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Posts by Macnewsjunkie

I think this is one of those times where there is very little risk of Apple not introducing new products. Aging population means increased demand for screen real estate. Samsung got on this gravy train earlier because they make the best screens and can control their own supply. Apple has had to diversify it's supply chain away from Samsung. That cost time and money. The time is up and the money was never a problem. Apple hasn't said anything officially, but they...
I think you are looking at volumetric scaling versus area scaling.  The screen size power requirements go up as a function of area, and the battery goes up as a function of volume.  The size of the actual electronics stays the same so there is more full depth area left in the phone.
Be careful not to miss the intelligence of this discussion. They may well be overly focused on the competition, but Apple is no less focused on Samsung after their recent advertising so embarrased Apple. Apple's marketing has probably lost more of it's edge then the products themselves with Steve's passing. Samsung has had an advantage: larger screens and batteries because they were the supplier for the best screens and could start using them on their smaller...
Bigger is not innovating. It is simply iterating.  Make a new product category and we can all say you are innovating.  Make one a little bit better and you are iterating.  
The fundamental richness of the American tech ecosystem is supported by the Patent system. The casual correlation of our Patent system and technological innovation seems to be dismissed by the no software patents people. If your idea as implemented in a completely new device class such as touch screen phones can be copied then why would anyone bother doing it? The answer is of course they wouldn't. But they do make new devices and types of devices here in America. We...
If you understand the details of Apple's license with ARM, you would know that they use a lot of Arm design work to make the task of designing a better chip easier. They also have a higher level license for making their own chips that follow the ARM standards. It is certainly possible that Apple has the deep pockets to pay for a separate type of license from Qualcom or Broadcom. Apple has used Qualcom for some time now. Perhaps they will license many of the frand...
Funny thing about legal systems.  They are run on their own system of precedents and rules.  EU laws and patents exist in Europe.  American laws and patents exist in America.  Is it really that hard to keep track of where this trial is occurring?   
Hey does anyone want to bet that Apple does another 15% raise in dividends exactly as they did last year? That would be $3.51 per quarter if anyone is keeping count. If they keep this up over the next 4 years by 2018 the dividend will go to 21.33 per year or $5.33 per quarter. Do you know any other investment which can bring you a 15% compounding return on your money over the next 4 years? The share buy back with more aggressive targets makes even more sense when you...
Ascii has it right: ..."strategically, if Nadella is a cloud guy and wants to take Microsoft in that direction, he may view Google as Microsoft's new biggest enemy, since Google is king of the cloud." This is also payback for the refusal to put Google apps on Microsoft's phones. Microsofts lack of software on it's platform is what doomed Windows Phone from the start. Tiles are a really good idea and the interface based upon them works. Bill Gates and Monkey Boy are...
It would be a lot of fun if you guys could get daily satellite photo's that show the progress and change that is going on. A movie showing how it was built based upon daily pics would run only a couple of minutes at most, but would show how much transformation took place.
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