AAPL November 10

AAPL: 116.77

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One of the things Apple’s retail head Angela Ahrendts said in her interview with Fast Company‘s Rick Tetzei is that Apple had made the decision to back away from Black Friday sales because “being good to your employees will always be good for business.”

Rather than extending store hours for Black Friday events, or just turning the stores into even more crowded places during what has increasingly turned into Black November rather than just Black Friday, Ahrendts decided to give staff a break. That’s great and should be applauded but why not just do an online sale? Do the computers need the time off too?

Even more curious, Apple, who controls US retailer pricing, seems to be letting every US retailer knock huge amounts off of all Apple products for Black Friday…
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AAPL November 6

AAPL: 121.06

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Theo Levey’s early iPhone 6 render wasn’t perfect, but it was usefully close

Reporting on future Apple products isn’t easy — it’s actually one of the biggest challenges in the world of technology journalism. Back in April 2011, The Verge’s predecessor (This Is My Next) ran a much-discussed report on the “iPhone 5,” which was claimed to be teardrop-shaped, with an enlarged, gesture-sensitive Home Button, and a bezel-less 3.7″ screen. NFC, inductive charging, and a speaker and sensors hidden behind the screen were also said to be possibilities for the new iPhone. Not surprisingly, the report lit up the Internet, generating a lot of attention (and over 500 comments) for a fledgling web site. Though some people were skeptical, accessory makers actually took the report seriously enough to manufacture cases matching the claims.

As it turned out, the report was wrong — very wrong. Exactly none of those features actually arrived in either the “iPhone 4S” Apple announced in October 2011, or the real “iPhone 5” that debuted in September 2012. The report also didn’t forecast actual iPhone design trends in any useful way. From my standpoint, that’s the critical difference between most Apple rumors and the ones that are actually worth caring about: some early information, even if it’s imprecise, can help you make a better buying decision about an Apple product today or six months down the line.

A small group of nitpickers — notably including people who are fed information directly by Apple, off-the-record — have been taking shots at people who report independently-researched rumors, attempting to undermine the value of big, “not from Apple” scoops versus small, “not (officially) from Apple” tidbits. This may be an inside baseball topic that most people really don’t care about, but it’s worth at least considering for a moment…

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AAPL November 5

AAPL: 120.92

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AAPL November 4

AAPL: 122.00

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While Apple didn’t have an official presence at the New York Times DealBook Conference yesterday (not counting former US Vice President Al Gore who sits on Apple’s board), the Cupertino company still got plenty of airtime on stage. IBM CEO Ginni Rometty explained her company’s relationship with Apple and how their partnership is beneficial for changing how iPhones and iPads are used, Netflix CEO Reed Hastings addressed Amazon’s recent move to block Apple TVs and Google Chromecasts from its store, and activist investor Carl Icahn shares how he discovered Apple, which he calls “the greatest company in the world.” Check out each video appearance below from yesterday’s conference to see what they had to say: expand full story

AAPL November 3

AAPL: 122.57

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AAPL October 29

AAPL: 120.53

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The old world was a simple one. Apple needed two things to succeed: a well-off market willing to pay a premium price for its products, and a low-cost manufacturing base to build them. The U.S. and Europe provided the former, China the latter.

The idea that China could become Apple’s biggest market in less than a decade would have seemed unimaginable back when the first iPhone went on sale in 2007. It now looks inevitable.

Let’s run the numbers …  expand full story


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