Stustanton's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/10975/comments http://seekingalpha.com/article/129360/comments?source=feed#comment-451007 451007 Fri, 03 Apr 2009 13:10:36 -0400 http://seekingalpha.com/article/69378/comments?source=feed#comment-129313 129313
(sorry)


(and that doesn't mean unresponsive)]]> Thu, 20 Mar 2008 11:08:14 -0400
(sorry)


(and that doesn't mean unresponsive)]]> http://seekingalpha.com/article/69378/comments?source=feed#comment-129311 129311
(sorry)]]> Thu, 20 Mar 2008 11:06:54 -0400
(sorry)]]> http://seekingalpha.com/article/51230/comments?source=feed#comment-99698 99698
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?
]]> Wed, 24 Oct 2007 21:27:38 -0400
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?
]]> http://seekingalpha.com/article/29688/comments?source=feed#comment-82844 82844
I'm intrigued. Might be a good idea.]]> Tue, 20 Mar 2007 20:06:19 -0400
I'm intrigued. Might be a good idea.]]> http://seekingalpha.com/article/29688/comments?source=feed#comment-82700 82700
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.]]> Fri, 16 Mar 2007 11:56:59 -0400
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.]]> http://seekingalpha.com/article/23911/comments?source=feed#comment-80029 80029 Fri, 12 Jan 2007 23:44:31 -0500 http://seekingalpha.com/article/24003/comments?source=feed#comment-80028 80028 Fri, 12 Jan 2007 23:17:20 -0500 http://seekingalpha.com/article/21821/comments?source=feed#comment-78083 78083
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.]]> Thu, 07 Dec 2006 10:17:15 -0500
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.]]>