Richard Alvarado

Gaming Demand: Halo 3 Snipes GTA4; Wii Still Dominates Consoles

Pre-orders sales are higher because Halo 3 had 2 limited editions SKUs. It was great marketing on Microsoft's part.

Research in Motion: Unlike Apple, No Slowdown in Subscriber Growth

10 million in 2008 plus the 4 million in 2007. That puts Apple inline with RIMM with 14 million. How is Rimm better when they can't out sell Apple?

Apple's AT&T Deal Is Costly

You know if you do all the math with the numbers you gave, Apple will outsell RIMM by a large number less then 3 years.

FBR Says Apple Cutting Q1 Production of iPod, iPhone

Psst. No one tell FBR about the new iPod touch. Or the new Macbook pro that will be out soon.

Even With Apple, Price Will Follow Value

James,

So you believe there is $100 dollars worth of speculation? Not sure how multi billion dollar loss has anything to do with the way Apple reports their guidance.

4 Million iPhones Sold? Really Steve?

His unlocked number is way off. It closer to 25% -30%

Uncovering Apple's Missing 2M iPhones

Toni Sacconaghi - Sanford Bernstein

Okay, can you comment on the number of unlocked phones that you believe were sold in the quarter? You had mentioned that on your last call.

Timothy D. Cook

We believe that the number of phones bought with the intention of unlocking was SIGNIFICANT in the quarter but we are unsure how to reliably estimate the number. In the DECEMBER quarter particularly, we saw sales increase across the quarter similar to what you would expect with the holiday gift-buying pattern.

But as we’re new in the business, we’re unsure when all the RECIPIENTS will ACTIVATE. Some people wait until their existing CONTRACTS EXPIRE, some may initially use the non-phone features only, others activate in the future, and so at this point we don’t have a precise estimate for you.

We see this phenomenon as being an expression of very strong interest in iPhone globally and in that way, it’s a good problem to have.

Toni Sacconaghi - Sanford Bernstein

Can you comment qualitatively -- you’ve given the number last quarter -- qualitatively, do you believe the percentage would actually be higher or lower this quarter, or is it too early to tell based on your experience?

Timothy D. Cook

It’s too early to tell. I would just say I think it is significant.

Toni Sacconaghi - Sanford Bernstein

Okay, and then final question; I think you had mentioned initially at the end of the first quarter of iPhone sales that you didn’t want to talk about iPhone channel inventory, that it was still a relatively small and insignificant product. Given that it has over $1 billion in deferred revenue, why are you choosing not to disclose that number?

Peter Oppenheimer

Toni, that’s not the reason we gave. We said that since we only have one channel partner in each of our first four countries, we’re not going to report the inventory but we are going to employ our proven systems and processes to manage the iPhone differently, or effectively.

Toni Sacconaghi - Sanford Bernstein

Thank you.

Apple's Entry into Movie Rentals Is Good for NetFlix and Bad for Blockbuster

"This will obviously cause the fees Netflix pays to Hollywood and for bandwidth to jump, but it should also mean fewer DVDs sent in the mail, which would lower some logistical costs and postage"

This should cause a huge jump in bandwidth cost. BTW, it's way cheaper to send things vai mail then to stream things.

What's the Point of Google's Phone ?

Carl you are 100% correct. I would even add guys like Cisco, Netgear, Moto, etc. All would have an even chance under a Google 700 network.

Just look at all the awesome things WiFi has done in the last 6 years.

Sprint Needs Something Big: It's Gphone Or Bust

"It is not the network issue(s) making them do it". Are you kidding me it's the only reason why I left. No reason why i should be getting worse service then the day before.

DivX Stage6 Traffic Explodes: Every Dream Has A Price

"but I think that they’d have a much better shot at convincing their OEM partners to sell a low priced DVD player with “DivX HD.”

Wouldn't that be fraud since DVD player cannot display an HD image?

IPhone Screen May Develop Dead Spots -- Analyst

You know the least Seeking Alpha (or the Writer) could do is fact check.

The iPhone uses a capacitive(electric field) screen. Touching the screen and breaking the electric field is how you get the iphone to do things. NOT HEAT!

www.apple.com/iphone/t.../

DivX Considers A Profitable Break-Up, But Are There Any Long Term Benefits?

forgot to add that 1.3 billion people use the internet.

en.wikipedia.org/wiki/...

DivX Considers A Profitable Break-Up, But Are There Any Long Term Benefits?

"Instead, DivX approaches SA and says, let us sell Schwab ads on your site and we'll pay you more than what Google will. Then they syndicate that ad on the Motley Fool, various technology/business sites, paidcontent, whoever is willing to partner with them. Now instead of having 10 million views to sell, they've got 20 million."

This would only make sense if Divx was installed on 90% of the computers on the internet. It's not, flash is.

So as an advertiser what would you do?

a. switch to Divx and reach an audience of only 200 million, get more money per click.
b. stick with flash/google and reach 90% of the computers on the internet. *

en.wikipedia.org/wiki/...


I believe if you switch to Divx all you are doing is giving yourself a higher risk of your advertisement not being seen.

DivX Considers A Profitable Break-Up, But Are There Any Long Term Benefits?

Good theory. The problem is what is the point of buying Divx ads, if the user base (say 10million) is way less then flash (say 100million).