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Posts by zoetmb

If they want to save money, all they have to do is stop scheduling the exact same ad every ten minutes in the same show. It's actually quite annoying The agencies pull this crap because they get paid based upon billing. This may be one of the reasons for bringing it in house. On the other hand, one of the reasons to use an agency is because you can put the account up for review every few years when your agency runs out of ideas. Internal marketing departments tend to...
There's no doubt the stores are beautiful and have worked quite well for Apple, but I don't necessarily disagree that the look might be getting old, especially the interiors. In the end, what's so special about displaying computers and the like on parsons tables? And there are plenty of car dealerships with all glass fronts. When first established, Apple's retail environments were totally unique, especially the non-mall stores, but it might be time to come up with a...
Exactly.    The best of the clowns projected $635 and now the stock hit $635 and most of the 2014 product line hasn't even hit yet and so these absurdly overpaid genius are now saying, "oh yeah...we project it's going to go higher."    Duh.   What unmistakable brilliance.    A lot of these clowns had Apple practically out of business by now - "There's no innovation anymore, Android is getting all the market share, the phone market is saturated, no one is buying computers,...
That's exactly right.   2x revenue (or 5-6x earnings) is par for reasonably priced acquisitions.    I didn't realize their revenue was so high.   $1.5b in headphone sales?   That's kind of amazing.     As for the split of what Apple paid, I think that's totally irrelevant.   Why does it matter how they value each piece of the acquisition?
People who don't want to know what's going on in the world, for whatever reasons, don't need sports to distract them.   They can use anything else to distract them, whether it's movies, TV, books, music, cooking, religion, clubbing, dancing, fashion, Facebook, using Twitter, video games, coding, whatever.   If one wants to know about the world, one will, regardless of other interests that they may have.   The implication of your statement is that if we didn't have sports,...
 Amazon's gross margins are quite high as the wholesale price on consumer trade books is about 40-45% of list (55-60% discount).   Their net margins are low because of their tremendous overhead costs.   But traditionally, mass market consumer retailers have always had low net margins.   They make it up by having tremendous cash flow.    But if you think Amazon makes squat, what do you think the publishers make when they're the ones who have to create and manufacture the...
2.   No, obviously collusion would be illegal.     3.   When Amazon sells eBooks below cost, that in itself doesn't really hurt the publishers directly, because they still get the same wholesale price. But the problem is that it lowers the perception of what books are worth, which in turn would impact what publishers can charge for hardcover and paperback books.   And in turn, it would (and apparently has) led to demands from Amazon for lower wholesale prices.     We can...
 The problem is that consumers and the press perceive it as boring and "no big deal" unless there are major technology leaps.   So if Apple releases another iPhone with a slightly bigger screen and few other improvements, it will most definitely be perceived as boring.    New versions of OS X or iOS with some incremental changes?   Boring (or criticized, if they continue to make changes which are perceived by many as steps backwards, like the flat icons and almost-missing...
 1.  There's nothing inherently illegal about the agency model. 2.  The Supreme Court ruled a number of years ago that manufacturers could indeed set minimum selling prices.   Prior to that ruling, manufacturers could set only minimum advertised prices.    And companies such as Sony and Nikon are now enforcing minimum selling prices on their high-end products.    (Apple also does this, but indirectly, by making its wholesale price so high, there's no room for discounting.)...
Apple needs to get better at spreading false rumors that will sting Samsung.    Like they're going to make screens out of a cheese composite.   Or that the next case design will have polka dots.   Or will have a trapezoid shape.    Or that they're changing the default font to Cracked.  Etc.
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