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Posts by Blastdoor

I generally agree that Wall Street doesn't understand Apple.    But I'm very sympathetic to their lack of understanding. Apple is totally unprecedented. How do you fit this data point into your statistical model? You can't -- there's nothing remotely like it in anybody's data.    To buy Apple stock, you have to believe that Apple can make monopolistic-ish profits even though they don't have a monopoly in anything. You have to believe that customers will continue to buy...
His points aren't all bad. Apple's P/E right now is pretty high relative to Apple's P/E in the past. That means people do have very high expectations for this latest quarter and for what Apple's guidance will be going forward. If those expectations are met the stock price will, at best, just stay where it is.    Wall Street is generally biased against Apple, in the sense that Apple is so different from all the other companies they follow. It's just very hard for them to...
 Me too..... if well implemented. I just hope it isn't overly dumbed down. 
Stylus, eh?   Well... I guess people will probably quote Jobs' opinion about the merits of a stylus (he was against it).   But a few thoughts:   1. adding a stylus at this stage of the game as an optional accessory is quite a different thing from having the UI built around the assumption that a stylus is necessary from day one   2. I can imagine that enterprise/pro customers want something more than fingers as the basis for interaction with an iPad. A stylus might...
There's a fine line between being a thief and being "entrepreneurial" or "a hedge fund manager". 
srsly.  Stealing is wrong.... but this is pretty cool. I kind of have to respect the effort and ingenuity. 
I tend to believe Apple is going to switch, but if that's their intent, I wonder if there's anything Intel can do to keep them a customer. I can think of a few strategies for Intel:   1. Cut prices. 2. Offer to fab Apple's ARM chips (if you can't beat em', join em') 3. Offer Apple early access to next gen Core chips (that is, keep Apple first in line for new chips, giving them a 3-6 month lead over other OEMs)   I can't believe they'd do #1. It would just facilitate...
Yeah, he looks like an IBM executive from 1955. 
Apple also uses Intel chips in their datacenters (or so I assume -- there really aren't any realistic alternatives other than Power7/8, and I seriously doubt they use that).    I'd love to see some informed speculation as to how many Xeons Apple buys from Intel every year to go into those data centers. Those server-grade Xeons are the highest profit margin chips Intel sells.    It's not crazy to suggest that Apple could develop an ARM-based core that could scale from...
I agree -- the whole reason it's delayed is because of Intel.  But it's because of those kinds of delays (along with Intel's 60% margins) that Apple might want to ditch Intel. Apple could probably cut between $50 and $100 off the price of the low-end MBA if they ditched Intel.
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