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Today Apple announced both a dividend and a share re-purchase plan which, when combined, will consume 45% of Apple’s current US cash reserves. The dividend will be $2.65/share/quarter and the buyback will cost $10…
@mastermmik: love how @asymco thinks of everything and everyone as being “hired” to do something. lol via Twitter. Hiring products to do jobs for us is not a difficult cognitive leap to make. But can we extend the…
The phenomenon we call business disruption could benefit from a different name. Although it signifies a disturbance or an interruption in an industry, it’s much more than that. The nominal definition I work with is that…
Regarding the recently proposed Reception and workshop at the Apple Investor Summit, registration is now open. You can purchase tickets here: asymco-workshop Details and venue: Time: 6:30 PM Thursday, March 15th…
At last year’s iPad 2 launch, I compared the specs of the newly announced iPad with those of a laptop and desktop from five years earlier. This year I am comparing the new iPad with Apple’s computers from four years…
The latest comScore US mobile subscriber monthly data is in: comScore Reports January 2012 U.S. Mobile Subscriber Market Share – comScore, Inc. January saw a return to trend line growth in US smartphone add rates. The…
This is a reminder that I will be speaking at the Apple Investor Summit on March 15th at the Los Angeles Convention Center. My topic will be Apple’s capital expenditure structure and how that foretells strategy. I will…
We’ve been very, very focused on China. China, we’ve had incredible success with iPhone. Over the past few years, we’ve gone from a few hundred million dollars of revenue in greater China, to last year $13 billion. So we…
I truly believe, and many others in the company believe, that there will come a day that the tablet market in units is larger than the PC market. Tim Cook Discusses Q1 2012 Results – Earnings Call Transcript – Seeking…
When cellular phones emerged in the 1980’s wireline phone service was excellent. Penetration was at 99 percent in the United States and prices had never been cheaper. The industry was deregulated and phone companies were…