PK de C'ville

What's Happening at Apple: Who Could Replace Steve Jobs?

I think it's Fadell.

Jobs and the executive team have a year to be creative with Fadell's 'special advisor' time. He isn't a line manager any more.

I don't know if the secrecy of the succession is normal, but it does give Apple a 'try and buy' year to look really hard at Fadell's proposed succession.

If I'm right, Apple, Jobs, and Fadell have a year to develop Fadell's new responsibility as the next man who calls the shots, develops his leadership team, and represents Apple to the world.

It will give a year to Fadell and Jobs to develop and empower Fadell as the new Apple Ceo leaving Jobs to chair the board.

JMHO

Microsoft vs. the Cloud

"Microsoft just came in and picked up the desktop piece despite what some bad European Union and U.S. Department of Justice politics-based legal findings say."

Huh? The biggest monopolistic move in the last 20 years and this is your comment?

And they're still paying for their brutal anti-competitive moves.

MSFT is a shell game, collecting on a hand-cuffed stream of income that their 'partners' are trying to escape from.

Apple's Next Big Content Push?

This has to be big, given Joel P's level of achievement.

I think he will spend a year or two innovating a totally new turbocharged distance learning educational model. I imagine it would include 'live' video chat classes and team meetings.

From all parts of globe: On Macs/PCs AND iPhone/touch

- Prof and class sees every student via iChat,
- Slides, docs, screens. media shared w/ students being able to mark these up in real time.
- Teams able to work together and 'cloak' themselves from other teams.

- Advanced record keeping of class grades, tuition, purchases
- Advanced support of testing
- Easy creation of ad hoc team chat rooms (video face to face)

- Continued R&D to make the experiences as real and easy as possible.

Is Apple Set to Make Its Own ARM Chips for the iPhone?

Seems to me, Apple knows sw is the hardest thing to do and they OWN and EXPAND the "bestest" OS.

All Apple is doing is leveraging it's unbeatable OS through phenomenal creation, integration and marketing of great products and systems.

(If you ever been to Apple's NYC 5th Ave glass box, you've also experienced a strong dose of Apple's temple architecture marketing on the side.)

"Apple is a one trick pony," says Ballmer, but what a pony!

ETF Spreads Widen Substantially from a Year Ago

I usually split the spread. If I'm selling and the ETF is rising I place my ask under the current ask a little and let it perk for a few minutes.

Then, I choose to either re-ask a little lower to close or leave my ask where it is and check in a few hours. I never sell at the bid. Visa Versa when I'm buying.

This is not rocket science, Mathew.

Why are you advising people to accept the current bid/ask spread as if it were the LAW? You should be sharing (w/ a little more depth) how you go about bidding and asking within the spread, No?

Who Will Win the Home Entertainment Battle?

I think Apple TV looks weak in its current release, but I'm betting on the Apple DNA for hugely successful innovation.

I believe the next release will include the same integrated nVidia GPU we find in the MacBook line. (They might even include a DVD, but not BD.)

And then, their own 'Tivo' functionality.

Apple TV 3 (my guess here) would support downloaded content, Walmart content, DVR content, reliability, security, ease of use, and

GAMES as in the Wii genere.

If Apple delivers this, we'll have a whole new ball game. Why?

They'll deliver with brilliant marketing.

Apple's FY09 Gross Margin Expectations Are Too Low

Turley,

Thanks. You, along with Andy Zaky at bullcross.blogspot.com and Daniel Elger at roughlydrafted.com are the three musketeers in the Apple blogosphere.

I welcome the heightened attention you three are getting from the MSM. Congratulations.

You're getting my Pulitzer.

Jobs Has Sold His 10 Million iPhones

Joel,

Ouch! You really blew it here.

Better luck next time.

Practice. Practice. Practice.

Revisiting the iPhone’s Browsing Market Share (Part II)

"I also received hate-mail from iPhone-junkies."

Easy to say. It's a meme. On your 1 you did receive 3 aggressively expressed comments from Apple fans, 1 from a Windoze guy, and 7 well behaved folks expressing skepticism with your mistaken conclusion.

I commend you for correcting yourself on the significance of AdMob, but I really didn't see much 'hate mail'.

Apple's 'Real' Earnings: Up Almost 125%

Great article. Jobs rolled out the 'adjusted' numbers and you filled the picture out very well. Thanks.

I'm wondering if this will be the last quarter where aapl adjusted numbers are ignored by MSAs (mainstream analysts).

I'm guessing some of them will ignore these adjusted numbers for several years hence.

What passes of for analysis is astounding! Ain't it?

Apple's iTunes Chump Change for Hollywood

Yup. Chump change today.

Andrea,

Can you fill us in on how Apple revenues compare to competing download or streaming generated revenues?

These competitive numbers would be very interesting to consider.

Thanks.

Greenspan’s Monstrous Love Child: A Grim Bedtime Story

Timothy,

I salute your talent and compassion. Standing Ovation.

Research in Motion's Storm: Why It Matters

Larry,

Any information on the Storm OS and how it compares to iPhone's OS X would be appreciated.

Big Hairy Question: Will the Storm ecosystem be competitive with Apple's iApps store relative to ease of use, reliability, security, low cost apps, total app downloads?

If not, the Storm will be stuck in the domain of a feature rich 'smartphone'. It will not be a platform ala Mac and Windows and, if that's the case, why are you even referring to the Storm "a rival to Apple's (AAPL) iPhone 3G"?

Diebold Caught Again in Politics of Technology

Can anybody provide Diebold's CEO's quoted remark (and source) to a Republican Party meeting from several years back?

If true, Diebold will have to deservedly live with that remark undercutting it's reputation for decades.

Amidst Market Turmoil, Apple Has Unique Opportunity

Zach,

$30B? I've only heard an estimate of $21B. (Did they invest in gold at $600?).