Seeking Alpha

Robert Castellano

 
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  • What's All The Hubbub About Over The iPad Mini Pricing? [View article]
    Enjoyed the article and comments and must admit at first that I was skeptical that Apple was cannibalizing the more lucrative IPad with a lower price Mini, much the same as Intel did with the Pentium a few years back when they ramped the Atom and lost $1 billion in two successive quarters (read my articles in Seeking Alpha about that). I surmise Apple announced the iPad 4 at the same time to notify investors and Apple diehards that it is still in the drivers seat with anything mobile.

    My only complaint with the article is its comparison with Macy's. Remember Macy's filed Chapter 11 in 1992 based on its selling and product strategy (my wife worked for them at the time).
    Oct 24 09:08 PM | Likes Like |Link to Comment
  • What's All The Hubbub About Over The iPad Mini Pricing? [View article]
    I enjoyed both the article and comments. My initial concern was the cannibalization of the iPad by the Mini, the same analogy I made in some Seeking Alpha articles a few years ago that Intel cannibalized the more expensive Pentium chip to make the Atom and lost $1 billion two successive quarters. I suspect that is the reason Apple announced the iPad 4 at the same time as the Mini to alert Apple diehards that they are not giving up on high-margin products.

    My only complaint with the article is the analogy with Macy's. Remember that Macy's filled for Chapter 11 back in 1992 based on their product and selling strategy (my wife worked for them at the time so I still remember the issues).
    Oct 24 09:02 PM | Likes Like |Link to Comment
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