Monday, May 2, 2016




Apple's top secret 'Athena' chip fab gets new 'delicate equipment'






Meanwhile, Intel is falling apart at the seams, lagging farther behind, and still can't deliver new chips (See Athena chip above)

Intel splits on Atom after the mobile relevance of x86 whacked by Apple's Ax







The entire tech industry would have loved to have had a quarter like Apple's last quarter.

Apple, Samsung, Facebook, Amazon & the case of the 'very bad' Q2


Apple's "very bad" quarter was its second best Q2 in history

...Apple just added another 3 million Apple Music subscribers in the March quarter, who will contribute as much new revenue this year as 30 million new active Facebook users sitting in front of ads between their cat videos. Apple Music users are literally worth ten times as much.


...Clearly, investors don't think Apple has any potential to build any functional business from its increasingly large pile of money, and only envision the firm falling off the precipice into the chasm of doom that pundits have been describing each year since forever. 

It will be important for Apple to more clearly articulate going forward that not only does it have a vast hardware business that operates like a wildly profitable version of Samsung (x4), but that it also has a Services business twice as profitable as Facebook, and is building out new cloud infrastructure to feed that enormous audience, rather than speculatively building commodity cloud infrastructure like Amazon. 

If Apple can communicate that it isn't just a commodity hardware business like HP or Samsung, it can demand a valuation that reflects that its past growth wasn't just a fluke of being in the right place at the right time, and that it didn't just accidentally end up with $10 billion in quarterly free cash flow.




Apple beats Microsoft at their own game 







Apple now makes more money from its services than selling Macs






Why Icahn is wrong about Apple in China






I hope that there is a lot of "finish" work going on in the interiors, because the exteriors don't look like they are on schedule

Apple Campus 2: May 2016 construction update 4K



I'd say they're still another year and a half or more away from completion, not counting landscaping and furnishing the interiors




Below: Covering the light blue heat exchange panels with roofing material before adding the solar panels on top of this decking







Apple Store 2, The Fashion Mall at Keystone: HVAC and electrical installations






Apple Announces new Apple Music API







Music/Apple/Fashion and the new Vogue App

Jony Ive & Friends Open Vogue's Famous Met Gallery Event 'Manus X Machina: Fashion in an Age of Technology' Monday








HBO's Vinyl ended its season with Richie sitting in CBGB right before the punk/new wave scene arrives.

Maybe Swift will appear next season as Debbie Harry?

Taylor Swift on Vogue Cover











Apple's CEO doesn't see Carl Icahn's Dark Cloud Over their business in China, he sees Growth Ahead






The cheaper tablets were just that, cheap and sucking: They're mostly gone.

Apple's long iPad nightmare might be coming to an end






Latest 'Shot on iPhone' ad uses Mother's Day to get emotional impact






Apple redesigns Support website with clean layout, responsive UI







Or are his best days as an analyst behind him?

Here's why Toni Sacconaghi says "Apple's best days are behind it"







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