Tim Cook

Jun 22, 2017 — by: Mark Reschke
Categories: Tim Cook

Leo_satallitesLately, Apple has been adding to their space exploration team. Not only does Apple have their sights set on your mobile life, but evidently they look up at night and think about how to reach for the stars. Apple recently added two of Google's satellite executives to some vaguely understood hardware team. In April an inside-the-satellite-beltway blog site talked of Apple working with Boeing regarding Low Earth Orbit (LEO) multi-thousand satellite deployment. Sounds cool, but when it comes to Apple, the age old question remains; What's in it for me?

Have you ever been on a cruise or taken a flight? How about visiting another country far away or hiking to parts unknown? In each scenario internet access often costs far too much to justify, or simply isn't available. If you've ever attended a college football game good luck getting anything in or out of your iPhone, as the towers are typically jammed solid with traffic. Now envision all these places, or virtually everywhere, providing strong signal with amazing speeds for any task, anywhere, any time. That's what's in it for you.

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Jun 9, 2017 — by: Mark Reschke
Categories: Tim Cook

Imac_pro

It's a curious thing, that Apple. To have all but ignored the Mac for years made going into the Apple retail stores seem like a walk through a computing history museum. "...and here is the MacBook Air. Launched in 2008 and still does not have a Retina display, Thunderbolt, or any other port for that matter." At least it is – slowly – getting harder to point out how slow Apple has been to getting Mac's updated. Cook and crew clearly took their eye off the Mac ball for years, but things have changed in Cupertino, and much needed updates are on their way. Does this mean Apple's leadership is listening to customers, or does it merely explain the pivot due to iPad's constant and decreasing sales since 2014?...

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Dec 29, 2016 — by: E. Werner Reschke
Categories: Tim Cook

Aapl-stock-chart_2012-2016

For the past two years Apple’s stock price has bounced around from a little above $130/share as a high to $90/share as a low. While Tim Cook has authorized increases in dividend payments, the growth for AAPL is no where to be found. To grow its stock price, usually a company must grow its net revenue (aka profit). But that seems to be a challenge for AAPL the past two years.

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Nov 8, 2016 — by: Mark Reschke
Categories: Tim Cook

Trump_clinton_appleToday is the day where many citizens in states across the country set off to the voting booth. Baring some form of miracle, Donald Trump or Hillary Clinton will become the 44th President of the United States of America. For this moment I'll be setting ALL political thoughts aside, save for one: Which President elect's tax plan would benefit Apple the most?

Donald Trump: 

Trump's offshore tax policy states it will reduce the Federal repatriation tax to 10%. Tim Cook, when testifying before Congress in 2013, believed a fair tax rate would be around 26% (state and fed total), which is typically Apple's domestic tax rate in any given quarter. If Trump became President and was able to pass a 10% repatriation tax rate, Apple would likely move most, if not all, of their offshore holdings back to the US. This past summer the European Union (EU) pushed into Ireland's banking laws, demanding Apple pay the EU $14.5 billion in taxes. Trump's policy would likely motivate Apple all the more to move their holdings back into the states and out of other countries, where Apple's cash is vulnerable to swiftly changing perceptons and laws.

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Oct 28, 2016 — by: Mark Reschke
Categories: Tim Cook

Surface_studio_imacOn Tuesday I wrote an article with the premise that Microsoft, from their marketing arm to product offerings are mirroring Apple amazingly well, surpassing Cupertino's technologies in many ways. Immediately, Apple apologists were decrying the Surface Studio as a wannabe, gimmicky iMac, and that the price was unjustifiably high.

Yesterday Apple launched the all-new MacBook Pro, with innovative touch bar, complete with built-in Touch ID. The new technology looks well refined and thoroughly thought out. Touch bar makes sense in hundreds of different use cases and the rest of the MacBook was given highly effective refinements throughout. Apple may have stemmed any creative pro tide away from it's notebook shores with the new MacBooks, but there is still trouble within Apple's desktop offerings. The competition knows it and is attacking in full force.

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Oct 21, 2016 — by: Mark Reschke
Categories: Tim Cook

Hello_again_apple_invitationWhile Samsung is in Galaxy Note 7 never happened mode and the media is getting over digesting Apple's latest iPhone 7 and Apple Watch offerings, Apple is bustling about preparing for their October 27, special event. This time it's all about the Mac – F I N A L L Y!

We've previously discussed how walking into an Apple Store is like stepping into a computer museum, but Phil Schiller should be all about delivering some welcome Mac news. But which Macs will get updates and how major, or minor, will those updates be?

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Oct 18, 2016 — by: Mark Reschke
Categories: Tim Cook

Apple_car3Say it ain't so, but then again is it really all that wise to question Mark Gurman of Bloomberg? According to Gurman, Apple's Bob Mansfield, heading up Apple's car aspirations, has drastically scaled back the program guiding it towards an autonomous only, software-based state. The project, running under the not-so-secret code name Project Titan, once on track to be a grand electric car, could realize itself as little more than autonomous driving software technology to be licensed to automotive manufacturers. Evidently, the door is open for the technology to be worked back into a fully developed Apple car in the far future. But currently any "Apple car or bust!" direction is now off the table. Or is it?

If Mansfield has indeed dialed back Project Titan, focusing only on autonomous driving for the time being, it would be hard to view it as anything less than a massive failure within Apple's leadership. We previously discussed how Apple has lost momentum in many categories, missing complete launch cycles due to Project Titan brain-drain. For the car program to be scaled back in this fashion, while hurting the company in other areas, will be utterly unacceptable from many within Apple's investment circles and beyond, striking another blow to Tim Cook's leadership abilities.

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Oct 7, 2016 — by: E. Werner Reschke
Categories: Tim Cook

Crystal-ball

Now that the predictable, yet nice, updates to iPhone and iOS have hit the streets — with great success by the way — it is time to turn our attention to the Mac product line. We at Two Guys and a Podcast have been pretty harsh on Apple because of their lack of Mac updates:

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Sep 30, 2016 — by: Mark Reschke
Categories: Tim Cook

Apple_stormApple's Mac lineup has been languishing over the past few years, and their may be valid reasons as to why. Perhaps Apple been preparing to migrate away from Intel to their own A-series processors? Or would iPad's be ushering in a new area of computing relegating Mac's to back of the line? Any number of rumors have given chase as to why Apple's overall Mac lineup has become extremely stale, but it appears Apple is staying firmly Intel for their next generation processors, and thus a slew of long overdue Macs should should be unveiled during an October special event.

Apple is planning a major Mac invasion of new technologies, but it does not explain why this has been long overdue. Two big distractions may have been causing Apple's innovative Mac engine to sputter on 3-cylinders the past few years. 

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Sep 9, 2016 — by: Mark Reschke
Categories: Tim Cook

Old_headphonesTuesday, at Apple's September special event, CEO, Tim Cook and crew revealed iPhone 7. Among it's biggest new technologies was the omission of a legacy feature – Apple has done away with the industry standard 3.5mm audio jack, and for a slew of good reasons. But none more impactful than the fact that Android makers are now torn in what to do with a standard Apple just ditched.

Apple VP of World Wide Marketing, Phil Schiller, pointed out new digital advantages for moving past the the analog standard. Yes, the move brings wireless headphone technologies towards becoming the new standard. Yes, it saves space within iPhone. Yes, the removal of the jack eliminates another area for water and dust ingression. The shift to using iPhone's Lightning connector for headphones certainly ushers in the digital age for Apple's headphones, but the initial pain it brings to the competition is greater than the benefits within iPhone 7 in and of itself.

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