roger.canada

Will Google End Up Merging With Apple?

Just wrote a related article, that strongly disagrees with your position Eric... Would be great if you can take a look

techwinter.com/2007/06.../

Apple's iPhone Could Create Memory Shortage

Hi Michael

I am not following you at all, perhaps you could be more verbose?

Thanks
Roger.canada

Apple's iPhone Could Create Memory Shortage

I agree with both Cameron and Winston which may sound like a contradiction but its not really.

Winston is correct it shouldn't change the sector over a 12 month or longer period but stock prices especially over the long-term are largely based on hype which the iPhone has lots of and when you consider that the iPhone has a minimum of 4x the flash capacity to 50x when comparing across the smartphone range you have to conclude there will be an impact but whether it is sustained, whether it grows the smartphone market and also if it causes iPhone competitors to follow suit and add substantial capacity of their own.

This last scenario is my favourite and very probable I feel. If competitors follow iPhone and they probably will then that means a dramatic increase in demand and then in this scenario iPhone because the 'harbinger' of future demand no?

Lastly the sad downside of this sudden tightening is that prices could decrease more slowly which sadly will affect another area that personally I would like to see more innovation and that is the hybrid hard-drive with its 'flash' and platter based storage.

Instant on laptops, faster, longer battery life, those are more important to me than a phone that has a couple gigs of memory. But who am I to argue with market demand.

Winston, Cameron what do you guys think?

Dow Jones: The End Is Near

Eric,

Although I appreciate and understand based on your disclosure your perspective on this issue, I don't read the news release (via WSJ) the same way as you do.

I read it as pressure from other shareholders and possibly family members is growing or opinions continue to be strongly voiced and that they are effectively although indirectly soliciting the marketplace for alternatives to the News Corp deal.

If I was Viacom, Time Warner or any of the other media giants I would look at this statement as a welcome invitation to make an offer.

If the WSJ were a weak company I would even go so far as to call this a cry for help.

Also could this move be part of a trend as Thompson is now buying Reuters and before you respond to my apparent ignorance yes I get that Reuters isn't the same type of product.