Zoltan L. Kovacs

iPhone As Platform = Cha-Ching!

Well, that's the way innovation goes. Firstmover's pay for being first, later on, competition will do it's job for reducing prices. And let me guess: it won't take very long in this market. For the razor-and-blades approach, this is all about choice, you don't want to have all those apps on your iPhone. At the other hand, it differentiates the product very nicely and makes it "different" for diverging needs.

Apple Experiments with Sun-Powered Devices

Its not the solar cells AAPL has patented for! Its the way, gadgets integrate solar cells and users can interact with them. Well that might be revolutionary.

By How Much Will Apple 'Blow Away' Its 10M iPhone Target?

The iPhone might have a stronger halo effect than the iPod.

Goldman Raises Apple's Price Target on 3G iPhone Launch

Analysts expectations are way too shortsighted and extrapolating otherwise nonlinear trends. Why not make things simpler and look at the drivers: improving products (software + hardware) and improving markets (geography + segments). Add it up, count for the risks and then talk.

Goldman Raises Apple's Price Target on 3G iPhone Launch

Analysts expectations are way too shortsighted and extrapolating otherwise nonlinear trends. Why not make things simpler and look at the drivers: improving products (software + hardware) and improving markets (geography + segments). Add it up, count for the risks and then talk.

Goldman Raises Apple's Price Target on 3G iPhone Launch

Analysts expectations are way too shortsighted and extrapolating otherwise nonlinear trends. Why not make things simpler and look at the drivers: improving products (software + hardware) and improving markets (geography + segments). Add it up, count for the risks and then talk.

Goldman Raises Apple's Price Target on 3G iPhone Launch

Analysts expectations are way too shortsighted and extrapolating otherwise nonlinear trends. Why not make things simpler and look at the drivers: improving products (software + hardware) and improving markets (geography + segments). Add it up, count for the risks and then talk.

Will Sohu Rally to $150?

SOHU is a nice investment, it has been consolidating for four years now and earnings , and the business model changed for the better. For China its still a smallcap stock in a dynamically growing market that isnt easy to penetrate for newcomers. Internal competition could be much worse.

Could iPhone Subsidies Be Apple’s Ticket to Mainstream USA?

My guess is,that AAPL will enter the lower price segments through product diversification, that means somewhat stripped down phones.

Brightpoint Up on RIM Deal; Is the Apple iPhone Next?

Apple can find channels on its own and businesses can find Apple if they have a need to. It's more interesting however, what model AAPL will use for business customers generally. I.e. software partners, providers of business services, and eventually hardware supplyers like accessories. Ease of use is getting a more and more important aspect of selling to businesses, implementation periods of 6 months to several years aren't an option for them.

Apple Strikes Advertising Gold

Apple is climbing a wall of worry concerning negative press ("propaganda"?). This shakes out the weak hands among shareholders.
Digital Life is converginging (computers, media, and mobile communication), and Apple is a master of the game through simplification, UI and user experience. As a reward there is not only a greater market and market share to be gained, but economies of scale.