or Connect
New Posts  All Forums:

Posts by TheOtherGeoff

 More simply, think gross profit and net profit... Apple and Samsung are 109% of NET SmartPhone Market profit, or 100% of the Gross profit is made by these 2... everyone else is losing money to add up to a NET profit of 100%. It makes more sense than saying:There are 100Billion Samolians made in the smart phone market.  Of those, 109Billion are made by Apple and Samsung.  The remaining -9Billion of 'profit' are all the rest combined.
The iwatch modality will be the '.5' device... really the 'iphone shuffle' sort of  device.  Works in concert with your other devices, does a very specific set of ancillary jobs (my guess... think shuffle that can do M7 sort of data gathering, display imessage/calendar/notifications, and gather biotelemetry (HR, BP, ideally some blood electrolytes).   And talks to another iDevice via some lowpower BT or other network method when in range to sync up/xfer telemetry data and...
local maxima. the difference between 'apps' and 'channels' is the need for a common taxonomy and search lexicon.   The problem with 'TV' (vs music vs apps) is that I want bits and pieces of all the content as a consumer.   Having BBC build an App makes for a silly balkanization (like having 30 different Set top boxes inside of one that is beside another, and that connects to a device that can get Over the Air content as well). What we all really want isMe: "Watch most...
Again, Apple first day  release to the largest set of consumer markets is likely the cause of this.   Apple is Apple's biggest customer, and adding China to the day 1 release schedule creates a more consistent demand.  In the past, grey marketers were buying as many as they could in the markets they were released in, and shipping them to china and india for resale.   But they were all english (or german or whatever) packaging, which were more singular supply chains, and...
To extend (an in part disagree in part) this is that you can only have so many stores in a metro area and maintain that $6000/sqft premium.   As you move into more rural and more 'working class markets' you will basically pay your 'co-opetition' to pay the freight of the sale.   Yes, you're not making that last $50 of margin on your iPhone sale, but it's in the Walmart and BestBuy in Mankato MN, and the 40,000 people who visit that city every weekend from the farms and the...
 However, it can be the 'look at the left hand... while we buy a TV company with our right'    you think too small. Think Parent.  Think....  Disney.     (or... The company who's largest current stockholder(or trustee for the owner) happened to be married to Steve Jobs)   (Pixar + ESPN ABC LucasFilm Marvel, even the Muppets... and Disney India... don't laugh... bollywood is a market).   yes.
 those this year who are 55-64 are the feature phone hold outs.   looking for cheap and 'value.'' for lower incomes... size is bling therefore more value (super size it... conspicuous  consumption, etc.). That stats, to me, infer,- More iPhone users are now 'buying' their first phone.  Hand-me-downs, borrowed phones, etc are being upgraded to a 'new' phone.  These will be 1st time low income buyers (previous phone is not 'previously bought phone').   This will be a 'value'...
4 is right out.  Apple is not about 'causing damage.'   It's not a job they feel a phone needs to solve for a consumer.Now, if Samsung created a phone that create a demand that is defining a job... Apple would jump (iPad Mini), but I see a distribution decay between 4 and 6" that is normal for the demographic... there is no other sweet spot, just a distribution curve decay. 2 is out as Apple is not going to charge a premium for it's flagship phone in a class.  It will be...
The race to the bottom is all about leap frog efficiencies in production and undercutting on quality in measured bounds.   But in that layer between 'cheap' and 'quality' is where Lenovo plays... Lenovo is leveraging their corporate brand for the time being (They are the IBM of OEMs, quite literally, taking over IBM's PC line), and this translates for some.   So they are targetting those that want a 'quality brand' but not as expensive a brand as Apple or Samsung (remember...
agreed. At best,  MS will be forced to deliver a iOS version of Office at free or near free with a function set that is better than iWorks. Winner: Apple.. still sells iPads to everyone.   MS makes $10 per iOS user instead of  $110, But $10 per 1Billion users per release isn't such a bad profit.   MS... is blocked from the high margin consumer 'device' space, and has to compete on the 'Our 3 Windows experiences prove we are listening to our customer and not saying no to...
New Posts  All Forums: