PK de C'ville

Total Rating:
+2 / 0

97 Comments

    • Sun May 11th 21:11 PM | Rating: 0 0
      Commented on:
      The End of OPEC
      I find it 'interesting' that the new Saudi Oil is scheduled to arrive in September.

      Wow! Gas under $3 might help McCain, maybe?
      View article »
    • Fri May 9th 06:53 AM | Rating: 0 0
      Commented on:
      iPhone (Apple) vs. BlackBerry (RIM): Which Do Consumers Love Most?
      Cicero,

      Point made. The question is "Why didn't Paul see that, given HIS data, Apple's won and RIM is sucking wind?"

      Email access is the predominant feature RIM's users love. Apple will add push email this summer. How about Apple's strong points? Looking at the 1st chart, Rim has a CHANCE of neutralizing ONE of those this year. Apple's OS X based advantages are way too advanced and powerful for RIM to overcome.

      I give RIM a year to figure out a business solution and I'm also betting that msft will be in the picture.
      View article »
    • Thu May 8th 11:30 AM | Rating: 0 0
      Commented on:
      Apple Links Higher Sales with Higher Prices
      tom1234,

      i see 300, 400, 500... But give it through Xmas, 2010. Why? Well, here's aapl's strategic advantages which are unmatched today and unmatchable over the next 3 to 5 years:

      220 > 260 hugely successful retail centers

      Leopard OS clawing Vista or XP

      iPhone/touch/SDK/iApps... dominating SmartPhones like the iPod/iTunes dominates .mp3 players

      iPhone/touch/SDK/iApps... dominating pocket PCs (MID)

      Music in Apple's pocket

      Movies/TV in Apple's pocket and living room

      Google as a strategic partner

      MacBooks winning college and public school eyeballs

      Macs entering SOHO and big enterprise mkts

      Developers are abandoning Windows to work within xCode (free, elegant, easy)

      Whatever the next new gadget phenomenon is, it'll probably be invented in Cupertino.

      The iPhone, itself, will match today's earnings level of $5 by 2011.
      View article »
    • Mon May 5th 08:40 AM | Rating: 0 0
      Commented on:
      Seven Reasons for Enterprises to Follow the Microsoft/Google Battle
      Dana,

      I think Apple and it's close friendship w/ Google will also be very much a partner/challenge to MSFT. Apple's licensing of MSFT's Exchange Srvcs will benefit both companies, but the iPhone, the smallest Trojan Horse ever, will also be the most powerful Trojan Horse, ever!

      The timing of the Plays for Sure, Vista, and Zune failures couldn't have been worse. Apple is transcendent and MSFT is sucking wind.

      The challenges MSFT faces are enormous; they really need to circle their wagons because the Vista failure is incredibly damaging and, also, many developers are wary of them, remembering MSFT as the raider/pillager from the north who, all too often, 'cut off the air supply' of too many creative and promising developers.
      View article »
    • Sat May 3rd 08:28 AM | Rating: 0 0
      Commented on:
      Would Apple Buy Adobe? I Doubt It.
      Eric,

      Your thought about Cringely are commendable.

      Here's my plea: Apply your critical thinking to other analysts you cover! I'm thinking of Toni, the Counter, Sacconaghi and Scott, the 'Informed Wall Streeter', Morritz. These guys MAKE UP THINGS out of thin air, just as wild ass crazy as Cringely, YET YOU ONLY REPEAT THEIR DRIVEL w/o commenting critically as you have here.

      Please Eric, do this for your readership; you'll sleep better knowing you did the RIGHT THING. (We're suspecting you'd rather get clicks than be thoughtful. Is that true?)
      View article »
    • Sat May 3rd 08:18 AM | Rating: 0 0
      Commented on:
      Why Exxon Still Denies Peak Oil
      Another fuel speaks.
      View article »
    • Fri May 2nd 10:57 AM | Rating: 0 0
      Commented on:
      3G iPhone and WiMAX: Another Sensational Rumor?
      Mike Sanders!

