Richard Alvarado's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/2103/comments http://seekingalpha.com/article/72992-gaming-demand-halo-3-snipes-gta4-wii-still-dominates-consoles?source=feed#comment-153788 153788 Sun, 20 Apr 2008 19:52:55 -0400 http://seekingalpha.com/article/65882-research-in-motion-unlike-apple-no-slowdown-in-subscriber-growth?source=feed#comment-118656 118656 Mon, 25 Feb 2008 08:56:50 -0500 http://seekingalpha.com/article/65084-apple-s-at-t-deal-is-costly?source=feed#comment-117126 117126 Tue, 19 Feb 2008 10:50:47 -0500 http://seekingalpha.com/article/63429-fbr-says-apple-cutting-q1-production-of-ipod-iphone?source=feed#comment-114927 114927 Wed, 06 Feb 2008 16:26:36 -0500 http://seekingalpha.com/article/61843-even-with-apple-price-will-follow-value?source=feed#comment-113273 113273
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. ]]> Mon, 28 Jan 2008 13:48:18 -0500
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. ]]> http://seekingalpha.com/article/61800-4-million-iphones-sold-really-steve?source=feed#comment-113189 113189 Mon, 28 Jan 2008 08:26:43 -0500 http://seekingalpha.com/article/61747-uncovering-apple-s-missing-2m-iphones?source=feed#comment-113029 113029
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. ]]> Sun, 27 Jan 2008 09:27:06 -0500
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. ]]> http://seekingalpha.com/article/60456-apple-s-entry-into-movie-rentals-is-good-for-netflix-and-bad-for-blockbuster?source=feed#comment-111014 111014
This should cause a huge jump in bandwidth cost. BTW, it's way cheaper to send things vai mail then to stream things. ]]> Thu, 17 Jan 2008 07:44:18 -0500
This should cause a huge jump in bandwidth cost. BTW, it's way cheaper to send things vai mail then to stream things. ]]> http://seekingalpha.com/article/52721-what-s-the-point-of-google-s-phone?source=feed#comment-100944 100944
Just look at all the awesome things WiFi has done in the last 6 years. ]]> Mon, 05 Nov 2007 08:21:08 -0500
Just look at all the awesome things WiFi has done in the last 6 years. ]]> http://seekingalpha.com/article/52778-sprint-needs-something-big-it-s-gphone-or-bust?source=feed#comment-100940 100940 Mon, 05 Nov 2007 07:36:19 -0500 http://seekingalpha.com/article/44164-divx-stage6-traffic-explodes-every-dream-has-a-price?source=feed#comment-93352 93352
Wouldn't that be fraud since DVD player cannot display an HD image?]]> Fri, 10 Aug 2007 10:40:38 -0400
Wouldn't that be fraud since DVD player cannot display an HD image?]]> http://seekingalpha.com/article/44128-iphone-screen-may-develop-dead-spots-analyst?source=feed#comment-93337 93337
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.../]]> Fri, 10 Aug 2007 09:37:01 -0400
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.../]]> http://seekingalpha.com/article/43304-divx-considers-a-profitable-break-up-but-are-there-any-long-term-benefits?source=feed#comment-92685 92685
en.wikipedia.org/wiki/...]]> Thu, 02 Aug 2007 12:34:43 -0400
en.wikipedia.org/wiki/...]]> http://seekingalpha.com/article/43304-divx-considers-a-profitable-break-up-but-are-there-any-long-term-benefits?source=feed#comment-92684 92684
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.]]> Thu, 02 Aug 2007 12:31:24 -0400
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.]]> http://seekingalpha.com/article/43304-divx-considers-a-profitable-break-up-but-are-there-any-long-term-benefits?source=feed#comment-92675 92675 Thu, 02 Aug 2007 10:33:32 -0400 http://seekingalpha.com/article/43304-divx-considers-a-profitable-break-up-but-are-there-any-long-term-benefits?source=feed#comment-92665 92665
Why would anyone?]]> Thu, 02 Aug 2007 09:15:39 -0400
Why would anyone?]]> http://seekingalpha.com/article/41404-why-apple-should-collaborate-with-satellite-radio?source=feed#comment-91484 91484
So the question is why bother to work with Sirius/Xm when you can already do that with an iphone?]]> Wed, 18 Jul 2007 13:42:34 -0400
So the question is why bother to work with Sirius/Xm when you can already do that with an iphone?]]> http://seekingalpha.com/article/41055-apple-priced-for-perfection-great-company-bad-investment?source=feed#comment-91284 91284 Mon, 16 Jul 2007 11:58:34 -0400 http://seekingalpha.com/article/40949-sony-s-playstation-3-battle-plan-isn-t-about-gaming-it-s-about-costs?source=feed#comment-91107 91107 Fri, 13 Jul 2007 07:50:55 -0400 http://seekingalpha.com/article/39725-will-the-iphone-suffer-from-apple-s-first-generation-problems?source=feed#comment-89967 89967 Fri, 29 Jun 2007 07:23:45 -0400 http://seekingalpha.com/article/39533-is-google-the-next-aol?source=feed#comment-89813 89813 Wed, 27 Jun 2007 14:36:32 -0400 http://seekingalpha.com/article/37400-apple-priced-for-perfection?source=feed#comment-87796 87796
I think Todd has a thing for Companies that print money....]]> Tue, 05 Jun 2007 14:57:02 -0400
I think Todd has a thing for Companies that print money....]]> http://seekingalpha.com/article/35996-no-fcc-certification-for-international-apple-iphone-users?source=feed#comment-86630 86630 Mon, 21 May 2007 07:59:55 -0400 http://seekingalpha.com/article/35491-free-video-downloads-will-overtake-itunes-soon-study?source=feed#comment-86165 86165 Tue, 15 May 2007 08:52:42 -0400 http://seekingalpha.com/article/34717-why-divx-is-still-a-great-long-term-growth-story?source=feed#comment-85661 85661 Problems:
1. Where is the content?
-Almost 90% of the online content being creating is being transcoded to Flash.(see youtube)
-ABC (dynamic.abc.go.com/str...) is using Flash for its shows online.
-Website in between ABC and user created are also using Flash(see gametrailers.com)
- Microsoft and Apple dominate online downloads(see iTunes, see CNBC/NBC,)

