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Posts by cherrypop

Agreed. But I feel that this is at the very crux of the matter. While Apple doesn't enjoy 60% margins, as mentioned by someone above, they do pull in about 20% margins on hardware, which makes them far and away a best performer in their category. As such, I said that Apple's price points are great for shareholders but not for customers. Now the issue: there is a large contingent of us out there that have no problem paying for Macs. We understand fully the value...
I was _not_ commenting on value. You get _more_ than you pay for with a Mac. Period. Those who know me, know that I bought my first Mac in High School (1986) and that I've never bought a PC and never will. But that puts me in the vast minority of computer users, then and now. I originally posted simply to make the point that Apple needs to compete at the low end, and has since the very beginning. This "study" of declining PC prices is just a reminder that Apple still...
Great for shareholders, but not so great for potential Switchers.
Double check your dates.
Remind yourself of when the iPhone went on sale and when the iPod Touch went on sale. Millions of buyers bought the iPhone in that space of time. Millions. Wu confirms exactly what I expected to see. In fact, I think these numbers are still fairly low (See my posts from yesterday on the iPhone). My guess is that 1 in 3 iPhones might be unlocked (and/or un-activated). When the 3G iPhone ships, expect these numbers to grow, perhaps exponentially. Remember, 3G is widely...
Very good point. Another reason, clearly, why Apple looses when shipping a locked handset. A one year exclusive with AT&T might have made sense, but the rumored (as it's never been formerly announced that I know of) 5 to 8 years will really give other handset makers an advantage. The argument from the beginning has been that Apple needed to partner with a carrier "to learn the business." I think that might have applied to the mobile business in the 80's and 90's, but...
You're missing two crucial points. First, the number of unlocked iPhones has to be way above anything Apple initially calculated for. Secondly, Apple looses monthly revenue from each iPhone not activated on one of their partners' network.I, for one, am not surprised at all by the high number of unlocked iPhones, but I do not think Apple (or AT&T for that matter) expected that as many as 1-in-4 iPhones would be unlocked. (I think that number is closer to 30-35% myself). ...
Wow. What a fatfest. Blimps in line, blimps using Segways to hit the can. Maybe Apple should mix in a few treadmills into the line.
Couldn't agree more. AT&T is the corporate antithesis of Apple. Where Apple is often viewed as charging more than their competitor (much better now in the last 48-months than it's ever been, I must say), they consistently deliver MORE. AT&T charges more and delivers LESS than their competitors. I say this having been a near-30 year Apple customer and a former four year AT&T Wireless customer. It's simply a subjective opinion.The fact that AT&T won't release their...
The headline suggests the the iPhone has the potential to bankrupt Apple. That's absurd at face value.
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