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Monthly Archives: July 2011

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iPhone added 42 more carriers,…

Posted on July 19, 2011 by carl
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iPhone added 42 more carriers, 15 new countries. China was a big contributor to iPhone growth, plus Brazil, Mexico, and the Middle East.

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Sorry, that was Tim Cook not P…

Posted on July 19, 2011 by carl
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Sorry, that was Tim Cook not Peter Cook. Peter Cook is an actor.

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Peter Cook re iPad cannibaliza…

Posted on July 19, 2011 by carl
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Peter Cook re iPad cannibalization of Mac sales: “There’s a lot more of the Windows PC market for iPad to cannibalize than Mac sales.”

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Oppenheimer notes that there’s…

Posted on July 19, 2011 by carl
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Oppenheimer notes that there’s a future product transition coming in Q3.

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Huh. Apple goes to 3-year reve…

Posted on July 19, 2011 by carl
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Huh. Apple goes to 3-year revenue recognition for OS sales. iOS devices sold are also getting deferred revenue allocations for iCloud.

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iPad is being adopted by busin…

Posted on July 19, 2011 by carl
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iPad is being adopted by businesses widely — Peter Oppenheimer is providing case examples on the earnings call.

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Judging from public quotes, af…

Posted on July 19, 2011 by carl
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Judging from public quotes, after-hours trading in AAPL appears to be halted. Maybe a lack of sellers?

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The scary thing about Apple’s …

Posted on July 19, 2011 by carl
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The scary thing about Apple’s astounding earnings is that Q2 is historically Apple’s slowest quarter of the year. What will Q4 be like? #yg

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Apple blows out earnings: $7.7…

Posted on July 19, 2011 by carl
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Apple blows out earnings: $7.79 per share v $3.51 a year ago. 9.25 million iPads too. Words fail me. http://bit.ly/pixrr5

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John Kosner: Mobile is the #1 …

Posted on July 19, 2011 by carl
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John Kosner: Mobile is the #1 screen. We say that to be provocative, but it rings true from how consumers use phones. #cleanslate2011 #YG

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