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Posts by commoncents

This is so true. As you point out, Apple has innovated like crazy before the industries even existed. All the "competition" did was copy and steal IP. People make the same nonsense arguments for "open systems". Apple--which is dogmatically closed--has been a wellspring of innovation. Where has the innovation been with the likes of Dell, Samsung, Hewlett-Packard, or Microsoft been? If anything, I believe a closed system enhances innovation, as one company can...
Was Apple selling for a hundred times earnings? If anyone paid that, they weren't smart...they were lucky. Because it would have been impossible to know that the iPhone and iPad would be created and take over the world. In any case, Amazon's business model does not lend itself to some sudden miraculous new stream of earnings. And it's growth rate absolutely does not justify such a high multiple. And anyone saying that the valuation makes sense just because that's what...
In sharp distinction to Apple--for which buying back its shares while they are extremely undervalued, Amazon buying back shares when they are absurdly overvalued is a horrible use of capital.
Apple really should do this, precisely due to the threat of a 10-inch Fire. If Apple can do this soon enough, maybe they could keep Amazon from even going down that road. On the other hand, they probably shouldn't complete with Amazon in the 7-inch sphere...unless Amazon goes 10-inch. If Apple preemptively goes 7-inch, they'll be forcing Amazon to compete directly with them; there's no way that Amazon is simply going to cede the entire tablet market to Apple. So why...
Spot on! Gotta love this if you're an Apple shareholder. On the low end, Android faces a deep-pocket competitor who is happy to sell their hardware at cost, and who has a compelling ecosystem related to their tablet. What would Android bring to the party in the sub-$300 market? I'm not so sure if there's even going to be a mid-market. If budget is a top priority, you'll tend to go with the Fire. If it's not, and you're comfortable going above a few hundred, it's just...
Don't think so. You're misunderstanding Apple if you think it is as simple as some Chinese "genius" inventing "something better". You must understand the difference between the BlackBerry--which people love to use as the example of how fast one can fall--and iPhone. BlackBerry pre-iPhone was essentially just a cell phone that was good for e-mail and text messaging. It was very easy for users to leave that behind. iPhone, on the other hand, is really a pocket-sized...
What nonsense. First of all, it's a crock to compare published data for iPad's actually sold, compared to guesses about other tablets which simply shipped. Secondly, it is absurd to put the Fire in with the rest of the Android tablets. They operate differently, and they run separate apps. They're simply different operating systems. For that matter, Android is so fragmented that this may be true for other non-Fire Android tablets as well. Finally, it's not even clear...
Well, this chart looks like estimates (note the E next to the years), and it is not from Amazon. But other than that, it is terribly reliable data.
Well, this chart looks like estimates (note the E next to the years), and it is not from Amazon. But other than that, it is terribly reliable data.
Am I missing something? Is this exclusively for textbooks intended for schools?? You can't just publish "your first novel into iBook", as you say? Why not?
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