Note: Look at Dolby (DLB), it makes money not only from hardware(TVs, DVD Players, Speakers, Receivers) but also from the software (Video Games, and DVDs and Movies).

2. With margins shrinking...
Something tells me that with margins shrinking in the cell phone market, Companies aren't going to hope that Dvix gets it act together and gain content.

$17 is a lot of money for one codec....]]> Mon, 07 May 2007 13:36:36 -0400 Problems:
1. Where is the content?
-Almost 90% of the online content being creating is being transcoded to Flash.(see youtube)
-ABC (dynamic.abc.go.com/str...) is using Flash for its shows online.
-Website in between ABC and user created are also using Flash(see gametrailers.com)
- Microsoft and Apple dominate online downloads(see iTunes, see CNBC/NBC,)

Note: Look at Dolby (DLB), it makes money not only from hardware(TVs, DVD Players, Speakers, Receivers) but also from the software (Video Games, and DVDs and Movies).

2. With margins shrinking...
Something tells me that with margins shrinking in the cell phone market, Companies aren't going to hope that Dvix gets it act together and gain content.

$17 is a lot of money for one codec....]]> http://seekingalpha.com/article/33397-five-reasons-why-apple-s-iphone-is-better-than-the-rest?source=feed#comment-84911 84911 Wed, 25 Apr 2007 09:16:12 -0400 http://seekingalpha.com/article/31772-is-apple-beginning-its-long-delayed-descent?source=feed#comment-83865 83865
It's a bit silly to say "by taking on product risk", since if you don't take on product risk there would be no iPod.

Whats wrong with Attached Storage? Last time i check, not to many routers are able to do that. If anything it should be standard.]]> Tue, 10 Apr 2007 09:34:59 -0400
It's a bit silly to say "by taking on product risk", since if you don't take on product risk there would be no iPod.

Whats wrong with Attached Storage? Last time i check, not to many routers are able to do that. If anything it should be standard.]]> http://seekingalpha.com/article/29861-appletv-needs-recording-add-on-capabilities-does-miglia-hold-the-key?source=feed#comment-82756 82756 Sun, 18 Mar 2007 10:04:54 -0400 http://seekingalpha.com/article/28519-windows-vista-microsoft-s-version-of-the-new-coke?source=feed#comment-82005 82005 Fri, 02 Mar 2007 15:36:19 -0500 http://seekingalpha.com/article/28458-apple-mac-sales-accelerated-in-january?source=feed#comment-81952 81952 Wait u mean tell me that people wait until after MacWorld to buy a new computer!!!!!]]> Thu, 01 Mar 2007 15:26:49 -0500 Wait u mean tell me that people wait until after MacWorld to buy a new computer!!!!!]]>