Apple to open 30th Chinese retail outlet next week in Xiamen

    China will likely soft land the economy, there is no better time then now to invest into China for the next 10 - 25 years. Hopefully they could get at least 100 stores opened in China within the next 2 years.
    cali
  • Apple suppliers expect iPhone 6s orders to be cut by 30% this quarter - report

    I do believe the next quarter will be the first time iPhone sales has declined YoY. Not a lot, may be 2 -5%. But since iPhone 6s will likely have higher margin over iPhone 6 the resulted numbers will be the same. ( Actually I really do hope Apple can lower its margin going forward, not lowering selling prices, but margin. Basically giving better value for money )

    Wall Street will play this as Apple going into oblivion. Alongside with general bear market condition, this gives roughly 2 months windows for them to drive the price down to roughly touching ~86. This is by the way a ~15% decline, if we expect the market to go down 5-10% over the next two months this is not a lot.
    ( Of coz Apple will have plenty of money to do share buyback, which complicated things a bit )

    March will have Apple Event which will smooths things out a little, along side with WWDC in June and iPhone 7 in September, This basically give Apple an Event every quarter except the last / First quarter of the year as Shopping quarter.

    This should be a nice Set up for Apple to get higher then the $130 historical high for end of 2016, 

    * The Share buyback, from a share holder prospective, hasn't giving me a single dime of positive return. So i do think it is money not put into great use.
    palomine