Gears of War

Apple: An Antidote to iPhone Complacency

I think the responses to "If Apple just stands still while competitors catch up" has to be put in context-Your context is Apple didn't innovate 15 years ago, and lost their lead.

Today's context seems quite different. The Apple of yesterday would never have replaced a good selling iPod (the Mini) with the Nano. The Apple of yesterday would never have pushed the chip industry to develop a custom chip for a new notebook (The MacBook Air).

That is why some people read your article with askance-your "long storied Apple history" doesn't help clarify anything. Rather, it makes you seem a bit out of touch with today's Apple.

Could history repeat itself? Sure. Have we been given any indication today's Apple is acting like yesterday's Apple that lost the lead, much less like how Motorola lost their cellphone dominance by relying on the RAZR for too long?

Apple: Unlocking iPhone Profits

scottybe:
You are confusing Apple's 24 month subscription accounting with the iPhone/AT&Ts old subscription based revenue sharing agreement. They are two separate issues. Apple and AT&T no longer have a subscription based revenue sharing agreement (its now a subsidy), but Apple is still using subscription accounting for the iPhones.

Case in point-the AppleTV is using the same subscription accounting reporting (over 24 months) as the iPhones, despite having no AT&T or other deal involved.

Is Apple TV a Viable Replacement?

Loved your last article about the iPhone.
Question about the "iPhone and AppleTV" category Apple uses-aren't analysts pretty confident about the numbers for the iPhone? Can't someone with better math skills than me just extrapolate the actual revenue from the AppleTV?