Julian Ivan-Alexander

U.S. Handset Subsidies to Be Replaced by Something Worse?

Are you nuts? Subsidised handset sales are the norm in Europe. You really need to get out more.

Here's What Will Happen To Apple's Rivals

Actually its being unleashed in over 75 countries this year.. 22 is just the first release on July 11th, with the remainder to follow later on.

Cowen Advises: Place Your Mobile Internet Bets On Google, Not Apple

The guy is a fool. AAPL isn't baking in any income from the iPhone here, but merely the continued expansion of the Mac (currently growing sales abut 35% YoY and 300% the rate of PC sales growth), the iPod, and services.
The iPhone comes with subscriber revenue sharing, all in all which stands to benefit AAPL to the tune of $6-10B/year pretty soon. If the guy can't do basic maths, he should go back to kindergarten. What a stupid, stupid call., AAPL was at $86 in January - 2006! It was around the same price in January - 2007! So it went nowhere for almost a year almost solely due to two things:

1) Fears that the Intel transition would slow Mac sales (it didn't - they still grew over 30%)
2) All the BS and FUD over the options backdating issue, which proved to be a total canard raised by th bears and doom sayers (as AAPL watchers were saying all along).

With those two issues behind it, and following YoY earnings growth of almost 90$ in Q1 and a similar report for Q2, AAPL finally took off.

What part of 90% earnings growth does this buffoon not understand? AAPL is, at $120, reflecting fair value considering its current sales growth for its existing product lines. The iPhone does not, in fact, even figure in the pps - although I fully understand why people who haven't bothered to do some simple calculations might not understand that.

Lesson for analysts: do the maths before you open your mouths. You're only going to look bloody stupid in a few months time.

Mobile Players Take On Apple iPhone With Flat-Rate Mobile Music Service

They just don't get it. People don't want to rent their music. They want to own it. Its personal to them. The studios are crazy for encouraging their customers to view music as a commodity with no inherent value rather than a valuable and personal possession. This will go the same way as every other similar service.
There are 500M iTunes users worldwide already, with 1M copies of iTunes being downloaded every day. The tracks people have in their iTunes library work with: PCs, Macs, iPods, and iPhones - and many other devices too.
The same will not be true for this service, which will likely be limited to playback on the phone only, or if you're "lucky," then some terrible music jukebox software that's bound to be PC only.
Doomed to failure, and all the more embarrassingly so for being backed by the world+mother.

Musicphones: iPod's Fall from Grace?

Hmmm yeah.. the iPod fell from grace.. fell from grace by selling 21m over Christmas, 50% higher than last year. Some fall. What an idiot.