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"Dependent" probably is not the best word. It connotes a certain vulnerability and ineptitude when the upswing in iPhone and iPad sales as the bulk of Apple's profits was by design as a replacement for the coming iPod sales decay. If Apple was a slough of a company, you'd be right, but it's shown to be quite nimble and graceful easing out of a declining product and going to the next big thing. If Apple is dependent on anything it's not any one product, but it's brain trust: Cook-Ives-Forstall-Cue-Schiller-Mansfield.

Indeed! For the most valuable company in the world, Apple probably has quite a low 'bus factor' (i.e. the number of people it would take to be hit by a bus in order to put a project - or a company - in trouble).

Much of that seems to be because have quite a small, focused engineering group. That explains how they keep their R&D costs low, and let's face it - throwing headcount at it won't necessarily make a better iPhone. "9 women can't make a baby in a month.."
 
Playing back compressed digital files via a cheap set of earphones by masses has little to do with listening to music as intended by their creators. You are comparing yakking on the phone, or better, text massaging vrs a conversation over a bottle of wine.

For Joe consumer, they can't tell the difference.
 
It refers to an iMASSAGE :D

OK Tim, now that your are sitting on all them cash containers, do you have any good idea as what to do with it? I bet you don't.

I bet he does, as he has done it in the past by strategically investing into supply chains.

and, the other idea is to make more money. Surprise!

Why would anybody but a stock holder care what somebody else (Person or company) does with their money?
 
For Joe consumer, they can't tell the difference.

I'd go further and say that the majority of consumers both can't tell the difference AND don't care if there is a difference. Those of us that grew up carrying a walkman tape player were totally willing to accept the crappy quality that many tapes had - heck, the entire industry was willing to accept tapes inherent quality issues for what, a good decade or two?

The switch to cd's was a leap ahead for quality and usability and at that point most people were not making quality comparisons between vinyl and cd to realize that there was a difference. Cd's aren't perfect of course and we've all experienced a scratched cd skipping or warping from sitting in your hot car, not to mention the pain it is to carry 10, 20 or 50 cd's around with you.

The jump to digital eliminated a bunch of the issues cd's had and for most customers who aren't trying to or don't care about hearing the subtleties hidden in some music that a good vinyl record can uncover.

It's not a secret Steve Jobs was a big Sony fan and I would bet he was one of the people who had a walkman, which probably played into Apple's foray into digital music and the iPod, but maybe I'm reading too much into things.
 
This is not about not spending money. This is a pile of cash assets equivalent to 1/3 of Austria GDP and one should better do something with it.




Well that sounds an awfully lot like "better spend the money" to me; Your words: "one should better do something with it." By "do" I infer you mean spend, because otherwise Apple is "doing" something with it -- using some for a rather generous dividend and saving the rest for opportunities be it leverage or actually buying companies or technology.

Again, just because Apple has a lot of money doesn't mean they need to go on a drunken spending spree. And they won't because Tim Cook is a lot more thrifty and savvy than to do the typical corporate "let's buy everything in sight because we can" move.

But if you have such a complaint and contend that Cook is just a lucky dullard that found himself as Apple CEO one day please illuminate us on how Apple should spend it's money to insure future top and bottom line growth.


For Joe consumer, they can't tell the difference.

Ha. Ha. Obviously. Because only Super Joes like you have ultra-sonic dog ears to catch those minuscule frequencies the rest of us are too stoopid to receive. I bet you bought your superiority on eBay for a song. (But not an MP3 one).


The switch to cd's was a leap ahead for quality and usability and at that point most people were not making quality comparisons between vinyl and cd to realize that there was a difference.

Except that most "audiophiles" at the time CDs hit the market, and even many today, believe vinyl is richer sounding than what they call "harsher" CDs. It was only "Joe Consumers" that were "dumb" enough to buy CDs because they were the latest and greatest.
 
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I'm honestly surprised that the ipad isn't higher in margins but maybe that is just me, especially when you consider its around the same as CPU sales with the lackluster (or lack of) cpu updates.

The ipods haven't seen any updates for over a year so no surprise that is getting lower and lower especially with competitors like the samsung galaxy player and its 4/5 inch screen.
 
WOW!

That pie chart makes it abundantly clear why the Mac is withering and Apple has been becoming an iDevice company. 13% of sales come from the Mac. A full 75% of revenue comes from the iPhone and iPad.

Wow.
 
Looking at those numbers makes me sad. You know Apple is applying all their focus on iOS rather then OSX. It's pretty clear to me after finally upgrading to lion just about a month ago and realizing it's a step back from snow leopard. Come on Apple don't forget what and who got you here. Don't kill the 17!!!!
 
WOW!

That pie chart makes it abundantly clear why the Mac is withering and Apple has been becoming an iDevice company. 13% of sales come from the Mac. A full 75% of revenue comes from the iPhone and iPad.

Wow.

I have a feeling that this will become a chicken & the egg problem. Why should Apple update its Macs if only a small percentage buys them? And why buy them if Apple doesn't update them?

I'm half waiting for Apple to to make an iPad version of xCode. That way, most people wouldn't have a need for a Mac.
 
