Thursday, July 18, 2013



At 60% ownership, is the U.S. smartphone market saturated?

Technically no, but the dynamics of the market are shifting in interesting ways.

"The conclusion he reaches that is most relevant to Apple investors is that current Wall Street estimates for iPhone sales last quarter -- which ranged in Fortune's survey from 23 million to 30 million -- imply a replacement ratio 243% higher than the same quarter last year."






US carriers are all offering early upgrade programs

"Everybody has got a smart phone"

"… says UBS analyst John Hodulik, as quoted by the Wall Street Journal.

No they haven't."





They're all buying iPads and iPhones




And all Verizon does is complain, push Android phones and hold back subsidies due Apple

Apple's iPhone accounted for 51% of all smartphone activations at Verizon in Q2




Analyst: Apple shipped 29 to 32 million iPhones last quarter, boosting revenue to $36 B





Rumor: Apple ramps iOS device chip orders, in talks with LG over 4K displays





Smartphone upgrades slowing as Apple is rumored to be prepping low-cost iPhone




Time Warner working to deliver live & on-demand shows to Apple TV






How many iPads did Apple sell last quarter?





Where's the DOJ? Samsung takes Extortionate position against Apple in new ITC filing





Patent reveals Apple's process for mass producing Liquidmetal alloy




Apple looks to pick off engineers from Amazon, OpenStack to build out iCloud






Adobe is giving the stylus a second life





Apple issues rare public comment on its 'commitment to customer privacy'






Baby Boomers need the health monitors

Rumored Apple hires from medical sensor field could hint at 'iWatch' capabilities






Apple joins alliance of tech heavyweights to demand increased NSA transparency






Apple expands Mac accessory line to over 4,700 US Radio Shacks





It's likely to stay a three-wqy for various reasons

Will Apple, Google or Microsoft make one OS to rule them all?





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