Daveed

Apple Thrusts Ahead on Convergence by Acquiring PA Semi

I wonder if Apple is considering resurrecting a line of Power-based laptops. They might be able to pull it off because their own software is still dual-target ("Universal binary"), though it would probably cause too much confusion in the market (e.g., "You can run Windows on this new model, but not on this other new model"). Still, it might be a useful card in negotiating with Intel for better desktop/laptop hardware too (in addition to more probable applications in handheld/set-top devices).

How Apple's TV Ads Have a Ripple Effect on Online Searches

I'm curious what this ends up meaning for the bottom line of the featured artists.

Will Apple TV Take 2 Make Online Movie Rentals Mainstream?

It's not the first time Mr. Jobs admits to mistakes, though he does indeed tend to involve the whole industry. Another notable instance was the failure to get the G5 machines to 3GHz.

That said, the updated AppleTV looks a whole lot more compelling. Not perfect, but I think good enough for a large class of consumers (and probably the best available in that category at this time).

iPhone: The Gift That Keeps Giving

As an AAPL shareholder, I hope you're right. 3 million is quite above my expectations though (that would be about 3 million in a month); I was thinking more along the lines of 1.5-2 million. Part of the issue is that an iPhone is not a gift without strings (there is that pesky monthly AT&T bill).

When Bad Strategies Outperform

Jill may be driving blind and may be headed for disaster (or not).

However, Jack isn't in a better boat if he equates "fundamental research" with "reads SEC filings, analyzes financial statements, runs comps, listens to conference calls, and studies analyst reports." Those things are useful to avoid be cued about financial mismanagement, but it doesn't necessarily help Jack understand the business he's buying into.

E.g., Apple and Google are technology companies, but a surprising number of "analysts" don't appear to really understand the nuts and bolts of these companies core business. If I look at their balance sheets, filings, etc., sure I conclude they're "expensive" and sure there is always the risk of a really bad lawsuit that'll crash their business. But that's not unlike saying that a Ferrari is expensive and dangerous: In the end it's still a faster and more desirable car than a minibus. Of course that doesn't mean the Ferrari is the car to get, but it may be.

When Bad Strategies Outperform

Jill may be driving blind and may be headed for disaster (or not).

However, Jack isn't in a better boat if he equates "fundamental research" with "reads SEC filings, analyzes financial statements, runs comps, listens to conference calls, and studies analyst reports." Those things are useful to avoid be cued about financial mismanagement, but it doesn't necessarily help Jack understand the business he's buying into.

E.g., Apple and Google are technology companies, but a surprising number of "analysts" don't appear to really understand the nuts and bolts of these companies core business. If I look at their balance sheets, filings, etc., sure I conclude they're "expensive" and sure there is always the risk of a really bad lawsuit that'll crash their business. But that's not unlike saying that a Ferrari is expensive and dangerous: In the end it's still a faster and more desirable car than a minibus. Of course that doesn't mean the Ferrari is the car to get, but it may be.

What's the Right Price for Apple?

Yep, I bought (more) AAPL after the crash yesterday, and today each of those shares is up $15 or so (about 10%). I'm sure it'll remain volatile for a while, but I'm not sure another opportunity like yesterday's will come again for buying AAPL.

What's the Right Price for Apple?

Yep, I bought (more) AAPL after the crash yesterday, and today each of those shares is up $15 or so (about 10%). I'm sure it'll remain volatile for a while, but I'm not sure another opportunity like yesterday's will come again for buying AAPL.

What's the Right Price for Apple?

Yep, I bought (more) AAPL after the crash yesterday, and today each of those shares is up $15 or so (about 10%). I'm sure it'll remain volatile for a while, but I'm not sure another opportunity like yesterday's will come again for buying AAPL.

What's the Right Price for Apple?

Yep, I bought (more) AAPL after the crash yesterday, and today each of those shares is up $15 or so (about 10%). I'm sure it'll remain volatile for a while, but I'm not sure another opportunity like yesterday's will come again for buying AAPL.

Microsoft Scared of iPhone Domination

I mostly agree with your points, but Apple is no angel when it comes to "open" vs. "proprietary". It's just that since the second coming of J. they've gotten quite competent at leveraging "open" infrastructure to boost their "proprietary" assets (like the iTunes store, the iPod connector, the middle and upper layers of MacOS X, etc.). You could say that while Microsoft goes the "embrace and extend" route, Apple goes the "embrace but wrap up" route. Both start off with "open" technology, and both end up with proprietary products.

Admittedly Microsoft's approach is more objectionable because its quasi-monopoly in desktop operating systems ends up polluting intrinsically open things (like public web pages) with non-open cruft (like IE-specific HTML). Apple's quasi-monopoly in the digital music commerce doesn't seem to have had an equivalent nefarious effect.

iPhone Madness: Is Verizon Eating Its Heart Out?

A correction and an addition:

Directions aren't lost when the signal drops (I relied on that last Saturday)

Mobile versions of sites can often be accesses by prepensing "m." to the domain if bandwidth is a concern; e.g. m.yahoo.com.

(Written from my iPhone.)