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MICHAELIRISH131

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  • Hurricane Sandy may have cancelled Google's (GOOG) NYC Android event, but the company is still unveiling its Nexus 10 tablet and Nexus 4 smartphone today. In spite of its high-res display, the 16GB Nexus 10 (made by Samsung) is priced at $399, undercutting the 16GB retina iPad by $100 - that might be necessary, given the iPad's high-end dominance/app lead. The Nexus 4 (made by LG) lacks 4G support, something that should limit its U.S. appeal. But it will cost just $299-$349 without a contract. (earlier[View news story]
    Google postioned well for the holiday. Far better than the recent crap we have seen.
    Oct 29, 2012. 04:57 PM | Likes Like |Link to Comment
  • Apple (AAPL +0.6%) estimates were lowered today in response to Tim Cook's iPad comments and worries about iPhone 5 supply issues. But with shares now at 11x FY12E EPS (exc. cash), these concerns might be baked in ahead of tomorrow's report. The iPad Mini's pricing is yielding plenty of debate. Nomura: "A 65% price premium ($129) is significant and ... allows for Amazon and Google to continue to build out their positions." Baird: "Though priced above [rivals], the device is thinner, lighter, boasts a bigger screen and better cameras, and ... much wider app selection." [View news story]
    Regardless of the Apple on the product it is the fact Apple is moving away from their base and into a market that wants value. For an Apple'er its the name and ego associated to it. The itune store numbers are not that great for the quantity of phone, pods, and pads sold. It's like milk, its the milk inside not the carton. Is it the milk that cost $3. 99 or the carton and getting it there and the milk is really free. Apple charges for all 3.
    Oct 24, 2012. 09:28 PM | Likes Like |Link to Comment
  • Google (GOOG) is partnering with Samsung (SSNLF.PK) on a 10" Nexus tablet, says NPD's Richard Shim, whose July Kindle Fire predictions were more right than wrong. The tablet is said to be a high-end product, and will feature a higher-resolution display (2500x1600) than the one in the new iPad (2048x1536). Every high-end attempt to compete with the iPad has fallen flat, partly due to the iPad's huge lead in tablet-specific apps, though Google is finally making a serious effort to narrow that gap. [View news story]
    7 in tabby is ideal for most vendors and customers, the 10 inch just to dress for success. Just 3 vendors will sell 30 million tablets in the USNexus, Galaxy, Apple mini all using a gig or two or more a month plus ad clicks.
    Oct 9, 2012. 06:00 PM | Likes Like |Link to Comment
  • "If Steve Jobs were still alive, would the new map application on the iPhone 5 be such an unmitigated disaster?" asks Joe Nocera. It's a question many others are also asking, given the huge backlash to iOS 6 Maps. But to Nocera, a potentially bigger concern is that Jobs' absence will limit the risk-taking that drove Apple's (AAPL) meteoric rise. Joshua Topolsky: "The iPhone 5 is unquestionably the best iPhone ever made ... but right now Apple seems to be in a holding pattern, too comfortable or too scared to take real chances." (also: I, II[View news story]
    Or Apple needs to exit products before litigation. Apple is still building a monopoly that no matter how much smoke is blown maps is not the issue, controlling user resources and monetization is the goal. Nothing for free... Here..
    Sep 23, 2012. 08:36 PM | Likes Like |Link to Comment
  • Many iPhone/iPad users aren't happy with Apple's (AAPL) new Maps app, which displaces Google Maps (GOOG) with today's iOS 6 launch. The loss of Street View and public transit data is frustrating many, as are the search results. Even Apple die-hard John Gruber is a critic. The discontent is unlikely to convince Apple to have a change of heart, but it could drive many users to opt for Google's home-grown iOS Maps release (likely to feature ads) when it arrives ... provided Apple doesn't block it. (iPhone 5 reviews[View news story]
    Its that 47% thing again!!
    Sep 19, 2012. 10:07 PM | Likes Like |Link to Comment
  • Moody's cuts its forecast for 2013 growth in the auto industry to 2.9% with downwards revisions to sales in Europe and China pushing the overall global projection lower. The ratings agency maintains a stable outlook on the sector for the next year to 18 months, needing an outlook of 5% growth or better to move to a positive outlook. [View news story]
    GM won't see the Government sell stock for a few years.
    Sep 17, 2012. 12:05 PM | Likes Like |Link to Comment
  • In a PR-heavy interview with the Seattle Times, Steve Ballmer suggests Microsoft Surface tablets will sell for "probably $300 to about $700 or $800," declaring that area to be the "sweet spot" of the PC/tablet market. Ballmer, who seems intent on remaining Microsoft's (MSFT) CEO for now even though many want him to leave, also belittles Google (GOOG) as "just another big company at this stage." [View news story]
    They will fail huge at a $300 to $800 range. They are not a hardware company. A margin after software sales leaves nothing for hardware. By the time they catch up they are behind.
    Sep 17, 2012. 11:32 AM | Likes Like |Link to Comment
  • A German court declares Motorola Mobility (GOOG) is infringing Apple's (AAPL) "overscroll bounce" (a.k.a. "rubber banding") patent, and has demanded all infringing phones and tablets be recalled. Google has already developed a workaround for the patent, which Samsung was ruled to be infringing in Apple's big California win. (German licensing deal[View news story]
    Slow last flip like the good old roladex.
    Sep 13, 2012. 02:32 PM | Likes Like |Link to Comment
  • FOMC Announcement: QE3 is on to the tune of an open-ended pledge to buy $40B in MBS per month. The pledge to keep rates extraordinarily low is extended until mid-2015. [View news story]
    Gas, milk, bacon, cereal, $3, 99 this morning..
    Sep 13, 2012. 12:40 PM | Likes Like |Link to Comment
  • The iPhone 5 (AAPL -0.1%) is announced. It's 7.6mm thick and weighs just 112 grams - that makes it 18% thinner and 20% lighter than the iPhone 4S. As expected, it has a 4" retina display (still much smaller than many Android phones), A6 processor (said to be 2x faster than the A5), and 4G LTE support. Apple also boasts the new display delivers better image quality thanks to its use of in-cell touch panels. (live blog) (more[View news story]
    Smartphones are a tool, a level, compass, gps, flashlight, tv remote a book holder, magazine rack, a look busy tool.. . Don't call it just a phone... That is insulting. The fastest growing entertainment tool in the world is not just a phone...
    Sep 12, 2012. 08:08 PM | Likes Like |Link to Comment
  • Now taking questions (live here) after a speech in Berlin, George Soros says - absent policy actions taken to generate growth - the depression much of the EU is suffering through will reach Germany in 6 months. Germany must back growth or leave Europe, he says. Soros this weekend[View news story]
    Germany parachutes out of the Euro the plane crashes chute doesn't open lands very hard... Decade to recover.
    Sep 10, 2012. 09:46 PM | Likes Like |Link to Comment
  • Apple-Samsung commentary: 1) Tristan Louis considers Apple a winner (strategy validated) and a loser (image could suffer). He also views startups (more exposed to software patent suits) and consumers as losers. 2) Jesus Diaz: "Apple's court triumph will drive innovation, not stifle it," as the industry works harder to differentiate. 3) Dan Rowinski: "Can anyone say that Samsung could win a case with a Californian jury in the shadow of Cupertino? Samsung never really stood a chance." [View news story]
    The American language is a stolen product. Someone should patent it and sue the hell out of us.
    Aug 27, 2012. 11:54 PM | 5 Likes Like |Link to Comment
  • Apple-Samsung commentary: 1) Tristan Louis considers Apple a winner (strategy validated) and a loser (image could suffer). He also views startups (more exposed to software patent suits) and consumers as losers. 2) Jesus Diaz: "Apple's court triumph will drive innovation, not stifle it," as the industry works harder to differentiate. 3) Dan Rowinski: "Can anyone say that Samsung could win a case with a Californian jury in the shadow of Cupertino? Samsung never really stood a chance." [View news story]
    Judge should rule that Samsung prematurely moved on Apple software patents.. Should pay a fine but be able to license at $5 to 7 dollars per phone.. FRAND.. Should be watching..as a future loss for Apple could go thrice in the other direction. Consumers are the loser on this issue if an agreement are not influenced by the court before the Sept 20th or make the ITC rule based on other litigation.
    Aug 27, 2012. 10:59 PM | Likes Like |Link to Comment
  • GM's European unit Opel yesterday denied a report in Germany's Bild newspaper that it plans to slash a third of jobs in the country. The cuts would be part of a phased strategy that also includes reducing working hours, a move that Opel announced last week. [View news story]
    The structure of the auto industry and its supply chain plus financials (car loans/clunker equity) at the time Lehmans failure would have been a second black swan futher deteriorating would several economies and the dark days following Lehmans would not have ended. Economies would have stalled then crashed with no signs of recovery. An event no one wants to see. GM Ford Chrystler Toyota Nissan and all the rest could only build tanks and planes. The tax payer back stop would be non-refundable. Remember many of these companies received tax refunds, negative revenue to the treasury for several years.
    Aug 26, 2012. 07:45 PM | 1 Like Like |Link to Comment
  • Apple (AAPL) is paying a small fortune to prosecute its legal war against Android rivals: the company says it paid $32M in legal fees to handle just one ITC dispute with Motorola Mobility. Lawyers tell Bloomberg a typical patent case costs each side $10M-$15M, with costs reaching $25M in bigger/more complex disputes. Apple is involved in dozens of legal battles related to Android, which Steve Jobs said he was willing to pay $40B to wage "thermonuclear war" against. [View news story]
    As the battle continues for the ultimate opinion lets not for get Motorola went to the moon. Built the bag phone the Razor feature phones. A company called Psion really started the small smart device slightly before its time at $600 which would give the idea to put the 2 products together. Neither Apple or Sammy originated the idea. Motorola + Psion=smartphone
    Aug 24, 2012. 11:18 AM | Likes Like |Link to Comment
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