Apple Update November 19th-25th

This page provides a report of all important updates and discussions involving Apple Inc. between November 19th and 25th.

Tuesday, November 25th

The promise of an iPhone application has the potential to dramatically impact satellite radio. Millions upon millions of iPhone users are out there, and the ability to tap into that market can be huge. There is reason to be enthusiastic about the upcoming StarPlayer application, but investors should temper that enthusiasm with the thought that success will not happen overnight. Just my opinion, but after Apple rumors every year since 2003, I consider my optimism cautious. Happy to see the development, but cautious just the same.

Monday, November 24th

The freshly posted campaign page backs up the confident stance by centering on the unibody aluminum and glass displays of the MacBook designs, which together cut down on the number of parts and are easy to recycle versus the plastic and other materials used by rivals.

Friday, November 21st

How can this be? Apple’s fundamentals are strong, right? Yes they are. But that has absolutely no bearing here. Apple is simply falling with the rest of the market, and so long as there’s no confidence in the market, it will continue to fall. I suppose you could argue that Apple has taken more than it’s fair share, but trying to argue that point with the market is an argument you can’t win. You can only accept it for what it is.

  • Apple has spent $486 million on advertising in 2008, up from $467M in 2007 and $338M in 2006. "That’s far more than the $300 million that Microsoft is spending to counter the ads." This was in response to a piece written by Erick Schonfeld, where he called Apple a hypocrite.

Thursday, November 20th

They say sequels often fail to live up to the original. That's not so with the second generation of Apple's (AAPL) iPod Touch. Apple has managed to make the Touch look better, work better, and deliver more features—all for a $229 starting price, significantly cheaper than the previous $299 entry-level version. The changes, while subtle, are so significant that I give the second-generation Touch a rare perfect score.

The Touch now sits in a class by itself. No longer simply a high-end iPod, it has become the foundation of what's sure to be an increasingly important handheld computing platform for Apple. Rivals should take note: This is one Apple product that could seriously take a bite out of the competition.

Wednesday, November 19th

  • SeekingAlpha posted an amazing article discussing the significance of Apple Store. I won't even summarize it, you need to read it for yourself!!
  • Reports are indicating that Wal-Mart stores will being to carry the iPhone soon after Christmas. This is a huge step for Apple, as it increases their reach to potential customers. Selling the iPhone in Best Buy stores greatly increased iPhone sales, and the same can be expected of selling the product in the "world's largest public corporation and private employer", Wal-Mart.

Townsend's report echos claims published by BGR on Tuesday. The mobile phone rumor site published a memo from Wal-Mart to its employees announcing plans to launch the iPhone nationally on December 28th. "We are pleased to announce that Wal-Mart has reached agreement with Apple to offer iPhone 3G in Wal-Mart and Wal-Mart-managed Sam’s Club Connection Centers nationwide beginning December 28, 2008," the memo says. "AT&T will support Wal-Mart and Sam’s Club with the activation process for iPhone 3G, and we need all National Retail employees engaged to ensure a successful launch."

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