KenC

Total Rating:
+3 / 0

132 Comments

    • Thu Oct 23rd 13:42 PM | Rating: 0 0
      Commented on:
      Apple: Greatest Consumer Technology Company in the World?
      Geez, have you people even looked at the REAL earnings? You know, the non-GAAP ones?
      View article »
    • Thu Oct 23rd 13:38 PM | Rating: 0 0
      Commented on:
      Jobs Has Sold His 10 Million iPhones
      As many have pointed out, not only did Apple make the 10M figure in 2008, they also activated 2.4M units in the US, leaving 2.5M for the ROW. That's a 50-50 split between US and ROW activations.

      As for your 12M total this year, I think 5M units in Xmas is the conservative figure, based upon Apple's past performance with the EDGE iPhone and iPod. The aggressive figure would be 10M units for Xmas. That would put 2008 totals in the 15M to 20M range.
      View article »
    • Thu Oct 23rd 13:31 PM | Rating: 0 0
      Commented on:
      Was the iPhone Deal Worth It for AT&T?
      LOL, to the people who don't want AT&T to invest in future growth, I guess the only answer is to NOT subsidize phones, or maybe they'd prefer AT&T sign up fewer iPhone subscribers.
      View article »
    • Tue Oct 21st 22:34 PM | Rating: 0 0
      Commented on:
      Apple Earnings: What to Expect (And Who Not to Believe)
      Let me point out that Changewave's last survey had a chilling effect on Apple's stockprice, AND, if you look at their charts that they used to justify their call, just stare at the x-axis. The incremental dates they take their survey are not the same. Sometimes there's a 3 month interval, and sometimes it's a one month interval. What that does is confuse the trends they are supposedly highlighting. People naturally see the x-axis and think the intervals are the same, either quarterly or monthly and they're not. It's a total mishmash, and makes interpretation, much much harder, if not impossible.

      I'd say that it's almost stupid how they present the information, so I'd take anything that the Changewave guy said with a HUGE grain of salt. He has an angle and he will promote it. Didn't he say he's a "short" specialist?

      Here's the article on SA where Paul Carton, Mr.Shulman's colleague showed off his nonsensical charts. Just stare at the x-axis and tell me that the data is valid for trendspotting?!?

      seekingalpha.com/artic...
      View article »
    • Tue Oct 21st 22:20 PM | Rating: 0 0
      Commented on:
      Apple’s Guiding Light
      Now what? I'll tell you now what, look at those stunning non-GAAP numbers. Stunning.
      View article »
    • Tue Oct 21st 00:59 AM | Rating: 0 0
      Commented on:
      Apple: Perplexed by Ports
      Well, I didn't have to go to an Apple Store to figure out the ports. Pro models get FW and Expresscard slots and discrete graphics. They used to also get aluminum and LED backlights, but this generation brought aluminum and LEDs to the Macbook line. All the laptops will get DisplayPort and USB. The $1000 13" is a transition model and so is the 17". When they get updated, they'll have DisplayPort, too, though the $1000 13" will most likely get phased out and an entrylevel aluminum will replace it, once mfring costs have dropped.
      View article »
    • Tue Oct 21st 00:53 AM | Rating: 0 0
      Commented on:
      End of the Line for Apple's FireWire
      Interesting that it was not mentioned anywhere, but in some ways, Apple knifed its own baby. How so? Well, it was the original iMac from 10 years ago, that intro'd USB to the mass market. Until then, USB was having a hard time getting any traction. Apple dropped its ADB connectors for USB, and everyone had to get USB mice, and USB keyboards and USB printers and so on. So if FW has died in the consumer arena, Apple can thank itself for bringing about that change 10 years ago.
      View article »
    • Tue Oct 21st 00:48 AM | Rating: 0 0
      Commented on:
      Can Android Save Motorola?
      Wow, that's an embarassing job posting.
      View article »
    • Fri Oct 17th 13:18 PM | Rating: 0 0
      Commented on:
      Apple Introduces MacBooks with "Unibody" Construction
      You wrote, "Along with the aluminum models, Apple will continue to offer its existing plastic MacBook at a $100 price cut. It will sell for $999."

