Harvey and I sit in the bars... have a drink or two... play the juke box. And soon the faces of all the other people they turn toward mine and they smile. And they're saying, "We don't know your name, mister, but you're a very nice fella." Harvey and I warm ourselves in all these golden moments. We've entered as strangers - soon we have friends. And they come over... and they sit with us... and they drink with us... and they talk to us. They tell about the big terrible things they've done and the big wonderful things they'll do. Their hopes, and their regrets, and their loves, and their hates. All very large, because nobody ever brings anything small into a bar. And then I introduce them to Harvey... and he's bigger and grander than anything they offer me. And when they leave, they leave impressed. The same people seldom come back; but that's envy, my dear. There's a little bit of envy in the best of us.
has never cared about the short term price of AAPL! & "We run the business for the long term, not the 90-day clock"
Apple and Samsung are due to submit a settlement proposal to Judge Koh on Jan 8th (Wednesday).
Reports out of Korea confirm that both companies are again in talks over a settlement, with both companies softening their positions a little.
At this point I think both companies would prefer a settlement (whereas as recently as 6 months ago Samsung was probably still feeling invincible).
In the near term, a Samsung settlement could very well bring more net income to Apple than China mobile does. (300 million Samsung android devices a year at $10-$20 royalty per unit would essentially be $3-$6 billion in pure profits.)
The 6 Most Important Tech Bombshells Coming This year
Mobile devices will drive tech growth worldwide as privacy concerns mount
#1 (on the list)
Apple will sell more than 30 million iPhones on China Mobile, at the high-end of Wall Street expectations. It’s hard to overstate what a coup Apple’s recently announced pact with China Mobile to sell the iPhone is for CEO Tim Cook. Without question, this is the biggest business deal of Cook’s two-and-a-half year tenure, and the consummation of years of negotiations overseen by his late mentor, Apple co-founder Steve Jobs. China Mobile is the world’s largest wireless carrier with 760 million subscribers.
After years of meteoric gains fueled by category-busting product launches like the iPod, iPhone and iPad, Apple’s revenue growth has slowed. Apple’s stock price was essentially flat for 2013, although the shares soared 33% in the second half of the year, reversing steep losses in the first six months. Some Apple analysts and shareholders have expressed concern about Apple’s vaunted innovation machine, but those fears are overblown. The latest iPhone and iPad models are huge hits, and Apple will soon report the highest quarterly sales in the company’s 30-year history. New international markets will help re-accelerate Apple’s growth — and there’s no bigger emerging consumer technology market than China.
“The poor man is not he who is without a cent, but he who is without a dream." Harry Kemp
Post by Red Shirted Ensign on Jan 4, 2014 12:45:27 GMT -5
So what do we know today?
Apple the company just closed out what everyone ( even Time magazine) believes is a record revenue quarter. We know no product other then the Mac Pro was supply constrained anywhere in the world. We know the 5s came roaring out of the blocks last quarter (9 million first weekend) so no reason to think the product did not maintain its allure for the following twelve weeks.
We know the IPad Air impressed virtually all who held it and the iPad Mini Retina met anyone's expectations. We know Christmas shopping overall was fine, not a blowout but lots of late season buying...lots of gift cards...
We know Apple stores were busy all season. So, busy stores, popular products, big on-line sales season, products in adequate supply.
We can surmise that Apple had no material production constraints, so GM should be o.k. On that front. We know that the 5s and 5c are known form factors, which should help GM too.
We know DoCoMo came on board and sold a ton of phones. In fact, all Japanese carriers sold a ton of phones. The various iPhone iterations were the top nine or ten best selling phones in japan for October and November.
We know Samsung is reeling a bit....we know HTC, Blackberry, LG are reeling a lot. Nokia is still retooling.
We know China mobile will begin to sell iPhones in two weeks through a mammoth retail network. With no supply issues in the rest of the world we can surmise that iPhone production of CM has been running full bore for weeks, if not months.....producing millions of phones moving into CM inventories...
We know there will be new products and according to Tim new product categories in 2014.
Brian White does a nice job taking a reasonable view of "Apple 2014" on the video linked to in PED's column today (assume most of you have that link). Unfortunately, it does require listening to the Bloomberg dunderheads.
Apple could really grow if someone could promote inter-galactic sales; you would seem to be a natural, Red Shirted Ensign.
Well, do you really want to deal with these guys over antennagate? The Ferenghi won't pay for the service....and don't even ask me about selling to Romulans.
Uh, but I thought capitalism and money were eliminated in the Star Trek universe? The Ferenghi were obviously meant to parody capitalists. They paid for all those starships how?!?! The best part is Roddenberry lived in Bel-Air and drove a Rolls Royce. Typical leftist.
Those Star Trek commies are the last guys I'd have running a business. Besides Obama and Ballmer, that is. Hey-oooo!
"Our favorite holding period is forever." -- Warren Buffett
mercel: It's been a long strange trip - good to see you're still around (and in AAPL -my assumption).
May 10, 2019 12:48:32 GMT -5
Zeke: Long time no see. Nice to see familiar names still here.
Mar 25, 2019 14:42:52 GMT -5
sponge: Regarding the future of VR, I think it will be huge. I was a gamer when I was in college. But as an adult I lost interest. Last fall I flew up to visit my son at college and check out his new Vive set up. After playing with it for the weekend, I was
Apr 29, 2018 15:25:17 GMT -5
galleybob: thanks for your answer. I will copy and send to her
Nov 7, 2017 15:32:18 GMT -5
rickag: So since Jan 28th 2015 AAPL is up from 117.27 to 157.21
Aug 21, 2017 20:09:43 GMT -5
artman1033: VXAPL = 29.21 AAPL = $117.27 AFTER EARNINGS
Jan 28, 2015 14:54:46 GMT -5
artman1033: VXAPL = 44.94 AAPL = $110.39 BEFORE EARNINGS
Jan 27, 2015 11:12:53 GMT -5