Forty five minutes with the man who took over when Steve Jobs stepped down
For those of you who missed Tim Cook's keynote presentation at the Goldman Sachs Technology and Internet Conference in San Francisco Tuesday, the audio is still available in QuickTime on Apple's (AAPL) website here.
For those who prefer to read than to listen, we've posted an edited transcript of his remarks below the fold.
Corrections most appreciated.Philip Elmer-DeWitt - Feb 15, 2012 5:38 AM ET
The 28-year-old expo has a new brand, a new focus and hundreds of fizzy new products
When Apple (AAPL) announced in 2008 that it was pulling out of Macworld -- no longer exhibiting its products or staging Steve Jobs' closely-watched keynotes -- many wondered whether the venerable expo could survive.
It was touch and go there for a while, but it turns out there is money to be made providing a venue MOREPhilip Elmer-DeWitt - Jan 26, 2012 10:33 AM ET
Nothing but praise -- after the ship had sailed -- from folks who totally missed the boat
A sampling of what Wall Street had to say overnight about Apple's (AAPL) first fiscal quarter earnings report:
Barclay's Ben Reitzes: No "Law of Large Numbers" Here. The upside Apple posted for the December quarter was beyond all of our most bullish scenarios, especially for iPhones and iPads. Most importantly, it seems momentum can continue given low MOREPhilip Elmer-DeWitt - Jan 25, 2012 5:52 AM ET
Humiliated by a bunch of bloggers, amateur analysts and assorted day traders
With revenues that grew 73% and earnings that more than doubled, Apple (AAPL) proved Tuesday that the fourth quarter results that so disappointed Wall Street last fall were a fluke. The company that Steve Jobs built is still that rare beast in American business: A $400 billion giant that acts -- and grows -- like a start-up.
Tuesday's results also MOREPhilip Elmer-DeWitt - Jan 25, 2012 12:15 AM ET
Shares jump nearly 9% in after-hours trading on record sales of $46.33 billion, record profit of $13 billion, record 37 million iPhones, 15.4 million iPads, 5.2 million Macs
Everybody was counting on Apple (AAPL) to report record earnings, but nobody -- not even the most bullish independent analysts -- predicted anything like the blowout the company just reported.
Trading was halted at 4:27 p.m. after Apple's shares had closed at $420.50, down MOREPhilip Elmer-DeWitt - Jan 24, 2012 4:19 PM ET
The 18% gap between the Street's estimates and the independents' suggests that it can
Last fall, a Wall Street analyst who shall remain nameless suggested in a note to clients that the days of the big Apple (AAPL) earnings surprises may be over.
He was referring to the string of quarterly reports in which the company beat the Street's estimates by measures so wide they were (or should have been) an embarrassment MOREPhilip Elmer-DeWitt - Jan 22, 2012 2:38 PM ET
33 of 46 analysts expect Apple to meet or beat that mark in its quarterly report next week
One of the big computer news stories last quarter was the continued strength of Apple's (AAPL) Mac sales even as the rest of the PC industry was shrinking. (See Mac sales zigged as Windows PC sales sagged in Q4.)
How well did the Mac do? We put the question to our two groups of analysts MOREPhilip Elmer-DeWitt - Jan 18, 2012 2:28 PM ET
Apple's U.S. MacBook sales came in softer than expected in December, according to NPD
In a note to clients issued Tuesday, Piper Jaffray's Gene Munster offered his analysis of the NPD Group's final PC retail sales data for 2011.
The news, as he sees is, is good and bad.
Domestic Mac unit sales were up 12% for the quarter, according to NPD, which isn't bad given that sales of Microsoft (MSFT) Windows PCs MOREPhilip Elmer-DeWitt - Jan 17, 2012 8:08 AM ET
The creator of Asymco.com is looking for 67% growth in sales and 91% in earnings
Like most independent analysts, Asymco's Horace Dediu got clobbered last quarter when Apple (AAPL) reported earnings that grew by "only" 52%. (See chart at right).
As a result, the best estimates last quarter turned out to be those submitted by the Wall Street analysts with the worst Apple track records. (See our Q4 2011 Earnings Smackdown here.)
But MOREPhilip Elmer-DeWitt - Dec 9, 2011 7:54 AM ET
The Kindle Fire may "vaporize" the market for every for-profit tablet maker except Apple
In a note to clients Monday about Apple (AAPL), Evercore Partners' Robert Cihra summarizes the impact of Amazon's (AMZN) Kindle Fire on the tablet market in stark terms:
While Amazon's Kindle Fire has come out of the gates strong, as expected, we see Apple maintaining its competitive lead, if anything accentuated by what now looks like the only MOREPhilip Elmer-DeWitt - Dec 5, 2011 10:49 AM ET
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