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Latest Comments244 Comments
Apple, RIM: An Historic Collapse in U.S. Corporate IT Spending
www.nytimes.com/2008/1...
Apple, RIM: An Historic Collapse in U.S. Corporate IT Spending
Did you see this article were Pogue roasts the Storm:
nytimes.com/2008/1...
The lesson of the article is this: IT AIN'T EASY JACK!
It just is not easy to make a phone like this. Most of all, it is not easy to make an Operating System. MS has been trying for decades, and many think their products are terrible. SO - THIS (the OS) is one of the barriers to entry into the true-smartphone market (i.e. real web and apps capability).
Google was smart to build Android on Linux. So what if the G1 is heavy and ugly - it is a prototype that shows that the OS works. They can build from there.
If Pogue's analysis is accurate, and RIMM can't fix it real quick, then Storm will just be wind in iPhone's sails!
Google 'Violates' Apple's Rules - Unwarranted Hysteria Ensues
Nokia's New Product Blurs the Featurephone / Smartphone Divide
nytimes.com/2008/1...
The lesson of the article is this: IT AIN'T EASY JACK!
I just is not easy to make a phone like this. Most of all, it is not easy to make an Operating System. MS has been trying for decades, and many think their products are terrible. SO - THIS (the OS) is one of the barriers to entry into the true-smartphone market (i.e. real web and apps capability).
We will see if Nokia fares better.
Google was smart to build Android on Linux. So what if the G1 is heavy and ugly - it is a prototype that shows that the OS works. They can build from there.
If Pogue's analysis is accurate, and RIMM can't fix it real quick, then Storm will just be wind in iPhone's sails!
Apple: Calculating Q4 Gross Margin for the iPhone
But did you see this article were Pogue roasts the Storm:
www.nytimes.com/2008/1...
The lesson of the article is this: IT AIN'T EASY JACK!
I just is not easy to make a phone like this. Most of all, it is not easy to make an Operating System. MS has been trying for decades, and many think their products are terrible. SO - THIS (the OS) is one of the barriers to entry into the true-smartphone market (i.e. real web and apps capability).
Google was smart to build Android on Linux. So what if the G1 is heavy and ugly - it is a prototype that shows that the OS works. They can build from there.
If Pogue's analysis is accurate, and RIMM can't fix it real quick, then Storm will just be wind in iPhone's sails!
Citi's CEO Confident That Job Cuts Will Redeem the Stock
In 2006 I spent 8 months in Spain. I signed with Citi because they advertised a cheap transfer rate internationally. So I went to Sevilla (2 ours from where I was staying) to set up my account. Fine. Then tried to xfer online. The long and the short is that over the next several weeks I spent AT LEAST 40 HOURS trying to perform this xfer and never could get it done. Their phone help was pathetic. I had to deal with the Madrid office but Madrid could not see my acct cause it was in Sevilla branch. Finally - after hours and hours and hours on the phone (thank goodness for Skype) and traveling back and forth to Sevilla a few times, I just gave up. I never could get a transfer made. And in the end I discovered that they would have charged a percentage on top of the fee anyway.
CITI SUCKS!!! IMHO
LCA-Vision: Good Long-Term Investment
thanks for the facts!
Apple's Search Engine: Truth or Rumor?
Will Apple's Q1 2009 Revenue Estimates Be a Blowout?
As for sales numbers. - Andy, I think you cannot ignore the ponts mde by:
On Nov 10 10:06 PM howmany wrote:
> nice job...but where is the defense of those huge iPhone numbers.
> Given the 2million channel fill last q, pent up demand due the emptying
> of first gen iPhones from the channel, and the usual apple early
> adopters, the terrible consumer environment, and the reduced rollout
> to new countries, the fact that the new countries are smaller, leads
> me to suggest a sequential drop to very moderate increase in iPhones
> is in order. How do you justify your number overcoming these factors?
You cannot ignore channel fill numbers. If they are really 2 M then this is significant.
As to his other points - Surely pent up demand and early adapters helped last Q. On the other hand, this is the Xmas Q, the iPhone was not on sale the full Q last Q, and early adopters frequently influence others who then far outnumber the earlies. So we will have to see how all these complex factors play out for the iPhone.
Another point - just because the bad economy has not caused an Apple slowdown so far, does not mean that this will continue. The economy most definitely is getting worse, unemployment numbers are going up. Sooner or later this will affect Apple's sales. (It probably has already, somewhat.) Since Apple is growing market share, then this may not lead to an actual decrease in sales, but it most likely will significantly dampen them.
Time will tell.
Analyzing Apple's iPod Business
First - to generate revenue - increasing revenue with increasing sales.
It has done that phenomenally. While it is true, as many have noted, that growth will continue overseas, it is also clear that the rate of sales growth will, of necessity, slow. Even as people buy more overseas, it is easier to double 600K than 6 M.
But, as the article stated, this is less important, because iPod is becoming a smaller portion of total sales, and especially of total growth.
Which brings me to the second purpose of the iPod: to attract people to the Mac OS platform. In this the iPod has succeeded way beyond expectations. So now the vanguard has completed its task. Investors need to change their perspective and see it in its new supportive role. The product line will continue to provide a significant revenue stream. More importantly, it will continue to be Apple's "ambassador" into its beautifully designed ecosystem of products.
Is Jim Cramer Right? Is Apple Really a Market Barometer?
Apple seems to be in this groove where it is at it's psychologically correct value, and is trading with the market. But it is really tautological to say that most stocks on any given day move in correlation with the index of the exchange where they are traded.
I think Apple is in a bit of a schizophrenic state. People see it is doing great and want to get on - thinking it is undervalued. At the same time, people - both others and the some of the very same people - see that it could get clobbered by a deep recession. So - BARRING ANY PARTICULAR NEWS - it swings with the ups and downs of the market.
IMHO
Apple vs. RIM: Study Shows iPhone More Reliable than Blackberry
On Nov 07 02:19 PM .crazylegs.. wrote:
> 15,000 phones in the study? When apple and RIM are selling millions
> per quarter. Can the results be considered at all accurate with
> such a relatively small sample size?
Legal Music Downloads Catching Up to P2P
A couple of hypotheses:
1- P2P users are those who were using P2P before legal downloads (read: iTunes) began. Newer users entered the internet with the legal downloads option and so are not interested in the P2P - especially given the ease of use of the legal sites.
2- P2P appeals to young people who have more time than money to spend, but as they grow older, they drift to the legal sites.
My guess is that it is a combination of the two.
One question remains: if the price point were to go up to $1.29 would people start to drift towards the P2Ps? What about $1.59? $1.99?
Apple Could Crush Competitors With a $99 iPhone
Will substantially more people purchase iPhones if the price drops to $99?
Obviously many will. That goes without saying. But will this be a truly significant number? I am not so sure. Remember, people are buying into a plan that will eventually cost them a minimum of $1500, and it is difficult to go out on a Saturday night and spend less than $50 (unless someone else is buying). So I do not think that many serious buyers are put off by the $199.
IMHO
Reconstructing Apple Earnings, Including iPhone
As I am sure you are aware - there are many readers of the Apple financial blogs (my self included) who have also been trying to point this out for a long time.
Thanks for the dedicated financial analysis.