Monday, July 28, 2014



Apple's double digit US Mac growth contradicts IDC & Gartner 


"Macs have now gained global market share for 32 of the last 33 quarters"  - Tim Cook


The guy who owned IDC hated Apple and hated Steve Jobs (it's one reason Apple pulled out of Macworld) 

Gartner has "close ties" to MS, and Strategy Analytics is a "pay for play" measuring tool.

The Canalys chart above is for first quarter sales only, not the record 2nd quarter that Apple just announced.




PC sales estimates: how the sausage gets made



Apple called BS last week to the U.S. Mac sales numbers IDC and Gartner sent to clients two weeks earlier, AppleInsider's Daniel Eran Dilger reported Saturday. The two market research firms had sales falling. Apple had them growing by "strong double digits[s]," according to the earnings call transcript [see note below].

It wouldn't be the first time Gartner and IDC got caught with their methodological pants down. In November 2010 Asymco's Horace Dediu was aghast to discover a 77 million unit discrepancy in their mobile phone data — data he depends on to draw his famous charts and graphs.




Is Apple, Inc worth over $800 Billion? 

So long as Apple can maintain its earnings multiple without meaningful expansion or contraction, it seems that a $135 price target is within reach.

Is Apple, Inc. Worth Over $800 Billion? (AAPL)



Apple, Inc stock this week: Why shares hit a 52 - week high




Apple, Inc bought back another $5 billion of AAPL stock in Q3 as shares rose 20%






1 Reason to Own Apple Stock






Proof That Apple, Inc. Is Investing in Innovation






If Apple products were their own companies, they'd be as big as...


Even in a slow quarter the iPhone by itself generates more revenue than all of Amazon.







Alleged 'iPhone 6' logic board claimed to include 802.11ac Wi-Fi, NFC chip






It will be interesting to see what Apple does with this headphone situation.  

Apple sells both brands of headphones and speakers in their physical stores as well as online.

Apple is in the process of acquiring Beats.

Bose sues Beats over noise-cancelling headphone patents









European Commission OKs Apple's $3B purchase of Beats






The judge in Amazon's pocket

Why the e-book judge is "concerned" about Apple's antitrust deal


Judge Cote's remarks suggest she's afraid her verdict won't fly in the appeals court

Why the e-book judge is 'concerned' about Apple's antitrust deal


Dubbed the "Pandora of Books" This acquisition is part of a direct assault on Amazon (see above and below).

Apple acquires startup BookLamp for between $10M to $15M



Apple acquires startup BookLamp for between $10M to $15M in bid to bolster iBooks discovery




Will anyone ever expose the money trail between this guy and Judge Cote?

Bezos alarms Amazon investors with spending pace as loss widens






Explaining Continuity: The tech tying iOS 8 and OS X Yosemite together





Cellular device unlocking bill passed by US House, President Obama says will sign into law





Huge crowd for opening of newest China store

Opening of Paradise Walk  Store Chongqing, China


Parasol literally translated: for sun






Apple Stores unify employee shirts as major customer service enhancements planned





Siri and Watson mind meld?

Apple-IBM partnership: Microsoft today, Google tomorrow






iOS-connected AirDog auto-following drone adds obstacle avoidance



















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