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Posts by delreyjones

  He's exaggerating.  Apple had a leadership position ten years ago in MP3 players and it was competing with plenty of heavyweights.  Apple's management is more experienced than Milunovich gives them credit for.
  Good point.  And is Google planning to change its business model?  It currently makes money selling desktop advertising quite successfully, and it tries to make money selling mobile advertising but not all that successfully.  Does it plan to sell advertising with its glasses?  Are they trying to put advertising as close to our brains as possible?  Or are they abandoning their only successful business model and trying to out-innovate Apple as a device maker?     None of...
  I think you're right.  I myself hold quite a bit of AAPL, and when it's going up I often pat myself on the back and reflect on how sensible the world is, how everything is in good order and how effin smart I am.  But then when the price is going down, I start whining about idiot, delusional Wall Street investors and illegal stock manipulation and how unfairly the world is treating me.   You don't think I have emotional issues, do you?
  I agree with you.  And Schmidt saying it's "curious" is really lame.  He needs to provide details as to why he thinks it's curious, or else keep his mouth shut and say nothing at all.  
  Sure, we all need phones.  And I've enjoyed my iPhone for the last three years.  But now that replacement time is here, I'm sick of the monthly bill.  I won't get a new iPhone, but I'll get myself an ultra-cheap feature phone plus an iPad, though I haven't decided which one yet.  I'll confess to being pretty smug about owning a few thousand shares of AAPL, but I still don't want to pay either ATT's or Virgin Mobile's monthly fees!
  That's very interesting!  What city is your Craigslist in?  I just looked at Craigslist here in L.A. and the sellers are all asking more for their iPad Mini than the standard Apple price.  I'd like to buy one from the town you're in!
  I'm both a customer and a stockholder, and no way have I had enough.  Speak for yourself but not for the rest of us!
  I agree.  I think the article's point is that Apple is preparing to move the Arm into the Macs, which they will do if and only if it makes sense.  And as you say, they might surprise us the other way and move Intel into the iOS world, if and only if that makes sense.  But I think the take-home point is there are may different ways the technology may go in the next few years, and Apple does a pretty good job staying light on its feet unlike some of its competitors.
  I agree with you.  Forstall was a lieutenant with his own set of strengths and weaknesses, but Jobs was completely off-the-charts one-of-a-kind.   That said, Jobs wasn't 100% right 100% of the time.  The biography surprised me about how seriously wrong Jobs was about iTunes on Windows and how much effort it took for clearer heads to prevail.  With that in mind, it seems plausible that Jobs was also wrong about Forstall and Tim Cook has decided that now is the time.  As...
  Except that Steve Jobs actually created Apple and Scott Forstall didn't.  It's fair to assume that when Steve Jobs died, he was content with the fact that Tim Cook had the power to fire Scott Forstall.  It's fair to assume Steve Jobs had a tremendous amount of faith in Tim Cook.  And it's fair to assume that Tim Cook knows a lot more about Apple and Scott Forstall than we do.     The NY Times has reported that Forstall's peers are happier about his departure than they...
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