- Apple is still "selling every iPad we could make," Cook says.
-The most interesting thing Apple says is that this is related to a "future product transition" that will have an impact on earnings.
- Apple plans to open 30 new stores in the next quarter, including its first in Hong Kong.
- Pilots taking iPads into the cockpit to use instead of big printed manuals. He says Apple is "delighted" by "unexpected" ways that people are using the tablet.
-Is iPad is cannibalizing Mac sales: Tim Cook says: "We do believe that some customers chose to purchase a new iPad rather than a new Mac," but they believe that "even more chose to purchase the iPad over a Windows PC." Apple has said this repeatedly: Microsoft has more to lose from tablet cannibalization than Apple does.
- Apple says iPhone sales are growing so much in part because the company is adding new carriers in new countries. China, Brazil, Mexico and the Middle East are cited as drivers.
- |