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  • 3 Apple iPhone Killers [View article]
    Amazon Is Making A Smartphone That It Wants To Give Away For Free
    http://read.bi/1e0o3IA

    And I was wondering if my earlier post might have appeared rather facetious!

    "And what when/if the "Suicide Bomber" Amazon enters the Smartphone segment?
    Even without the "vertical" capabilities of Samsung, Sony or LG nor the SW & tech cred of Apple & Google, it has managed to become a serious contender in the Tablet space."
    http://seekingalpha.co...
    Sep 6 04:51 PM | Likes Like |Link to Comment
  • 3 Apple iPhone Killers [View article]
    And what when/if the "Suicide Bomber" Amazon enters the Smartphone segment?
    Even without the "vertical" capabilities of Samsung, Sony or LG nor the SW & tech cred of Apple & Google, it has managed to become a serious contender in the Tablet space.
    Sep 6 09:25 AM | Likes Like |Link to Comment
  • Apple Brings iBooks To Computers - Should Amazon Be Worried? [View article]
    tftf-
    "..AAPL still has only about 10% PC marketshare"

    How about 20%?

    Apple’s E-Book Market Share Is Bigger Than You Think
    http://dthin.gs/140yLG7

    "..Keith Moerer, head of Apple iBookstore ..how much of the U.S. e-book market does Apple actually control? According to Moerer, 20 percent.
    “I believe that Apple has about 20 percent market share,” Moerer said. “It’s very difficult because there are not industry-wide sales reporting for eBooks, but I believe that the iBookstore’s market share is approximately 20 percent in the U.S. and growing.”
    That’s twice the 10 percent share typically attributed to the company. And if it’s an accurate accounting of Apple’s share, it means that the 65 percent and 25 percent shares often attributed to Amazon and Barnes & Noble might be in need of reassessment..."
    Jun 13 10:05 AM | Likes Like |Link to Comment
  • Apple Brings iBooks To Computers - Should Amazon Be Worried? [View article]
    Tim Cook must review Job's Apple-centric "walled garden" dogma and make iBooks multi-platform, like putting out an app on its arch-nemesis, Android. That will give it a shot at matching Amazon toe-to-toe. Perhaps they can protect their iPad device franchise by making the book reading experience on its own OS "insanely great" like Amazon does with Kindle.
    Jun 12 11:25 AM | Likes Like |Link to Comment
  • Apple Brings iBooks To Computers - Should Amazon Be Worried? [View article]
    "..amazon is usually the most expensive site on the web. .."
    And especially so if you live in a state where Amazon has to collect sales tax and other online merchants don't.
    No wonder Amazon is so aggressively lobbying to "level the playing field" that it had so vigorously fought in the past and gave it a pricing edge for so long vis-à-vis B&M.
    Jun 12 09:33 AM | Likes Like |Link to Comment
  • The Unsung Apple Advantage [View article]
    @Nick: "..Google to make hardware compromises such as adding double the RAM as an Apple device and thus lowering battery life. "
    Actually, if I understand one of Paulo's comments above correctly, Google can actually make do with lesser RAM not more ..
    http://seekingalpha.co...
    Nov 20 01:01 PM | Likes Like |Link to Comment
  • Apple: The Executive Wars [View article]
    @lafinke: Huh?
    I made a call?
    I am an admirer and long Apple. Just hand-wringing that it is losing its mojo.
    Nov 1 01:18 AM | Likes Like |Link to Comment
  • Apple: The Executive Wars [View article]
    @Paulo:"How will they forestall the competitive ambitions"

    Well, sadly it is months too late and dollars too high.

    Instead of getting distracted by the iPod Touch, a market which it pretty much owned, the 7-ish inch mini-iPad even if it had put one out with the iPad 3 in March might have managed to hobble Amazon and even Google from making a serious foray into tablets as this is a size and a price for which, contrary to Apple's conviction, there is big enuf market.

    Anyway, all this is a coulda-shoulda monday-night quarterbacking. Perhaps, if it was the departed execs who were the ones championing the anti-small iPad dogma, their departure perhaps might lead to changes in attitude and strategy. One change might be, leverage its balance sheet strength to wage a price war which Amazon can ill afford, although there is Google and Samsung who can weather it with ease.
    Oct 31 02:20 PM | Likes Like |Link to Comment
  • Apple: The Executive Wars [View article]
    Perhaps the Great One, who I instead call the Dear Departed Leader, is the root of Apple's predicament today, at least as far as the Mini's seeming snafu.

    I think Apple lost precious time because it clung to its dear departed leader's dogma against a smaller tablet and failed to fill this size gap which gave a gusty competitor from Seattle a foothold in this space.

    Gives kinda déjà vu creeps considering just how just a couple of decades ago its dogma had blinded it from seeing another ruthless competitor from Seattle which almost put it out of business.

    Apple should have realized that such a size is not merely a aesthetic and functionality issue, but a strategic one to forestall the competitive ambitions of a bold, savvy, diabolical and spunky adversary and frustrate Amazon’s potent entré into both the larger tablet space as well as the smaller iPod and the lucrative iPhone territory. With Apple's cachet, most buyers would have ordinarily chosen Apple and would have stopped Amazon's tablet and device ambitions cold in its infancy.

