David H Dennis's Comments David H Dennis's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/75134/comments The Real Danger to Microsoft http://seekingalpha.com/article/64754-the-real-danger-to-microsoft?source=feed#comment-116633 116633
However, when I bought iWork, I ripped open the package, checked out the manual and typed in the serial number to activate the demo I had already downloaded.

I will be doing that with Aperture, too.

Guess it's time for a MacBook Air, if it only didn't have a tiny screen. I wonder what the new MacBook Pros will be like.

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Sat, 16 Feb 2008 12:21:24 -0500
However, when I bought iWork, I ripped open the package, checked out the manual and typed in the serial number to activate the demo I had already downloaded.

I will be doing that with Aperture, too.

Guess it's time for a MacBook Air, if it only didn't have a tiny screen. I wonder what the new MacBook Pros will be like.

D]]>
Microhoo: Tech Megamergers Rarely Work Well http://seekingalpha.com/article/62768-microhoo-tech-megamergers-rarely-work-well?source=feed#comment-114333 114333
I'd like to see antitrust considered. Microsoft and Yahoo overlap in a huge number of businesses and there's no question this is a highly anticompetitive move.

I'm normally very much against antitrust enforcement, but desperate times call for desperate measures :-(.

D

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Sun, 03 Feb 2008 14:05:28 -0500
I'd like to see antitrust considered. Microsoft and Yahoo overlap in a huge number of businesses and there's no question this is a highly anticompetitive move.

I'm normally very much against antitrust enforcement, but desperate times call for desperate measures :-(.

D

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Apple's Deferred Revenues Revisited: This Was a Blow-Out Quarter http://seekingalpha.com/article/61722-apple-s-deferred-revenues-revisited-this-was-a-blow-out-quarter?source=feed#comment-113233 113233
The software development costs to maintain existing iPhones is currently also being done to make new iPhones more attractive. So you could argue that the software development could be expensed against the revenues from future iPhones, or from the royalty payments from AT&T for its exclusive sale of iPhones.

If you think about it, to support this deferred revenue model, the profit on an individual iPhone or even AppleTV has to be phenomenal ... otherwise they would show a loss on the phone by selling below cost in the first year and then making up the deferred revenues in subsequent years.

D

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Mon, 28 Jan 2008 11:22:14 -0500
The software development costs to maintain existing iPhones is currently also being done to make new iPhones more attractive. So you could argue that the software development could be expensed against the revenues from future iPhones, or from the royalty payments from AT&T for its exclusive sale of iPhones.

If you think about it, to support this deferred revenue model, the profit on an individual iPhone or even AppleTV has to be phenomenal ... otherwise they would show a loss on the phone by selling below cost in the first year and then making up the deferred revenues in subsequent years.

D

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Defending Apple's MacBook Air http://seekingalpha.com/article/60839-defending-apple-s-macbook-air?source=feed#comment-111733 111733
Any web, email, word processing or spreadsheet user is not going to notice a difference in performance between the Air and even a current MacBook Pro.

I think the fuss is mainly about jealousy and desire. Those of us who will buy MacBook Pros will be unhappy there's a system in Apple's line that will produce more admiring glances. Those of us who will buy MacBooks miss the cool lines of the Air.

But if there are people who are jealous of this thing, and its price is not miserable, I'm sure there are even more people who will buy it. I need the big screen of the MacBook Pro, but it it wasn't for that I might well get one. I last used my PowerBook's optical drive a couple of months ago, and for that I could easily use remote drive, and I strongly suspect many others are in the same boat.

D

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Sun, 20 Jan 2008 14:45:22 -0500
Any web, email, word processing or spreadsheet user is not going to notice a difference in performance between the Air and even a current MacBook Pro.

I think the fuss is mainly about jealousy and desire. Those of us who will buy MacBook Pros will be unhappy there's a system in Apple's line that will produce more admiring glances. Those of us who will buy MacBooks miss the cool lines of the Air.

But if there are people who are jealous of this thing, and its price is not miserable, I'm sure there are even more people who will buy it. I need the big screen of the MacBook Pro, but it it wasn't for that I might well get one. I last used my PowerBook's optical drive a couple of months ago, and for that I could easily use remote drive, and I strongly suspect many others are in the same boat.

D

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iPhone: Europeans Wary of Apple's Attempt to Maintain Network Control http://seekingalpha.com/article/37489-iphone-europeans-wary-of-apple-s-attempt-to-maintain-network-control?source=feed#comment-87877 87877
If they do the same in the UK, CPW might be frozen out.

D]]>
Wed, 06 Jun 2007 12:44:28 -0400
If they do the same in the UK, CPW might be frozen out.

D]]>
Five Reasons Why Apple's iPhone is Better Than the Rest http://seekingalpha.com/article/33397-five-reasons-why-apple-s-iphone-is-better-than-the-rest?source=feed#comment-84951 84951
True, it would be better to have it in our hands, and I'd insist on having it in mine and playing with it before signing a two year contract. If it has SSH available, for me it's a done deal because the design is just plain brilliant. The only other factor that could change my mind is the possibility that it might be painful to type on the on-screen keyboard, which I think is a highly individual decision. It's not like the buttons on a Blackberry or Treo are that easy to type on either.

That aside, if you look at the typical phone with its cryptic, often unlabelled buttons, that are often in awkward places, I don't think there's any question that the iPhone is an enormous improvement in design over earlier phones.

Check out the material and by all means let us know your reaction to it.

D]]>
Wed, 25 Apr 2007 12:17:46 -0400
True, it would be better to have it in our hands, and I'd insist on having it in mine and playing with it before signing a two year contract. If it has SSH available, for me it's a done deal because the design is just plain brilliant. The only other factor that could change my mind is the possibility that it might be painful to type on the on-screen keyboard, which I think is a highly individual decision. It's not like the buttons on a Blackberry or Treo are that easy to type on either.

That aside, if you look at the typical phone with its cryptic, often unlabelled buttons, that are often in awkward places, I don't think there's any question that the iPhone is an enormous improvement in design over earlier phones.

Check out the material and by all means let us know your reaction to it.

D]]>