Someone in Wall Street needs seriously to be investigated. The shorting of AAPL is really prevalent in this latest AAPL scare with Nokia Windows Phone sales. :mad:


Leave the shorts be. I'd bet the short's shorts are quite brown this morning. :D
 

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Up almost $60 in pre market. :eek: I wonder where it will finish the day at. One thing for sure CNBC is eating a lot of crow this morning. :D
 
WOW!

That pie chart makes it abundantly clear why the Mac is withering and Apple has been becoming an iDevice company. 13% of sales come from the Mac. A full 75% of revenue comes from the iPhone and iPad.

Wow.


Really? I think the pretty colors may be affecting your judgement. The Mac is hardly withering. Unless the MacRumors forums are the only place you get your Apple news, nothing could be further from the truth.

The Mac on its own would be a Fortune 100 company. It has grown sales that outpaced the PC industry in 24 straight quarters. Apple is adding iOS-like features to OS X so new Mac users can get up to speed that much faster.
 
Well that sounds an awfully lot like "better spend the money" to me; Your words: "one should better do something with it." By "do" I infer you mean spend, because otherwise Apple is "doing" something with it -- using some for a rather generous dividend and saving the rest for opportunities be it leverage or actually buying companies or technology.

Again, just because Apple has a lot of money doesn't mean they need to go on a drunken spending spree. And they won't because Tim Cook is a lot more thrifty and savvy than to do the typical corporate "let's buy everything in sight because we can" move.

But if you have such a complaint and contend that Cook is just a lucky dullard that found himself as Apple CEO one day please illuminate us on how Apple should spend it's money to insure future top and bottom line growth.




Ha. Ha. Obviously. Because only Super Joes like you have ultra-sonic dog ears to catch those minuscule frequencies the rest of us are too stoopid to receive. I bet you bought your superiority on eBay for a song. (But not an MP3 one).




Except that most "audiophiles" at the time CDs hit the market, and even many today, believe vinyl is richer sounding than what they call "harsher" CDs. It was only "Joe Consumers" that were "dumb" enough to buy CDs because they were the latest and greatest.

It is not about insuring future gadgets. Those will come regardless. It is more about certain legacy to the society and the World at large one would want to leave behind rather than just a gigantic pile of outdated and increasingly more difficult to recycle disposable electronic gadgets. There are better people to ask than myself how to positively impact the World as I am not a billionaire. At certain level it is no longer about the money, it is about "are we cool?" There is no shopping spree in mind, as with the current assets buying is irrelevant. Everything is too cheap. You may want to ask yourself how much is enough? I do not suggest a distribution to the detriment of this new shiny and faster computer you are so eager to devour with your hands full of appetite for unpacking yet another new box. Consider a wider approach outside of your personal needs, consider the impact of amassing this much cash by one entity with a clear plan to suck even more from global markets. Clearly it is no longer a purpose of continued growth, new technologies. So what is it at the end?

I don't know about Tom Cooks drinking habits. For all I care he can be as sober as a child, but I would prefer to know that he likes to get s---faced drunk often enough to have some human character.

As for the Joe subject, it is sad, that people no longer late at night at the often in the past obscure music shops are making live connections with others, rather now they download in seclusion and later listen in isolation of the earplugs. Yes, there is vinyl, there is also a niche SACD format, but more importantly there are loudspeakers. My visiting friends are always drawn to the shelves full of CDs and records, pulling something out. Joe has a computer full of some files and sure enough I will not be sticking his earphones into my ears.
 
]Just call them "PCs"! We all know that iOS devices and iPods and almost everything Apple sells has a CPU in it.[

Sigh. I understand where you're coming from – IF you haven't bothered to read the start of this thread, which explains apple's word choice. You can like it or not, but it seems lazy to have strong opinions without reading the material. Sorry-- I'm probably reacting to kids in class who did this too often. Peace!
 
Massive gain and open today for AAPL. Congratulations to us who are holding a long position.

617 open from yesterday's 560.28 close. That's 10.1%!

Traders are going nuts selling off. It would be great if AAPL closed well above 600 today.
 
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Massive gain and open today for AAPL. Congratulations to us who are holding a long position.

617 open from yesterday's 560.28 close. That's 10.1%!

Traders are going nuts selling off. It would be great if AAPL closed well above 600 today.

All the doom and gloom idiots sure showed Apple who is boss


As my dear, departed friend used to say ' ...it's because they're stupid...'


Wall Street is really silly
 
Thanks for the analysis. Let's do this again next quarter, k?


So, Mac sales were below estimates as were iPad sales. Q3 guidance is below consensus and below Q2. I think aftermarket action is way off (it often is for many companies on the day when they report quarterly results). It does not look like AAPL is going up from now. It looks like it will go down.

It's just an after-market speculation. We'll see what happens tomorrow (or even in one hour)

It is much more speculative. Being thinner, it is much easier to manipulate.

I have no doubt it will open higher. Maybe not 7% though. Going forward though, it's hard to see where the grows is going to come from. TVs?

And we are more than $6 off the today's aftermarket peak. I guess some people have read my analysis :D
 
So another 10 billion on the cash side.

The only thing I'm worried about is that they are going to give dividends. When a company thinks that I know what to do with the money better than they do, it doesn't inspire me with confidence.
 
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