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berylrb

berylrb
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  • Apple (AAPL -0.9%) pares the losses it saw after announcing it sold over 5M iPhone 5 units during opening weekend, less than some were forecasting. Horace Dediu observes the sales rate for the 5 was even with the 4S when normalized for countries supported - a little disappointing given the growth in Apple's base, and the fact the 5 is a bigger upgrade. On the other hand, initial 4S sales were likely boosted by the outpouring of emotion following Steve Jobs' death. One unanswered question: did the Maps controversy affect weekend sales? [View news story]
    @DM,well said!
    Sep 24, 2012. 04:54 PM | 2 Likes Like |Link to Comment
  • Apple (AAPL -0.9%) pares the losses it saw after announcing it sold over 5M iPhone 5 units during opening weekend, less than some were forecasting. Horace Dediu observes the sales rate for the 5 was even with the 4S when normalized for countries supported - a little disappointing given the growth in Apple's base, and the fact the 5 is a bigger upgrade. On the other hand, initial 4S sales were likely boosted by the outpouring of emotion following Steve Jobs' death. One unanswered question: did the Maps controversy affect weekend sales? [View news story]
    Righto, every store in SF was out of stock and as of 11:30 am today still out of stock! And, SF has a flagship store!
    Sep 24, 2012. 04:50 PM | 1 Like Like |Link to Comment
  • Apple's (AAPL -1.5%) sell-side fans are quick to attribute the weekend's lower-than-expected iPhone 5 sales on supply constraints. Piper's Gene Munster notes Apple's retail inventory is half what it was at the time of the 4S launch, and says his prediction of 8M sales was based on a belief Apple's figures would include all pre-orders (apparently not the case). The WSJ reports this morning that retail partners such as Best Buy and Target were given limited supplies at launch time. [View news story]
    Right on, but in this investment climate where the companies guidance is assumed to be worthless until an analyst corrects it up or down, it seems good investment strategy would entail playing the dip or gain based on a "perceived" miss in this case

    So sad!
    Sep 24, 2012. 01:32 PM | Likes Like |Link to Comment
  • "If Steve Jobs were still alive, would the new map application on the iPhone 5 be such an unmitigated disaster?" asks Joe Nocera. It's a question many others are also asking, given the huge backlash to iOS 6 Maps. But to Nocera, a potentially bigger concern is that Jobs' absence will limit the risk-taking that drove Apple's (AAPL) meteoric rise. Joshua Topolsky: "The iPhone 5 is unquestionably the best iPhone ever made ... but right now Apple seems to be in a holding pattern, too comfortable or too scared to take real chances." (also: I, II[View news story]
    Ha, right on!
    Sep 23, 2012. 10:30 PM | Likes Like |Link to Comment
  • Wins And Losses In Apple's IOS 6 [View article]
    Yeah, just read an interesting article that posited that Apple's strategy is to control all the core-technologies, as much as expedient.

    Not all at once, but as providers balk at changes/upgrades that improve the user experience, nice thesis.

    I wonder what the long term implications margin and market share wise of such a strategy, if true, are. Or is that what we are already seeing, or what has already preceeded this rise in Apple's growth?
    Sep 23, 2012. 10:01 PM | Likes Like |Link to Comment
  • "If Steve Jobs were still alive, would the new map application on the iPhone 5 be such an unmitigated disaster?" asks Joe Nocera. It's a question many others are also asking, given the huge backlash to iOS 6 Maps. But to Nocera, a potentially bigger concern is that Jobs' absence will limit the risk-taking that drove Apple's (AAPL) meteoric rise. Joshua Topolsky: "The iPhone 5 is unquestionably the best iPhone ever made ... but right now Apple seems to be in a holding pattern, too comfortable or too scared to take real chances." (also: I, II[View news story]
    @Tomas,

    not sure what you mean, In terms of size,
    iPhone 5, 4-inch
    Lumia 920, 4.5 inches
    Galaxy S3, 4.8 inches
    One X, 4.7 inches.

    It is still more pocketable than the other flagships, eh?
    Sep 23, 2012. 09:57 PM | 1 Like Like |Link to Comment
  • "If Steve Jobs were still alive, would the new map application on the iPhone 5 be such an unmitigated disaster?" asks Joe Nocera. It's a question many others are also asking, given the huge backlash to iOS 6 Maps. But to Nocera, a potentially bigger concern is that Jobs' absence will limit the risk-taking that drove Apple's (AAPL) meteoric rise. Joshua Topolsky: "The iPhone 5 is unquestionably the best iPhone ever made ... but right now Apple seems to be in a holding pattern, too comfortable or too scared to take real chances." (also: I, II[View news story]
    I tried the Istanbul one and got a totally different more accurate view, hmmm?
    Sep 23, 2012. 09:53 PM | 1 Like Like |Link to Comment
  • Google Punkslaps Apple - Cook Makes Strategic Error [View article]
    yeah, just noticed that, at first my own community was very blotchy and vectorish, now spot on tree branches and all. OK, I have to stop, I'm becoming to fanboyish.

    It will be interesting to see the opening price movement on Monday.
    Sep 22, 2012. 03:31 PM | Likes Like |Link to Comment
  • Wins And Losses In Apple's IOS 6 [View article]
    It take the overstock back, AT&T stock is sold-out, I checked with 3 stores, lots of Sprint phones.
    Sep 22, 2012. 03:27 PM | Likes Like |Link to Comment
  • Wins And Losses In Apple's IOS 6 [View article]
    @19lgf, Ha, I'm sitting in my condo in SF looking at Lake Merced, and I see the Washington monument, via Apple Map App, just fine.

    Wow, the peeps look like ants.
    Sep 22, 2012. 03:26 PM | Likes Like |Link to Comment
  • The Apple iPhone 5: Specifications Do Not Matter [View article]
    Right on, so 10M iPhones sold just this weekend and maybe 300K gear/stock heads keeping track of trends
    Sep 22, 2012. 11:27 AM | 1 Like Like |Link to Comment
  • Google Punkslaps Apple - Cook Makes Strategic Error [View article]
    On th flat Statue of Liberty, but to be fair there is a category of unverified,which hints at ongoing data fixes, of course everyone knows that, it's software after all
    Sep 22, 2012. 11:11 AM | Likes Like |Link to Comment
  • Wins And Losses In Apple's IOS 6 [View article]
    Thanks chop so it boils down to bigger screen and 4G!

    Seriously I kind of like this focus on the trivial, it means that there's probably not a whole lot wrong with the hardware, OS, and speed.

    So as an investor all this focus on screen size, dock and map app is actually pretty good news.

    I'm a little concerned that Apple seemed to have overstocked carriers this time around.
    Sep 22, 2012. 11:08 AM | Likes Like |Link to Comment
  • Wins And Losses In Apple's IOS 6 [View article]
    @Kyle, Wow! It's like we are talking two different apps: Hong Kong is correct it is showing the administration territory; Statue of Liberty clearly says unverified ... My point is these are minuscule reasons to upgrade or not, it's just a map app!
    Sep 22, 2012. 10:58 AM | Likes Like |Link to Comment
  • Wins And Losses In Apple's IOS 6 [View article]
    Thanks ChopChop0, thats' interesting, so Android has a better map, from Google no less, than the app Google provided for iPhone 1-4.

    Or is Android OS using something other than the Google Maps?

    When I checked out the Lumia and Samsung, I was more interested in productivity features/apps so I did look at utility apps like maps. I still would have stayed with Apple devices but I wanted to be aware as an investor, especially w/r to WP.
    Sep 21, 2012. 10:58 PM | 1 Like Like |Link to Comment
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