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Comment Re:Japan: and the $0.02 market analysis. (Score 1) 458

Those low-cost phones are the visionaries today seeing what Apple doesn't want to see now: the days of people buying expensive phones are numbered.

Nope - the days people buying expensive Android phones are gone - Apple still does mighty fine selling expensive phones. They do so fine, they sold as many of their expensive phones as the largest manufacturer of Android phones, which judging by their profits, sold far less of their high-end phones than before - and by units sold also less of their cheap ones. And Apple did that while increasing the average selling price of their phones.

Question is: when everybody in the third world has replaced their ten year old cheap feature phone with a cheap Android, how long will they wait until they buy a new one? The market for cheap smartphones may be large, but its also easily saturated.

Comment Re:Without Steve Jobs ... (Score 5, Interesting) 458

Nice theory - but Jobs didn't actually come up with any of those ideas, but his engineers did. What Jobs did was to reject stuff like Google Glass.

“People think focus means saying yes to the thing you’ve got to focus on. But that’s not what it means at all. It means saying no to the hundred other good ideas that there are. You have to pick carefully. I’m actually as proud of the things we haven’t done as the things I have done. Innovation is saying ‘no’ to 1,000 things.”

And whether Apple without Steve Jobs is just like Microsoft remains to be seen - he trained enough people to say no to half-baked products.

Comment Re:18B on 75B (Score 1) 534

Yeah, they've only outgrown the rest of the PC market for almost all quarters during the last couple of years. Total failure.

For a decade now we have heard that iPod this, iPhone that was going to enable Apple to win the PC industry. All it did was move their share from the low end of the historical range to just above to top end (again, depending what metric you use and who calculates it).

Boohoo, Apple is the only computer company that actually makes notable profits - how are they going to survive that? In 5 years, non of the manufacturers now selling more PC will still be making PCs. Apple will. Suck on it.

Comment Re:18B on 75B (Score 1) 534

Er... huh? "Apple's Gross Margin is 39.9% - Samsung's is 39.87." Both sell a lot of hardware, and in Samsung's case a lot of other random stuff.

So what was your "I'm sure that Apples margins on software products is comparable" about?

As to the others, I refer you to: http://finance.yahoo.com/q/is?... http://finance.yahoo.com/q/is?...

Those margins are not anything close to that stated in the original post. Microsoft is primarily a software comapny and has margins in line for that industry.

You are confusing the margins on the devices that Blackberry sells with the fact that they sell far to little to make a profit. Apple has those high margins because they sell so many. As for Microsoft, they sure as hell sell hardware, but either at low or negative margins.

As to Samsung, their margins are actually at the upper end of recent years.

As to Apple and software sales, what is the margin on Final Cut Pro (and think what it was when it cost more than $299) Logic Pro X @ 199? But in the end, those do not matter as without iPhone Apple is at best a third or fourth place computer maker with marketshare in the 5 to 10% range (historically).

Yeah, they've only outgrown the rest of the PC market for almost all quarters during the last couple of years. Total failure.

Comment Re:Slave Labour is certainly profitable (Score 1) 534

My Panasonic TV was made in Japan,

Suuuuure

The closure of the Japanese electronics company's sole dedicated plasma-TV factory in China ... The company intends to move operations to another Chinese TV factory in the eastern province of Shandong, where it currently produces LCD television sets.

Oh, wait, you still have a CRT TV, right?

Comment Re:And yet. (Score 1) 534

Also what is in their annual report isn't necessarily accurate anyway, so don't just throw that link at me.

Apple wasn't even reporting its U.S. taxes accurately, either, the Senate subcommittee found. Its annual report disclosed it paid much higher U.S. taxes than it actually paid to the IRS. To investors, Apple said it paid $6.9 billion in U.S. taxes in 2011. But it actually only paid the IRS $2.5 billion, according to its tax return. Read more: http://www.businessinsider.com...

Err-hunh. Yeah. That's why Apple has been fined for not paying their taxes. And no, Apple hasn't said they paid those taxes, they said they provisioned that amount for taxes. IOW they stated what taxes they would have to pay for all of their profits, but only actually paid out to the IRS that which they owed by not repatriating foreign profits. Which is not only legal, it is required by tax accounting rule APB 23 unless you plan to invest those foreign earnings abroad permanently.

The only difference to most other companies is that Apple doesn't pretend to keep it there in their statements (even if they don't actually want to without a repatriation holiday), while others pretend to do that to make their profits seem higher (even if they then actually have to bring back those earnings). Recent example is eBay which "paid" over 300% taxes first quarter last year because they repatriated "permanently invested" foreign earnings of $9 billion.

Are you actually going to blame Apple for the cluster-fucked up tax (reporting) laws in America, just because they are not only smart enough to make a profit, but because they also actually pay taxes?

BTW, Apple reports how much taxes they paid (in total) under the all to obvious moniker "Cash paid for income taxes, net". Which for FY 2014 comes to $ 10,026 million - most, but not all as federal income tax.

Comment Re:And yet. (Score 1) 534

It's a quarterly profit announcement, not for the year.

So the real questions are what is the declared profit / loss for the entire year and how much actual tax are they actually paying on the year?

Gee, do you really expect Apple report to their annual numbers when they just have finished their 2nd FQ? Not even to mention that the tax they will be actually paying 2014 will be actually mostly for the actual year before, because that's the actually way paying corporate tax works?

Comment Re:And all this without Jobs (Score 1) 534

Managers with CFO and COO backgrounds aren't good at innovating. They can't innovate their way out of a paper bag. Guess where Tim Cook came from.

So Cook can't innovate because he's a he has an MBA. While Jobs couldn't innovate because he didn't even master in Fine Arts. Both are however smart enough to hire people who can. Suck it up.

Comment Re:And all this without Jobs (Score 1) 534

Inertia.

Jobs had many products and ideas already in the pipeline prior to his death. To my knowledge, the only thing new is iPhone+. There's nothing magical about that decision. By the numbers, the market was clear in that people wanted a phablet. So they took an iPhone and increased the size; BFD.

So the only innovative thing Apple has done last quarter was the fucking thing driving up their revenue to insane levels. What losers. It's left to the reader if that means Apple or the people whining.

Comment Re:18B on 75B (Score 1) 534

It may be 24% on average, but it's much higher on some items. Flash memory upgrades for phone and tablets cost 10-15x what other manufacturers charge,

Errm, most don't even offer any memory upgrades. Many even stopped offering SD, like Google itself. Because that fucking doesn't work as well as people like you keep claiming.

Comment Re:It is hard to know what to think (Score 1) 534

Maybe you should bother to look so you don't sound like you're an idiot.

Revenues from hardware - $69.8B Revenues from other(iTunes) - $4.8B

Net profits (not broken down) - $18B

Even if 100% of revenues from iTunes was profit (i.e. no cost to run the App Store), it's still less than 1/3 of total profits.

The often lamented fact that Apple takes 30% of the iTunes revenue for itself (boo-hiss) means its actually has to be less than 1/9.

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