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Posts by aaarrrgggh

Doesn't this put AMZN's earnings negative for TTM? No pesky PE to worry about now!!
It does depend on use-case, but a 128GB SD card is about $100 +/-30 at Fry's, and Apple is charging $300 for 112 GB. I understand they can demand the "extra" $100 for double the storage, but for people that actually want access to lots of storage on a tablet other options might start to look attractive. Personally though, I would much rather have my VPN and web server to access full range of files.
They sold off their TV business about a year ago.
Do you really think so? Most of the things our company use an iPad for are accessible from the intranet web server rather than being stored locally. There is no music, and we don't need any videos although I can see some people wanting that stored locally. Even an electronic flight bag is less than 1GB storage use from what I understand. I could see something like the Mercedes roll-out wanting more local information store, but not double the existing maximum.
Too expensive! Wow. I have a 64GB iPad which is getting pretty full, but an extra $430 from the "base" price is just too much. Not quite sure why the base model is still 16GB (especially for the iPad), and I think it is good to up the maximum storage... just think the price needs to be a little more grounded for people to be able to justify upgrading later on.
Well... I'm disappointed. I was over-confident given the Verizon numbers and a sense of growth in China. I am excited about the iPad number though. Doesn't look like Apple will be above $600 any time soon... but I don't worry that they won't be back above $500 shortly. I guess you have to have a capitulation for things to turn around...
The real opportunities for Apple may well be outside the realm of industrial design and more in the areas they faltered at in the past. The loss of Forestall, Fadell, and others may not be that material in that arena, and I don't think it is really where Ive shines.
Units Apple Ships to Verizon are "sold" by Apple. Units sold by Verizon (or Apple direct) are sold to end users. The delta between what is sold to Verizon and what Verizon sells on is channel fill. Unsold units at Apple are not counted as sold. The 6.2MM number is very promising, as there should also be some channel fill adding to that.
It's really iPhone Meth... for the crack heads that think it will happen.
I actually have to side with you on this one, at least on the surface. The opportunity with Macs is to go against all of the cloud BS and manage things on your own. Paying $10-20/month for an online storage system is silly if you have a fast pipe and unlimited data on your internet pipe... but, it saves the hassle of dealing with local security. (Instead, it gives up any and all sense of security on the shared data.) Arguably, Apple should focus on an appliance line of...
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