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Posts by gprovida

Unfortunately, the ease and low threshold of what constitutes evidence to warrant a threat has dropped to the point that it is effectively meaningless. This suggests that with higher security levels that can be cracked the police et al need enough confidence that the "juice is with the squeeze" versus current process which is frequently seen as a fishing expedition. Another point is that other nations have such low regard for US efforts for privacy that it is unclear if...
I agree the sales expectations are rather high. IPhone sold only about 5+ million in the first year. Depending on exactly when you star counting.
http://stratechery.com/2014/now-apple-watch/ Recalling the long term move towards personal and as an aside mobile as its surrogate seeing the desktop to laptop to tablet, to smartphone, and now wearable phase 1 watch, the expectation is wearable watch will take the place of the smallest personal devices (2-3 years) and a new order of personal will evolve. Wearable (watch) IPhones iPads, laptops, desktops, TVs Will appear. Not everyone will have all of these, but expect...
Interesting development. I am not sure this is intended to punish SAMSUNG, my bet is Apple wants to diversify its supply chain, enhance competition, access other technology, as well as enhance protection of its chip set IP. It would not surprise me to see SAMSUNG back at some future date and/or split production. Whatever problems Apple has had with SAMSUNG's phone/mobile division, their components have been sound, advanced, and met huge demand surges. These are...
Well SAMSUNG has started this as well copying the stores. The interesting part is that the stores in Europe have design patents that should complicate using "copy me" strategy in one of the most important markets.
SAMSUNG made a gamble to put at risk it's biggest customer, Apple, to pursue smartphone competition with Apple and even after Google warned them to not copy so slavishly chose to do so. They were unable to repeat their success with Sony, Toshiba, and Panasonic and are now being treated to the same strategy by Chinese manufacturers. Their refusal to negotiate non-copy or clone with Apple, as in contrast with HTC, has resulted in a declining business relationship and...
While rumors about the iWatch need to be taken with a huge grain of salt, there is an internal logic in the article regarding the sapphire and AMOLED display. Regarding Sapphire, Apple has progressed in steps from camera to touch to perhaps iWatch and eventually iPhone. And since Apple chose to not include TouchID last year, due to novelty, differentiation, but also supply and manufacturing, that this might apply to iWatch is reasonable. Similarly, Apple has looked into...
It is pretty clear now to even blogger and analysts that the big threat from China will be to Android premium sales companies SAMSUNG, LG, HTC, etc versus Apple. On the high end, SAMSUNG faces Apple iPhone line up and this market is not a commodity. Compounding the problem is Google putting pressure on Samsung to not develop Tizen nor create a differentiated Android phone. SAMSUNG's "Sony" strategy to copy and undercut prices has not been as effective as they hoped and...
Suspect data,quality from Gartner, IDC, et al. Aside, the profit share changes year over year would be more interesting. Grabbing share at the expense of profit is "easy," but eventually the piper must be paid. The PC business is a classic example, where the profit and margin is owned by a Apple with small albeit growing share.
Amazon is experiencing the effect of investments not being profitable. although most of this has been hidden in their reports. I suspect Kindle, Fire TV, etc., are also contributing to the overall limited profitability, although not evident in their reports. Hardware sold at or below cost to achieve other sales e.g., books and movies, are all well and good, but without clear associations supporting these expectations, its all speculation. And with Amazon it is almost...
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