Seeking Alpha

All Day Breakfast » Comments |

Sort by:
Latest | Highest rated
  • Apple's Branding Strategy Delivers Superior Results [View article]
    I think your commenters have a better grasp on the situation than you do.
    Apr 25 09:48 am |Rating: 0 0 |Link to Comment
  • Apple Shines on Earnings, Still Two Steps Ahead [View article]
    Well done, I agree with your analysis.
    Apr 24 10:34 am |Rating: 0 0 |Link to Comment
  • Low Flash Memory Prices Pressure Chip Makers [View article]
    The "information" in this article has gone around the "Apple buzz" sites several laps already, I'm surprised to see it raise up several days later here. One thing which might be in play which hasn't been mentioned is that Intel is about to come out with its own flash memory and it may be that the reason Apple hasn't been ordering flash mem from its standard suppliers is because its got some sort of agreement with Intel which isn't being factored in.

    As for the macbook air, its hard to know what Apple's sales forecasts were so its hard to know whether or not sales are meeting expectations. On the other hand, go look at Amazon's best 100 sellers and you'll see that the "Air" is in place number 26 (up 20 from the week before). Except for the Asus tiny sub-sub-notebook, the Air is the leading sub-notebook even if you generously use 4lbs as the sub-notebook cut off. It's Sony competition is number 66 on the list as I write this.
    Mar 14 06:40 am |Rating: 0 0 |Link to Comment
  • iPhone in Your Business: Pondering the ROI Case [View article]
    Two key points you don't mention:
    1) Custom vertical apps will drive the iPhone into large businesses
    2) RIM is already working on its competitor to the iPhone (whither the current blackberries?) at which point THEY will be playing catch up.
    Mar 08 04:33 am |Rating: 0 0 |Link to Comment
Comments by Ticker
All Day Breakfast's
Comments Stats
4 comments
Rating: 0 (0 - 0 )