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Posts by nht

  An app store is possible but neither the current Nano nor the aTV support apps.  It is also a point of differentiation to segment the two products to reduce cannibalization.  Kinda like not providing a GPU option in the Mac Mini.   The advantage of no general app store comes in having very tailored apps that run VERY well on the limited Nano class CPU as opposed to a bunch of apps that run poorly.  That is the problem with $200 Android smartphones. 
    Nope.     High volume low cost high profit are all vague.   A $199 iPhone Nano that makes more profit than the iPod Touch is what in your scale?  Given that the 6th gen iPod Nano BOM was in the $43 range.  Lets double it to $80 and that still less than the estimated BOM for the 4th gen iPod Touch.  Given the much smaller touch screen, the vastly cheaper CPU, 3G vs LTE radio and so forth around an $80 isn't an unreasonable expectation.   Is the iPod Touch low profit in...
    There are feature phones the MSRP from $200 to $280.  They get discounted pretty fast and start subsidized down to the $80 level on contract.   Go look on Verizon, pick "basic phones" and then switch to "month to month" and you'll see several phones shoot up to $200+.  Samsung and LG have a couple that MSRP above $200.       The audience that likes the Apple ecosystem (iMessage, iTunes, etc) but don't want to pay $50 a month for a data plan.   As for Siri:   "If you...
  Strawman.  I never asked it should be taken as canon.       Been there, done that but this still isn't a "case".  Just a more wordy opinion.       By definition it does: "a positive statement or declaration, often without support or reason"   Simply stating that there is a market for quality feature phones isn't an argument.  It is a premise that he hopes you accept.         Exactly.  Neither does shouting or endlessly saying the same thing over and...
  iPods in general are in decline.  That includes the touches.  In any case, his statement remains true.       Restating your position is not a rebuttal.  You can say this about every market that Apple has ever entered:     So why should Apple enter the MP3 market?  Why?  They specifically didn't, and that was for a reason. So why should Apple enter the video iPod market?  Why?  They specifically didn't, and that was for a reason.   So why should Apple enter the phone...
  I've stated 1 and 2 elsewhere.  They aren't a case.  They are simple assertions.  The obvious counter argument for #1 is that the market for feature/messaging phones is very price sensitive and the quality feature phone niche too small to be very profitable.   #2 is predicated on #1 being true.  #3 is offset by his observations that the "it just works" ecosystem is slipping.   Three debatable assertions are a "through argument"?     The funniest thing is that piot...
  You've never read the quarterlies or annual report?
  It "happened" in 2010.  Sorta.  They've been very steady as you can see in the chart below in terms of cash/short term investments from $24.49B in 2008 to 29.13B in 2012.   http://www.marketwatch.com/investing/stock/aapl/financials/balance-sheet   You can make the case that based on cash flow it REALLY started happening in 2011 as everything that matured ($69B) as well as everything they made ($37B) got pumped back into investments...
  It's pretty much been this way a while now.  $10B in cash.  $15-20B short term securities (less than 1 year).  The remainder in long term securities that mature past that 12 month mark...mostly ones that mature between 1-5 years.   So when you look on Apple balance sheet on Yahoo you see $29B "cash" (actually cash, cash equiv + short term) and $92B long term investments.   http://finance.yahoo.com/q/bs?s=AAPL&annual   What number has been growing like crazy?     Long...
  The more moving parts the harder it is to make it all "simply work".   From this perspective the iPhone Nano is a bad idea...unless Apple decides to drop iPods in favor of just iPhones and iPads...   That would be one hell of a move now wouldn't it?   3" iPhone Nano replaces iPod Nano 4" iPhone   5" iPad Nano replaces iPod Touch   7.85" iPad Mini 9.7" iPad
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