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    • Tue Dec 11th 09:43 AM | Rating: 0 0
      Commented on:
      Waiting for Dell's iPod Moment
      You're in denial, it's very pertinent.

      "...he uses a Mac and will undoubtedly point out that Mac users are mostly satisfied and tend to not know anything about Apple's customer service because they never need it. True, but not pertinent here."

      And the rest of your commentary that design aka branding will turn Dell around is also wishful thinking. That's like trying to put a Ferrari around a lawn mower engine...not the perfect analogy, but you get my drift.

      Dell's legacy has been about getting better margins from efficiency, but they're still mostly beholden to MS for the experience. You can't trump the legacy of efficiency with brand building alone, the experience goes hand-in-hand as part of the brand equation. Dell has to now become an innovator if they ever wish to see growth again. I don't see them ever being an innovator much less market leader as a software developer.
      View article »
    • Mon Nov 19th 16:38 PM | Rating: 0 0
      Commented on:
      Vodaphone Asks Courts to Block T-Mobile iPhone Sales in Germany
      What's the odds of the exclusive contracts in the EU falling through and the iPhone being opened up to all carriers because of this?

      Can Apple ultimately, if the courts allow the iPhone to be used on any network, then force these "other" carriers to pay the same subscriber fees as those negotiated with T-Mobile etal? Obviously other non contracted carriers shouldn't be allowed access to the iPhone without having to pay the subscriber fees because it would give them unfair advantage over those carrier contracted with Apple to use it.

      If the courts enforced the issue of non exclusivity couldn't this by default open up a much larger paid subscriber market for Apple?

      This is beyond my understanding of the legal and technical issues, but it seems like it possibly could ultimately benefit Apple in a much bigger way.
      View article »
    • Fri Nov 9th 09:07 AM | Rating: 0 0
      Commented on:
      Apple's iPhone in a Class (and Category) By Itself
      Interesting article in that some extrapolation of the data provided is interesting, but using ATT as the sole source of measuring demand, or interest, is flawed. If an individual is interested in the iPhone is an ATT store the more likely first choice for that individual to review it? Not likely, that's why using an ATT store (online or otherwise) on a holistic level to measure traffic patterns for the consumer is flawed.

      Although even on a skewed level the article establishes the continued interest of the iPhone, the scarier reality is that it only scratches the surface, far more consumers are likely going to the Apple site if they're interested in knowing more, or buying the iPhone.
      View article »
    • Mon Oct 15th 08:47 AM | Rating: 0 0
      Commented on:
      Over-Hyped Apple Has No Real Value
      The fatal flaw in reasoning is this statement:

      "do a reverse engineering of the current price to see what the implied growth rate is and make a determination of its probability of being accurate. I prefer the latter because it gives a target to adjust growth numbers to"

      1. Apple desktop sales over the last ten years were steady and anemic between 2-4% market share, there's evidence and every reason to believe they've broken out of this stale metric...I won't detail all the evidence here.

      2. The iPhone impact can't be evaluated using a past metric of implied growth rate. And you imply way too much by highlighting "had to cut price".

      The market doesn't make much of your opinion.
      View article »
    • Mon Oct 1st 17:25 PM | Rating: 0 0
      Commented on:
      iPhone Lockup and Apple's True Colors
      Apple already sanctions, encourages and promotes apps written for use over Safari correct?

      You're saying that Apple should allow developers to write ad hoc apps on the OS at will? Should not Apple have some concern about incompatibility and security issues that likely will arise by allowing a free for all, especially right out of the starting gate as they get their feet wet in the wireless world.

      Then too, what about their carrier partners and protecting those relationships?

      I think it would be irresponsible to just open up the iphone willy nilly, there's a lot to be said for a walled garden approach when it comes down to reliability. Perhaps down the road a bit they can put out an SDK, right now developers ought to just stick to apps that run over Safari.
      View article »
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