Dan Poarch's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/37289/comments http://seekingalpha.com/article/83690-apple-confirms-no-online-iphone-3g-sales-in-store-activation-only?source=feed#comment-197910 197910
Not being able to buy the phone online is definitely a PIA. I doubt there's any primary interest in a halo effect, I think this partially ATT trying to get Apple traffic into their stores, with the other intention being an anti-unlocking maneuver. Hope ATT has hired a whole new retail staff... Because their store attendants are idiots at best.]]> Thu, 03 Jul 2008 10:15:19 -0400
Not being able to buy the phone online is definitely a PIA. I doubt there's any primary interest in a halo effect, I think this partially ATT trying to get Apple traffic into their stores, with the other intention being an anti-unlocking maneuver. Hope ATT has hired a whole new retail staff... Because their store attendants are idiots at best.]]> http://seekingalpha.com/article/72454-blockbuster-ceo-i-wanna-be-like-apple?source=feed#comment-151533 151533 Wed, 16 Apr 2008 08:27:44 -0400 http://seekingalpha.com/article/71587-apple-facing-serious-downside-risk-morgan-keegan?source=feed#comment-147041 147041 Tue, 08 Apr 2008 12:39:56 -0400 http://seekingalpha.com/article/71082-research-in-motion-unfazed-by-apple?source=feed#comment-136114 136114
Still, I've never figured out what the attraction is. I find Blackberries needlessly complicated and therefore useless.

They are the little brother, not the other way around.]]> Thu, 03 Apr 2008 14:26:21 -0400
Still, I've never figured out what the attraction is. I find Blackberries needlessly complicated and therefore useless.

They are the little brother, not the other way around.]]> http://seekingalpha.com/article/71081-buzz-on-the-second-coming-of-the-iphone?source=feed#comment-136047 136047
Why do people persist in asking a camera in their phone? Does your car make coffee, even though you drink a lot of coffee in your car? No. Confusing a phone with a camera kills the phone. I for one am glad that Apple keeps the camera function tame. It's a gadgety distraction from making a good phone. Not saying I wouldn't enjoy 5MP and a flash, but I'd rather have all of the other features are top-notch first.

GPS? I do think that would be a great addition. Though, that may be another diversion from making a great phone, especially if it affects the form factor, battery life, etc.]]> Thu, 03 Apr 2008 12:47:21 -0400
Why do people persist in asking a camera in their phone? Does your car make coffee, even though you drink a lot of coffee in your car? No. Confusing a phone with a camera kills the phone. I for one am glad that Apple keeps the camera function tame. It's a gadgety distraction from making a good phone. Not saying I wouldn't enjoy 5MP and a flash, but I'd rather have all of the other features are top-notch first.

GPS? I do think that would be a great addition. Though, that may be another diversion from making a great phone, especially if it affects the form factor, battery life, etc.]]> http://seekingalpha.com/article/69397-the-iphone-is-ready-for-business-gartner?source=feed#comment-129359 129359
I'd say the same for Exchange server and Windows... ; )]]> Thu, 20 Mar 2008 12:20:55 -0400
I'd say the same for Exchange server and Windows... ; )]]> http://seekingalpha.com/article/65882-research-in-motion-unlike-apple-no-slowdown-in-subscriber-growth?source=feed#comment-118631 118631
Maybe the Blackberry is the new RAZR? Look at Google statistics for web traffic and you see the iPhone blowing out any other device. So maybe everyone is getting Blackberries because they can afford them, not because they really want a full-featured web browser. There is a market for both.

Besides, no one has proven that Apple's cutbacks aren't correct. What if 6 months from now Blackberry is sitting on millions of items in inventory and Apple is on target?]]> Mon, 25 Feb 2008 07:46:06 -0500
Maybe the Blackberry is the new RAZR? Look at Google statistics for web traffic and you see the iPhone blowing out any other device. So maybe everyone is getting Blackberries because they can afford them, not because they really want a full-featured web browser. There is a market for both.

Besides, no one has proven that Apple's cutbacks aren't correct. What if 6 months from now Blackberry is sitting on millions of items in inventory and Apple is on target?]]> http://seekingalpha.com/article/60383-macbook-air-in-a-word-impressive?source=feed#comment-110829 110829 - NO ONE WAS GROANING. I didn't hear one complaint about the keynote except for the fact that most of us couldn't get in because of a raft of VIPs. Again, I didn't hear one complaint.
- I used the Air and it's every bit as zippy as MacBook Pro on normal tasks. And yes, I was using the low-end version.
- Ethernet is supplied by a USB adapter, I would agree that wireless is unpredictable, but I wouldn't agree that it's unreliable. Once you find a connect, you're typically fine.
- You buy the battery, Apple covers the labor for replacement. So it's the same cost as buying a battery otherwise, you just have Apple do the work.
- Are you implying that Apple's behind on solid state drives? Apple's had a working modern OS for almost ten years. Does Dell?

