Apple's Problems - Bad to the Core? [View article]
As an Iphone user I have been surpised by the recent software problems in releases 2.0 and 2.01 and 2.02. Its starting to remind me of MSFT software issues - it appears the software has become too complex for rapid and reliable support. I had thought AAPL was immune. It will be interesting to see if this hurts their image and eventually their premium stock price.
Apple, Microsoft Run for the Clouds in the New Client Software War [View article]
Interesting that several comments questioned security and availability of thin client applications. Seems counter to the rapid acceptance and adoption of online banking and brokerage applications.
Apple, Microsoft Run for the Clouds in the New Client Software War [View article]
I think the analysis is accurate for the consumer market. The inertia in the enterprise, however, can really extend the existing fat client MSFT franchise. If I took this to a logical conclusion, I'd be very pessimistic for TV networks and their advertising/revenue model. Today 80% of the content is almost worthless, and with enough bandwidth a 'pull' model with and enhanced Itunes/Tivo could really disintermediate them.
Consumers Will Continue to Buy Apple's Fashionable Gadgets [View article]
Here's the issue with AAPL - Will mass consumers pay the premium for AAPL products? As the economy slows PC's and other devices are getting ridiculously cheap. AAPL's fixed prices look very much like 'overpriced'. So far they've chosen big markups over market penetration but if the economic slowdown is deep they risk losing their momentum. I feel AAPL can 'own' the home user but pricing is an issue. BTW AAPL always low balls guidance and everyone knows it.
Opening up: Has Microsoft Saved Itself or Shot Itself in the Foot? [View article]
I'm curious about the hardware implications in a 'web services world'. Bloatware has caused the ever more powerful Wintel machines we now use. One might presume a significant change in client processing requirements down the road when the servers are doing all the work.
Apple: Next Leg Up Will Be From Enterprise Accounts [View article]
When??? Cracking the MSFT monopoly at the enterprise is a lot more difficult than just providing access to mail. How many IT careers are embedded in the prevailing technology. If you could overcome that inertia, you still have aa significant price difference between AAPL and Windows based technology. Consumers may be willing to pay the premium but will the business community. BTW I have an Iphone and love it so I'm not bashing and I think AAPL has a rosey future. I just think the timeline for any type of mass enterprise adoption is a lot longer that this article implies.
Apple's Problems - Bad to the Core? [View article]
5 Reasons Not to Upgrade to the New iPhone 3G [View article]
Apple, Microsoft Run for the Clouds in the New Client Software War [View article]
Apple, Microsoft Run for the Clouds in the New Client Software War [View article]
Consumers Will Continue to Buy Apple's Fashionable Gadgets [View article]
Opening up: Has Microsoft Saved Itself or Shot Itself in the Foot? [View article]
Apple: Next Leg Up Will Be From Enterprise Accounts [View article]