Pharmaceutical Product Development Inc. (PPDI)
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PPDI Forum Topics
- All Comments on PPDI
- General Discussion on PPDI
- When To 'Believe the Hype' of a New Product [view article]
- Hedge Fund Tracking: Tremblant Capital [view article]
- Limited Investment Opportunities in Indian Pharmaceutical Services [view article]
- Contract Research Organizations Are Weak Again [view article]
loading ...Recent PPDI Articles
- CROs: The 'Big Pharma Effect'
- When To 'Believe the Hype' of a New Product
- Hedge Fund Tracking: Tremblant Capital
- Limited Investment Opportunities in Indian Pharmaceutical Services
- Contract Research Organizations Are Weak Again
- The Week in Review: China Biopharma Investing Pays Off
- PPD Expands China Presence with Central Lab in Beijing
- Analysts Cautious on PPDI Following Earnings
- Covance, Pharmaceutical Product Development Good Bets - Barron's
- China Biotech Week in Review: Anesiva Forms JV with Fosun Pharma
- Full List of Articles »
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Bellehumeur
When To 'Believe the Hype' of a New Product [view article]
Hello everyone...I wanted to reinforce the fact that I am ABSOLUTELY NOT criticizing Apple. Their ability to create Buzz, Hype or excitement (however you wished to call it) is one of the incredible reasons for their success. While there may be some great technology to their products, it isn't the technology that makes people line up for hours.....
This implies whether they are actually intentionally creating the buzz/hype/excitement themselves or whether it is just the media (I found your comment on the iToaster funny, by the way). I listened to a great interview with an Analyst on Bloomberg where he referred to Apple as the "Media-Masters&qu... Creating hype for your product is not a negative thing on its own, it is only negative if you constantly develop products that do not live up to such hype. Apple is not one of those companies. The iPod is a fabulous piece of technology, as is the Mac product line (I own about 5 or 6 Apple devices in my house, thanks to my wife and child.). Haven't tried the iPhone, so I can't comment there.
The purpose of the article was to touch on the idea about how Investors can play "hype" to their advantage.
Again, many thanks for taking the time to read my article, and for your comments.
Cheers and thanks
Larry Reply
When To 'Believe the Hype' of a New Product [view article]
You call it hype... I call it a product announcement. That is what Apple has done for years before even the iPod. Frankly, I don't recall any hype with the iPod. I didn't buy my first iPod until the 3rd generation. After the success of the iPod, there was alot of anticipation for the iPhone. Simply put, Apple knocked it out of the park at the MacWorld expo in Jan 2007 with that announcement. No one expected all the features that the iPhone had. The success of the iPhone created even more anticipation for the 3G model. My point is that Apple is not creating the hype, it's Apple's success that is doing it. At this point, if Apple introduced the iToaster tomorrow, there would be a million articles written about it. ReplyBellehumeur
When To 'Believe the Hype' of a New Product [view article]
250541 -- Perhaps you are correct in your word descriptions. I guess I don't differentiate the two as much as you do. I was in Marketing at a Carrier for years, and we referred to the whole experience (what we did, and the eventual reaction) as Hype.To reiterate what I said earlier, my point wasn't to focus in on Apple, only to use them as an example. It just seems that when you use the word "Apple" in your work, people disregard everything else and get defensive.
Thanks for taking the time to read and to comment!
Larry Reply
When To 'Believe the Hype' of a New Product [view article]
Also, "making product information available" is not the same as "hype".Reply
When To 'Believe the Hype' of a New Product [view article]
Like many people out there, you mistake hype and buzz. Hype is what a person/company does, buzz is the effect.The iPhone had buzz without having to hype it up. Reply
Bellehumeur
When To 'Believe the Hype' of a New Product [view article]
Texasgolfer -- thanks for your note.I know of a stronger challenge in Canada, with Comwave's main product (like Cisco, also a VoIP product), where it dragged out for much longer and was much more of a threat to Apple's launch of the iPhone. The Cisco one seemed to be settled quickly, as I recall.
Doubt that was an intentional part of Apple's plan, but I am sure that they enjoyed the free press!
