Yesterday. A couple of very important pieces fell in place. Before the call in July, I thought the guidance might hit just over 200. It is much clearer why it didn't. iPhone 4 is still around and from a longer-term effect that is about 25 M this quarter lower for CRUS or about 15 M from what I thought it might be. Pretty CRUS has both pieces in the new 5's. That is 2.9, but the S is probably 15 units in DEC quarter and almost that in the March quarter. Couple that with the 10 M now gone from APEX, guidance was a little lower than I thought it might.
Also, a lot of cool stuff again announced that helps us understand Apple a little bit. People forget that the purpose of this is to make money. Only two do, and only one does. One of the analysist pointed out and I think rightfully is that Apple will get market in China from SAM. There are reasons for this. Do not be surprised to see a 4 somehow made to work on CHL. Do not know but would not be surprised.
GZ --- I agree we should have the same content in the iPhone 5c and 5s as we have in the iPhone 5 today (codec and amp) ........I do believe we will see new part#'s slight redesign vs iPhone 5 parts#'s
Apple has priced the iphone 5c higher than expected ......the priced the iPad mini higher and that paid off.
The market was willing to pay the $329 starting price.
With DoCoMo and soon expected China Mobile -- I believe Apple is playing the same game -- they believe the market will pay the higher prices.
They can always lower prices later if needed to drive higher volume.
Do not under estimate the potential of the trade-in programs and ability of Apple to be creative with financing a payment plan as they have experimented with in India....monthly payment plan for 18-24 months vs up front cash purchase.
mk, thats a good point, the trade in is very smart, and for me the thing that keeps me in AAPL products is the eco-system, and Apple care, you have to have it for kids! Kids pull parents into AAPL products! afterall who pays?? and pays and pays!! hang in there!!