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Apple can now buy Samsung

So basically Apple's cash reserves are equal to Samsung's market cap.

They could buy Samsung: spin off all the heavy industry stuff, keep the semiconductor business, and shut down electronics just for giggles.
 
So basically Apple's cash reserves are equal to Samsung's market cap.

They could buy Samsung: spin off all the heavy industry stuff, keep the semiconductor business, and shut down electronics just for giggles.

If only those pesky Anti-trust laws didn't exist.
 
Imagine what Apple's (and Exxon and Shell's) revenue numbers would have been if the U.S. and the Saudi's weren't dumping oil to send Putin a message.

Maybe $80B !
 
So, I 've said this before, but I think it is worth repeating
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I think this is a very clear cut example of Tim Cooks Apple researching and then following market demand and trends to maximize profits and increase market share for the iphone. What it does not do though, is follow the pioneering spirit and vision which was Steve Jobs to make products that were innovative, cutting edge, inventive, and above all...ones that took a chance and were the stuff of imagination. I think that the average person can see the total different direction under two different CEO's. It may not necessarily be a bad thing, especially for the profits of Apple, but I think that people who try and make the case that this company has any soul of what it once was, is lying to themselves and us. Apple is now officially a "me-too" bandwagon company that makes very refined products that its core audience and followers will of course, embrace. Nothing less, and certainly nothing more now.


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You do realize that Tim Cook was groomed by Jobs for years to be his successor as a "just in case" thing, right? And that much of Steve's staff is still with Apple, most importantly Phil Schiller, Tim Cook, and Jony Ive...right?

Steve very intentionally surrounded himself with people who he felt would be able to carry on his legacy. He wanted Tim Cook to make Apple his own, but don't believe for a second that he didn't take a hard look at many other possibilities—even outside Apple, I'm sure—to succeed him as Apple's CEO.
 
I'm concerned about the fact that the iPhone makes up nearly 70% of Apple's revenue. If somebody makes a better phone, Apple crashes. I know that's unlikely given that people have been trying quite hard even since the first iPhone and haven't managed it yet, but still, talk about putting all your eggs in one basket.

Im also concerned Toyota makes most of its money in cars, or Exxon in oil, man that must sure suck for them...
 
I am curious how big is the worldwide smartphone/tablet market in comparison to the worldwide PC market, in terms of revenue?

anyone know where I could fin this out?

There was an article quite recently with Gartner and IDC estimates of computer sales and Apple's share of computer sales.

The IDC numbers estimate 80.772 million computers sold in the last quarter (about 5.5 million of those sold by Apple). There were close to 74 million iPhones sold. The US price of the cheapest iPhone 6 is $649. There are people buying cheaper iPhone 5s, there are people paying more for the 6+ or for more memory, so just let's say $649 for the average iPhone sale.

Average laptop price according to Google was about $670 in March 2012 (about $540 if you exclude Macs!!!) and has dropped significantly since then. Desktops are less expensive than laptops. Based on that and the sales numbers, I'd say Apple's iPhone revenue in this quarter is about 20% higher than the total desktop and laptop computer revenue (I have no idea how much server revenues are). All the other phone makers sell a lot more units at a much lower average selling price, so say they make the same revenue as Apple again. That would make total smartphone sales about 250% of desktop + laptop computers.

Apple tablet sales were about a quarter of total computer sales. Average selling price probably lower than computers. The rest doesn't sell that many tablets either, and at much much lower prices, so my rough estimate is that tablets are about 35% of computer revenues.
 
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I will still stick to what I said some time ago.

As years go by, it's going to be harder and harder and harder for anyone to justify high priced phones and tablets.

Less expensive models from other brands will get better and better, year after year, closing the gap between low end and high end.

You only have to look now.

iPad from 5 years ago against some other cheap tablet around that time, the cheap one was utter garbage.

Same with phones.

5 years on, and 5 years is nothing.
You can get some amazing phones and tablets, far far better than Apple's product were 5 years ago. But for a fraction of Apples prices today.

This won't stop.

Apple, and other will hit technical walls, and year after year, Apple's next model's improvement over the previous model will get less and less.

At the same time the cheap models will get closer and closer.

More and more people will realise, hey, this cheap model is amazing.
It's 95% as good as, say Apple's model for 1/4 the price.

It's inevitable this will happen.

Just with DVD Players, Microwaves, Washing machines, Laser Printers, there will always be a market for the very high end items at very high end prices. But that market will shrink and shrink and shrink, as more and more people realise the cheaper models are by then really good and so much less expensive.