I just wanted to point out that the purpose of the article was not to slam Apple......I think they did a miraculous job, in fact, and I say so in the article. People seem to become extremely defensive about this company when they sense (incorrectly in this case, I might add) that someone may be saying something bad against it. The purpose of the article was to examine whether product (and more importantly, Sales and Earnings from the product) live up to the hype and how investors might gain for it. It wasn't meant to be a forum on Apple, but it appears that it may have become so...
I guess like Apple's legal challenges, it doesn't matter why people read, as long as they read....=)
Larry Reply
When To 'Believe the Hype' of a New Product [view article]
There was some "legal" wranglings about the name. I thought it had to be purchased from CSCO or someone. All part of the hype?Reply
Bellehumeur
When To 'Believe the Hype' of a New Product [view article]
TanToday -- Thanks for your comment. I appreciate all comments, even those with differing opinion than my own.Interesting that you say that Apple did nothing.....why is it that they pre-announced the product months in advance of launch? Why is it that they gave pictures, brochures, marketing material, FAQ answers to the carriers months before they launched (I know, as I have contacts at AT&T and Rogers who have them)? Everyone knew exactly what the iPhone was about long before it ever hit the stores.....that is EXACTLY what pre-launch hype is.
I encourage you to check out this article:
www.nielsenbuzzmetrics...
It shows:
- Apple informed the world of the iPhone in January 2007, despite the fact that it was launching in June 2007
- Quote from this web page, "“Apple’s iPhone is riding an unprecedented wave of pre-launch conversation and expectations are mounting,” said John Latona, Vice President of Client Services, Consumer Technology, at Nielsen BuzzMetrics. “Starting next week, the nature of the conversation will shift to very explicit and descriptive commentary about actual experiences with the product, and this will have a huge impact on ongoing trial, advocacy and sales.”
- Stats from the same web page: Traffic to the official corporate site, apple.com, spiked following the iPhone announcement. According to Nielsen//NetRatings, the iPhone section of the site had 1.79+ million unique visitors in January 2007 and the keyword “iPhone” was searched 870,000 times. Consumers continued to visit the site during February and March frequently, with more than 980,000 unique visitors per month, with a slight decline during April (almost 637,000 unique visitors). Web traffic to the site increased again during May with more than 701,000 unique visitors a month prior to release.
Maybe Apple didn't fully intend to have this kind of publicity, but you can't honestly tell me that this product didn't launch with perhaps the biggest hype of any new product in recent memory?
Cheers
Larry
Reply
When To 'Believe the Hype' of a New Product [view article]
Bull.Apple did NOT "hype" the original iPhone, when asked what premarketing approach Apple had for the phone, Steve Jobs answered "We had NONE."
Same with the new iPhone.
ZERO, hyping. In fact, there is hardly a company around that goes to such massive lengths to ASSURE THAT there will be NO advance information on a product prior to it's release.
So, the title is misleading, and the article is PURE SHAM where the author is either clueless, or trolling for hits. Reply
Hedge Fund Tracking: Tremblant Capital [view article]
ALERT: USER 172125 is V WINNER ReplyJacome
Hedge Fund Tracking: Tremblant Capital [view article]
keep up the good work ReplyHedge Fund Tracking: Tremblant Capital [view article]
dfjldjfl ReplyHedge Fund Tracking: Tremblant Capital [view article]
edward lord clarendon.hedge fund 13f filings with the SEC only report LONG holdings. so if they added, they added to their long. if they reduced, they sold off some of their long. they are not required to report short positions.
kind of common knowledge regardless though, that when funds in general talk about "holdings" they are referring to their longs. Reply
Hedge Fund Tracking: Tremblant Capital [view article]
Having only discovered your site recently I must say I am more impressed with each new article such as Hedge Funds portfolio activity. Also noticing Tremblant's portfolio added to anad position tells me they feel as bullish as I on them but expect perhaps a sprd investment soon at these prices for an obvious solid long term play. ReplyHedge Fund Tracking: Tremblant Capital [view article]
I like your post- and it was a great marketing tool to be able to include 50+ symbols- great syndication idea.Although I am very pessimistic of 'anonymous' authors- I must say I took a look at your blog and like it very much.
Yes- it is great to follow what the funds are investing in- the increase in Gafisa was interesting -but not suprised by tremblant or atticus taking big V stakes- and look like they picked up some MA on the correction.
Interesting posts- and great link setup.......
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