This is not a laptop for everyone, but it will be fantastic for the people that want it. It's fast, light, great battery life, and it's a Mac. These will be selling like hot cakes come December.]]> Wed, 16 Jan 2008 14:05:23 -0500 - NO ONE WAS GROANING. I didn't hear one complaint about the keynote except for the fact that most of us couldn't get in because of a raft of VIPs. Again, I didn't hear one complaint.
- I used the Air and it's every bit as zippy as MacBook Pro on normal tasks. And yes, I was using the low-end version.
- Ethernet is supplied by a USB adapter, I would agree that wireless is unpredictable, but I wouldn't agree that it's unreliable. Once you find a connect, you're typically fine.
- You buy the battery, Apple covers the labor for replacement. So it's the same cost as buying a battery otherwise, you just have Apple do the work.
- Are you implying that Apple's behind on solid state drives? Apple's had a working modern OS for almost ten years. Does Dell?

This is not a laptop for everyone, but it will be fantastic for the people that want it. It's fast, light, great battery life, and it's a Mac. These will be selling like hot cakes come December.]]> http://seekingalpha.com/article/59575-best-buy-to-double-apple-presence-in-stores?source=feed#comment-109230 109230 Wed, 09 Jan 2008 14:51:20 -0500 http://seekingalpha.com/article/57257-forrester-s-10-reasons-why-iphone-is-not-ready-for-enterprise-use?source=feed#comment-105262 105262
Price? I just don't see it. It's clearly holds value. We already know that it's worth 1.5x its current price. I doubt anyone is commodity shopping if they are really interested in bringing an iPhone into the Enterprise. Sure, the price will keep it out of a certain amount of shops, but Apple might not ever win those shops, nor should it.

3G: Myth. It's not the cure all that everyone wants. I have a 3G phone and unless you're in the middle of a large city it ain't there.

AT&T: You got me there. It's getting better, but it's still a lackluster network.

Larry: Good to see you coming around on AAPL. ; )]]> Thu, 13 Dec 2007 19:40:34 -0500
Price? I just don't see it. It's clearly holds value. We already know that it's worth 1.5x its current price. I doubt anyone is commodity shopping if they are really interested in bringing an iPhone into the Enterprise. Sure, the price will keep it out of a certain amount of shops, but Apple might not ever win those shops, nor should it.

3G: Myth. It's not the cure all that everyone wants. I have a 3G phone and unless you're in the middle of a large city it ain't there.

AT&T: You got me there. It's getting better, but it's still a lackluster network.

Larry: Good to see you coming around on AAPL. ; )]]> http://seekingalpha.com/article/56442-eight-predictions-for-macworld-2008?source=feed#comment-104349 104349 Thu, 06 Dec 2007 15:21:06 -0500 http://seekingalpha.com/article/56418-iphone-browsing-market-share-shows-importance-of-usability?source=feed#comment-104205 104205 Wed, 05 Dec 2007 17:14:07 -0500 http://seekingalpha.com/article/55842-apple-joins-microsoft-in-fear-factor-look-to-lenovo?source=feed#comment-103548 103548 Fri, 30 Nov 2007 10:33:56 -0500 http://seekingalpha.com/article/55803-at-t-ceo-promises-3g-iphone-soon-will-it-freeze-demand?source=feed#comment-103531 103531
There's a lot of expensive tech out there that just doesn't deliver. People love the iPhone because it delivers.

Slowly. Over. The. ... ED---GE. Network.]]> Fri, 30 Nov 2007 09:20:50 -0500
There's a lot of expensive tech out there that just doesn't deliver. People love the iPhone because it delivers.

Slowly. Over. The. ... ED---GE. Network.]]> http://seekingalpha.com/article/53896-a-look-back-at-zune-from-the-future?source=feed#comment-101810 101810
Apple has never been the number one player, and probably won't be. You see, 6% market share is their strength. Whereas with Microsoft, the top player in the PC OS market should be able to do better than 6% in a sub-market like MP3 players.

In 2010, there will be a Zune after market in paperweights.]]> Tue, 13 Nov 2007 11:28:39 -0500
Apple has never been the number one player, and probably won't be. You see, 6% market share is their strength. Whereas with Microsoft, the top player in the PC OS market should be able to do better than 6% in a sub-market like MP3 players.

In 2010, there will be a Zune after market in paperweights.]]> http://seekingalpha.com/article/52878-google-s-open-source-targets-windows-mobile-and-rimm-not-apple?source=feed#comment-101018 101018
Once again, doubting Apple here won't work out for you. iPhones will continue to grow in the consumer market, Macs will continue to outpace PCs in sales growth, and Apple will continue to provide innovative tools for the consumer to experience the benefits of technology in their everyday lives. Who in the gPhoneosphere has the ability, history, cash, or brand leverage to promise the same?

I have all the respect in the world for Google and their aims with this phone platform, but this announcement means total market confusion for the next two years.]]> Mon, 05 Nov 2007 16:51:33 -0500
Once again, doubting Apple here won't work out for you. iPhones will continue to grow in the consumer market, Macs will continue to outpace PCs in sales growth, and Apple will continue to provide innovative tools for the consumer to experience the benefits of technology in their everyday lives. Who in the gPhoneosphere has the ability, history, cash, or brand leverage to promise the same?

I have all the respect in the world for Google and their aims with this phone platform, but this announcement means total market confusion for the next two years.]]> http://seekingalpha.com/article/51681-apple-limits-iphone-sales-to-two-per-customer?source=feed#comment-100294 100294
I'm not so naive, mind you, this is an effort to control Apple PR too. The iPhone after market is already creating negative buzz on sites like this where hack pundits are blowing the "iBrick" issue way out of proportion. Just like this two-phone-credit-card issue. We've already wasted everyone's time talking about it.]]> Tue, 30 Oct 2007 10:20:46 -0400
I'm not so naive, mind you, this is an effort to control Apple PR too. The iPhone after market is already creating negative buzz on sites like this where hack pundits are blowing the "iBrick" issue way out of proportion. Just like this two-phone-credit-card issue. We've already wasted everyone's time talking about it.]]> http://seekingalpha.com/article/51681-apple-limits-iphone-sales-to-two-per-customer?source=feed#comment-100188 100188 Mon, 29 Oct 2007 11:27:12 -0400 http://seekingalpha.com/article/50217-apple-opens-iphone-to-developers?source=feed#comment-98989 98989 Wed, 17 Oct 2007 15:10:19 -0400 http://seekingalpha.com/article/50142-clarifying-why-apple-s-iphone-doesn-t-need-3g?source=feed#comment-98953 98953
That should have been your subhead. I absolutely agree. There is no silver bullet network in the US for mobile internet. Just a lot of lead.]]> Wed, 17 Oct 2007 10:14:15 -0400
That should have been your subhead. I absolutely agree. There is no silver bullet network in the US for mobile internet. Just a lot of lead.]]> http://seekingalpha.com/article/49920-five-reasons-why-apple-s-iphone-is-more-disruptive-than-you-think?source=feed#comment-98818 98818 #2 Video content owners are having the troubles. Apple is just trying to line their pockets with money but they don't like the terms. Meanwhile, people are more interested in YouTube than the movie theatre because it's easier to get to.
#3 I agree. The US mobile market is suffocating itself under its own arse.
#4 The iPhone is infinitely expandable. How? It has a full browser that can get nearly anywhere a desktop browser can. As well, the iPhone may be opening up to more development. Please understand Apple. They keep control over the platform so the user doesn't get cheated or confused. See PCs for what I'm talking about. Apple hardware always works as promised, PC hardware rarely does.
#5 It might be a whole new phone and you might see it January. Apple is constantly one-upping itself and leaving the industry light-years behind.]]> Tue, 16 Oct 2007 10:52:53 -0400 #2 Video content owners are having the troubles. Apple is just trying to line their pockets with money but they don't like the terms. Meanwhile, people are more interested in YouTube than the movie theatre because it's easier to get to.
#3 I agree. The US mobile market is suffocating itself under its own arse.
#4 The iPhone is infinitely expandable. How? It has a full browser that can get nearly anywhere a desktop browser can. As well, the iPhone may be opening up to more development. Please understand Apple. They keep control over the platform so the user doesn't get cheated or confused. See PCs for what I'm talking about. Apple hardware always works as promised, PC hardware rarely does.
#5 It might be a whole new phone and you might see it January. Apple is constantly one-upping itself and leaving the industry light-years behind.]]> http://seekingalpha.com/article/49988-why-apple-s-iphone-doesn-t-need-3g?source=feed#comment-98815 98815
However, 3G coverage is sparse outside of urban areas and not always dependable. The truth is that mobile broadband just isn't there in a lot of markets. I have a 3G AT&T phone and a Sprint Sierra Wireless USB modem. I get incredibly mixed results from both with the Sprint system being a bit faster and more reliable [In Cinci of all places I got the best reception I've ever had on the Sprint].

I'd rather see Wi-Fi in more locations. You're really using the internet in static locations like cafes, bars, work, etc.

However, having used Blackberries and iPhones, from a distance as I've owned neither, I can tell you that I'll take a slow iPhone over a fast Blackberry any day. If I was solely dependent on email, a Blackberry with 3G is the best choice. But if I'm not chasing email all day, the iPhone is ten times easier to use, more friendly, faster to navigate and more invigorating/useful/in...]]> Tue, 16 Oct 2007 10:27:27 -0400
However, 3G coverage is sparse outside of urban areas and not always dependable. The truth is that mobile broadband just isn't there in a lot of markets. I have a 3G AT&T phone and a Sprint Sierra Wireless USB modem. I get incredibly mixed results from both with the Sprint system being a bit faster and more reliable [In Cinci of all places I got the best reception I've ever had on the Sprint].

I'd rather see Wi-Fi in more locations. You're really using the internet in static locations like cafes, bars, work, etc.

However, having used Blackberries and iPhones, from a distance as I've owned neither, I can tell you that I'll take a slow iPhone over a fast Blackberry any day. If I was solely dependent on email, a Blackberry with 3G is the best choice. But if I'm not chasing email all day, the iPhone is ten times easier to use, more friendly, faster to navigate and more invigorating/useful/in...]]> http://seekingalpha.com/article/49797-over-hyped-apple-has-no-real-value?source=feed#comment-98729 98729
The point to be made against his and other nay-sayers is the crescendo that Apple is building. Apple has been steadily growing and improving over the past 30 years. They've seen good times and bad, and used all of them to learn and adapt. I simply cannot think of another corporation in the technology sector as successful at doing this.

We've seen nothing but ground-breaking products from them for the past 10 years since Mr. Jobs returned. That trend isn't changing as all signs point to further growth. If the iPod fails, they have phones, an unbeatable OS, iTunes, and laptops. If the phone fails, they laptops, ipods, unbeatable OS, iTunes, and laptops. Etc. As well, each of their products is at the top of its market sector [save for its enterprise unit, which can be argued]. Can anyone point to a company that has this much security or potential growth at the moment?

What Apple has that bothers the street so much is arrogance on par with the street itself. A clash of god-complexes.]]> Mon, 15 Oct 2007 14:55:28 -0400
The point to be made against his and other nay-sayers is the crescendo that Apple is building. Apple has been steadily growing and improving over the past 30 years. They've seen good times and bad, and used all of them to learn and adapt. I simply cannot think of another corporation in the technology sector as successful at doing this.

We've seen nothing but ground-breaking products from them for the past 10 years since Mr. Jobs returned. That trend isn't changing as all signs point to further growth. If the iPod fails, they have phones, an unbeatable OS, iTunes, and laptops. If the phone fails, they laptops, ipods, unbeatable OS, iTunes, and laptops. Etc. As well, each of their products is at the top of its market sector [save for its enterprise unit, which can be argued]. Can anyone point to a company that has this much security or potential growth at the moment?

What Apple has that bothers the street so much is arrogance on par with the street itself. A clash of god-complexes.]]> http://seekingalpha.com/article/49226-newspapers-ipod-moment-has-arrived-look-out-below?source=feed#comment-98014 98014 Mon, 08 Oct 2007 14:52:33 -0400 http://seekingalpha.com/article/49085-verizon-finally-unveils-iphone-competition-or-iphone-equalizer?source=feed#comment-97910 97910 Sun, 07 Oct 2007 11:10:48 -0400 http://seekingalpha.com/article/48951-tip-to-microsoft-and-verizon-think-better-much-better?source=feed#comment-97740 97740
This LG is good news for Apple. Simple as that.]]> Fri, 05 Oct 2007 00:19:50 -0400
This LG is good news for Apple. Simple as that.]]> http://seekingalpha.com/article/48879-microsoft-releases-next-generation-of-zunes?source=feed#comment-97578 97578 Wed, 03 Oct 2007 13:56:22 -0400 http://seekingalpha.com/article/48871-diebold-restatement-calls-its-integrity-into-question?source=feed#comment-97576 97576 Wed, 03 Oct 2007 13:52:30 -0400 http://seekingalpha.com/article/48660-much-more-in-store-for-apple-tv?source=feed#comment-97420 97420 Tue, 02 Oct 2007 10:40:54 -0400 http://seekingalpha.com/article/48605-apple-s-ibrick-episode-should-be-a-corporate-branding-disaster?source=feed#comment-97284 97284 Mon, 01 Oct 2007 11:02:55 -0400