or Connect
New Posts  All Forums:

Posts by macarena

It takes a LOT to sustain and compete at the high end for a long time. Even a company with the resources of Microsoft could not manage it. Apple has demonstrated it's innovation over 35 years now, and to some extent have ensured that this innovative spark continues even after the demise of Jobs. It will be interesting to see where Samsung is 3 years from now, when the industry is probably completely changed.
The Law on Unintended Consequences   Back when Sony launched the PS3, it was sold with a high end processor, and Blu-Ray drive - and was also subsidized in the hope that they could recover the losses from game sales. However, a large number of people bought the PS3 to use it as a Blu-Ray player, and never really purchased games in any significant number. While this helped Sony win the format war against HD-DVD, it did not really help them make profits. Sony has been...
  Dude - read your own link before you post it.... nowhere does it say that Apple got a low rent deal on their Grand Central store. On the contrary, not only did Apple pay $5M upfront, they also paid $1.1M per year, which was 4 times the rate paid by the previous tenant. And another prospective tenant clearly said it made no sense to pay $5M upfront for the property.   From even a casual reading of the story, it is apparent that Apple grossly overpaid for the space. It is...
    Let's not get carried away by the high revenue per square foot from the Apple store in Fifth Avenue. The average rent on this stretch is $2000 per square foot per year - so even if Apple is paying average rents, they are getting revenues of 18x rent. So, the rent works out at about 6% of revenue for this store.   And I don't think anyone would be surprised if Apple is paying a lot higher than average, for their prime spot.   When you look at the numbers like that, the...
Few points: - the gaming industry is a much easier industry for Apple to conquer compared to the mobile phone industry. - Apple already is a major player in this business. Not a new comer. - performance wise, A6X is probably already faster than the Cell processor in the PS3 - capable of 76 GFLOPS. - there is a large market for casual gaming and for simpler games with good visual appeal. - this will happen, no two ways about it. It is criminal that AppleTV does not...
We are about 3-4 months after the iPhone 5 was launched - and there is still talk of Foxconn working thru the Chinese New Year in February, to meet demand for Apple products!I agree there might be a case of potentially supplying more towards the latter half of an iPhone cycle - but don't you think the poor Foxconn employees deserve a break for 2-3 months? They started making iPhone 5 around June 2012 to stock up units for the launch. And they stay quite busy till atleast...
Fandroids can rejoice in these sort of numbers for a short while, but these numbers mean nothing, for the following reasons. - Apple marketshare is probably about 2/3rd of Android marketshare, but in terms of quality, Apple easily dominates the top end of the market - the people with cash to spend, and willingness to spend it. - These numbers refer to installed base - and after the launch of iPhone 5, the momentum has decisively shifted in favor of Apple. - Even though...
  Lies, damned lies, and statistics. You have a figure that clearly shows Google's TAC has ballooned by over $2B EACH quarter over 6 years. But you chose not to look at how much that figure has increased, and instead focus on the fact that the figure is a lower % of revenue. Did it ever occur to you, that between 2006 and 2012, Google has launched a couple of small projects called Chrome and Android - and these two play a fairly significant part in Google's revenues. And...
  So you decide on the veracity of someone's posts by whether they are "obviously angry", or whether they are "even handed"? By that token, when Jobs made that Thermo nuclear statement, he must have been lying through his teeth?   And regarding "obvious anger", can you refute any of the "opinions" I made in that post? Or is it that it was too spot on, and you could not refute it - so you just decided to play the "just an opinion" card?   And the best part of the whole...
  This Macquarie analyst has it completely wrong. This is not how Traffic Acquisition costs work at Google. It is not that Google pays Apple some percentage of the revenue that accrues because of Apple. Google's entire Traffic Acquisition costs consists of 2 components - One large annual payment to Apple, and another sizable annual payment to the Mozilla Foundation. And a few insignificant payments to a few other ecosystems. None of these payments are related to actual...
New Posts  All Forums: