peter02l

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124 Comments

    • Fri Sep 7th 01:27 AM | Rating: 0 0
      Commented on:
      iPhone Price Drop Is A Bad Sign
      As a matter of fact, yes I do. But if her were not pleased, he would definately say he is.
      Let's not put everone in the same boat as the Bush administration.
      View article »
    • Thu Sep 6th 14:28 PM | Rating: 0 0
      Commented on:
      Apple Tumbles On iPhone Price Cut; Analysts Leaving Estimates In Place
      What analysts should be saying is that the $200 price cut will shave about $2 billion from sales given the estimated 10 million units by the end of 2008. So Apple should sell an additional 5 million iPhones to match sales, and about 20 million to match profits to pre-price-cut levels. That's 30 million units by the end of 2008! Can this be possible? Apple sold over 20 million iPods last holiday season. Can the sell 10 million iPhones this year? One would hope they have surpassed the 1 million target for this quarter and negotiated better pricing for components before taking such a bold step. After all, Apple is not a company that would sell a product at a loss.
      View article »
    • Thu Sep 6th 04:51 AM | Rating: 0 0
      Commented on:
      iPhone Price Drop Is A Bad Sign
      In an interview with Wall Street Journal, Steve Jobs said he is very pleased with how the iPhone is selling. Are you suggesting that he is lying? Read the article. The price drop suggests nothing of the sort.
      View article »
    • Thu Sep 6th 04:43 AM | Rating: 0 0
      Commented on:
      Apple's New Offerings and Price Drop Induce Buyer's Remorse
      Where did this money manager get his phone that it comes with no monthly charges, Toys R Us?
      As for who might want an iPhone now, that would be someone who for a $100 or $ 200 more can get a phone and an iPod in the same device. And also get features like mail and google maps.
      Who is this money manager, or are you too embarrassed to disclose?
      View article »
    • Tue Sep 4th 11:56 AM | Rating: 0 0
      Commented on:
      Apple Calls NBC's Digital Download Bluff
      That's like mandating that all banks stop bank robberies.
      View article »
    • Fri Aug 31st 10:35 AM | Rating: 0 0
      Commented on:
      iTunes Showdown: Apple vs. Content Owners
      Concern for piracy and inability to bundle shows are lame excuses.
      After all it's easiest to record tv shows and cutting the ads out into a format without any copy protection. As for bundling, do these people really think customers prefer to pay $10 to download 20 shows rather than paying $2 for the one they really want to watch? Sure we want something like what we get from cable or sattelite, where for $40 a month half the channels you get are shopping channels. I am sorry, but the kind of broadband we have here in the US is not ready for this.
      View article »
    • Fri Aug 31st 10:33 AM | Rating: 0 0
      Commented on:
      iTunes Showdown: Apple vs. Content Owners
      Concern for piracy and inability to bundle shows are lame excuses.
      After all it's easiest to record tv shows and cutting the ads out into a format without any copy protection. As for bundling, do these people really think customers prefer to pay $10 to download 20 shows rather than paying $2 for the one they really want to watch? Sure we want something like what we get from cable or sattelite, where for $40 a month half the channels you get are shopping channels. I am sorry, but the kind of broadband we have here in the US is not ready for this.
      View article »
    • Mon Aug 13th 11:59 AM | Rating: 0 0
      Commented on:
      IPod vs. Satellite Radio: The Battle For Consumers' Hearts
      "some just want to switch a dial and hear a good selection of music, commercial free with over 100 channels to choose from and coast to coast reception"

      Why didn't you mention the time required to do this then, to be fair.
      View article »
    • Mon Aug 13th 11:55 AM | Rating: 0 0
      Commented on:
      IPod vs. Satellite Radio: The Battle For Consumers' Hearts
      Excellent point. Some of us find switching channels to find a song that fits the mood (and having to wait through commercial) very time consuming. Playlists are a very good solution to prearrange and incrementally improve song collections and are much less distracting on the road. For the up to date news and such, there is still the traditional broadcast radio. And I don't know who would commute cross-country to work. As for traveling on the RV, paying a monthly subscription fee for an occasional annual trip should sound too much of a luxury for someone who can't afford a 99 cent download to begin with!
      View article »
    • Thu Aug 2nd 14:33 PM | Rating: 0 0
      Commented on:
      Market Manipulation Bites Apple
      To me the most telling part of this rumor story is who reported it. As far as I know, it was first broken by Scott Moritz of TheStreet.com.

      The question is how can Mortiz get wind of this research note (that wasn't a research note to begin with) or gossip that was passed down in a obscure company called Miller Tabac + Co. that acts "as agent on behalf of sophisticated institutional investors, executing trading and hedging strategies imaginatively and aggressively?" The second question is why would Moritz publish this without calling the company to verify the veracity of this research note? Miller Tabac + Co. would have easily denied the existence of such note. This calls into question whether Mr. Moritz is a journalist (Senior Writer) at all. After reading his material, it seems to me he is more likely a mouthpiece for market manipulators.
      View article »
    • Tue Jul 31st 18:10 PM | Rating: 0 0
      Commented on:
      A Look At Apple Since The iPhone Launch
      I agree. The iPhone may be a great consumer device. However, not only it's unsuitable for heavy use as a computer, but it cannot be used as an application server or a high end database back end. Furthermore, it cannot be used for weather modeling in spite of its weather widget.

      Financially, many smart analysts may consider Apple's 13.8 billion in cash a liability because it will encourage suppliers to overcharge the company and its customers to sue it.

      There is more where that came from. I can also do stand-up comedy, and some cossack dancing.
      View article »
    • Wed Jul 18th 20:53 PM | Rating: 0 0
      Commented on:
      Why Apple Should Collaborate With Satellite Radio
      I still fail to see the value in satellite radio. We pay for tv. We pay for internet access (both for home and mobile). Some of us pay for newspapers. Satellite radio is a bit redundant. Especially since you can have internet radio streaming and podcasts available over the internet. At some point you'd have to agree there are too many media options. In this respect, the least necessary is satellite radio. I suppose if money is no object, and you want to be on top of current news, then you might want to get one for the car to use on long trips. But even then, if you are that well-to-do you'd be flying!

      There is no way Apple will add and charge for a functionality on the iPod that only a fraction of customers might use. And that is how it should be.
      View article »
    • Mon Jul 16th 16:40 PM | Rating: 0 0
      Commented on:
      Apple Priced for Perfection: Great Company, Bad Investment
      It's not a gamble when you compare Apple's Price/Earning to that of Research In Motion. Do you think RIM's growth potential after iPhone release is better than Apple's? At least Apple has several other products to fall back on.
      View article »
    • Wed Jul 11th 14:34 PM | Rating: 0 0
      Commented on:
      The iPhone's True Market Cap Value: Apple to Double By 2008
      Also, according to Apple, average purchase of music per iPod is less than $5, or a tenth of your estimate.
      View article »
    • Wed Jul 11th 14:27 PM | Rating: 0 0
      Commented on:
      The iPhone's True Market Cap Value: Apple to Double By 2008
      Both the 50% margin on music sales and using a PE pe of 40 for price estimates are way off. Inflating the prospects in such ways is to turn investing into gambling.

      By the way, I hope the PE value of 40 is not based on future earnings.
      View article »
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