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MacSurfer's Archive: Tuesday, May 15, 2018


  • "Are Apple, Amazon and Facebook the future of banking?"  CNNMoney 9:15 AM
  • "Apple As A Service Part 2: Services Offer Growth, Visibility, And Profitability" ["Apple Services is more profitable than hardware. We estimate the hardware operating margin to be 25% vs Services at 38% operating margin. This yields an overall Apple operating margin of about 27%. Looking forward, we believe overall Apple margins will be stable over the next few years as higher margins in the Services segment will be offset by lower margins in the hardware segment."]  Loup Ventures 7:18 AM
  • "Why Apple, Microsoft Are Focusing on Services"  PC Magazine 7:24 AM
  • "Sources: Research Triangle Park tops Apple's short list: Multiple sources say Silicon Valley electronics giant Apple is zeroing in on Research Triangle Park for a new jobs-heavy campus."  Triangle Business Journal 4:59 PM
  • "Apple CEO Told Trump Tariffs Are 'Not the Right Approach'"  Bloomberg Video 7:24 AM
  • "Apple CEO Says He Told Trump Tariffs Are Wrong Approach to China" ["'It's true, undoubtedly true, that not everyone has been advantaged from that — in either country — and we've got to work on that,' Cook said. 'But I felt that tariffs were not the right approach there, and I showed him some more analytical kinds of things to demonstrate why.'"]  Bloomberg 6:54 AM
  • "Tim Cook finally reveals what he and President Trump talked about behind closed doors last month" Business Insider 8:44 AM
  • "Tim Cook Gently Criticizes Tariffs Against China But Loves President Trump's Corporate Tax Cuts" Gizmodo 7:17 AM
  • "Tens of thousands of Chinese live at the mercy of Apple's factories — and they don't even work there"  Business Insider 11:50 AM