      You're a fuel. end of story.
      View article »
    • Wed Apr 30th 17:32 PM | Rating: 0 0
      Commented on:
      IPTV Industry Is Up and Coming
      Shlomi,

      I'm interested in what you have to say about this:

      Isn't it rue w/ all the demands being placed on internet backbone bandwidth, real time IPTV may suffer considerably, perhaps terminally? (Pun unintended, but I'll take it.)
      View article »
    • Wed Apr 30th 17:13 PM | Rating: 0 0
      Commented on:
      7 Reasons You Can't Kill Microsoft
      "Revenue from the division responsible for the Xbox 360 video game system ballooned 68 percent to $1.58 billion, which Microsoft attributed to robust demand for game consoles, noted AP."

      Some people say that xBox is STILL in the RED. If true, revenue of 1.58B only inches them closer to begin taking some profit someday. xBox seems like it will be a good provider eventually, but maybe it's all smoke and mirrors.

      BTW, have you noticed that none of the mentioned drivers has words like 'excellence' or 'quality driven' in them. Maybe msft has indeed excelled in thugery. I'm waiting for "The Sopranos - Seattle" to premier soon.
      View article »
    • Mon Apr 28th 06:21 AM | Rating: 0 0
      Commented on:
      Apple's Bountiful Revenues Are Bigger Than Ever
      T Muller,

      "Recognized revenues include ATT payments, where deferred revenue is cash Apple has already received from the device sale, thus the $226/phone difference is the effect of the ATT subsidy, - divide by 24 and it's $ 9.50 a month / contract."

      You've assumed that all 1.7M phones are getting ATT payments. Assuming only 1.2M are getting them w/ .5M being jail broken we get a difference of $323 per phone divided by 24 = $13.47 a month/contract.
      View article »
    • Mon Apr 28th 05:59 AM | Rating: 0 0
      Commented on:
      Apple's Bountiful Revenues Are Bigger Than Ever
      T Muller,

      I believe you wanted to say the revenue would be reported as $7.5B plus $1B = $8.5B for the qtr, right?
      View article »
    • Sun Apr 27th 17:17 PM | Rating: 0 0
      Commented on:
      Apple's Bountiful Revenues Are Bigger Than Ever
      TanToday,

      "...STORES grossing now $4,000 per SF."

      The FY 2007 figure was actually $4600/sf and with the retail store segment contributing about 50% more YOY this qtr, I'd estimate they'll be at or above $6000/sf in 2008. Wow!

      regards
      View article »
    • Sun Apr 27th 13:15 PM | Rating: 0 0
      Commented on:
      Apple's Bountiful Revenues Are Bigger Than Ever
      Pats,

      Thanks for this... "The non current line on the deferred revenue is over a year out..."

      I made the mistake of taking it as over this qtr out. Very helpful correction.

      Thanks.
      View article »
    • Sun Apr 27th 10:27 AM | Rating: 0 0
      Commented on:
      Apple's Bountiful Revenues Are Bigger Than Ever
      Stephen,

      From your Mar 8 blog: "The revenues, expenses, and profits are realized straight line over two years except for expenses having to do with engineering, sales, and marketing which are taken out as they occur."

      Given the above, wouldn't the iPhone's net profit margin be higher than 18% for the recognized deferred revenue?
      View article »
    • Sun Apr 27th 10:18 AM | Rating: 0 0
      Commented on:
      Apple's Bountiful Revenues Are Bigger Than Ever
      Stephen,

      Love your blogging and especially this... "...revenues would have been $9.9 billion for the quarter."

      But this deferred revenue stuff hurts my head. Even though I read it several times over (all your DR articles), I still don't see it clearly. My current understanding is that as Apple recognizes the revenue quarterly, it gets added to the total revenue number and then, simply, the rest of the accounting follows to determine profit and cash flow?

      How's cash flow affected by defrred revenue and how does it relate to profit?

      Can you revisit how current deferred revenue relates to non-current revenue?

      Thanks
      View article »
Loading...
Symbols:
Authors:
Quick Links:
Contribute an Article Become a Seeking Alpha Contributor

Transcripts

More Transcripts»