Daringfireball has a great analysis of the AAPL releases http://bit.ly/p6wcKY Main Points Siri is attack on Google Search Mac assault on PC market 3GS is now lost to get after a piece of feature phone market from the top
More Proof That Analysts Can't Predict Apple [View article]
The truly remarkable thing is that stocks rise on their recommendations or fall on sell calls like Alex Guana. Why does anyone follow what these analysts write? It is worse than they herd. It is lemmings. I will take Seeking Alpha writers over these Wall Street "analysts" any day!
By the way, same is true for Israel. Israeli carriers have not launched the iPhone yet. However, it seems that everyone in Tel Aviv has one. Bought in Europe or the US, unlocked and in Tel Aviv. It will be interesting to see whether Israeli carriers deal with AAPL pays off.
Apple's iPhone Restrictions Are Good For Consumers [View article]
Carl - I hope you are right on the OSX widget opening the door for 3rd party apps. I still wonder about yet another cell phone porting platform though.
Tommo - I agree it is a game changer but it is not good for the consumer or the rapid development of the mobile world broadly. Wide availability of next gen devices and applications drove ISPs to build out more bandwidth. Carrier and device maker lock-ins don;t give other carriers the same impetus. Competition drives markets and consumer choice. Exclusivity does not.
Apple's Hubris: Will All The Hype Go According to Plan? [View article]
In Herb's defense, it is interesting to note that one of the longest running growth stocks ever, MSFT, would consistently beat earnings by a penny or so and then guide lower to lower expectations going forward (unfortunately no Seeking Alpha Transcripts dating that far back to prove it but any MSFT follower knows it). It is an effective way to set a stock up for long term growth rather than big spikes and drops. I am not suggesting that AAPL did this with stock market guidance but sometimes all the hype and expectations can lead to disappointement and the stock can follow suit.
Josh - I agree with much of what you wrote. But yet another mobile platform to port to? BREW? umpteen flavors of Java Phones, Symbian and now OS X. It makes it very hard for app makers to make ubiquitous apps. That is, unless, AAPL takes 70% of the phone market as it did in music players. if they did that and became the windows of mobile so that you could write one mobile app and run it anywhere, then I would eat my hat and cheer them on.
There are two elements to the closed architecture that I should have been more clear about. is the Iphone open to external software apps (that Apple certainly controls) and The closed nature of the cell phones and I wonder whether AAPL with all of their market leverage could have pushed Cingular on that. Opening either would have certainly been a revolution. As to the margins, you are correct but AAPl has typically been first or early in those markets that they have commanded premiums on or totally reworked the product. i am not convinced that is the case here.
iPhone 4S: A Game Changer [View article]
Main Points
Siri is attack on Google Search
Mac assault on PC market
3GS is now lost to get after a piece of feature phone market from the top
More Proof That Analysts Can't Predict Apple [View article]
Should You Buy Apple? [View article]
Earnings: Analysts Miss Apple's Key Metric [View article]
It's a Large World After All [View article]
Apple Facing Serious Downside Risk - Morgan Keegan [View article]
Apple's iPhone Restrictions Are Good For Consumers [View article]
I hope you are right on the OSX widget opening the door for 3rd party apps. I still wonder about yet another cell phone porting platform though.
Why I'm Disappointed By The iPhone [View article]
I agree it is a game changer but it is not good for the consumer or the rapid development of the mobile world broadly. Wide availability of next gen devices and applications drove ISPs to build out more bandwidth. Carrier and device maker lock-ins don;t give other carriers the same impetus. Competition drives markets and consumer choice. Exclusivity does not.
Apple's Hubris: Will All The Hype Go According to Plan? [View article]
Why I'm Disappointed By The iPhone [View article]
I agree with much of what you wrote. But yet another mobile platform to port to? BREW? umpteen flavors of Java Phones, Symbian and now OS X. It makes it very hard for app makers to make ubiquitous apps. That is, unless, AAPL takes 70% of the phone market as it did in music players. if they did that and became the windows of mobile so that you could write one mobile app and run it anywhere, then I would eat my hat and cheer them on.
Why I'm Disappointed By The iPhone [View article]