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Posts by retiarius

The SEC situation is still unclear, according to: http://www.law.com/jsp/ca/PubArticle...=1166782011784 Any Martha Stewart (once an "Apple Master")-like investigation apparently is still an option. Though it's good to get the non-cash charges out of way on the last business day of the year, I worry about any potential treble damages related to the Jobs stock option grant later. If the big grant is part of the re-statement (some say include it because the...
Because of privacy concerns (it's hard to see how a corporation or a bank would yield credit card transaction records), I wrote to Forrester about the data. It is indeed like a voluntary "Nielsen rating" system. From the report (Methodology section): The data for this report came from Forrester's Ultimate Consumer Panel (UCP), a nationally representative panel of more than 7,000 US online consumers. The UCP passively and continuously tracks statement and...
To sunilraman -- melgross speaks veracity in these threads, and he is correct in surmising that the Schmidt gesture is not that big of a deal financially. The value is in the ripeness of the symbolism. BTW, Schmidt is not the first to travel down this road. I.e. witness board member Art Levinson of Genentech. Also a CEO of means, his intrigue about Apple is genuine despite any (token) AAPL remuneration. (I know enough folks there who have seen first hand that...
I'm matching and raising Eric Schmidt's largesse ... In honor of Mr. Schmidt's commitment to Apple by investing his own money to show such confidence, spending at least 0.02% of his net worth on AAPL shares at market price, I will pledge a purchase of at least one more AAPL share, possibly two, within days, perhaps as early as tomorrow.
... now possible not only for the newer 30/80GB units, but for the old ones too. The version 1.2 firmware for my 60GB iPod bears this out. I.e. running the QT Pro "export to iPod" on large-format material now yields full-rez, non-transcoded 640x480 H.264 (for widescreen it's 640x360), not just for iTunes but for TV display as well. Although my limited tests were with an RCA connector to an old analog TV, the 480p appears to be preserved, so it seems we have a...
Downloading films at 480p ... It appears now that to match Amazon "Unbox" (1.2 GB per hour of download), Apple should be doing 852x480p using H.264. Seeing that most encodings at the QuickTime HD Gallery for 480p use 2.7-2.8 Mbps, this is also 1.2-1.3GB per hour. Both services will have to educate folks that this is not an "instant on" endeavor using the typical 1.5 Mbps DSL/cable rates.
apple's quicktime HD gallery exhibits 852x480p content: http://www.apple.com/quicktime/guide...endations.html so they've already warped that definition to encompass something less than 720p. the current iPod already does 640x360 to TV, when encoded with MPEG4. i guess they can cheat further by having non-square pixels, say 480p stretched anamorphically. anything less than 480p is unsatisfying when rescaled to 1920x1080p, the burgeoning living room...
Disbelieving also that WWDC would be the venue to entertain this fantasy (movie rental announcement), nevertheless the technology to pull it off would be intriguing. Using the 1.5CB-per-movie encoding stats cited by QuickTime executive Frank Cassanova (matching 480p standard definition using H.264), this would have to be a kiosk -> iPod maneuver for rentals, rather than downloads. Lots more traffic to Best Buy, Blockbuster, or Apple stores for upselling...
what is the worst case here? if the dates are reset (to 10 days later) to unwind any fraud, that would be a dozen million shares or so (sjobs 20M was rescinded), with say, $5 per share edge, or $60M. this doesn't seem material to earnings. however, is there some sort of treble damages to SEC if this is proven? does any recovery (whether or not there is legal indemnification for board members) distribute evenly to shareholders? my guess is that, as usual,...
also, the padding is to help handle complaints and/or the higher return rate from whiners who demand that the inevitable scratches be only as visible as with white units. reflection physics at work...
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