They just acquired PA Semi, so there wouldn’t seem to be enough time to implement their technology.

Don’t be so quick to write off PA Semi technology near-term. Apple was known to be working with PA Semi prior to the acquisition and some think that Apple’s decision to purchase the company outright was due to results of this former collaboration.

Wall Street still doesn’t take Apple products seriously. They’re considered just pretty toys for teenagers and adults that haven’t fully grown up yet. RIM, Microsoft, IBM are considered real business-type tech companies. None of that fun stuff in their product lines. Besides, Steve Jobs doesn’t believe in wearing business suits. How can WS take someone like that seriously? (I’m being sarcastic).

WS has a strange mentality. Even though the consumer market is much larger than the business market for Apple, I believe WS believes the business market is more stable. I guess that WS and potential investors thing there is too much of a risk involved to invest in Apple long term. Apple has lately become the laughing-stock of WS. Apple fans keep trying to pump up the value of the company by saying how well Apple is doing in sales, market growth, innovation, etc. But I notice that the stock price continues to drop, so Apple fans must be in error about Apple’s value. It’s worth much less now than it was seven months ago. So if WS says Apple is crap, then that’s what it is. Nothing will change until WS’s general concensus says Apple is worth investing in.

Transition to SSD? PA Semi chipsets?

They just acquired PA Semi, so there wouldn’t seem to be enough time to implement their technology. SSD is still too costly. Yes, the price of a 64GB drive for the MacBook Air has been cut in half, to $500, but that’s still too expensive.

Some are talking of touchscreens on the new Apple notebooks, but I have also read that such capabilities can be quite costly in a larger screen. So is Apple just going to absorb the higher price of flat panels until larger yields bring them down? That could explain the lowered margins for this quarter.

Or maybe it has nothing to do with any of this.

Peace,
Gene

Transition to SSD? PA Semi chipsets?