KenC

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132 Comments

    • Thu Sep 4th 21:58 PM | Rating: 0 0
      Commented on:
      Does Apple's iPhone Increase Browsing?
      I think last month's numbers are 0.30% for the iPhone and 0.05% for the Touch. If you look at the daily numbers, the iPhone peaks on the weekend with a high of 0.48%. Pretty amazing. Linux is just ahead at 0.7%.
      View article »
    • Thu Sep 4th 21:44 PM | Rating: 0 0
      Commented on:
      Browser Wars: What Are They Good For?
      Google's entry into the browser market is NOT just about winning any war. It's about having a marker in the game so that the internet remains open, and adheres to web standards that are not just MS-blessed ones. Chrome and Google's Android are built upon WebKit. WebKit is the most standard web-compliant browser engine out there. It meets 100% of the Acid3 tests. Many other small browsers and other internet apps use WebKit or plan to. Of course WebKit was developed by Apple's Safari team on top of KHTML, and was given back to the open-source community. Nokia uses it for s60. Obviously Chrome and Android use it. Adobe Air will use it. As well as others.

      WebKit is fast, it's light in size, great for mobile apps, and meets web standards. The bottom line is that WebKit does NOT have to win any war, in order to achieve its goals, which is to prevent MS from gaining a monopoly and thus impose proprietary solutions upon the internet.

      The reason why Safari is on Windows is much the same as why Google developed Chrome. No one expects Safari to win the browser wars, its existence is to keep MS honest.
      View article »
    • Tue Sep 2nd 14:23 PM | Rating: 0 0
      Commented on:
      No New Kindles for 2008; Upcoming Models May Have Better Screens
      The right formfactor is critical for mass acceptance. It's too clunky, and fragile as it is. It needs color if it's to replace school textbooks. AND, the price needs to be subsidized. Something like $99 if you buy 12 books and free if you buy 24. Something along those lines.
      View article »
    • Tue Sep 2nd 14:06 PM | Rating: 0 0
      Commented on:
      How Big Will iPhone Gaming Be?
      You said, "And, as ever, the thieves are on the job. Everything on the App Store can also be downloaded (stolen) for free from torrent sites. Apple will have to get a grip on this very quickly or the whole business model will collapse and nobody will bother with the iPhone any more."

      Just because you can get the app for free, does not mean people will no longer "bother with the iPhone". I mean, where are you going to install these apps? It's the same with iPods, it doesn't matter that you can buy music from Amazon instead of the iTMS, and put the files in iTunes. They all drive sales of iPods. The same applies here, paid for apps and stolen apps, all reside on iPhones and drive iPhone sales. Why should Apple be overly concerned?
      View article »
    • Tue Sep 2nd 13:37 PM | Rating: 0 0
      Commented on:
      Why Is Google Entering the Browser Market?
      The bulleted features of Chrome, sound identical to what Safari already has: Safari's WebKit is open-source, so Chrome is using it; don't know if Safari's JVM is built from scratch; Tabs can be moved; Address bar has auto-complete; Privacy is being copied by IE and now Chrome; and Apple has been proactive on security.

      I mean, why didn't they just license and rebrand Safari? It's already cross-platform, and does everything they want, and Google is its default search.

      The bottom line is that Safari on Windows is not meant to win any browser war, but to keep MS honest, by having the most web-standard compliant browser available. I mean, WebKit was developed by Apple, and it's now being used by Android, Adobe Air, and others.
      View article »
    • Tue Sep 2nd 13:30 PM | Rating: 0 0
      Commented on:
      The Wireless Application Marketplace: Apple, Google, Microsoft and RIMM
      App Stores are low margin businesses. I can't see how that will help Google. App Stores, help adoption of devices, just like iTunes and the iTunes Music Store drove customers to buy iPods. The profit is in the iPods, not the Music Store. The same holds true for Apple's AppStore. The profit is in the iPhone not the iApps. The iApps drive people to adopt and buy iPhones.

      I suppose a Google App Store will help sell Android-based phones, but still, a plethora of devices where some apps work on some phones, better than on other phones, is confusing to the customer. Look at MS and Nokia and Palm's efforts so far.
      View article »
    • Sat Aug 30th 12:41 PM | Rating: 0 0
      Commented on:
      Steve Jobs Isn't Dead Yet!
      Cook as COO and Bertrand Serlet as visionary CEO. Simple, they're already on the Exec Team. No outsiders necessary. Serlet goes all the way back with Steve to NeXT.
      View article »
    • Fri Aug 29th 17:36 PM | Rating: 0 0
      Commented on:
      Why Apple Stock Is Poised To Go Flat - At Best
      1) It's better to have room to grow, with 5% share, than to have no room to grow.

