We begin with Apple opening its first store in Malaysia. The discussion will then turn more broadly to Apple’s emerging markets opportunity and the impact such countries can have on Apple’s installed base growth. We conclude with the signal-to-noise topic which came to mind when thinking about Apple’s store opening in Malaysia.

Hello everyone. Welcome to a new week. Today's update will take us through Apple Retail land. Let's jump right in.

Apple Opens First Store in Malaysia

Over the weekend, Apple held a grand opening for its first retail store in Malaysia.

In a press release issued this past Saturday, here’s Apple:

“Apple’s first retail location in Malaysia opened today in the heart of Kuala Lumpur’s new Tun Razak Exchange (TRX) central business district. Apple The Exchange TRX will be an inspiring space for customers to discover and buy Apple’s innovative lineup of products, receive exceptional service, and learn how to get the most out of their devices through Today at Apple sessions.

To celebrate the opening, customers can participate in a special Today at Apple series, ‘Jom Discover,’ running through July 6. Customers can capture photos on iPhone with smashpop, enjoy a live performance by De Fam, explore how to sketch ideas on iPad with Iman Azman, create on Mac with Adam Lobo, and get moving with Nana Mohd.”

Before we go any further, notice the three things Apple drew attention to for what customers will experience at Apple The Exchange TRX:

Try out Apple products.
Receive customer support / service.
Receive ecosystem experiences / education via Today at Apple sessions.

Those three items / experiences are universal to Apple stores. While most companies are struggling with brick and mortar retail

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