“Prior to the third quarter earnings report I discussed a part of the Apple’s balance sheet related to tangible assets (Plant, Property and Equipment),” Horace Dediu writes for Asymco. “In a series of three posts I covered the Land and Buildings (data centers and campuses), Leasehold Improvements (store investments) and Machinery, equipment (tooling and factory equipment as well as servers.)”
“The data shows that there is a consistent pattern of investment in pursuit of strategic goals: extending reach into distribution through stores, extending services through cloud infrastructure spending, and extending control over the supply chain,” Dediu writes. “One story that still remains largely untold is how much does Apple know in advance what it will spend.”
Dediu writes, “In other words, can we tell if Apple can anticipate demand and does it plan its expansion well in advance?”
Read more in the full article – recommended – here.
[Thanks to MacDailyNews Reader “Brawndo Drinker” for the heads up.]