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Article Description: ] by Neil Cybart @ aboveavalon.com - Cybart analyzes Apples R&D expenditures to conclude that the company is planning a pivot into the automotive manufacturing business.

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Content: use HTML Edit Content <h1 style="text-align: center;">Apple R@D indicates a pivot is coming</h1> <h2>[WHAT]</h2> <ol> <li>] by Neil Cybart @&nbsp;aboveavalon.com -&nbsp;Cybart analyzes Apples R&amp;D expenditures to conclude that the company is planning a pivot into the automotive manufacturing business.</li> </ol> <h2>[WHY]</h2> <ol> <li>]&nbsp;</li> </ol> <h2>[WHERE]</h2> <ol> <li><strong>] READ THE FULL ARTICLE</strong></li> <ol> <li>]&nbsp;<a href="http://www.aboveavalon.com/notes/2016/5/11/apple-rd-reveals-a-pivot-is-coming" target="_blank">http://www.aboveavalon.com/notes/2016/5/11/apple-rd-reveals-a-pivot-is-coming</a></li> </ol></ol> <h2>[WHEN]</h2> <ol> <li>] 2016-06-13</li> </ol> <h2>[EXAMPLE]</h2> <ol> <li>]&nbsp;Apples&nbsp;R &amp;&nbsp;D expenditures are up significantly, even higher then their rev growth, tells us they working on something more significant than future dev on current product lines</li> <li>] Options include developing existing product lines, but dont mesh with apples functional org structure</li> <li>] however, the option that makes the most/more sense, is pivoting into Auto businesess (electric, autonomous)&nbsp;</li> <li>] Apple currently has&nbsp;233B cash on the books</li> <li>] Instead, sudden and dramatic increases in Apple R&amp;D are a result of new product initiatives</li> <li>] yoy expense increase graph, denotes research periods for prev products, iphone, ipad, watch</li> <li>] In reality, pivoting is actually a sign of strength as a company takes what it learns from one business model in one market and applies it a new one with a different business model. Apple would be taking lessons learned from its long-standing view on the world based on the Mac, iPod, and broader iOS lineup to begin selling an electric car.<br />At this point, I peg odds of Apple selling its own electric car to be at least 80 percent.</li> <li>] This is uncharted territory not just for Apple, but for the entire auto industry.</li> </ol> <h2>[HOW-TO]</h2> <ol> <li>]</li> </ol> <h2>[REFERENCE]</h2> <ol> <li>]&nbsp; SRC=hn(280)/<a href="https://news.ycombinator.com/item?id=11680561" target="_blank">comments</a>(262)</li> <li>] <a href="https://twitter.com/AboveAvalonPlus" target="_blank">https://twitter.com/AboveAvalonPlus</a>&nbsp;</li> <li>]&nbsp;&nbsp;<a id="yui_3_17_2_1_1465840889355_697" href="http://www.aboveavalon.com/dailypremiumupdate/2016/4/13/facebook-underwhelmed-me-buzzfeed-hits-a-rough-patch" target="_blank">Mark Zuckerberg laying out his&nbsp;10-year plan for Facebook</a>. - facebook f8 conference keynote, 2016-04</li> </ol> <h1 style="text-align: center;">&nbsp;</h1>