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Posts by macarena

There are 3 companies in the world that I would consider worthwhile acquisition targets for Apple - both in terms of offering ways to cover gaps in Apple's strategy, and in terms of helping Apple compete effectively with the competition. These three are Yahoo, Echostar, and Nintendo. Yahoo because they have expertise in cloud and internet services, which Apple has usually found it difficult to crack, because it allows Apple a foothold in Search to turn the screws on...
This could backfire in a big way on Apple. Now, Apple is able to defend itself in court, saying that it is buying components from others, and their vendors already have licenses, etc. So everything is clean. If Apple is building its own baseband, to be used in high end devices only, they might be exposed to higher FRAND prices. The trouble with FRAND, is that it does not mean everybody pays the same price. There is acceptance that larger vendors with more expensive...
I think Amazon has reached a point where Apple needs to think about changing its game plan. It was all fine to sit on a high horse, charge the moon for your products when the competition sucked. But Amazon has finally reached a point where they can offer a legitimate competition to Apple on multiple fronts - hardware, cloud services, App Store, ecosystem, etc. At this point, one would probably say Amazon is at a level where for many people it makes no sense to go with...
Everyone is missing the largest part of the puzzle. What is the biggest hole in Apple's entire line up? It's servers! After Apple canned the XServe, they don't have anything targeting that space. Servers run largely stock software - no need to support gazillions of consumer grade software. A simple recompile inside the Apple labs will give servers all the software they need. Also, servers benefit a lot more from power gains - because they are on 24/7, and working hard...
In many ways, Apple forced Microsoft's hands on this one - and the story is not too different from what happened with Google Maps. Google was giving the step motherly treatment to iOS, keeping back crucial features like Turn-by-turn, StreetView, etc. After Apple released their own Maps, the story changed - Google faced the risk that the sheer volume of iOS users would help Apple improve Maps, both in terms of accuracy and features. They promptly released an App in the...
It is criminal that Apple *still* doesn't have a working online store in India. Five years back, this was an issue, because India did not allow foreigners to setup either single brand or multi brand stores. This was changed five years back to allow single brand stores, and a year ago to allow multi - brand stores. Dell now offers a full online store in India, including the ability to configure and pay for the product and have it shipped to you. Why can't Apple do this? I...
Guys, stop ranting. Google has not lost money here. Not one cent. And I don't mean in a hypothetical sense, in a real world accounting sense. Back when the Motorola acquisition was made, Google was facing three major threats to Android. Whole world was focussing on the threat from Apple law suits and Oracle law suits. The whole world was looking at how Motorola could help Google dealing with these law suits. It couldn't and it didn't, despite a lot of effort by...
Dennis Cote, the DoJ and others who believe Apple is guilty are just plain wrong. It is simply a case of two separate business models, which aren't compatible. In Amazon's case, Amazon has a model where they buy books at a wholesale rate and then run a risk with how much money they make from selling the book. So authors typically make a lot upfront, and very little to nothing on incremental sales of each additional copy. This is a model that works for Amazon, because...
This is the stupidest thing I have heard in a long time, connected to Apple.   Even today, you cannot buy an iPhone 5S in India. There are MANY people who walk into Reliance Digital, Chroma, iStore, imagine or iPlanet, and ask for iPhone 5S - and are not able to find one. Pretty much every single store will tell you "We have the iPhone 5C in so many colors", and people just walk away, not even interested in the 5C.   Apple is a major fail in India, because Indians want...
Talking of companies Apple can buy, I don't think many people consider EchoStar as part of that list. This is a massive advantage to Apple from some perspectives. - allows Apple to break last mile delivery of content for Apple TV. They can use EchoStar's targeted satellite feed, so customers can get anything they want to watch on iTunes "streamed" directly from the sky. - EchoStar owns the patents and technology of SlingBox. This could be crucial in some years, as place...
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