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  • How the iPhone and Poor Management Contribute to Apple's Downfall [View article]
    The last thing a mobile phone maker would want to do is provide disincentives for people to upgrade their software.

    Features that are strategic for the platform -- the App Store, location-finding -- are all dependent on massive adoption of the latest phone operating system.

    The thing I appreciate about apple is that they make the right long term decision -- the one that does right by their customers, and that sets up their products for long-term success. The investor 'optics' can take care of themselves.
    Jan 21 10:21 am |Rating: +1 -1 |Link to Comment
  • The iPhone Effect: What Will Happen to Apple's Other Products?  [View article]
    Apple knows where the market is going -- standalone devices have a limited future -- and it isn't afraid to lead by cannabalizing its own successful business. It would be a much bigger mistake not to pursue the iphone in order to protect ipod profits.
    May 21 11:22 am |Rating: 0 0 |Link to Comment
  • Intuit's Implausible Guidance Explanation Isn't Fooling the Street [View article]
    The guidance isn't at all implausible. Intuit delivers TurboTax two basic ways: through software installed on desktop computers, and with a web version. With the desktop version, you pay up front; with the web version, you pay only when you file. Both products cost the same amount.

    If the broad trend toward the web version continues, you would expect a higher percentage of turbotax purchases to occur when people finish their taxes, not when they start them. And it's not completely a guessing game, either; Intuit can track activity on the web version, and they should have a pretty good idea of who is and isn't likely to ultimately purchase and file through TurboTax.
    Mar 22 12:11 pm |Rating: 0 0 |Link to Comment
  • Today's Consumer Confidence Report Very Possibly Bullish for the S&P 500 [View article]
    interesting post -- but it seems to be a mistake only to use a cyclical bull market as your sample. How about including the period starting January 1, 2000?
    Aug 29 13:59 pm |Rating: 0 0 |Link to Comment
  • Microsoft Pushes Back Office 2007 Release (yawn) (MSFT) [View article]
    Office 2007 should run on XP, so the launch doesn't necessarily have to be tied to vista.
    Jul 02 09:04 am |Rating: 0 0 |Link to Comment
  • Microsoft: The Wealth Creation Champion [View article]
    If you're not going to adjust for inflation, this post doesn't mean very much.
    Jun 26 12:33 pm |Rating: 0 0 |Link to Comment
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