Putting the biggest quarter up and i say it's not that bad that the growth is not there.
The issue is not the current quarter.
It is the outlook going forward.
There are issues where if you look at the shipments, they are beginning to really slow.
They need to innovate and they need a larger screen phone.
I would argue they need a low- cost iphone.
I don't think that will ever happen.
I don't think they will do that.
They seem to have a willingness to stay on the upper part of the market.
They have like an 18% market share but 80% of the profits.
The premium segment is now saturated.
The growth there is slowing.
If you look at the charts, it is amazing.
There sub-$250 smartphones are going ballistic.
The apple challenges if they are going to play in that segment and continue to grow, they need to build a lot of share.
And they are not doing that.
They are having a tougher time of it.
When you look at the ipad numbers which are strong, what do you make of that?
I think the new products help.
The ipad is a sharp device that -- the screen is terrific.
I have one myself.
That is not a big enough business to really pick up the slack.
Iphone is still have to business at apple.
They need to keep the eye on that ball and keep -- and need a product refresh badly.
China will help that they have been losing share.
If you look to the second quarter of 2012, they have a 10% share in china and that is now over five percent.
Maybe that was the most shocking members.
The guidance suggests that maybe china mobile is not going as big as many of us predicted.
There is a big prepaid sub base.
If they get 15% of the postpaid business,, that could be more.
I think it is important for china mobile and it will help them recover share in the region over time.
China will not carry the company.
It is a global company.
I think tim cook needs to leverage the brand.
It's not only one of the best- known brands in the world but it's an aspirational brand.
If they come out with the right products that really resonate with people, the right new innovative products, they are right back in business.
Thank you very much.
A lot of eyeballs on apple yesterday but today, people will be listening to president obama because he will try to reset his troubled second term with a state of the union address tonight.
He will probably tell congress he is prepared to act on is on the republicans do not support his plans to confront the nation's problems.
Peter cook has more on this strategy.
The white house said obama plans to use an executive order to raise the minimum wage for federal contractors.
What else can he really do without congress?
The president is limited in terms of big-ticket items.
He needs congress to play ball.
They will be concrete examples in the speech of where the president will push the envelope and use his executive authority and the first concrete example
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