Monday, September 30, 2013







Did the iPhone eat BalckBerry's lunch?

The figurative sales of iPhones and BlackBerries




Apple posts video celebrating iTunes Festival 2013 'Moments'





These people may have inner ear problems or acrophobia

Antennagate. Mapgate. Vertigate.





Obamacare vs. AppleCare on SNL



What's left for the Macintosh in a Post-PC iOS world?




Mike Ash on ARM64





Samsung to reportedly share production of Apple's 'A8' SoC with TSMC






8-core 2013 MacPro benchmarks published







Detailed video showing iPad 5 physical changes




Apple ends Coca-Cola's 13-year reign as world's most valuable brand







Will it ever be cleared for take-off?

Apple's personal touch wins support for its new Cupertino campus






Steve Jobs' old garage about to become a piece of history





Review: Sony's Cyber-shot QX10 wireless camera lens for iPhone






Texas courts are a patent troll's best friends

Judge tosses Apple motion, allows patent troll Lodsys to continue rampage








Friday, September 27, 2013


Apple named most innovative company in the world...again




Apple Sets Another Record: Why You Should Care





Given the above, Apple is its own best investment opportunity 

Is Apple ripe for another massive stock buyback?

Tim Cook spent a record $16 billion last quarter. Carl Icahn wants him to spend more.







How much $AAPL has Apple, Inc. eaten with its $44 billion buyback appetite?


Going forward, it will be far more difficult for hedge funds, analysts and competitors to again seed the notion that Apple is doomed and that Samsung can be nothing but successful in taking its place, given how Apple has done nothing but grow stronger this year, while Samsung has erased its legendary reputation for unbridled growth, "forward thinking" innovation and all-around competence. It has lost in the market, in the courts, and in public perception. 

It's also noteworthy that Icahn continued to push Apple's executive team to pursue buybacks into August, after the stock "recovered" to its highest point of 2013. If Icahn were merely after a short term gain, his continued tweeting and a push for dividends would make more sense than lobbying for Apple to buy shares at ostensibly its "new normal." Buybacks only make real sense if a stock is poised to go up. 

Apple set records with its $16 billion worth of share buybacks in the June quarter. It could exceed those in the current September quarter. In fact, if it hasn't already it may have forever missed the opportunity to buy its own shares for so little, squandering the value of setting aside $60 billion expressly for the purpose of doing that very thing.





Here's a whole lot of backward, twisted European thinking that Apple should have been aware of. 

Especially since Apple went through something similar with the iPod, and paid dearly for that.

I'm surprised their legal department let this slip on the iPhone.

There is obviously a disconnect between Apple executives and Apple legal.

Steve Jobs' original iPhone keynote video used to invalidate Apple patent in Germany


But Apple forgot about an important difference between U.S. patent law at the time and the patent laws of the rest of the world, especially Europe. In the United States in the pre-America Invents Act days, innovators had a twelve-month grace period to file for inventions after making an invention, and during those twelve months nothing that anyone would show publicly or publish would be eligible as prior art. In Europe, however, there never was such a grace period for patent applications, and even an inventor's own public demos could always be held against his own patents if they took place before the filing of an application. Even now, with the AIA in force, U.S. patent law has an exception in place for pre-filing disclosure by the inventor (35 U.S.C. 102(b)(1)(A)). Europe has always been stricter.






iPhone demand in China, Japan projected to push Sept. quarter sales to 34.5M






Localytics: SF and LA love the iPhone 5S. Philly OK with the 5C.






Apple's Product RED contributions have reached over $65 million






Retina display-toting iPad mini may not ship with 'iPad 5' this year, report says






Apple has always been this way, even with computers

I think their reasoning has always been that RAM is a fluctuating cost factor

And they would rather err on their side as opposed to the consumer


What's Behind Apple's Epic Memory Markup






Could Apple be going gold with its iPads too?





TSMC on track to Produce Apple's 2014 20nm A8 Processor



TSMC on track to Produce Apple's 2014 20nm A8 Processor - Patently Apple




Conan O'Brien on the virtues of the Gold iPhone 5s 





BlackBerry shares sink on bid doubts, T-Mobile stops stocking its phones







Report: Staples Will Soon Sell The iPad And iPod






Netflix opens Super HD streaming to Apple TV





She obviously doesn't have Tim Cook's email address 

Martha Stewart shatters the iPad that Steve Jobs gave her, wonders if Apple will come to pick it up





He will be sorely missed by Apple and Google.

How could MS pick somebody more arrogant and ignorant of the technology than Ballmer to lead their company?

Ballmer's last stand


Thursday, September 26, 2013



Listen up Apple-haters: iPhone sales eclipse Microsoft and Amazon revenue





Apple's iOS 7 launch was so massive it almost broke the Internet






Just Apple's first weekend of iPhone sales alone would put iPhone Inc. into the S&P 500
Apple's iPhone revenue alone bigger than Microsoft, Boeing, Procter & Gamble





Apple, China Mobile deal seems imminent




Apple's iOS 7 launch was so massive it almost broke the Internet





Horace Dediu on Bloomberg TV

Is Apple really dominating the tablet wars?





dueling projections

Opening weekend iPhone 5s, 5c sales may have been split 50-50, insider says


Kuo's estimates are very different from data published by Localytics on Monday, which claimed that the iPhone 5s was 3.4 times more popular than the iPhone 5c after three days of availability. That firm's data was based on figures from over 20 million unique iPhones tracked through applications and customers.

Kuo specifically mentioned the Localytics data in his research note, and explained that their figures were based on activation, while his own are rooted in production.

"From Apple's viewpoint, production, sell-in, sell-through and activation are different things," he explained. "Since iPhone 5s is in shortage now, numbers of production, sell-in, sell-through and activation should be very close."





Apple CEO Tim Cook to meet with investor Carl Icahn in NYC on Monday






Apple's Ive and Federighi discuss collaboration, design and more in interview






FAA advisory board's recommendation on in-flight use of portable electronics due this week






New Apple TV 'tap-to-setup' may be first public deployment of iBeacons






San Francisco Apple Store building sale breaks real estate records at nearly $50M






Smartphone patent foes, other tech firms jointly urge Europe to prevent rise of abusive litigation





Los Angeles may halt iPad rollout because students are using them for fun



Wednesday, September 25, 2013


Apple analysts and the great nine-million iPhone kerfuffle





Making shit up as he goes along like the rest of them

At some point Munster jummped

Gene Munster's iPhone launch estimates off by 5M units for the second year in a row






Mainland mobile growth set to surge on expected Apple-China Mobile deal





The c in 5c is for China

Since this is IDC making the claim, expect it to be more 

Research firm sees Apple doubling smartphone sales in China





Apple's iPhone 5c margins, ASP expected to push AAPL previous estimates





Apple's legal chief cashes out over $12M in AAPL stock






New images of purported next-gen iPad casing show 'space gray' and silver color options







Hmmm?

Rumor: Apple working on 12" iPad with partner manufacturer Quanta





At this pace, iTunes Radio beats Pandora in a month





New iPhones Are a Gold Mine on eBay






Teardown shows iPhone 5s costs at least $199 to build, $173 for the 5c








Review: With the iPhone 5S, Apple lays groundwork for a brighter future





Apple's top lobbyist nominated for US State Department position






iPhone 5s test footage - 120 fps





OK, you can call it "iPhone," but get rid of the NSA cyber spying.