re: Apple's Tim Cook: What Analysts Miss
When people start getting cellphones one of the first things they do is to start questioning their poverty. This will happen in China, Brazil wherever there are Foxconn plants.
A few years ago Apple did something which everybody thought was totally clueless, retail. Now everybody is aping Apple.
Apple should take next logical step, manufacturing. They should set up manufacturing plants at least in China and Brazil. The other countries that come to mind are India, Thailand, Philippines and Vietnam, even Russia and South Africa (BRICS). Why? Because, local content trade barriers are going to come up, like it or not. I am surprised that Apple is able to sell iPhones in China without doing a TD-SCDMA iPhone. 'Electronics' business is going to follow the 'auto' business. Just like you can never have a 100% HTML5 App, you can never have 100% automated tablet or phone manufacture so the dreams of robot manufacturing plants in US are what they are, dreams.
Regarding cargo transportation, Apple can buy Boeing 747s or Airbus A380s as needed and use them for her cargo needs.
Dear Tim. I may not have given an answer you wish to hear but I have given an answer that I think is the best for Apple long term.