      2) What if the sky is falling? Honestly, mobile IS the next big thing. Also, recent projections DO NOT tie a significant amount of revenues to the App Store. Even if it were generating $1B in sales, Apple only gets 30%. No one is baking a large amount of sales in to the share price, due to the App Store. As for game developers, the fact that there are probably 10 million iPhones now, and probably 50 million iPhones by the end of next year, in the marketplace, with easy access to the App Store makes any other mobile game device dead in the water. Game developers, the TOP game developers are flocking to the iPhone, because of its installed base, and secure sales. No pirating of software. Your contention of another device is fantasy.

      3) Are you an investor or a trader? If you are an investor then Steve's health is not an issue, it's the product that matters and Apple's roadmap. Also, Steve is nearly at the 5-year benchmark for being "cured" of cancer.

      4) The price premium is a myth. iPods are not premium priced. Apple's margins have fluctuated from 27% to 35% over the last 5 years. They are not dropping margins on hardware to gain App Store sales. The App Store is breakeven, and brings down margins. Also, Apple's rivals have been targeting the iTunes store for ages, and have had zero success. That's Amazon, Walmart, Microsoft and others. What makes you think they will do any better in the future?

      5) The macroeconomic environment has been bad for a while now, and there has been no bump in Apple's sales or earnings. They've been hitting record after record.

      Every one of your 5 points has no factual basis, they are all conjecture. If you are going to do some analysis of Apple, you need to study the subject a little harder. You cursory glance is very superficial.
      View article »
    • Fri Aug 29th 12:15 PM | Rating: 0 0
      Commented on:
      Record Companies Starting to Shun iTunes
      Two things. One, if singles downloads are not as financially attractive as CD sales, why is only iTunes being mentioned? Isn't the whole digital download market threatened, like Amazon as well?

      Two, if we use your example of say, 330k CDs sold, to presumably 330k individuals, compared to say 2.2M downloads. Of course, that would not be to 2.2M individuals, but still a substantially larger number of individuals than the number who bought CDs, aren't you losing out exposure to a much wider audience? Isn't that what marketing is for? So, it may not be immediately lucrative to the artist to sell downloads vs CDs, but it may lay the groundwork for a much larger audience, and better attendance at shows.
      View article »
    • Fri Aug 29th 01:46 AM | Rating: 0 0
      Commented on:
      Bloomberg's Premature Steve Jobs Obit: Why?
      Good god, people, do some research! Steve had a Whipple Procedure which removes much of your digestive tract. A common problem, is poor nutrient uptake. A common solution is a surgical procedure, like a reverse jejunem to slow digestion and increase nutrient uptake.

      Steve is virtually at the 5 year mark for his diagnosis, at which point he would be considered "cured". Cancer can be malignant or benign. The difference being the speed at which it is growing. At 5 years, recurrence by definition would be considered slow, and thus benign.

      This is a total NON-ISSUE. People need to stop rumormongering.
      View article »
    • Thu Aug 28th 13:45 PM | Rating: 0 0
      Commented on:
      Apple's China Debacle: The Corporation as an Agent of Social Change
      @alethela, and how do you know that iPods are "mainly used for pirated music", in markets "where there are few legal music alternatives"? You are implying that iPods drive the illegal pirated music market and that illegal downloaders or copiers of CDs wouldn't use other MP3 players, if the iPod didn't exist.
      View article »
    • Mon Aug 25th 01:21 AM | Rating: 0 0
      Commented on:
      Nokia Gets No Respect Against Apple, RIM
      @DavidinGA, you do realize that the "Webkit-based browser" in your Nokia handset was developed by Apple's Safari team, and is their contribution to the Open-Source community. It's also being used by Google for Android, and Adobe for AIR.
      View article »
    • Fri Aug 22nd 16:51 PM | Rating: 0 0
      Commented on:
      The Long Case for Apple
      Enjoyable read. I was a little surprised the valuation was so low, though, based upon the bullish comments.

      Anyhow, to the person worried about pancreatic cancer, just note that Steve is now at 5 years from diagnosis. That's the general rule of thumb for being "cured". If Steve were to suffer cancer, again, it's just as likely it will be something else, unrelated.
      View article »
    • Fri Aug 22nd 16:43 PM | Rating: 0 0
      Commented on:
      Microsoft: Still Master of the Operating System Domain
      @Ockam, the Finn is obviously referring to sales growth.

      The question is, why no one segments the PC market, like they do other markets? No one compares BMW sales to Ford Focus sales. In the above $1000 PC market, NPD says Apple sells 66% of the US market. That's where the profit is, not the under $600 market dominated by Dell, HP and Gateway.
      View article »
    • Fri Aug 22nd 16:39 PM | Rating: 0 0
      Commented on:
      Microsoft: Still Master of the Operating System Domain
      Vista isn't selling at all! It's being bundled by OEMs with the PCs they make. Actual selling in retail stores of the OS, is virtually nonexistent. Has anyone seen someone buying Vista in Staples? If anyone buys a Windows OS, it's a DIYer buying XP.
      View article »
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