Terrin's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/41375/comments http://seekingalpha.com/article/47083-why-a-million-iphone-sales-in-74-days-is-better-than-you-think?source=feed#comment-95891 95891
In addition, I just today downloaded a software unlock for the iPhone, so I expect Apple will gain a few sales this way to those people who despise AT&T (like myself). Jobs has already went on record to state he wouldn't try to disable unlocks. ]]> Wed, 12 Sep 2007 21:16:07 -0400
In addition, I just today downloaded a software unlock for the iPhone, so I expect Apple will gain a few sales this way to those people who despise AT&T (like myself). Jobs has already went on record to state he wouldn't try to disable unlocks. ]]> http://seekingalpha.com/article/34501-apple-s-iphone-rocks-the-cell-phone-industry?source=feed#comment-85576 85576
Apple will likely play the iPhone like it did the iPod. It first introduces the top of the line model. When it has satisfied the demand of this market, it 1) increases the capabilities of the top of the line model, and 2) brings out less expensive alternatives. Apple has a very loyal following, which I would be very suprized if that alone does not give Apple the 10 million iPhones sold it needs to claim success, and justify bringing out other cheaper models.

Apple clearly already has the big cell phone players nervous, if it didn't you wouldn't hear them ridiculing a product that has not even shipped. The President of Sony is the only credible company to acknowledge Apple's chances of success saying it would be foolish to under estimate Apple.

Finally, ATT has publically stated that its exclusivity agreement with Apple merely covers the iPhone, not other models of phones Apple may release. Accordingly, it is likley Apple will eventually make deals with other carriers if it thinks it needs to.]]> Sat, 05 May 2007 23:39:29 -0400
Apple will likely play the iPhone like it did the iPod. It first introduces the top of the line model. When it has satisfied the demand of this market, it 1) increases the capabilities of the top of the line model, and 2) brings out less expensive alternatives. Apple has a very loyal following, which I would be very suprized if that alone does not give Apple the 10 million iPhones sold it needs to claim success, and justify bringing out other cheaper models.

Apple clearly already has the big cell phone players nervous, if it didn't you wouldn't hear them ridiculing a product that has not even shipped. The President of Sony is the only credible company to acknowledge Apple's chances of success saying it would be foolish to under estimate Apple.

Finally, ATT has publically stated that its exclusivity agreement with Apple merely covers the iPhone, not other models of phones Apple may release. Accordingly, it is likley Apple will eventually make deals with other carriers if it thinks it needs to.]]> http://seekingalpha.com/article/29804-iphone-versus-the-rest-more-evidence-smartphone-makers-are-in-trouble?source=feed#comment-82699 82699
People forget Apple has quite a legion of loyal users. These people are likely using other carriers now. They have been calling for an Apple phone for years. They will ditch their current phones. Moreover, they by merely using the phone in public will sell it to the masses.

Finally, it is silly to think Apple will not come out with other cheaper models as soon as the sales of the initial iPhone start to dwindle. That is how Apple did it for the iPod.]]> Fri, 16 Mar 2007 11:50:20 -0400
People forget Apple has quite a legion of loyal users. These people are likely using other carriers now. They have been calling for an Apple phone for years. They will ditch their current phones. Moreover, they by merely using the phone in public will sell it to the masses.

Finally, it is silly to think Apple will not come out with other cheaper models as soon as the sales of the initial iPhone start to dwindle. That is how Apple did it for the iPod.]]> http://seekingalpha.com/article/27148-will-apple-s-big-marketing-campaign-work-it-s-doubtful?source=feed#comment-81467 81467
What year was the Cube released? Seriously, that question is a hard one to answer because Apple does not break iPod sales down by model. Without any actual evidence, I think the original Shuffle probably was considered somewhat of a failure by Apple. Instead of a refresh, Apple completely made it over the second time around. There were some news articles around that time suggesting the same, but without Apple numbers, it is hard to say.]]> Thu, 15 Feb 2007 08:45:08 -0500
What year was the Cube released? Seriously, that question is a hard one to answer because Apple does not break iPod sales down by model. Without any actual evidence, I think the original Shuffle probably was considered somewhat of a failure by Apple. Instead of a refresh, Apple completely made it over the second time around. There were some news articles around that time suggesting the same, but without Apple numbers, it is hard to say.]]> http://seekingalpha.com/article/27052-vista-s-impact-on-apple-the-good-news-and-the-bad?source=feed#comment-81465 81465
What Piper could have said more clearly is that the market share numbers for this next couple of months are not an accurate reflection of Apple's Mac growth because of the Vista's release and pend up Vista demand.

I think Piper is merely trying to prepare people for Mac market share numbers that will be lower. Piper likely is trying to keep people from selling on that news.]]> Thu, 15 Feb 2007 08:35:06 -0500
What Piper could have said more clearly is that the market share numbers for this next couple of months are not an accurate reflection of Apple's Mac growth because of the Vista's release and pend up Vista demand.

I think Piper is merely trying to prepare people for Mac market share numbers that will be lower. Piper likely is trying to keep people from selling on that news.]]> http://seekingalpha.com/article/24451-sandisk-the-next-apple?source=feed#comment-80339 80339
I have not seen a SanDIsk device yet that was particularly innovative, which is Apple's strong suit. If Apple were to buy Sandisk, which it smartly will not, it would be just for the Flash manufacturing capacity. That would, however, be a liability when technology changes.]]> Fri, 19 Jan 2007 23:17:10 -0500
I have not seen a SanDIsk device yet that was particularly innovative, which is Apple's strong suit. If Apple were to buy Sandisk, which it smartly will not, it would be just for the Flash manufacturing capacity. That would, however, be a liability when technology changes.]]> http://seekingalpha.com/article/24585-apple-putting-soft-mac-sales-in-perspective?source=feed#comment-80338 80338 Fri, 19 Jan 2007 23:08:38 -0500 http://seekingalpha.com/article/23309-what-didn-t-apple-ceo-steve-jobs-know-and-when-did-he-not-know-it?source=feed#comment-79651 79651
In the October press release, Apple stated the independent investigation found that, "In a few instances, Apple CEO Steve Jobs was aware that favorable grant dates had been selected, but he did not receive or otherwise benefit from these grants and was unaware of the accounting implications."

On December 26, 2006, Apple released a new press release entitled, "Apple Files 10-Q and 10-K." This press release contained no new information, but confirmed the results of the initial investigation.

During that time, unsubstantiated rumors have been circulated by so called news sources. These cite unidentified sources. The rumors claim Jobs participated in selecting the option dates, and has hired a lawyer. I say unsubstantiated because Apple, the SEC, and the independent investigators have not commented on these rumors.

I will point out that even if Jobs did in fact directly participate in selecting the option dates, this is not inconsistent with Apple's press release which states that he was aware that favorable grant dates were selected. Being involved certainly involves being aware.

People should move on here. Jobs is not an accountant. Moreover, many SEC rules are very complicated. Apple has a CFO and an in house legal team that are supposed to understand these rules, and then advice Jobs. That is their job. You will notice Jobs never gives the financial details during Apple's quarterly meetings. The CFO, who is a certified public accountant, does. There is a reason for that: namely that is not Jobs area of expertise.

Provided Jobs reasonably believed the advice he was given was legal by professionals, he was justified in authorizing the favorable grant dates, if he in fact did.

See,

www.apple.com/pr/libra...
www.apple.com/pr/libra...]]> Thu, 04 Jan 2007 22:04:41 -0500
In the October press release, Apple stated the independent investigation found that, "In a few instances, Apple CEO Steve Jobs was aware that favorable grant dates had been selected, but he did not receive or otherwise benefit from these grants and was unaware of the accounting implications."

On December 26, 2006, Apple released a new press release entitled, "Apple Files 10-Q and 10-K." This press release contained no new information, but confirmed the results of the initial investigation.

During that time, unsubstantiated rumors have been circulated by so called news sources. These cite unidentified sources. The rumors claim Jobs participated in selecting the option dates, and has hired a lawyer. I say unsubstantiated because Apple, the SEC, and the independent investigators have not commented on these rumors.

I will point out that even if Jobs did in fact directly participate in selecting the option dates, this is not inconsistent with Apple's press release which states that he was aware that favorable grant dates were selected. Being involved certainly involves being aware.

People should move on here. Jobs is not an accountant. Moreover, many SEC rules are very complicated. Apple has a CFO and an in house legal team that are supposed to understand these rules, and then advice Jobs. That is their job. You will notice Jobs never gives the financial details during Apple's quarterly meetings. The CFO, who is a certified public accountant, does. There is a reason for that: namely that is not Jobs area of expertise.

Provided Jobs reasonably believed the advice he was given was legal by professionals, he was justified in authorizing the favorable grant dates, if he in fact did.

See,

www.apple.com/pr/libra...
www.apple.com/pr/libra...]]>