Friday, January 31, 2014


Apple: Don't Panic

Apple Inc. (AAPL) news: Apple: Don't Panic - Seeking Alpha




Apple regains lead over Samsung in US smartphone market thanks to new iPhones





This is exactly what should happen!

It shouldn't have taken this long!

Samsung says Apple's real sales ban target is new phones






The judge just gave them a verbal admonition, hardly any punishment at all, a mere slap on the wrist  

The judge should have never given Samsung access to Apple's iPhone's detailed design and IP.

It was a travesty of justice.

This Judge should be disbarred.     

US court declines to sanction Samsung itself for use of confidential Apple licensing information





This is the ass behind all of this government persecution of Apple in the e-Books case

I say follow his connections to Amazon and look for the "quid pro quo"

There will be one

Fraud, bid-rigging, jail terms and the Apple e-book conspiracy

Barack Obama's top Sherman Act enforcer explains why his division prosecuted Apple.


Finally, he got to U.S.A. v. Apple -- a civil, mind you, not a criminal case -- which he offered as an example of how his division helps protect the "bottom line of American families" who have "struggled to make ends meet."




Apple details pressure-sensitive iPhone touchscreen in patent filing






There's a lot of Boomers who need medical monitoring

Apple makes yet another medical field hire for unknown project






iOS 7 feature focus: Expanded Bluetooth adds support for companion devices, introduces iBeacons






MLB to reportedly have thousands of iBeacons ready for game day






Special





Jobs biographer Isaacson backpedals on innovation comments





Not so different from their web site actually

Check out this gorgeous redesign of Apple's online store





Microsoft reportedly ready to name new CEO, may replace Bill Gates as chairman


After months of searching, Microsoft is reportedly on the verge of naming Satya Nadella as CEO, while the company's board mulls replacing Bill Gates as chairman.





US Government to Google: Not so Fast
one expert said this deal could be a bridge too far for the US to allow the sale of motorola to Lenovo








Well, Duh!?!?

It's obvious, Google wants to be Apple.

They previously tried to duplicate Apple's products with Samsung but failed.

They stole the iPhone's design and iOS, and now, old Apple designers.

Tony Fadell and his largely ex-Apple team to become Google's core hardware designers






Google's Q4 2013 profits miss, shares still up; Motorola lost $384 million




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Thursday, January 30, 2014



Apple to tap into explosive China 4G smartphone growth




In four years, Asia's share of Apple's revenue stream grew 62%, Europe's shrank 39%






some investors, not all

How Apple CEO Tim Cook Infuriates Investors





Apple CEO to wireless carriers: Let our people go!
Tim Cook goes public over subsidies





Samsung obviously paid-off this judge, and I'm sure many others

Judge: Sanction for Samsung's leak of Apple secrets is public shaming




Apple's iPhone "shortfall?" Blame Verizon, AT&T

"We believe Apple likely held or took share at both carriers as has been the trend through the year," McCourt said in a research note.





Apple gave a lot of shout-outs to business customers on its earnings call

Cook also...[noted] the percentage of companies using or supporting the iPhone in the Fortune 500 (97%) and Global 500 (91%).






Apple breaks revenue, iPhone, and iPad records in Q1 of 2014





iOS vs. Android: Which is more secure?  


US Department of Justice report published last year, for example, found that only 0.7% of all mobile malware targeted iOS, compared to the 79% that took aim at Android.




It's more than just a phone call

AT&T plan to shut off Public Switched Telephone Network moves ahead at FCC

 This is not as simple as just making sure phone calls get through, although solving the rural call completion problem by itself is a challenge. It also means maintaining access to 911 services, fire alarms, fax machines, medical alert systems, anything that relies on the phone network.




Apple aggressively pushing to take Arizona sapphire plant live in February for "critical" product component





Of course they do, but I don't think Apple needs them. 

That's what the data centers are for.




A pro with serious workstation needs reviews Apple's 2013 Mac Pro





Does Your Apple Store Smell Like Body Odor?





??????


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Wednesday, January 29, 2014




Apple's mixed first-quarter results: What analysts are saying




Apple sales were up 29% in China, down 1% in the Americas






Retail Store Financials Falling Into a Range





Apple now has a Knight and a Dame 

Incoming Apple retail chief Angela Ahrendts to be named Dame of the British Empire






Another reason Ahrendts was hired, not just the  Stores?

Apple's success in enterprise market "unbelievable," with more to come, promises Cook






Is Apple going to follow MS into the low margin abyss of the enterprise?

Apple Wants To Hire More Than 100 More People To Help It Make Better Products For The Enterprise






President Obama lauds FCC partnership with Apple, other tech firms in ConnectED education program [u]







Apple Inc. Admits It Needs Smartphone Subsidies -- AT&T Says Subscribers Don't Want Them





A small window into Apple, courtesy of Tim Cook





Apple TV gains its own shopping category in Apple's online store








Organizational strife said to bedevil Apple's iOS in the Car intiative






iPhone-controlled hotel door locks will allow bypass check-in






Trippy video made from scanning iPad 






Incredible Stevie Wonder set from 1973, especially the improvised vamp at the beginning of the show, which is what the late sixties, early seventies music was all about,

The New Old Thing: Amazing Music Shows of the 1970s







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Tuesday, January 28, 2014



Apple can't make iPhone 5s fast enough nor Mac Pros fast enough.

Demand is high, it's still a matter of supply with these flagship products.

Record breaking Q1 iPhone sales just aren't good enough for Apple






Why Nothing Apple Does Is Ever Good Enough

Apple is kind of like a wildfire. It burns so hot, it creates its own weather.




Wall Street's reality distortion field to Apple's results






I think this might belong to the project that Bob Mansfield was brought back to manage 

Apple patents solar-powered MacBook with two-sided display and rear touch inputs







AAPL investors won't wait forever for new Apple product categories, warns analyst





Cook talks innovation, future iPhones and new product categories during Apple's earnings call





Apple Financials: What a Difference Thirteen Years Make

The company is selling 7X as many Macs as it did in 2001. And that's just the beginning.




I AM NOT recommending to actually do this, double down on AAPL, but the author notes some good points here from yesterday's numbers that could otherwise be easily overlooked.

Doubling Down On Apple?

  • Let's start with the obvious. Earnings per share came in $14.50, 41 cents a share over consensus. This was first quarterly Y/Y earnings gains in five quarters.
  • Revenues came in at a whopping $57.59B, $130mm over expectations.
  • Gross margins came in at 37.9%, 70bps (basis points per share) above consensus.
  • iPhone ASP (Average Selling Price) rose to $637 in FQ1 from $577 in FQ4 and $582 in FQ3.
  • iPad sales came in at 26mm, above expectations of 24mm to 25mm, an all-time record.
  • Revenue from China rose 20% Y/Y. This was before any incremental sales came in with huge distribution deal with China Mobile (CHL) hit the ledger. The iPhone was officially launched on the carrier on January 17th and will start to show up in subsequent quarters.
  • Revenues from Apple's software & services division (iTunes, iPod, AppStore, etc..) rose 19% Y/Y to $4.4B. This is pretty amazing given iPod sales plunged 55% to under $1B in sales. This shows the power of the AppStore and the potential to monetize Apple's 575mm iTunes users which is increasingly being discussed.



And by tablets, they mean iPads

First Quarter 2014 Tablet Update: Major Tablet Brands See Biggest Year-over-Year Gains






Wall Street concerned by lower-than-expected iPhone sales in Apple's holiday quarter





Tim Cook admits iPhone 5c share lower than expected, says demand was 'different than we thought'







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