Stock Talk

Why would Apple raise iPhone prices when all the money is in the mainstream?

This morning an analyst posted something speculative about the possibility of a price increase on the iPhone 6 when it is released later this year. The analyst in question has horrible history when it comes to making Apple predictions, so we're going to ignore the source. What we aren't going to ignore is the idea. Could Apple use the iPhone 6 as leverage to raise iPhone prices?

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Does Apple owe it to shareholders to rush out a new product category?

We’re almost a quarter way through 2014, and it seems some Apple shareholders have ants in their pants. They’re impatient and want to see what Tim Cook’s team is going to do in a new product category, be it an iWatch, Apple television, or something else entirely. I guess it isn’t enough for Apple to be so utterly dominant in mobile computing, an industry trend that will keep chugging along for the next decade?

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Cleanup on aisle 5: Why Apple is making an 8GB iPhone 5c and re-launching the iPad 4

Apple’s decision to introduce a new model of the iPhone 5c with 8GB of storage has some of us scratching our heads. So does their decision to reintroduce the previously killed off iPad 4. What’s going on? Has Apple gone insane? I don’t think so. It may not qualify as a genius business move or anything exceptionally special, but I think it makes sense.

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Why would Apple business development executives meet with Tesla Motors?

A few days ago rumors of Apple/Tesla meetings resurfaced, and conclusions were once again leapt to about a possible acquisition. It’s unfortunate that most people writing about the topic seems to have nothing but mergers and acquisitions (M&A) on the brain. I think there is absolutely no chance that happening and what's more — I think there are far more interesting possibilities to consider here.

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Why Apple 'computers' outselling Microsoft may not be fair, but is incredibly important

Earlier this week analyst Benedict Evans published a chart showing how “computers” running Apple software are starting to sell at greater volume than "computers" running Microsoft software. Of course he’s counting all Macs and iOS devices as computers, just as he’s counting all Microsoft Windows PCs and Windows Mobile phones as computers. But the numbers don’t lie. In the last quarter Apple's traditional + mobile business is responsible for shipping just as many units as Microsoft. And obviously Apple is growing much faster. The blog post accompanying the chart was a mere 3 sentences. The most important sentence was:

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Why Apple is buying back stock faster than promised

Tim Cook revealed today in an interview with the Wall Street Journal that Apple had purchased $14 billion of its own stock in the last two weeks. This brings the total buyback to over $40 billion. You might recall that back in April of 2013 Apple announced its plan to return $100 billion to shareholders by the end of 2015 including a $60 billion stock buyback. So here we are in early 2014, only 10 months later, and Apple has completed two thirds of its buyback. This is not the sign of a company lacking confidence in its future. Why?

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Q1 2014: Should Wall Street be hating Apple right now?

Last night Apple released its financial results for the holiday period, which is their Q1 of fiscal 2014. If you’re into this sort of news you already know the Street reacted very strongly to the numbers … and not in a good way. The stock tanked after hours, and as I write this morning the stock is down a whopping 7.5% on a day when the overall market (and practically every tech stock) is trading higher. Wall Street hates Apple right now. But is it justified? Were the results really that bad?

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Forget market share, here's a glimpse at Apple's poolside share!

Last week my wife and I left the kids in the fine care of my in-laws and headed to Playa del Carmen, Mexico. Practically every year we escape winter for a week, firmly plant ourselves into pool chairs at an all inclusive resort ,and soak up the sun. And when we do, I can't help but have my head turned... by the kind of devices people are using poolside. Hey, I'm a tech geek!

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Forget the rumored iPad Pro, what 2014 needs is a better Apple TV

Rumors of a 13-inch iPad Pro were once again making the rounds this week, amped up by talk of a 4K Retina display. I have absolutely no idea whether or not it will ever become a real product, but I’ll happily go on record saying I don’t think 4k resolution makes a lot of sense for a tablet. It’s possible someone might put one out, and it’s definitely possible that there is a market for one, but I don’t think it’s possible for such a product to financially matter to a company like Apple in 2014. Personally, I think Apple could get more bang for the buck if they opened a game store for the Apple TV.

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Forget $700. I think Apple is going past $1000. Just don’t ask me when.

Apple’s stock price has been on a tear since July. We’ve watched it climb from less than $400 to $564 as of this morning. I’m seeing plenty of articles discussing the likelihood of Apple returning to its previous highs of about $700 but it’s lot like any of this is being driven by major news. From where I sit Apple financial news hasn’t been anything terribly exciting lately. We’ve seen a couple of quarterly reports and some pretty normal announcements about how many new iPhone models sold on launch weekend. We’ve seen the new iPad Air rollout and we’re seeing analysts speculate about how many will be sold this Christmas season.

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