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  • Apple May Have Just Killed NFC And Revolutionized Another Major Industry - Part 1 [View article]
    "One weakness of iBeacon is that it sends a lot less data than Wi-fi. This means it can't transmit audio or video files."

    It sends enough data include a url link to video or audio file. There is no reason why an iBeacon cannot push you to, say, a YouTube video or an image of a coupon.

    "You might be told you're in the section next to the one you're actually in."

    While technically true, you can limit the strength of the beacon signal, so that it does not bleed over into another area. Actually what you are pointing out here is the limitations of NFC signal.

    "Rosenberg thinks BLE and NFC are more complimentary rather than mutually exclusive."

    I agree, but in the end only one of these types of technologies historically tends to win, and so far NFC has been a failure.
    Sep 16 11:31 AM | 9 Likes Like |Link to Comment
  • Samsung Galaxy Gear May Change The Apple iPhone Release Story [View article]
    In a rush to market, Samsung has released mediocrity. The only response from Apple will be to release a great product, or cancel it do to lack of demand for such devices, so Samsung is doing their market assessment for them.

    Delayed? Not sure. We have been hearing about this device for over a year. Even though Apple has not announced anything, there are leaks, and someone with a connection may have heard that they have pushed back internal release dates.

    Remember, two years ago before passing, Steve Jobs announced to his biographer "I have cracked the code to fixing what's wrong with Television." We have yet to see the result of that, either...
    Sep 5 12:25 PM | 6 Likes Like |Link to Comment
  • Carl Icahn Spells The End Of An Era At Apple [View article]
    Except for the lack of a grammar checker...
    Aug 13 04:34 PM | 7 Likes Like |Link to Comment
  • Tim Cook (AAPL) testifies at a Senate hearing on corporate offshore taxes. "We don't depend on tax gimmicks," Cook asserts, while pushing for a big overhaul of U.S. corporate tax code. "Apple has always believed in the simple, not the complex." Sen. John McCain isn't satisfied with Apple's defenses, claiming the company "has violated the spirit of the law if not the letter of the law." Sen. Rand Paul has strongly defended Apple. "Congress should be on trial here for creating a byzantine tax code." (previous[View news story]
    Sen. Rand Paul has strongly defended Apple. "Congress should be on trial here for creating a byzantine tax code." -- the voice of reason.
    May 21 12:53 PM | 8 Likes Like |Link to Comment
  • There Is Nothing Rotten About This Apple [View article]
    The eco system was more important when most good Apps came to Apple first, then to Android second if at all. Now, most major Apps are available on both, so not so much compelling reason to choose one over the other.

    All of the profits in Apps are currently on iPhone, so developers are starting there. Then, they have to consider WHICH Android platform, then IF they will do Windows 8 phone and/or IF they will do BlackBerry. Eventually, this will level out and Apple will need a more compelling story to keep users leaning their way. So far, the trend is still in Apple's favor but if they don't start innovating again soon, the trend line will turn sour.
    Apr 23 01:10 PM | Likes Like |Link to Comment
  • Lazard starts coverage on Apple (AAPL) with a Buy and $540 PT. "We propose that Apple is a 'storage' company, not only levered to data creation but instrumental in driving data creation in ways its competitors are not," the firm argues, trying to provide a unique take. "We believe this framework helps to suggest why Apple's outsized profits are sustainable even as competitors continue to close the gap with respect to device capability and quality." Shares +0.4%[View news story]
    There is no direct connection between 'storage' and 'creation'. The analysis is weak. While Apple has been marvelous in the past on the creation side, they have made several missteps in the 'storage' space - ie, MobileMe and iCloud are still presenting issues for many users.

    Now Apple is become more focused on 'consumption' - we will find the best Movies, Music, short videos, and books, and we will make them available from the cloud to wherever you are. So far the strategy has worked, and these types of consumers spend more money on more profitable items.
    Apr 4 01:50 PM | Likes Like |Link to Comment
  • "iRadio is coming. There's no doubt about it," a music industry source tells The Verge's Greg Sandoval. After months of tough negotiations with studios, Apple (AAPL) is said to be aiming for a summer launch. The company's reported plan to limit the service to Apple hardware stands to affect its popularity with customers who listen to music on both Apple and non-Apple gear. Sandoval adds the music industry has "a love-hate relationship" with Pandora (P), believing (in spite of Pandora's gripes about royalty rates) it "chokes off demand" for more profitable services. [View news story]
    Pandora is a decent service, but with its own issues. Hopefully Apple's service will overcome those issues, and offer some unique concepts. Otherwise, I will stick with Pandora.

    I would love to know how Pandora is 'choking profit making opportunities' ? Details, anyone?
    Mar 30 03:07 PM | Likes Like |Link to Comment