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Posts by karmadave

I see the new MacBook more as a 'concept machine' for Apple to try out new ideas/innovations that eventually make it into the MBA and MBP. My guess is that they will sell a limited number to Mac enthusiasts, but on the whole, the other laptops will sell way more units. 
To me, the Apple Stores seem cold and sterile. The noise at the Downtown Palo Alto Store is downright obnoxious probably due to an over-fixation on glass and concrete. Apple is obviously going to need to make some changes, when they introduce their watch, but other changes are probably long overdue. It will be interesting to see what Angela Ahrendts brings to the table. I have never shopped at Burberry, so I have no idea of what sensibilities she brings to the retail...
 That's not the way Intel works. Just like Apple, Intel does NOT license it's architecture, but builds a product and sells it for whatever price will maximize it's profits. Apple (or anyone else for that matter) licensing the x86 architecture will never happen. It makes no sense for Apple to switch, to ARM, for it's MacOS devices. The benefits of Windows compatibility alone would dictate that doing so would significantly hurt sales to Enterprise customers. Why not let...
The iPod may have been a closed system, but it was in no way a 'monopoly'. Users were free to rip their CD's and install music purchased from the iTunes Store. What they could not do was install music encoded with competing Digitial Rights Management (DRM) from companies like Real or Microsoft. It makes perfect sense for Apple not to support competing DRM. As I recall, Steve Jobs was also a huge proponent of getting the labels to drop their requirement for DRM by...
I don't see Mac ever having more than a small segment of the Enterprise market. Microsoft is simply too entrenched and corporate bean counters are to wedded to the Wintel duopoly. iPhone and to some degree iPad has made significant inroads and now account for the largest share of smartphone and tablet segments thus giving Apple a degree of penetration that Mac never did or will ever have in the Enterprise. I see this partnership as being more important to IBM than to...
Samsung is a huge Korean conglomerate with many other LOB's. They still generates tons of cash and will be a formidable competitor, in smartphones, tablets, and PC's for years to come...
Consumers will ultimately vote with their wallets or should I say smart phones. No need to threaten lawsuits or investigations. I for one will seek out merchants that offer Apple Pay and only use my debit card. Basically turning my smartphone into digital cash...
I attribute much of this to the 'hallo' effect. As more people use iOS, they are looking at purchasing a Mac when they need a new machine. I think Apple's pricing moves, on MacBook Air, helped drive sales too. Overall, a really great quarter for Apple with the only real issue being iPad sales...
The IBM partnership will help, but it will not significantly boost iPad sales. IBM doesn't really have a sales organization geared to selling end user devices and not every company is working with IBM Global Services. In order to move the needle Apple will have to convince existing users to upgrade and bring lots of new users into the fold. I personally see no reason to upgrade my iPad 4 since it runs everything just great. A 12" iPad could be interesting, especially with...
Intel needs to keep the PC relavent and cool or they will see their revenue and profits fall. They simply can't sell a chip, in a tablet, on such thin margins and as much as they make fat margins on servers the volume is simply not enough. Apple will continue to use Intel, on Macintosh, because the switching costs do not outweigh the advantages. Most of Intel's efforts lately have focused on core-density and power management. Clock speed is still important, but somewhat...
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