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Posts by TheOtherGeoff

When Apple was in the verge of being kicked out of the majors... it strung together a few game winning hits, iMac, iPod, Powerbook, OSX... At the time, they were good solid singles and doubles... but they got Apple into the post season, and therefore enough to retain them on the roster. The Macbook,  the iPhone, the iPad... those were Out of the park grand salamis...   pushing the Apple to the championships. Now, with the ballpark sufficiently larger, hitting it out of the...
I think your 'eating' analogy can be turned against you. If your competitors are eating all the rancid, tough beef and 'beef-like' markets, and you are still feasting on tender prime rib and filet mignon,   I say let them eat themselves full.' HOWEVER, What I see from the charts is lost opportunity 9 months out of the year. Apple is a one quarter beast.  I used to think the Xmas quarter was one where everyone sold a lot of phones.  But world wide, it appears that Apple...
first born sons are always a fungible assets, as are souls...   I'm surprised there isn't  one on the market yet.  It would be nice have a lightning connected keyboard and battery pack. my guess is that apple TV will never be the 'game...' it will be the display of a game running on your High performance game.performance = fast.User experience = quick. You don't have to be fast to be quick, if you can properly coordinate and anticipate your next move.    The issue is...
this is slightly different, where the 'style' of the car's 'infotainment' interface is evolving from decades (maybe only years) of consumer experience. Mid and 'low-luxury' cars have a 3 year half life for most people (lease new, 24-36 months, or buy, and keep until 36,000 sort of the low end of warranties now), therefore like phones, consumers continually upgrading.  Watches have been around for centuries, and high-end multi-function ('complicated')  chronometers for over...
in a world that is about to have a a real 'damn the profits, full marketshare ahead' player in the TV internet STB world.    This is the correct thought thread.  Roku could 'play' when appleTV was a 'hobby.'  But Apple is reaching out to the content owners, creating 'apps' (internet channels), and having these integrate to the non STB world (ipad, iphone, ipod).   And with Amazon coming into the market, Roku is now a small time player with a 6 shooter caught inbetween two...
Ballmer's gone.... There's a vacuum in the Anti-Apple FUD world (don't you hear that giant sucking sound?, especially after all the MS love about the iPad yesterday)...  and nature abhors a vacuum
it's more of where you are when you need to buy it again.    Unless I'm a MS sharedholder,  if I'm on my iPad, and it says, 'pay up'  and it's 99/year on the ipad and 99/year on the Office365 website (or PC, or surface)... what incentive will I have to leave the environment, pull out my credit card, and type in all the info.   Why not just click pay, enter my AppleID password, and continue working?
It's a big deal. It's a serious app for serious people.  If you need it (spend $100 now and get the bid sheet out for the contract, or not... and lose the bid), you will spend it. if the numbers are right,  $30/head per year... for hmmm, lets say 100 million people who pay for it via the iPad (in 2010, there were 750 million licenses of Office, and we are approaching 200Million iPads, at nearly 20 million a quarter... I think the gating factor will be how quickly...
I think both are right, although the latter is less of an issue if the former was not true.  The external subscription is the key factor here.   as long as that is the revenue stream, microsoft staunches the revenue hemorrage.  It's no different than my IRA management app... it's free, but they are taking 1% of my assets under management.   I think it better be free (and a send me a few free tickets to your golf tournament too..)
and I dropped my sunday edition as well.   I like the NYT, but $32/month for just the sundays (out in the hinterlands) to get a tactile edition of the 'soft stuff' and electronic access to everything else was borderline for me.   I was fine at $16/month.  I'm stuck now just with my NPR and BBC, which aren't as in-depth as the grey lady. And Like you I understand this.  We are seeing a swing in the pendulum of professional journalism against the market forces.   I don't...
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