TanToday

A Real iPhone Challenger - Barron's

Actually this is a good thing, really.

The more the "hounds" are chasing Apple, the more the boyz in Cupertino have to ACCELERATE things.

If they lose a few sales to the "hounds' GREAT, make Jobs and Ives SWEAT a little I say!

{ disclosure: long 2600 shrs AAPL }

Will 'Free' Make Money for Netflix?

Reminds me of the AOL cheap internet pipeline model.

One price, same net, lowest provider WINS!

Until they ALL go out of business.

You NEVER get rich, selling something for FREE. Business 101.

What It Would Take To Fix Microsoft For Me

--->"Correction: Apple's newest OS (Leopard) installs and runs fine on machines as much as seven years old. All you need is a G4, 867 MHz, was available on the Power Mac G4 introduced mid - 2001."

In my collection of Apple hardware, I actually HAVE just that model, yeah, bought it in late Oct of 2001, added a little memory long ago, when Leopard came out, the newest OX I bought the "Family Pack" that allows for FIVE INSTALLS if you are somehow classified as a "family" and it went right onto the OLD machine, and worked, PERIOD.

I had an Apple II, long ago, but when Lotus 123 was the rage, I had to have a Compaq { first on in the state to own one } to LUG AROUND, my proud "portable that *only* weighed 30lbs!"

So, keeping a spare Apple around, more for the "keep a tap on the other guys" forever, I used BOTH, daily side by side. Finally when the VISTAdisaster was released, and the HUGE mess it made of my setups, I bit the bullet and went total Apple, my new MacBook Air, weights 1/10th what the Compaq did, my 24" iMac is a delight for these 58 year old eyes, the Time Capsule backs them all up over a Wireless N/5Ghz hourly, without my doing anything, the four iPods the family has all work, the AppleTV is ok, and getting better, and best of all....

I loaded up on 2000 shares of AAPL, ranging from 73 to 162 a share.

The way I see things, Apple is now unstoppable, a behemouth on a tear, and they have a HUGE market out there, virturally untapped, PISSED OFF MICROSOFT users! With only 6% share { depends on who and where you look } they *ONLY* have 94% potential upside, maybe less as some bleeding edge enthusiasts go UNIX or UNIX varients.

Apple has PAID FOR all my apple hardware in the last two years, AND is about 1/2 way to paying for my son to go to Carnegie Mellon, and learn how to make more money than I ever did. THANK YOU, Steve Jobs, thank you.

Does Wall Street Properly Value Google/Apple Brand Loyalty?

Amazingly, without fail, wherever and whenever Apple enters a totally new market, with new partners, they report sales and satisfaction numbers the likes of which those partners had never exerienced before:

EXAMPLE, O2, the Apple partner in the iPhone in the UK just released this statement:

>>>> " O2 UK's Q4 2007 buoyed by iPhone

Britain's primary cellphone carrier, O2, reported on Thursday that the iPhone was one of the primary drivers of its success in the fourth quarter of 2007.

Though still refusing to confirm or deny reported sales numbers for the specific Apple device, the provider said the 483,000 net customers it picked up during the three-month span was the most ever for the company. About 276,000 of these had signed a contract and included the iPhone customers in their ranks, as the handset requires an 18-month agreement.

O2 also boasted that the device was the "fastest selling device that [it has] ever had" in the country and that the average revenue per user is about 30 percent higher than for a typical contracted subscriber.

About 60 percent of all iPhone users have come from other providers, and the iPhone has had the highest satisfaction levels yet of any O2 device with a record low return rate, the company said. " <<<

So, you have exceptional sales, NEW customers leaving OTHER providers, and even the companies themselves are happily surprised at how explosive things have been.

Add in customer satisfaction at multiples of other competitors, and web traffic far in excess of the numbers of machines would "warrent" as much as 50 TIMES higher than the next nearest competitor per unit accessing the web.