Does Apple really want ordsprog

en Does Apple really want to try and crank out 20 million phones a quarter,

en I have been fielding quite a few calls about Apple's filing of the 'Mobile Me' patent. Folks have been speculating about a phone from Apple for more than a year. Being that I am a wireless analyst, I don't follow Apple as closely as others do. What I do know though, is that we are not likely to know until Apple wants us to know. They are pretty good at big surprises. Do I think they are developing a phone? Probably. Probably somewhere in their labs, there are prototypes of phones. Whether or not they bring one to market commercially is another story. Whether or not they will do so on their own is another open question. Hard to imagine carrier subsidies on a device unless there are revenues to be earned through downloaded services and content.

en The swift industry-wide decline in PC sales will result in Apple's first non-profitable quarter in three years, ... We're not happy about it, and plan to return to sustained profitability next quarter. We are committed to reducing our channel inventories to normal levels by the end of this quarter, and remain very excited about the new products and programs Apple will be rolling out in 2001.
  Steve Jobs

en The demo scene is a creative environment where Pex Tufvesson is one of the leading programmers. There are like a million cell phones with Internet access today. Just wait until 100 million have Internet access. . . . We know there is going to be a distributed denial of service attack where you are going to have literally 50 million cell phones coming at you.

en Apple had a terrific quarter -- we sold a record number of Power Macintosh G3 computers, customers love our new PowerBooks, Apple earned its highest profit in years and we ended the quarter with the lowest inventory level among the major PC players,
  Steve Jobs

en Chipset sales declined 26 percent to $269 million, and operating margins dropped to 24 percent from 39 percent. Qualcomm shipped only 11 million chipsets in the quarter, down from 15 million in the preceding quarter and 13.5 million a year ago. This disappointing performance partially reflected continued weak demand in Korea.

en Consider this: Apple says its stores are now making more than $1 billion in sales per quarter. Just two years ago, the stores were making $1 billion a year -- and at that time they were the fastest-growing retail operation in history, beating the previous record holder The Gap to $1 billion annual sales in just three years, according to Ron Johnson, the executive in charge of Apple's retail operations. The company's 136 stores now account for about 17 percent of its total revenue... Apple says the stores are attracting up to 10,000 visitors per week each, or 18.1 million visitors a year in total. These are extraordinary figures.

en Since Liberty joined forces with Cell Phones for Soldiers in late 2004, our offices have collected over 42,000 phones providing 4.2 million minutes of calling time. The need continues, and this is a year-round project for us.

en We are delighted that Apple is delivering strong growth on every front -- revenues, profits and units -- and in particular that our unit growth last quarter was 2.5 times higher than the industry average, which leads directly to market share growth. Apple also continues to deliver the best asset management in the industry, ending the quarter with less than one day of inventory.
  Steve Jobs

en There are so many opportunities for growth in China -- it just doesn't stop. Every year, there are more than 30 million TV sets sold, 20 million DVD players sold and 20 million home entertainment centers sold. Even if sales were to slow down in mobile phones, they'll be made up elsewhere.

en The holiday quarter is always a very large quarter for the sale of phones, ... The following quarter is a little less.

en We had our break-out quarter in that second period. We had been stuck at about $8 million in quarterly revenue, and then in the second quarter we hit $11.6 million.

en Sun released Java to the public in 1995, and today, Java powers more than 1.5 billion cell phones, 700 million PCs and millions of other devices. However, computing is no longer just about PCs, laptops or even cell phones, but rather about the promise of pervasive computing — which will largely be enabled by sensors. This announcement will allow Java — just as it did with cell phones and the Internet — to play a pivotal role in enabling the coming wave of sensor driven computing.

en More than 200 million people in the U.S. now have cell phones. As that number has grown, we see that people are beginning to put up boundaries and evolve social norms about when and where they should use their cell phones. Bathrooms, movies and theaters are out. Cars and supermarkets are in.

en We anticipate $601 million in total revenue and $385 million in U.S. book, music, video revenue from Amazon in the third quarter, ... Our $385 million books, music, video projection is flat with second-quarter results; however, if Amazon's sequential revenue growth in the sector actually comes in at 12 percent or higher, we believe the company could record as much as $650 million in total revenue.


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