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Posts by philipm

You forgot one thing. You can use a MacBook Air on your lap.   Floppy keyboard + kickstand = laptop you can't use on your lap. Add to this a stylus to lose and you have an awkwardly designed alternative to an ultrabook (never mind MBA: look at all the other options if you don't like Macs) that exactly proves Jobs's point that a notebook that attempts to encroach in the tablet space has to include awkward compromises.  
  Well, yes. Apple is wanting people to make that comparison with Microsoft Surface Pro. Other than screen res, it's mostly a poorer spec than any decent Ultrabook including the MBA. And it has a floppy keyboard, meaning you must deploy a kickstand to use it, so they’ve invented a laptop you can’t use on your lap.   Others are tying this launch with the Surface Pro launch as if they are competing products. I don’t think so. What Apple really ought to do is set up a...
Interesting point. Last figure I saw: 450-million credit cards on file. That's about $20 per customer in the last quarter -- so Apple is scoring on huge volume of small transactions. I wonder if online store revenue per customer would go down a lot if devices were a lot cheaper. That's the calculation Apple really needs to make. You need to think through what the core business really is. Google's is advertising. Is selling i-content really Appe's core (oh no, unintended...
  Nothing a large hammer can’t fix.
  A conclusion based on incomplete data though it's hard to imagine they would have failed to mention the number if it was way above the million or so analysts talk about.   Let’s see in a year from now if they are still in the tablet market. At least this time, unlike Zune, there’s some chance that the ecosystem will survive since there are OEMs selling alternatives (at least in the Intel CPU space).   I wasted time a while back trying to find Samsung's sales numbers....
  I'm starting to have doubts about Apple's software approach too. I needed to write a simple Mac app that's mostly user interface and despite my aversion to proprietary tools decided to give Cocoa a look. After a few weeks of frustration at working through incomplete examples, tutorials that are out of date and failure to get past a simple user interface that didn't hook up with the app logic, I switched to using a cross-platform toolkit, Qt. It's not great but adequate...
How big is China and does it really need a cheap iPhone?   Chinese per capita annual disposable income is around $3000, which doesn't sound like much. However, the top 10% pull in about 30% the total income, meaning their average is more like $9,000 (I could be a bit out because disposable income is the only average I could find for recent years, and people with higher incomes also have higher disposable incomes). $9k doesn't sound huge but in China it buys more than...
In poorer countries like South Africa they sell in huge numbers as a cheap way to get 3G internet. I moved back to South Africa from Australia and was surprised to see Blackberries everywhere. I can't recall seeing one at all in Australia though no doubt they have a presence.  
Or one of the other suppliers is able to up their volume at a better price. Smells of stock manipulation to me. Maybe SEC should investigate the sources of these rumours and their trading history.
I predict the new product will be the iPhone Shuffle. No screen, randomly chooses which number to call.   There: I have as much information to impart as the “analysts”.   Actually there is a case for Apple to make radically cheaper products. They must be close to maxing out the number of credit cards they have on record, at half a billion, of people willing to buy a premium product. Think about it: to sell 100-million of any one product, they only need for it to...
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