Apple’s investment in product development indicates revenue explosion, new product categories this quarter, says analyst

investment Morgan Stanley’s Katy Huberty says that an analysis of Apple’s recent SEC filing strongly suggests that the company has not only made a big bet on the success of the iPhone 6, with large advance orders, but also that it is likely to launch the long-awaited iWatch this quarter.

The graph, obtained by Business Insider, shows the historical correlation between off-balance sheet commitments – the technical financial term for money invested in things like tooling, component purchases and manufacturing contracts – and quarterly revenue. Essentially, if you know how much Apple is investing in new products in one quarter, you can pretty accurately predict its revenue in the following quarter …  Read more

Tim Cook gives his views on collaboration at Duke’s Fuqua school (and 6 other videos)

We discussed Tim Cook’s speaking at Duke’s Fuqua Business school on the occasion of the 25th anniversary of his MBA back in April. This weekend, Duke published  insightful snippets of the remarks he made and they are incredibly insightful. Perhaps most interesting was Cook’s views on collaboration: Read more

First look at the assembly process of an iPad at Foxconn factory

Marketplace reporter Rob Schmitz is the second reporter ever to get an inside look at Foxconn, the manufacturing plant where Apple’s products are made. Today, Schmitz posted a video showing our first-ever look at the assembly process of an iPad as it goes down the assembly line at the Foxconn plant in Shanghai, China. It is interesting to look at how machines streamline some of the process. Schmitz also noted a few other interesting points, such as workers switching positions every few days while making $14 a day when first starting.

 

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