top_tier

Apple Pitches in With Pink Nano

Stupid.

Apple and Intel Fail to Impress: Waiting for the Fed's Next Move

The general media spin surrounding the Macworld keynote as being lackluster, and now according to this kid blogger, a failure, is laughable.

How soon the media forgets. Prior to the 2007 Macworld event the iPhone was already an expected announcement. Its concept, before, during, and after 2007 Macworld was surrounded by bashing the phone. Not enough battery life, screen that scratches, touch will never be accepted, on and on. Steve Ballmer stated flat out it would be a flop. And this years Macworld is now considered a “failure” because there's nothing equivalent to the iPhone? Too funny.

The stock was on fire because of Apple’s growth in its overall product line throughout 2007, this growth will continue, and while pundits may think this new thin lap top is a non event, neither was the iPhone in 2007. The iPhone was considered a failure before it was launched, sounds like this story is remaking itself with this new ultra thin laptop.

Gadget Stock Watch: Black-and-Blue Handset Stocks, More

The general media spin surrounding the Macworld keynote as being lackluster is laughable, i.e.“ the lack of a killer product similar to the iPhone launch.”

How soon the media forgets. Prior to the 2007 Macworld event the iPhone was already an expected announcement. Its concept, before, during, and after 2007 Macworld was surrounded by bashing the phone. Not enough battery life, screen that scratches, touch will never be accepted, on and on. Steve Ballmer stated flat out it would be a flop.

The stock was on fire because of Apple's growth in its overall product line throughout 2007, this growth will continue, and while pundits may think this new thin lap top is a non event, neither was the iPhone in 2007.

Apple's a Buy on This Big Fall - Barron's

“Some analysts are concerned about the company's lack of clarity over its next iPhone update”

Job and Co. have repeatedly stated a 3g phone will come out mid-year 2008, an SDK is coming out in Feb. What more clarity do these analysts with bags over their heads need? A When considering that the iPhone is a computer, updates will be able to be performed on the current phones as well as any new phones that come out.

Apple's Post MacWorld Drop - More to Come or Buying Opportunity?

There is no disappointment.

This is simply manipulators at work playing the stock on a dreadful Wallstreet day where the market as a whole has tanked. With Apple earnings coming out next week any long selling is doing so with an uninformed kneejerk reaction. The traders are going to do what they do regardless.

The company is growing gangbusters, the product line up will continue on a growth curve

2008 Macworld Predictions: Gaming the Odds

A 3g iPhone would require a different radio, thus a different phone, aside from that however; “adding functionality to make the phone a stronger competitor with Blackberries and other business-user-centric smart phones” is as simple as providing a software upgrade to existing iPhones, or selling new applications for the iPhone. You've got to remember the iPhone is a computer, it's not as prone to obsolescence and can be easily upgraded with software.

Which reminds me, you left out one of the biggest things that might come out of Macworld, Apples iPhone SDK.

Asus Eee: Threat to Apple, Microsoft, HP, Dell and the Hard Drive Vendors?

By the way, can anyone take seriously Asus Eee being on the Most Wished For Notebooks list? Yes, that would be a, HELL no. There's obvious a retail kind of spamming going on here. I mean, come on, as cheap as it is why wish for it, just go buy it with the spare change in your piggy bank.lol

Asus Eee: Threat to Apple, Microsoft, HP, Dell and the Hard Drive Vendors?

Actually currently Apple has the number 10 spot. Interestingly though, it's weird, Apple had 3 of the top 10 laptops for most of December as pointed out (and earlier), so they were obviously the best gift. So I guess sales tax does matter to many. Then again my guess is the quantity of any laptop sale on Amazon after xmas drops off dramatically, so currently the top ten list is not as meaningful.

Wouldn't be surprised though (now that the top 10 Amazon list seems to be getting much more focus than ever before) if there's certain players out there that will try to manipulate this list. So I doubt it will be much of an indicator in years to come. As example, it would be cheaper for a company to buy its own product back through Amazon than advertise in more conventional means when considering the difference in paying for Amazons profit for said product versus conventional advertising. The Amazon best seller list has become free advertising as Amazon becomes increasingly used as a tracking model for sales.

Watch for Apple earnings, that will tell the real story.

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.

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.

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.

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.

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.