Thursday, May 31, 2012





Time to rethink PE

Will Apple Ever Get A 20+ PE Again?

Will Apple Ever Get A 20+ PE Again? - Seeking Alpha




Apple denies e-book price fixing allegations in response filing





Apple: publishers "expressed varying degrees of unhappiness" with Amazon



Tim Cook: We Are Going To Blow You Away in 2 Weeks







Is a new Mac Pro one of those things that will blow us away?

Reliable source says no chance Apple will ax Mac Pro




Apple job listings hint at plans for new iPod connector design




Apple to "Pull String" And Introduce iTV OS Demo at WWDC on June 11





Apple stores busy with secretive activity ahead of WWDC keynote





The Highest Paying Jobs at Apple (Ranked)






Tech-Savvy Japan Lags In Growth of Stores






Mastered for iTunes Offers Boost in Digital Sound Quality
 







Aaron Sorkin at D10: Steve Jobs film will be a 'painting,' not a photograph






America's first prepaid iPhone arrives on Cricket Wireless June 22





D10: Larry Ellison, Ed Catmull discuss Steve Jobs legacy





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Wednesday, May 30, 2012

Smart covers and  TV

Beneath contempt: The Apple TV business model

This is still not a huge business. It is about equal to the revenue from iPad Smart Covers[1]

Notes:

  1. In 2011 there were about 40.5 million iPads sold. If we assume half of those purchases also resulted in a Smart Cover purchase and if the average revenue per Smart Cover was $35 then total Smart Cover revenues were $709 million.



Apple makes $500m per quarter from Ipad covers


Tim Cook on Steve Jobs,  TV and Facebook (video)




Tim Cook at D10: In his own words (text)




Apple is dealing with Standard-essential patents for the iPhone in Germany vs MotoGoogle

Tim Cook: Standards-essential patent system is 'broken'





Here's an example of what Cook's talking about when he said the standards-essential patent system is broken.

I wondered when the technical side of the movie industry was going to go after patents instead of copyrights.

Technicolor Dissects IPhones In Hunt For Patent Payoff





Apple to demo new TV OS at WWDC next week





It's the Content, Stupid! Maybe The FCC, Not Tim Cook, Will Decide If Apple's iTV Is Viable




iPad Sales Hurt Mac Sales, But That's Actually A Good Thing For Apple




Design schematic claims to show front panel of Apple's next iPhone





Black and white next-gen metal iPhone backs, mini-dock, taller screen






1 Major Key to Apple's Future





Nest thermostat now available for $250 in Apple's online store



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Decoding Share Prices: Amazon, Apple and Facebook



One man's opinion

RBC expects new MacBooks in late Q2, next-gen iPhone in Sept., Oct.





D10: Apple's Tim Cook behind closed doors at 9 p.m. Eastern




D10 conference kicks off in advance of Tim Cook appearance





Live blog: Tim Cook interview with Kara Swisher and Walt Mossberg at D10





Apple's WWDC 2012 schedule and official iOS app now available





Apple's next iPhone expected to consume 70% of high-res LTPS screen supply





Apple reportedly manufacturing test batch of first smart TVs





Apple CEO shows majority leader how to score higher on Angry Birds.

Tim Cook's visit to Washington opens doors to Congress





IL CASONE 





RIM chief forecasts grim Q1 performance after shares halted






RIM to cut 40% of workforce as another top exec resigns







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Monday, May 28, 2012



Production ramp of Apple's next-gen MacBooks creating labor shortages in China



Will Apple Become The Greatest Dividend Growth Stock Of All Time?

Will Apple Become The Greatest Dividend Growth Stock Of All Time? - Seeking Alpha



Further Proof that Apple Has the Best Supply Chain in the World





Apple owns 74% of smartphone web traffic, 95% of tablet traffic





Apple's Foxconn to double wages again





Apple's Tim Cook Earning Reputation as a Top-Notch CEO: 10 Reasons Why



Apple Sheds More Light on their iPen & Graphics Program




Zuck joins HP, Google, Samsung and MS by hiring Apple engineers to take a stab at yet another iPhone clone.

Facebook's iPhone: The most ill-fated idea since Palm Pre?


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Sunday, May 27, 2012


Apple to DOJ: Bite me





Washington is extorting Apple for money with crap like the DOJ probe 

D.C. wants a bite at the Apple 





Apple's Surprising Cash Problem




Apple's new retail chief announces three month advance on employee pay raises





Apple tops Goldman Sachs' VIP list of hedge fund stocks

Apple tops Goldman Sachs' VIP list of hedge fund stocks - Apple 2.0 - Fortune Tech




Aperture 3.2.4 improves Snow Leopard stability






Bigger than an iPhone, yet smaller than an iPad: the next Apple TV?





Apple expanding Israel R&D center with SoC engineer openings





Apple prepping movie cloud service






Sotheby's to auction 1 0f 6 working Apple I's and rare Steve Jobs memo





Ahna O'Reilly cast in jOBS biopic








Get over it, haters - apps really are the future, says Wired publisher






Intelligent address book Cobook launches for Mac





Hands-on: app lets you "Bump" smartphone pics to your computer






Gee, I can't imagine why it failed.

Cisco sounds death knell for Cius tablet, blames BYOD movement





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