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Posts by Blastdoor

Note there's a difference between "analysts" (as in, Wall Street) and "pundits" (as in, gizmodo). The analysts actually do a much better job than the pundits (which really tells you something about how bad the pundits do!) 
  The latter, but it will take them a while to figure it out. Funny the things that apple-hate can do to cognitive abilities. 
  And yet they also like keeping secrets. This could be a secret worth keeping as long as they can -- it's a safe bet that if they did something good here, people will try to copy it. 
I had kind of hoped that Apple would have kept it around at a lower price in developing markets to gain market share. But perhaps Apple is thinking that the iPod Touch is the better way to attract people to the ecosystem at a lower price. Plus, I'm sure there will be plenty of used iPhones sold at discounted prices around the world, which can also help expand the user base.
It will be interesting to compare the performance of the Krait to the A15. 
Krait is not A15. It's a custom core designed by Qualcomm that is not based on the A15. It may perform similarly to the A15, but I don't think that is generally known yet. 
  I actually do think it's reasonable to believe that somebody will pick an iPhone instead of a cheap android phone as their first smartphone. For example, I'm sure that when my niece and nephew are old enough to get smart phones, they'll get iPhones -- their family has the money and they already like Apple products.    But that issue aside, I think it's interesting to note the massive difference between the U.S. and the rest of the world. The iPhone is the dominant...
It's interesting to think about this in the context of the story from yesterday in which somebody said the iPhone 5 will add to growth. If the iPhone 5 just shifts demand from those other companies to Apple, then the net effect on growth could be very small. This is a nice lesson in macro-economics and aggregate demand.
I think it's safe to say that apple doesn't need to worry about competition from the Kindle Fire in markets like this.
Wild -- I wonder what carrier is being used, and if Amazon is somehow subsidizing the LTE coverage. If not, then Apple should go kick AT&T and VZ in the nuts and demand a better deal for iPad users. 
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