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Posts by NormM

Just because the stock market is irrational doesn't mean Tim Cook did anything wrong. Apple makes the best products and most of the profits in each of its markets. The market share issue is particularly screwy. Just focusing on the US, where we have good figures, more than 25% of *all* cellphones in use are now iPhones (up from 17.5% a year ago, and 10.2% two years ago). And almost all tablet use is on iPads, so they're killing the market they're actually competing in...
Typo in the article. Dan's articles are great but often published with serious typos. It was a $900 million write off, not $900 thousand.
 Apple's share of cell phones in the US is going up exponentially: 25.1% of all cell phones in use in the US in September, up from 17.5% a year earlier and 10.2% a year before that.  You can invent some other market that it's not growing as fast as in the US, or worry about low end world markets that it doesn't participate in, but Apple isn't losing anything.
It does seem like a problem if the same patent is repeatedly challenged, rejected, and then eventually upheld -- with the challenges never stopping.  The usual response of the PTO is that if something that looks like new prior art is drawn to their attention, they will reject all the claims, and make the applicant explain why the purported prior art doesn't "teach" the invention.  This means that awarded patents will repeatedly be rejected and then reinstated.  Patent...
This is an article about theft deterrence.  This is very different than the "find my iPhone" functionality, which has allowed iPhones to be remotely found or erased (or locked) since June of 2010 (free for all in 2011).  This "theft bricking" feature is new, and has nothing to do with what you've posted.  I assume, though, that since Google is providing find-my-Android functionality, there is nothing to prevent them from adding the same theft deterrence feature also.
Makes sense.  But Apple is competing against touchscreen tablets, which is not this market.  It's also interesting that, if these things are surfing the web, then they don't help explain why there are so many non-Apple tablets but Apple has 84% of the web usage from tablets.
 It's hard to get real numbers for the rest of the world, but Apple's share of the overall US cell phone market is certainly not going down, and is not about to go down anytime soon!  There are good numbers for market penetration for the US from comScore mobiLens.  As of September, 25.1% of the total cell phone market in the US was iPhone.  That's a quarter of all cell phones in use in the US, not just smartphones.  A year earlier, iPhone had a 17.5% share.  Two years...
 This is exactly right, Daniel!  They define fake markets to minimize Apple's market share.   Perhaps the best example of this is the US "smartphone" market.  The total US cell phone market is growing very slowly right now, but most feature phones are being replaced with low-end Android devices.  Soon they will all be "smartphones", but for the moment the US smartphone market is growing explosively.  So despite the fact that iPhone now has a 25.1% share of all cell phones...
This seems wildly ironic.  Apple, which is in the process of taking over the world, with 25% of the entire phone market in the US (up from 17% last year and 10% the year before), is struggling in the stock market.  While MS, which is rapidly sinking towards irrelevance, is the leading mover.  What a world!
The first few problems that come to mind: o Doesn't look legit -- who's going to be willing to accept it? o You can use it to easily copy anyone's card you hold for a moment. o Easy to accidentally change card (push button) while the vendor has it. o No signature strip -- some people care about that. o Expensive to replace if you lose it. o Eventually the battery dies and you have no cards. o Most countries use smart cards now.
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