      Actually, the model that got cut, was the old mid-range $1299 Macbook, so that was a $300 price cut. The old entry-level $1099 Macbook, was dropped.
      View article »
    • Fri Oct 17th 13:14 PM | Rating: 0 0
      Commented on:
      End of the Line for Apple's FireWire
      Pro models get FW. non-Pro models do not. non-Pro models like the Macbook have 13" screens, 1280x800, which are really too small to do serious FCP editing. Surely, a Pro can afford the amazing $2000 MBP? They can even get it refurb'd in a month or so for $1800, most likely. It'll have the bitchen graphics card too, just like a Pro model should have.

      What Apple has done, is drop FW for those who manage their harddrive with FW bootups. I do that, but my Macs laptops are both 5 years old. At the consumer level, FW has been dying a slow death. Apple dropped FW sync from its iPods a while back, and the iPhone lost FW power, in the 2nd generation. So, while FW is better than USB, it's become the Sony Beta to VHS; however it will live on just like Sony Beta at the professional level.
      View article »
    • Fri Oct 17th 13:03 PM | Rating: 0 0
      Commented on:
      Apple's New Line: Can It Make Headway in a Recession?
      The $999 Macbook is the formerly $1299 Macbook. It was the old mid-range model, not the old entry-level model that cost only $1099. In other words, this model dropped $300.

      If you think about it, if Apple had chopped $300 off the old-entry level model at $1099, that would have been the magical $799 rumor that one person was touting. BUT, Apple typically drops the lowest model, and moves everything done one notch, when intro'ing new products.
      View article »
    • Fri Oct 17th 12:59 PM | Rating: 0 0
      Commented on:
      How Low Will Apple Go?
      Apple should drop deferred earnings, because analysts don't know how to account for it properly, and they should use Intel's style of guidance, where they give a range, instead of the "about one dollar" that Oppenheimer has done for the last few quarters. In science, sig figs = significant figures tells us, that "about one dollar" could mean anywhere from 51 cents to $1.49. That's the lack of precision in a statement like that.
      View article »
    • Wed Oct 8th 13:32 PM | Rating: 0 0
      Commented on:
      Apple Rules Teen Segment, but Will It Last?
      "relatively pricey AT&T data plan"? Pray tell, what data plans are cheaper? Before the first iPhone an unlimited data plan for $20 was unheard of.
      View article »
    • Wed Oct 8th 13:24 PM | Rating: 0 0
      Commented on:
      Awaiting Apple Earnings and Guidance
      Apple should just drop deferred revenue accounting for the iPhone and Touch, and just charge users $5 every time they add a new feature. That way, analysts wouldn't be so darn confused on how to factor iPhone sales in properly, and Apple could drop the bombshell that's been sitting in their back pocket. 5M iPhones sold could add 43 cents eps if they didn't defer 7/8ths of the revenue.

      I'm fine with deferred revs, if analysts were building it into their models but they aren't. After 8 quarters, we should have the full effect of iPhone sales in earnings, but you don't see analysts making that adjustment at all.
      View article »
    • Sun Oct 5th 16:39 PM | Rating: 0 0
      Commented on:
      Google Phone: "Dream Phone" Might Be a Little Strong
      Wow, quite a stretch of an analogy. Couldn't you think of something closer to reality? Like how Linux competes with the Mac OS?

      I like the idea of Android, but as long as the cell carriers act as gatekeepers, then Android is hamstrung. It's great if a developer writes a tethering app or a Voip app, but if the cell carrier does not allow tethering or Voip, what good does that do you?

      There are 3 players involved here. The hardware manufacturer, the OS, and the cell carrier. For the most part, the cell carrier dictated to the manufacturer what features would be allowed, I don't see how Android will change that.
      View article »
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