You are skipping the fact that Apple has a unique software that no other crapoid manufacturer has. Yes the tech gap may become closer, others may get their hands on the tech, but not the software.
 
Quick question, I'm about to listen to the earnings call (my first time) but before it began, my CNBC app alert me of the earnings followed by this article being published, all before the call even begun. I see at the top of this post there is a link to the earning report on businesswire.com which it looks like, is how this information was obtained.

My question is, where does one go to see this information the moment it is released/available? Not just for Apple, but for any company?

Thanks

They release the press-release version about 30 minutes prior to the call, then basically just read their own press release on the conference call.

I don't know why they do that honestly.
 
but with what Microsoft announced last week (HoloLens), Apple needs to step up and wow the world with something amazing.

What about Microsofts announcement?

HoloLens is going nowhere just like Kinect.
Makes cool blogger videos but has almost no real world applications outside of some niche categories.
 
69% of revenue from the iphone? That's a staggering number. Sad to see macs as such a small percentage.
 
You are skipping the fact that Apple has a unique software that no other crapoid manufacturer has. Yes the tech gap may become closer, others may get their hands on the tech, but not the software.

I never mentioned any specific brand, model or OS.

What you say is true in the short term.

When you will have perhaps a $100 phone in 5 years time, being better than a $700 phone from Apple today. Just as an example, as you might understand it's going to get harder and harder for the high end.

I'm sure you can understand this.
Nothing lasts forever.

High end, expensive mass consumer products, always crash in price.
The laws of physics will stop Apple and others almost dead in their tracks.
The cheaper items, will get closer and closer and closer.

Hence, Apple, and others who rely on high priced items will have to find new things to make and sell.

It just happens.
 
iPad really needs something to improve it's popularity.

The only "something" I can think of is OSX...and that's where a hybrid falls into place. As for the iPhone, I'm sure the iPhone 6s will continue Apple's success as it gets the most significant CPU/camera/? upgrade in iPhone history.:)
 
There wouldn't be any anti trust issues, as long as Apple didn't keep the electronics part.

That isn't how anti-trust laws work and the electronics would be the only division Apple world want.

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iPad really needs something to improve it's popularity.

Why? Ipad is more durable good compared to phones. Of course sales will decline. Not really a good or bad.
 
I'm concerned about the fact that the iPhone makes up nearly 70% of Apple's revenue. If somebody makes a better phone, Apple crashes. I know that's unlikely given that people have been trying quite hard even since the first iPhone and haven't managed it yet, but still, talk about putting all your eggs in one basket.

But the thing is, with all that profit, they have a sizable nest egg to last them while they figure things out and get back on track.

Quite an impressive quarter... I knew it was going to be big, but not that big!
 
Multitasking. People like the form factor. It's the flimited unctionality that lstops them.

The problem with that reasoning is that 90% of the people who buy other tablets buy piece of crap sub $150 tablets. Which are barely usable as tablets (let alone multi-tasking). You'd think there would be more high end tablets sold outside Apple if Multi-Tasking was such a come-on.

I'd say the problem in general with tablets is that people keep them quite a long time. The Use case is mostly media consumption and for that, you don't need frequent upgrades.

Apple probably owns 90% of the tablet market profits.

The whole category has suffered lately except the low low end.
 
Will Apple's success skewed so much toward the iPhone, there is a lot of pressure present. Too bad Mac sales can't be at least 25% of their profits...:(

Yeah, they'll have more motivation to add significant upgrades (camera)/new features to the iPhone 6s/6s Plus to keep the momentum going. Maybe even a minor cosmetic change and/or new color as well.
 
Yes, but your response is common sense, not modern business theory (try reading some Harvard articles are product focus, product portfolio allocation, and return on R&D).

It's easy to throw phrases like that around, but to use them with precision, you need to understand what they really mean. Can you share your credentials with us, and then expound on your statements with numbers and analysis specific to Mac sales over the past decade?

Much appreciated.
 
#1

apple you are best company in world i love u so much you make best product best service best employee so good so fresh and number one forever until end of times make good thing we all buy love so much and send you best love best screen ios touch so much so much touch oh so good and sell many
 
Of course it would not have been a good move if Apple did not beat the analysts predictions. But that's not what happened. Apple blew it out of the water. So I stand by my statement that an investment before today's closing bell was a great move.

Bryan

You might not want to stand too close to that statement. It could explode.

The point here is that if Apple had reported, say $2.75 EPS, that would've beat analysts expectations too -- but trust me you would not have liked the way the market treated that number.
 
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