Το δεξί χέρι του Steve Jobs, μίλησε!

Here's a transcript of Cook's chat, created live. Note that this is a paraphrased transcript unless in quotation marks.

4:08 Clapton's "Change the World" is playing leading up the presentation. Now "Sunny Came Home."

4:09 Getting underway. Tim Cook reads disclosure.

4:10 Q&A begins. Steve Jobs was very clear about leadership in mobile devices. Is that how we should think about Apple at this point? Tim Cook: Yes. Let me elaborate. If you look at Dec. quarter results, which included revenues of almost $15.7 billion, as we compared ourselves to every other company in the world, including Sony and Nokia and Samsung, which now have huge mobile device businesses, we found out we were the largest in the world, measured by revenues.

4:11 How are you channeling resources differently? Transition to mobile devices began in 1991 with first introduction of portable product for Apple with introduction of the TFT screen. During that time, the Mac business has become a predominantly mobile device business. Huge difference between us and the balance of the industry in portable share.

4:12 Ah, a history lesson. Going through all the mobile devices Apple has ever launched. Vast majority of Apple's revenue now comes from mobile devices and content purchased for those devices. Believe we're well positioned to do extremely well because we can seamlessly offer software and hardware.

4:13 Who are biggest competitors and who are biggest partners? Tim Cook: I wish the world were that simple. Many people you can't cleanly put in one or another. Take Microsoft. In Microsoft, we love the Mac Office division. They do a great product and we partner with them and work with them very tightly. Most of the balance of Microsoft we compete vigorously against, in OS, in mobile OS, etc. If you look at Google, I would say Google is similar in that respect. We partner with them in maps, in search for most of our products, but we also compete with them in the mobile OS space and now in the hardware phone space. So, it's difficult to put people in one camp or the other always. There are some companies like the media companies where we partnered with so well that Apple is now selling billions of dollars of digital content.

4:15 Also companies like carriers where we partnered with to bring iPhone to in 86 countries. Ones that draw the most attention are the ones that are more complex, where we're both competitors and partners.

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