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Charles A. Smith  

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  • Apple: Good Intention, Unlikely Solution [View article]
    "...one solution is for...the cable companies themselves to offer applications to stream their current content..."

    Isn't this what Xfinity is designed to do?
    Mar 25, 2014. 11:27 AM | Likes Like |Link to Comment
  • Apple TV Will Revolutionize Content Delivery And Advertising [View article]
    "...now I can get all the shows I want via either device.."

    Must be a pretty short list. What about the "real time" versions of stuff that large numbers of people want to watch?

    Not so much.
    May 22, 2012. 02:02 PM | 1 Like Like |Link to Comment
  • Verizon Threw Apple A Curveball [View article]
    "...products like iMessage which has the potential to greatly reduce - and in some cases eliminate a carriers revenue from text messages."

    U.S. carriers have been planning for SMS revenues to go to zero for at least a year.
    May 22, 2012. 12:16 PM | Likes Like |Link to Comment
  • Verizon Threw Apple A Curveball [View article]
    yep
    May 18, 2012. 12:32 PM | 1 Like Like |Link to Comment
  • Why Apple's iPad May Soon Be Subsidized [View article]
    "Do you know the percentages for iPhone sales vs. all others phones for ATT and VZ last quarter? If you did, you wouldn't think the carriers have the leverage."

    Yes, but how much higher can those percentages go? Nowhere to go but down, IMO. You can see it already in the heavy promotional efforts on the Lumia. AT&T keeps an extra $100 bucks in its pocket TODAY for every Lumia it sells vs. the iPhone.
    May 2, 2012. 03:23 PM | 1 Like Like |Link to Comment
  • Apple: iPhone Subsidies Are Not The Issue [View article]
    Yes. And IF (a huge if) NOK/MSFT can get decent market share with the Lumia over the next 6 months, which I would define as anything approaching 10%, then that leverage will be lessened. A VERY tough task, however.
    Apr 19, 2012. 03:59 PM | Likes Like |Link to Comment
  • Apple: How The iTV Will Revolutionize The Television Industry [View article]
    Excellent comment. All of the above is true for most TV watchers. Therefore the question becomes: What needs to CHANGE and/or what barriers/incentives are in place to prevent or make these changes happen?
    Jan 6, 2012. 09:29 AM | Likes Like |Link to Comment
  • Apple: How The iTV Will Revolutionize The Television Industry [View article]
    Seems to me Jobs was betting that if you could control all of the factors around the content (user interface, time shifting, search capability, DVR functions, esthetics of the box itself, etc.), then you would have a critical mass of leverage against the content providers to move them away from bundled pricing and toward a la carte service. It may happen. But people will give up a hell of a lot before you pry the remote from their hands.
    Jan 3, 2012. 02:03 PM | Likes Like |Link to Comment
  • Apple: How The iTV Will Revolutionize The Television Industry [View article]
    "I don't know anyone under 30 who pays for cable.."

    I have 3 kids under 30, and each of them (and most of their friends) signed up for cable as soon as they got their first apartments. The guys especially know that there is very little live sports programming available on line. The cord-cutting process you describe will forever be tomorrow's phenomenon.

    There's a reason the NFL just signed a long term deal with the networks, for example. They want to be sure the current (quite lucrative) arrangement is not disrupted for another decade.
    Dec 31, 2011. 10:31 AM | Likes Like |Link to Comment
  • Why Picking A Stock To Hold Forever Is Total Folly: The Apple/Cisco Case [View article]
    You said it way better...holding "forever" is just dumb when the world is convinced a business is bulletproof. See MSFT, CSCO, INTC. etc. circa 1999...
    Sep 27, 2011. 10:35 AM | 1 Like Like |Link to Comment
  • Why Picking A Stock To Hold Forever Is Total Folly: The Apple/Cisco Case [View article]
    There is a big difference between an a priori attitude of "hold forever" and one borne of experience. If an equity holding performs as expected over time, there is no reason to sell it as long as the shares do not rise to a valuation which renders the company a poor prospective investment. At some point it may become too outsized a position to justify holding the entirety, but this is a portfolio consideration rather than an investment one.
    Sep 27, 2011. 09:57 AM | 2 Likes Like |Link to Comment
  • Apple Has Finally Stuck a Dagger Into SMS [View article]
    By the time the lower-end users (basically all the folks still using feature-phones today) get smart phones ( which should be about 5 years out) SMS will have been made free for so many that it won't matter for the carriers. Believe me, they've been planning for that day for several years now. Data fees and usage-based pricing for data, particularly for heavy volume users, are the revenue future for the carriers and they know it.
    Jun 7, 2011. 01:49 PM | 1 Like Like |Link to Comment
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