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Posts by Capnbob

I am advocating replacing them with almost disposable hardware (that costs less over 3 years than a properly supported Windows machine) using an OS that provides superior cloud-based performance. Most businesses and schools will take the Samsung desktop or similar which is basically a bumped up ATV2 type thing. Hardware will be under $200 and less likely to break than a laptop. Netbooks with Windows do nothing well - we have spent the last year+ crowing that in support of...
I realize that people who live alone on islands have no social skills but that means you should check your spewings as though you were a normal human being and not a little bile factory as you seem to be. Anyway, Dick and others have put forward their points based on experience but I would suggest that asking the stable and feed guys in 1890's New York what the requirements for transportation in 20 years time would be is about as useful. I work with IT guys all the time...
As a consultant (not IT), I work in many big corporations each year and while I agree that they mostly use desktops (though large cadres of people are now being given laptops and docking stations so they can telecomute etc.) most of the desktops are horror shows. Underpowered old things. And what are they increasingly trying to run - MS Virtual Desktop - a nightmare kluge of heavy technologies trying to local cloudify employee experience exactly the same as Google is...
As others have said, they use revenue as the yardstick. What is more interesting is the trajectory based on this year's predicted FY and then next. This year is looking like $105Bn conservatively and at least $140Bn in FY 2012. That gets them awfully close to top 10 and over doubling revenue (and profit no doubt) in 2 years. That's when tongues loll and chins hit the floor (and Apple becomes worth more than Exxon Mobil). Strap in, it's going to be an insane ride (but not...
So that implies that at $300 per unit, they sold ~16,000 units. If they only count the wholesale price then it might be 25,000 units at about $200 per unit. Either way - pitiful vs. 1M ATV2s.
I think in this case, they really are implying "slow".
I think there's a song for that... it's by Journey, it was used in the final episode of the Soprano's, the first episode of Glee, Target ads (I think)... c'mon it's on the tip of my tongue... tip-tonguey, tip-tonguey as our Inuit brethren would say. C'mon, someone help me out... PS OT but funny how one song gets used in 2 of the most defining series of recent times - one that ended an era (gritty, dark, compelling dramas that don't pander to advertisers see also the Wire,...
I'm trying to play spot the jackass but I keep coming back to you. Clearly, Apple's report yesterday was 18.6M iphones, revenue $12Bn, net income $3Bn - JUST FOR IPHONE.Nokia Q1 - 7.01Bn EUR (~$9.5Bn) for Devices and Services. Are you really going to compare the iPhone to Nokia including the network infrastructure business (~$5Bn) (and NAVTEQ licensing - $0.3Bn)?$9.5Bn vs. $12Bn is the appropriate comparison. PS Accessories are the difference between reported and...
Apple TV is $99, PS3 basic is $299 in US. ITunes, Netflix, Airplay, strong integration to your home PCs for a total impulse price. PS3 is nice but 3x the price and nowhere near an impulse buy. When they open up an App store for it, it will become much more useful (and all the UK VoD services will probably magically appear).
True, True. Devices are higher margin but also higher risk, higher investment in working capital, inventory etc. and the bigger downside that you can be left with a million or two unsaleable 7" GTabs if you get it wrong ;-) Semiconductors are building to contract orders so it is a more predictable business (though bad if a demand dip happens after you invested a billion $s in a new fab you no longer need right now).
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