or Connect
New Posts  All Forums:

Posts by nht

    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
  Depends.     Apple's strategy is based on product focus.  (Skating to the where the puck will be)  They are very successful. Samsung is based on a broad product base.  (Sticking a guy everywhere the puck could possibly go)  They are very successful.   The folks struggling seem to have neither a razor focus or sufficiently broad product base.  IMHO it would not be a good idea for Apple to move toward that middle ground.   Is this the right time to broaden their iPhone...
  It's tiresome because you guys are endlessly dismissive of everyone else's opinions because of some narrow view of what Apple will and will not do despite repeated wrong predictions (iPad Mini, name of the iPhone 5, etc).  Not because of whatever "vision" you have.   Neither you nor I have a "vision", we have an opinions.  There's no "case" to be made because there's no hard data on costs, profits and more importantly bandwidth for Apple to maintain product focus....
New Posts  All Forums: