stefn's Comments stefn's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/456/comments Why Apple's iTouch Tablet Will Become Its Flagship Product http://seekingalpha.com/article/151137-why-apple-s-itouch-tablet-will-become-its-flagship-product?source=feed#comment-602500 602500
* Pocketability: Yes, just like a wallet. What else do we all carry around with us everywhere? Purse? Briefcase? Forget it. As they say with cameras, the best computer is the one we have with us.

* App Store access: What with a billion apps out there, maybe 100K "consumer" apps available over the next couple years, this is the great driver for Apple growth over the next five years. What Adobe did for the first Macs, a legion of third party developers will do for Apple in the future.

* Killer feature set: When the day arrives that we don't need a wallet 'cuz the iPod has all our dox on it, the front jeans pocket will become the new back jeans pocket.]]>
Sun, 26 Jul 2009 11:07:27 -0400
* Pocketability: Yes, just like a wallet. What else do we all carry around with us everywhere? Purse? Briefcase? Forget it. As they say with cameras, the best computer is the one we have with us.

* App Store access: What with a billion apps out there, maybe 100K "consumer" apps available over the next couple years, this is the great driver for Apple growth over the next five years. What Adobe did for the first Macs, a legion of third party developers will do for Apple in the future.

* Killer feature set: When the day arrives that we don't need a wallet 'cuz the iPod has all our dox on it, the front jeans pocket will become the new back jeans pocket.]]>
Why Apple's iTouch Tablet Will Become Its Flagship Product http://seekingalpha.com/article/151137-why-apple-s-itouch-tablet-will-become-its-flagship-product?source=feed#comment-602104 602104
* Any new Apple device for the burgeoning consumer electronics market will include access to the App Store, which even now is locking millions of users into Apple products. Even Google is scared.

* The communications piece is right on. Apple will resurrect its iChat technology to take on Skype. Or maybe it just purchases Skype. Hmm. That's been done.]]>
Sat, 25 Jul 2009 17:54:11 -0400
* Any new Apple device for the burgeoning consumer electronics market will include access to the App Store, which even now is locking millions of users into Apple products. Even Google is scared.

* The communications piece is right on. Apple will resurrect its iChat technology to take on Skype. Or maybe it just purchases Skype. Hmm. That's been done.]]>
Apple: Creating the Device the Netbook Wants to Be http://seekingalpha.com/article/134138-apple-creating-the-device-the-netbook-wants-to-be?source=feed#comment-484185 484185
No law restricts great to Apple. Apple's job is to find a way to maintain acceptable margins and sell a ton of the tablet. And, looking at iPod and iPhone sales, Apple knows how.]]>
Thu, 30 Apr 2009 12:13:28 -0400
No law restricts great to Apple. Apple's job is to find a way to maintain acceptable margins and sell a ton of the tablet. And, looking at iPod and iPhone sales, Apple knows how.]]>
Microsoft vs. Apple: Monopolist vs. Innovator http://seekingalpha.com/article/128611-microsoft-vs-apple-monopolist-vs-innovator?source=feed#comment-446900 446900
It's MSFT that hasn't learned to leave its monopolistic nest. It can't fly so all it's doing these days is "messing" where it lives.]]>
Tue, 31 Mar 2009 15:01:48 -0400
It's MSFT that hasn't learned to leave its monopolistic nest. It can't fly so all it's doing these days is "messing" where it lives.]]>
Microsoft vs. Apple: Monopolist vs. Innovator http://seekingalpha.com/article/128611-microsoft-vs-apple-monopolist-vs-innovator?source=feed#comment-446849 446849
Of the four (Aristotelian) causes for every object, most companies recognize the material cause (what the object make of) and the efficient cause (how is it make) but not the formal cause (design) or final cause (what's its purpose and place in society). Additionally telling the story of why users as individuals might want or need its products (marketing) is Apple's forte.]]>
Tue, 31 Mar 2009 14:28:20 -0400
Of the four (Aristotelian) causes for every object, most companies recognize the material cause (what the object make of) and the efficient cause (how is it make) but not the formal cause (design) or final cause (what's its purpose and place in society). Additionally telling the story of why users as individuals might want or need its products (marketing) is Apple's forte.]]>
Microsoft's Mobile Misfortune http://seekingalpha.com/article/128327-microsoft-s-mobile-misfortune?source=feed#comment-445254 445254
Game over: Jobs 2; Balmer 0.]]>
Mon, 30 Mar 2009 11:54:46 -0400
Game over: Jobs 2; Balmer 0.]]>
Apple Netbook Will Fill Newspaper Void http://seekingalpha.com/article/125809-apple-netbook-will-fill-newspaper-void?source=feed#comment-425050 425050
The iPod will get bigger and become MacCloud. The computer for the rest of us. Actually that would be MacTROU. And indeed, it should still fit in a front jeans pocket. See features above.

All the rest of the eye line, shuffles, nanos, touches, can continue on. But the MacCloud and the itty bitty iPhone are the dreadnoughts of the line.]]>
Fri, 13 Mar 2009 17:01:52 -0400
The iPod will get bigger and become MacCloud. The computer for the rest of us. Actually that would be MacTROU. And indeed, it should still fit in a front jeans pocket. See features above.

All the rest of the eye line, shuffles, nanos, touches, can continue on. But the MacCloud and the itty bitty iPhone are the dreadnoughts of the line.]]>
Apple Netbook Will Fill Newspaper Void http://seekingalpha.com/article/125809-apple-netbook-will-fill-newspaper-void?source=feed#comment-424930 424930 Fri, 13 Mar 2009 15:22:55 -0400 Apple Netbook Will Fill Newspaper Void http://seekingalpha.com/article/125809-apple-netbook-will-fill-newspaper-void?source=feed#comment-424386 424386 ... Anywhere, anytime access to our content via the web at MobileMe.

Apple can charge whatever it wants for the MacCloud, for the connectivity, and for a subscription to MobileMe. And it can collect for purchases of software, books, audio, video, whatever, which can then reside online, always available to the MacCloud user. All of these revenues can flow directly to Apple.
... Money is the ultimate content stream.]]>
Fri, 13 Mar 2009 10:28:09 -0400 ... Anywhere, anytime access to our content via the web at MobileMe.

Apple can charge whatever it wants for the MacCloud, for the connectivity, and for a subscription to MobileMe. And it can collect for purchases of software, books, audio, video, whatever, which can then reside online, always available to the MacCloud user. All of these revenues can flow directly to Apple.
... Money is the ultimate content stream.]]>
How the iPhone and Poor Management Contribute to Apple's Downfall http://seekingalpha.com/article/115425-how-the-iphone-and-poor-management-contribute-to-apple-s-downfall?source=feed#comment-360967 360967 Tue, 20 Jan 2009 12:17:04 -0500 Is Apple Getting SaaSy? http://seekingalpha.com/article/114203-is-apple-getting-saasy?source=feed#comment-352315 352315
... The front jeans pocket is the new rear jeans pocket.

The “MacTROU” (for The Rest of Us) can be untethered, like the Kindle providing web access via EVDO. But a hundred times better than the Kindle, this Mac can connect to ALL our files online.

... It's all about selling solutions, not just gizmos.

Apple can charge whatever it wants for the MacTROU, for the connectivity, and for a subscription to MobileMe. And it can collect for purchases of software, books, audio, video, whatever, which can then reside online, always available to the MacTROU user. All of these revenues can flow directly to Apple.

... Money is the ultimate content stream.]]>
Sun, 11 Jan 2009 10:34:09 -0500
... The front jeans pocket is the new rear jeans pocket.

The “MacTROU” (for The Rest of Us) can be untethered, like the Kindle providing web access via EVDO. But a hundred times better than the Kindle, this Mac can connect to ALL our files online.

... It's all about selling solutions, not just gizmos.

Apple can charge whatever it wants for the MacTROU, for the connectivity, and for a subscription to MobileMe. And it can collect for purchases of software, books, audio, video, whatever, which can then reside online, always available to the MacTROU user. All of these revenues can flow directly to Apple.

... Money is the ultimate content stream.]]>
Apple's Mysterious New Portable Device? http://seekingalpha.com/article/58345-apple-s-mysterious-new-portable-device?source=feed#comment-107044 107044 Thu, 27 Dec 2007 11:06:07 -0500 Why Does Everyone Love Apple? http://seekingalpha.com/article/24507-why-does-everyone-love-apple?source=feed#comment-80281 80281 Thu, 18 Jan 2007 21:59:05 -0500 Apple Instant-on Computers? Not Likely, But Here's Another Idea (AAPL) http://seekingalpha.com/article/4511-apple-instant-on-computers-not-likely-but-here-s-another-idea-aapl?source=feed#comment-2081 2081 Sun, 27 Nov 2005 12:20:05 -0500