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6 Comments

    • Apple's iPhone in a Class (and Category) By Itself [view article]
      Applying the term "flawed" to this article is disingenuous. The purpose of this article was to compare and contrast iPhone sales vs. other types of phone sales AT AT&T to determine if there are differences. Including data from Apple stores would be the "flawed" move b/c Apple only sells one type of phone and thus, you have nothing to compare its sales trends to. Realize the purpose was NOT to analyze iPhone sales (and trends) in general, where one would then need to take into account sales from Apple stores. The author achieved his purpose and provided accurate conclusions and IMO, supported the title of the article that the iPhone is indeed in a class by itself when compared to sales of other phones supported by data from AT&T. Nov 10 09:21 AM
    • Google's Mobile Software Platform Threatens The PC Itself [view article]
      There is absolutely NO reason for Apple to "support" Android. They already have a mobile platform. It's called OS X and it runs on the iPhone and iTouch, with variants running on the iMac, the Power Mac, iTV, etc. etc. How beautiful is that? Once the API is opened up in Feb. '08 with the SDK, there will be a tidal wave of applications for this mobile platform, the first being a VoIP app to leverage the WiFi interfaces on the Touch and iPhone. Social networking apps will follow. What people don't realize is how powerful the iPhone and Touch and other mobile OS X based devices released by Apple will be. Apple already understood everything you wrote in this article and is poised to exploit it NOW. Nov 09 01:33 PM
    • Earnings Season: Fight The Urge To Buy Fast Flyers [view article]
      Why, exactly, is it not a good time to buy a company like AAPL or GOOG who both have incredible, long-term strategies in place and are executing beautifully against those strategies? Do you even understand the fundamental business strategies of these companies? Your comments are relevant for day traders, perhaps, but certainly not for long-term *investors*. Oct 29 12:03 AM
    • Is AT&T An iPhone Sales Anchor? [view article]
      "If you believe what you are saying, then put your money where your mouth is, otherwise, keep that mouth closed."

      That's unfrair, mashny, and irresponsible. Todd is paid to comment on investing related topics and his articles, regardless of the opinions espoused therein, are catalyst for intelligent discussion and discourse.

      Telling him to "put up or shut up" is like telling a bunch of football analyst talk show "experts" on Sunday morning to "shut up," go strap on a helmet and shoulder pads, and do their talking on the field.

      Believe me, this discussion is much more palatable than say the manure that can be found on the Yahoo AAPL message board.       Oct 27 10:06 AM
    • Is AT&T An iPhone Sales Anchor? [view article]
      "It's going to be the foundation for a whole new generation of devices."

      You have it my friend. What people DO NOT REALIZE is that the iPhone, and now the Touch iPod, both based on Mac OS X, are a COMPUTING PLATFORM.

      They are both easy to use handheld touch screen computers, one of them having an integrated cell-phone, both of them having integrated MP3 players.

      Once 3rd party software companies start cranking out applications for the devices after Feb. '08 (when Apple opens up the API) - watch out.       Oct 27 09:50 AM
    • Is AT&T An iPhone Sales Anchor? [view article]
      Do your research. Blame Apple, NOT AT&T on the slow network performance. Apple chose to put the 2G EDGE based chip into the phone, not AT&T, probably to save on power. It is a trade-off Apple made. AT&T does have a fast 3G newtork based on HSDPA/UMTS. Rumors are the next iPhone (possibly to be announced at MacWorld in Jan. '08) will have a faster 3G chip, possibly from IDCC or Infineon. Oct 27 09:45 AM
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