Tuesday, July 31, 2012



Why Apple's shares bounced back from last week's fall





The 7 men and 3 women who will decide Apple v. Samsung





Looks like Apple bought a lot of equipment and property

Estimating third and fourth quarter iOS shipments




Samsung Fight Among Many In Apple's Patent War






Obama Campaign Launches iOS App for Final Campaign push



Teen dream, search for the holy grail found? 

FreedomPop Aims to Turn an iPod Touch into an iPhone, with a 4G Add-on





Android loses ground, Apple's iPhone takes 33% of US smartphone market




The Three Words That Explain Why The iPhone 5 Is Going To Be A Monster Hit




Hulu Plus launches on Apple TV





Apple design chief Jonathan Ive: iPhone was nearly axed





The lawyer obviously chose this Tab as being the only one that doesn't look exactly like an iPad.

Testimony expected in iPhone, iPad patent trial





Monday, July 30, 2012



Apple v Samsung: The patent trial of the century starts today




Horace Dediu

Scoring my performance on the third fiscal quarter





Apple's growth scorecard for the third fiscal quarter 2012





2005 Purple iPhone design could thwart Samsung's assertion that Apple copied Sony





Key witness no longer works at Apple, doesn't want to testify at Samsung Trial




Samsung objects to "gratuitous images" of Steve Jobs on five of Apple's opening slides



Judge in Apple-Samsung case says patent drawings can "speak for themselves"



Apple-Samsung Patent Battle Shifts to Trial

"There is no single killer patent in this lawsuit," said Florian Mueller, a patent analyst and blogger. "Apple cannot deal a knockout blow to Samsung."





Downloads of Apple's OS X 10.8 Mountain Lion top 3 million in 4 days






Australians in a technology snit

Apple, Microsoft refuse to appear before IT pricing inquiry





Official Apple Store page

Apple Store Passeig de Gracia

 




Huge Spain Store Opens To Warm Crowd






Let the rumors begin:

According to this guy, KGI Securities analyst Ming-Chi Kuo

Apple expected to debut iPad mini after September iPhone launch




According to this guy, Rene Ritchie

Apple iPhone 5 and iPad mini event planned for September 12, 

iPhone 5 release date for September 21





Tablets emerge as preferred online shopping device





Samsung's profits demonstrate how much Apple could be making in TV market




Friday, July 27, 2012



Having Apple stores built into prominent historic buildings with classical architecture gives the impression of permanence, stability, safety, taste and importance.  

Banks, libraries, museums and government offices were originally in buildings like these in the 19th and first half of the twentieth century conveying the same messages.

The juxtaposition of Apple's signature minimalist decor and furnishings give them new life and add a sense of timelessness.  

These are Apple's cathedrals.

First Photos of the inside of the new Barcelona Apple Store





Pictures from Spain

Newest Spain Store Draws From Several Styles






WinTel = SamGoo

Apple is gaining power because of profits




Apple's invincibility fades on iPhone miss, global woes





Google 3D Cities on the left, Apple iOS 6 Maps on the right

New Google Earth 3D cities not as detailed as Apple iOS 6 Maps





I think Apple has some patents for this that date back to early 2000s

Apple's continued interest in heads-up displays may hint at showdown




Apple:  Don't use "App" in any combination, especially this one!

Apple stepping up trademark fight against Amazon Appstore





Watch what Apple's OS update did to one network's traffic







The Google and Samsung vultures will be all over these

Apple loses bid to transfer Kodak suit out of bankruptcy court, patent sell-off to proceed




Apple to acquire fingerprint sensor maker AuthenTec for $356M






Why Samsung beating Apple could be good news for iPhone 5




Amazon Q3 Results


Tim Carmody, The Verge:

On Thursday, Amazon reported an operating profit of $107 million on $12.83 billion in net sales. Last quarter, the company bagged $192 million on sales of $13.18 billion; a year ago (also a useful comparison, since retail sales are seasonal), it earned $201 million on sales of $9.91 billion. So even though it sold slightly less in the quarter, year-over-year, Amazon continues to grow like gangbusters: 29%, according to the official release.

$107 million in profit for the quarter. That compares well to Apple's $97 million in profit (per day) for the same quarter.




Full article is online now

Vanity Fair: Microsoft's Lost Decade








Wednesday, July 25, 2012


Wall Street anticipating huge holiday quarter after Apple disappoints

"Huberty issued a note to investors after Tuesday's earnings call in which she said Apple's "near-term pain" will be "offset by long-term gain." She sees a base-case valuation of AAPL stock at $720, with a bull-case of $960."
 

Wall Street anticipating huge holiday quarter after Apple disappoints


Cramer:

Apple is still better than its rivals



And by new model, they mean the iPhone 5

Apple blames quarterly miss on new model anticipation, economy

"Apple is in that rarest of all positions where the Street will punish them for anything less than an excess of success," CCS Insight analyst John Jackson said. "If there's a positive spin on the iPhone story, it is one of latent demand."





Notes of interest from Apple's Q3 2012 conference call

  • New all-time quarterly record for iPad unit sales.
  • Mac sales only grew 2 percent year over year, but that was enough for a new June quarter record on sales of 4 million units.
  • Number of iPhones in the Fortune 500 have more than doubled in the last year, while iPads have more than tripled.
  • More than 410 million iOS devices (iPhone, iPad, iPod touch) have been sold to date.
  • More than $5.5 billion has been paid to iOS App Store developers.
  • Weekly iPhone sales continue to be negatively impacted by rumors of new products, Oppenheimer revealed. Cook said he believes there is "incredible anticipation" for future products that has affected sales, though the exact impact is "difficult to sort out."
  • "We could not be more confident in our new product pipeline," Oppenheimer said, though he unsurprisingly declined to offer any specifics or details.



Tim Cook downplays carrier concerns over high iPhone subsidy costs




This dividend will be a drag on AAPL share price and is probably already a factor

Apple announces shareholder dividend payout to occur August 16, 2012




California judge rejects bid for longer trial in Samsung-Apple case

California judge rejects bid for longer trial in Samsung-Apple case | Macworld




For a reality check of how Apple is really doing 

Few Financial Records, But Stores Remain Strong






Whoops!




Apple TV outsells Xbox 360 in latest quarter, still a 'hobby'




Apple TV sales up 170%, reaches installed base of 6.8 million AirPlay-ready HDTVs




Still a hobby?  Apple sells 4 Million Apple TVs in Fiscal Year




Is the iPad eating into educational Macs?

It would appear so.

Apple's iPad education sales double, outperform Mac 2-to-1




Apple sold 17 Million iPads including stories like these

11,000 iPads sold to Mansfield Texas HS





It's not just schools, but the enterprise too

Apple iOS retains commanding lead in enterprise through Q2, report says





Most Recognized Handset Brand in China, Apple Ranks No. 1