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Posts by Capnbob

  I don't think the iPad 2 gets much cheaper over time. The iP4 hasn't (only dropped $100 in its unsub price and its BOM hasn't crashed just because there are 120M out there already). The problem with component pricing is that generally volume makes them cheaper, not age. Look at memory - the cheapest memory is almost always close to the newest, fastest, best chips since those are the ones with massive volumes. PC-1066 is cheaper than PC-8500 which is cheaper than...
The massive irony of that graphic from Amazon is that they are not even an authorized reseller of the iPad and all those entries are from other 3rd parties reselling iPads all above list price. Notice the prices - all at or above list - most of them are probably refurbs so people are working the arbitrage via Amazon (just like they do on ebay).   If the vastly more expensive, above list price, dodgy sourced iPads can get that high up the Amazon sales chart, no-one...
  I agree that it is a bit of a disgrace but that is $41Bn on $453Bn of revenue - less than 10% margin. Apple makes $26Bn on $108Bn.   Also Exxon has to drill for oil/gas in increasingly difficult and expensive locations which does cost Billions (and can lose billions if the test drilling doesn't pan out) plus it doesn't set the price of oil or gasoline, though it massively benefits and can influence to some degree it by messing with refining capacity etc. But overall...
The hoopla for Apple is all about growth... and things move on very quickly in the Apple world.   $108Bn was to September last year. To September this year we are looking at $170Bn. Adding $62Bn in one year is almost the entire size of MS... IN ONE YEAR. Apple has already turned $86Bn in 2Q since last September.   As to margins... This last quarter, Apple's % operating margin was actually higher than MS (41% vs 40%). HIGHER - for a hardware company - that has a high Cost...
Apple seem to knock off a major revenue competitor every year and will do so again this year. With Apple's FY ending in September, the $108Bn is not really CY2011 which would include the insane holiday quarter (which was about $20Bn more than the same one the year before). Amusingly, that would put Apple at or slightly above HP's 2011.   Just using the Apple FY   FY09 - $43Bn - not sure who they were gunning for? Still about $10Bn behind Nokia in 2009 FY10 -...
In the words of Ella Fitzgerald and Justin Timberlake... "cry me a river"   I along with many other (but a dwindling number of) early adopters have unlimited data and don't ever abuse the bandwidth. We pay $30 to use whatever amount, others pay $25 to use the same amount (below 2GB). AT&T makes $5 more on us which is the vast majority of users. The texting thing is chickens coming home to roost (as many others have said). Not since the Vikings has a more egregious...
I agree - but I don't think screen size is the major factor as much as phone size. Back in 2007, to make a phone that fits nicely in average hands, 3.5" was an optimal size given power, weight, resolution and bezel/assembly considerations.   Now Apple can make something almost the same overall size with a larger screen (smaller/no bezels, etc.) so why not? Customers will still like the size and the screen. The one thing that I think is at issue here is can the larger...
  I agree. As Horace Dediu once notably said "when bloggers shed tears, cash registers ring".   I think that most of the nerd complaints will have no impact on the high-end of the mainstream of consumers which is the target for Samsung. The compromises keep this mainstream (a minor update on the GNex) but enough to keep them winning until the iP5. The point of this phone is not to please fanboys but sell millions upon millions of devices (not a few mil like the GNex or...
I think the biggest news here is not the derivative and meh hardware but the derivative and meh software.   This is BIG. If more signs were needed, Samsung is out to destroy Android as an open platform. Quite rightly in their quest to be a successful company via their strategy to copy and then try to out-Apple Apple, they obviously feel that they can hold up Android on their own as a Samsung driven ecosystem. The way the competitors are going they are probably right....
Also: RIP Muhammad (or Cassius...)
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