Business Insider Stories January 5, 2015

Apple will start selling fully unlocked, SIM-free iPhone 6 and iPhone 6 Plus models in the United States beginning tomorrow, January 6th, according to several sources. The unlocked iPhones will be available both via Apple’s physical retail stores and online store…

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Business Insider Stories December 17, 2014

Piper Jaffray analyst Gene Munster is famous for his annual prediction that Apple’s long-rumored television is launching next year, but this year he’s mixing it up a little, predicting instead that it will be launched in two years’ time.

Back in 2011, he predicted at the IGNITION conference that it would launch before the 2012 holiday season. Once it was clear that wasn’t going to happen, he predicted late in 2012 that it would be arriving in time for, yep, you guessed it, the 2013 holiday season. He clung to that one throughout the early part of last year, but has kept quiet on the subject this year – until now …  expand full story

Business Insider Stories July 25, 2014

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 …  expand full story

Business Insider Stories February 20, 2014

Analyst delivers the ultimate insult to Apple, calls it ‘the next Microsoft’

Apple just might find itself shopping around for a new finance partner for its retail stores after Barclays analyst Ben Reitzes likened the company’s future potential to that of Microsoft.

Downgrading AAPL from a buy to a hold, Reitzes said that while he was excited by the iWatch and Apple television ideas as a consumer, he didn’t see either driving double-digit growth. Quoted by Business Insider, he said:

We look at a valuation analogy vs. Microsoft from 2000 to about 2010 and see no precedent that large-size tech companies simply start to broadly outperform again after a tough year or two if the law of large numbers is catching up to them and margins have peaked.

Ouch! Still, it appears his pessimism is not universally shared.

Business Insider Stories December 9, 2013

Report: Forstall advising startups, traveling overseas, investing in charitable causes post-Apple

Offering somewhat of an answer to a very popular question among followers of Apple, new publication The Information is out with a report today offering a few interesting tidbits regarding Scott Forstall’s post-Apple activity.

Scott Forstall, the former SVP of iOS Software who was replaced by Craig Federighi under Tim Cook’s executive reorganization in late 2012, has reportedly been using his free time to advise startups, spend money philanthropically, and visit other countries.

Business Insider relays this message from the report:

Amir Efrati at new technology site The Information is reporting that Forstall spent the year traveling to Italy and South Africa. He also advised a few startups, and became more philanthropically involved, focusing on education, poverty, and human rights.

As for what’s next, Efrati doesn’t have any news, but he says VC firms like Kleiner Perkins and Andreessen Horowitz have stayed in touch, but Apple employees think Forstall’s next move will be starting his own company.

While The Information’s report is somewhat vague, it reveals more details than the very private former Apple exec has let on in the past. Check out The Information to read the full report.

Business Insider Stories June 2, 2013

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: expand full story

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