    Amazon has done a masterful job in getting the world to view the Kindle Fire as a smaller, cheaper Apple iPad tablet. As much as one might rightfully diss the Amazon Fire as an unworthy compeer to the iPad, unfortunately that is not how the popular perception has been shaped by Amazon’s savvy spinmeisters and a complicit media. The marketplace has rendered its verdict that 7-ish inches is a viable form factor and the Kindle is a worthy alternative.

    It is astonishing to see all this when even a casual observer like myself saw it coming last Christmas and posted pretty much a rehash of my comments above here.
    http://bit.ly/Tqmbg7
    Oct 31 12:37 PM | 1 Like Like |Link to Comment
  • Amazon Calls Out The iPad Mini: Is Apple Running Out Of Steam? [View article]
    @Zhang:
    "It doesn't take that much cash or manpower to build a winning product. "

    Yes, a dark horse in this tablet race, Barnes & Noble, serves as a good example using a mercenary apty-named arms merchant in the tech wars, Ammunition, to develop their Nook line of readers and tablets. And Best Buy is attempting the same with their tablet but unless it is superlatively priced and spec'd, I doubt it get much traction in this space as unlike B&N they don't already have media assets to leverage, just a store front.

    That said, as I opined in a comment above, when content becomes device and platform agnostic, and the specs between the best and the generic becomes hair-splitting and blurry, insanely great product makers and walled garden platforms will have to find another fork of innovation to stay relevant.
    Oct 30 11:32 AM | Likes Like |Link to Comment
  • Amazon Calls Out The iPad Mini: Is Apple Running Out Of Steam? [View article]
    @Dug45: How about Sony, Samsung, LG, Vizio etc. etc.
    Oct 29 01:17 PM | 2 Likes Like |Link to Comment
  • Amazon Calls Out The iPad Mini: Is Apple Running Out Of Steam? [View article]
    @Ashraf:
    Yup. A race to the bottom.

    And as the paradigm shifts from "Device is King" to "Platform is King" and finally to "Content is King" when content producers discover and take advantage of the age of digital empowerment, and then generic devices will again reign supreme.

    As content becomes device and platform agnostic, and the specs between the best and the generic becomes hair-splitting and blurry, insanely great product makers and walled garden platforms will have to find another fork of innovation to stay relevant.
    Oct 29 12:35 PM | 2 Likes Like |Link to Comment
  • Amazon Calls Out The iPad Mini: Is Apple Running Out Of Steam? [View article]
    @Roger:
    Alas, Apple clung on to their dear departed leader's dogma too long when even a casual observer like myself predicted Apple's predicament today last christmas:
    http://bit.ly/Tqmbg7
    Quote:
    As much as one might rightfully diss the Amazon Fire as an unworthy compeer to the iPad, unfortunately that is not how the popular perception has been shaped by Amazon’s savvy spinmeisters and a complicit media. This is squaring off as a zero-sum matchup with just Amazon and Apple left standing.

    But Tim Cook can still be a diabolical match to Bezos if only he were to announce a mini-Pad (or rather a maxi-pod) in the mid-$200 range soon....

    If the Kindle Fire sales figures are to be believed, the marketplace has rendered its verdict that it is a viable form factor. Evidently it fills a size and price point which is a gaping hole into which potent competition like Amazon is attempting to establish a beachhead into Apple's domain. A 7" iPod priced in the $200’s will fill the void and forestall competitive entré into both the larger tablet space as well as the smaller iPod territory. Apple should get past Steve Jobs’ opinion about the size.
    Guy Kawasaki: What I Learned From Steve Jobs
    http://bit.ly/udYMin
    #7: Changing your mind is a sign of intelligence.

    Apple should realize it has a Barbarian @ its Gates. I would hate to see a replay of Apple again being put on the ropes by another barbarian from Seattle!
    Oct 29 12:16 PM | 2 Likes Like |Link to Comment
  • Cramer And Apple [View article]
    Perhaps the Mini represents an effort to forestall the competitive ambitions of a bold, diabolical and spunky adversary, namely Amazon, and prevent it establishing a foothold into both the larger tablet space as well as entré into the smaller iPod territory and perhaps even the very lucrative iPhone.

    This perhaps defensive response is comforting in that it demonstates a realization that it has Barbarians @ its Gates. A Déjà vu from Seattle and the other from Seoul.
    Oct 24 12:48 PM | Likes Like |Link to Comment
  • Cramer And Apple [View article]
    Regarding the disappointment with the 100 million figure, I want to share a comment posted by someone on a WSJ article about Apple's post-Mini intro stock price drop:
    Quote:
    Tim Cook let slip that the 100 millionth iPad shipped about two weeks ago, a full week into the current quarter.
    It’s known that Apple had shipped a cumulative total of 84.12 million iPads since its introduction in 2010 through the end of the Apr-Jun 2012 quarter.
    So that means the total number that were sold in the Jul-Sep 2012 quarter is some number less than 15.88 million.
    Simple math gives you an estimate for the Jul-Sep quarter of just 14.66 million iPads. And that’s below the analyst estimates for that quarter, from which revenue and earnings estimates are derived.
    Oct 24 12:33 PM | Likes Like |Link to Comment
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