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Posts by TheOtherGeoff

Yep.   Remember when the iPod line was consuming Flash RAM at a rate faster than the market could handle, and Apple was buying it 2+ years in advance (effectively paying for the factory to get 100% of the output of it), effectively locking competitors out of the space. the 25% number seems high (unless they have a new device that is DRAM fat... oh, say a set top box with local DVR capabilities.), but I can mentally justify 20% given the mix of iPods/Pads/Phones/MBAs they...
Or they cancel the iPad mini line.   I don't think they'll ever  increase the pixels on the Mini, and eventually they will on on the 10" iPad. making a 5.5 iPod allows for a lot (all but the radios and antennas) of reuse between iPhone and the iPod.  That's gotta be a price benefit, compared to having a completely different supply chain for the iPad Mini. 3.5 (still supported)4"4.7"5.5"8"10"(12?) That's a lot of sizes.  I see 3.5 deprecating next year, but I think the 4"...
It all depends on the last quarter, which we should know in 2 weeks (maybe even hinted at in 3 days)But looking quickly at asymco.com... Apple has shipped north of 76million phones for the first 6 months, and the jul-sep quarter is usually higher than the apr-jun quarter, which would put it between 36-40 million. Last year it shipped over 50M phones, assuming a demand for the larger phones, 25% growth to 63 million on this is conservative To me, the question is this time...
in the mac line:  If you're making 5 Million computers every 90 days, that's 55,000 devices a day, and assuming 1 screen per device, that's about 1 display per second.  as for retina on the iMac... a greater power envelope to exploit... No batteries to worry about.
Hence the FBI's concern.   They've been able in the past to 'fish through' phones and gmail accounts etc surreptiously, because the lock was either trivial and the remote access didn't require a court order (or at worst a FISA court order). Apple's design change to not escrow any keys has basically pushed that court order away from Apple (and in a FISA order, Apple was compelled not to leak the fact they were allowing the gov't access to an individual's data) and directly...
[edit... redundant]  Apple Stores SELL.  Bose doesn't want to be the one telling their high net worth customers to hoof it to another store to buy earphones that are slightly better than Beats or Sennheiser or HK or whatever Apple places at eye level.  Apple doesn't care, and has lawyers that are battle tested, and a war chest that could chew Bose up. I'm sensing the dropping off the shelves was Apple Telling Bose, 'how much is this worth to you?'  and Bose saying, "not...
They tried to do too much. Watching a stream isn't the problem en masse, but then sending a side channel discussion on the same page [literally] telling people what they just saw... that was the issue.   Modern data distribution networks (the dark fiber between Apple and it's CDN's and them to the major/minor ISPs/POPs) minimize the suffering.  If it were just that, the streams would suffer a lot less (there is always some level of bottleneck/throttling, but it can be...
 Why do they sell socks next to shoes?   beer next to pizza? Lube next to condoms;-) Because the customer is already in prime buying mood;-) if you walk in wanting to buy a phone and headphone pair (impulse shopping), try a couple headphones on while the apple genius syncs your phone, and walk out with a slightly deflated credit card and a pair of Beats cans with your 6+, 
There's risk in that.  If apple buys shares, the  immediate returned value (When Apple buys a billion in shares, iCahn's shares go up by at least 2-4%) and this value is folded into iCahn's current holdings, as the buyback is increasing scarcity, and increasing equity per share, which were probably bought at $60 a share, and they go up, he's seeing a massive valuation.   If they Go down, he's still holding a massive profit.  And if the market reacts to his 'pricing, they...
deferring the inevitable.  That's like saying the iPhone wasn't a Smartphone until BlackBerry like phones were 80% of the market. What is a general purpose computer- Allows you to create content - Allows you connectivity to your corporate, home and inter nets- Allows you to run open protocols (HTML, TCP/IP, etc)- can operate independent of the network (it's not a 'terminal')- Can store stuff- can be updated and extended with software and data as you desire/afford/need The...
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