yet another steve

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19 Comments

    • Fri Sep 21st 06:49 AM | Rating: 0 0
      Commented on:
      Apple Investors Overlooking Mac's Windows Capability
      Absolutely. The switch to Intel (and Boot Camp and other ways to run Windows--natively) is probably the biggest driver of earnings growth right now, and it gets very little attention. And it's very synnergistic with the halo effect and the retail stores. Remove the #1 impediment and let the retail and ipod experiences run full throttle. Plus there's a lot more profit in a mac than an ipod and plenty of room to grow when your share is in single digits.
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    • Sun Sep 9th 06:54 AM | Rating: 0 0
      Commented on:
      Apple’s $100 Million Apology A Win-Win
      $100M is ridiculous.
      800 K phones sold; Apple has circa 30% margins (it's store credit remember), plenty won't get around to claiming credit or actually using it. It's at best half that amount, and that is assuming none of it is charged against the subscription accounting revenue (I'm sure AAPL would rather take a one time charge and keep the future earnings since stoks price based on the future.)
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    • Thu Sep 6th 10:46 AM | Rating: 0 0
      Commented on:
      Mixed Emotions on Apple's Announcements
      The iphone is a new product in a new category. Apple should be aggressive here. Especially since they seem to have nailed the product. As Jobs says, they can't move Christmas. I can't see how this affects earnings estimates--the iPhone is a long-term story and who thought prices would not come down. Margins will be fine long term as well--we know what direction component prices will head.

      I also take it as a good sign that they're confident in manufacturing capabilities.

      Bad news for Zune and NBC though. For the latter, consider this: before yesterday only the top of the line iPod played videos. Now every iPod with a screen does. Video on the nano is a huge story since that's where the volume is.

      This is a product with great products and momentum doing what a company should do--taking no prisoners.
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    • Tue Sep 4th 07:29 AM | Rating: 0 0
      Commented on:
      Apple Calls NBC's Digital Download Bluff
      But NBC has an answer for this. They've asked the FCC to mandate that all broadband providers filter the internet to stop copyright infringement. Now before we get all distracted by the technical lunacy of this... think big picture. They're willing to have a China-style "filtered" internet... all to protect the sitcom.

      It's the most shocking proposal I've heard in a long time. Imagine the uproad if we proposed their news programs have a monitor who would block any content thought to say libel someone. It's just unbelievably shocking.
      View article »
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