Stustanton

8 Comments

    • Apple, Tivo Battle for PC TV Convergence [view article]
      It's the simplicity, stupid.

      (sorry)


      (and that doesn't mean unresponsive)       Mar 20 11:08 AM
    • Apple, Tivo Battle for PC TV Convergence [view article]
      It's the simplicity, stupid.

      (sorry)       Mar 20 11:06 AM
    • Depending on Long-Term Aggressive Growth for Apple is a Gamble [view article]
      Geeze! You are pulling numbers our of the air. Do your estimates have any basis at all? I don't think so. Run the numbers on their business model and the possibility of it filling, not your numerical fantasias.

      What happens in the numbers if Apple establishes a real presence in the cell phone industry? Use your calculator. Suppose they get a 10% market share in the billion-cell-a-year world business? Click, click, click – two year business cycle, click, click, revenues of... etc., on 200 million cellular contracts, that’s _____ dollars/yr. What happens if 40% of laptops and desktops sold worldwide are Macs that simul-boot Windows and Mac OS? Click, click, … that’s ______ dollars per year. Reasonable? No PC can follow where the Mac PC is headed, so yes. And I don’t suppose you believe that Apple will bring out other new toys, do you. Guess not, but they will. Convergence is where the world is headed, and few contenders can follow Apple. The iPod is not an mp3 player, it’s a node, a new-world remote in your pocket for converging your digital multifunction lifestyle. It's a pocket super-computer. Estimate the revenue. Then, Apple’s price is earnings-per-share times price-earnings-ratio. THAT is how you sketch the potential future, not grabbing your unattached percentages out of the air.

      At a 6% PC market share and 1.2 million iPhones, Apple is has just begun to emerge. Sketch THAT future for us please?
       Oct 24 09:27 PM
    • Could a Dell/Apple Partnership Work? [view article]
      I agree, I don't quite see an Apple/Dell partnership, but I'm intrigued and I'm asked in the article to consider it, and all I could come up was this. Apple probably has to do something to keep a PC version of its system from diluting the premium value of its Mac line, so I expect a proprietary chip-set component (not the CPU) in any PC. You must not be able to buy a cheap PC that is a Mac. I think a Dell product would have to penetrate the PC market while preserving Apple's absolute control of its platform/OS combo, be clone-free, command the same price premium as the Apple line. If every vendor in the PC market could sell a PC version of Apple’s OSX platform, the price premium and the freedom to take the hardware and OS combo where no others can follow would be lost. But apple could do it, keep control, and penetrate a huge, HUGE portion of the market. Don’t believe that Apple has no interest in that enterprise market, they just can’t damage their advantage in reaching for it. Apple won’t go head to head against Microsoft, and they don’t need to. They can offer a Dual-boot system, OSX side by side with MS, and let Microsoft die of its own stupid mistakes. But Apple can’t lower the OSX platform to be a commodity-like PC.

      I'm intrigued. Might be a good idea.       Mar 20 08:06 PM
    • Could a Dell/Apple Partnership Work? [view article]
      When Steve Jobs moved to the Intel chip he knew that his OS would become transportable to the PC platform. I imagine that he has a plan to address the growing presence of that possibility, and maybe (that's a big maybe) Apple could use an exclusive supplier like Dell with a wide reach to address that side of the market.

      Apple has a what Jobs calls it's "Unfair advantage" in owning both the platform and OS, and thus can do what Microsoft can only dream about in many agendas. Such differentiation allows Apple it's premium pricing and is fundamental to Apple's agenda. Apple could consider a PC design that retains that unfari advantage containing a circuit board or electronic chip that isn't otherwise available, which allows ownership of an Apple branded PC with Apple OS, as a "dual boot" device along side a Microsoft OS. The benefit is in penetration of traditional PC strongholds, like business, where the PC is embedded in the infrastructure.

      If Microsoft is indeed committed to corporate suicide with Vista, its draconian DRM-works and it’s anti antivirus approach, Dell might offer Apple an instant invasion of traditional Microsoft strongholds. Selling dual-platform Apple PCs, at a premium, to government and business, may or may not appeal to the market. But it’s all I could come up with.       Mar 16 11:56 AM
    • Why I'm Disappointed By The iPhone [view article]
      Tommo- cell phones aren't locked any more in the USA. About 45 days ago the fair use rules were changed to allow the users to break the locks on their phones to access the capabilities of their phones, even if the supplier doesn't want you to do that. Under fair use, the facilities are now available to the owner, to use the way they want. So the hole in the dike might have happened and through it all sorts of uses might spill. Jan 12 11:44 PM
    • How Apple's iPhone Could Flop [view article]
      At CES? That's the competition. You are reporting what you didn't see? $499 and $599 are unsubsidized prices. You are comparing them to subsidized prices, aren't you? $80/mo plus $499, unsubsidized, isn't $2500/yr, so where did that cost come from? 3G phones can still be coming, yes? Did you merely overlook that? This iPhone works on household wireless for its internet connection; it's primary a data connection is not over cellular. It's not 3G, remember. The S Ericsson w810i cell phone sells for $299 with free shipping, or free with Cingular contract, so isn't Cingular's subsidy $300? (Took 3 minutes to check that.) That would make the 4GB version $200 plus an $80/mo service plan. So what's your problem with that? This was a well written, poorly authored article. The facts don't add up as presented. It muddies the water, lacks substance. rewrites someone elses article without verification, draws false or unsupported conclusions. My opinion: Grade: F+. (the plus is for the picture - good pix.) Jan 12 11:17 PM
    • Why Apple Gaming is a Necessary Evil [view article]
      Who is this Robert Boylin? Robert, that's a pro job; succinct, step-by-step map of components and movers of how this technology fits in apple's strategic agenda. What do you think about the iPhone? Incidental but capable as a gaming or music device, more functional as an access portal; a iTV remote in your pocket rather than on the coffee table, a camera, chat-cam, a house phone, a personal GPS navigation tool, a Blackberry, and of course, a cell phone. Add 3G cellular wireless internet access to the MacMini and some cable and Tivo-like features and the household information hub and entertainment center is complete. Killer app is with the ability of every parent to physically locate every child in the household within 3 meters if they would like. Daddy buys iPhone and mac system for that feature alone; the iLife and iTV and iPod and Tivo and movie rentals and Blackberry and all the rest, just come along as accidental benefits. And life in America is never the same.

      My question is, who are Apple partners? Apple needs partners in this, two or more in each arena. Where are the key patents holders? stanton@ksu.edu.       Dec 07 10:17 AM
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