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Posts by TheOtherGeoff

err.   your definition of 'lots' is 'of the people i notice'  This is the classic AppleInsider myopia... "The universe of Apple is what I can see or perceive." In the Apple world.... employer PROVIDED phones is not lots.   Not at Apple Scale.  They realized that when they stopped fighting the Corporate PC wars.   There are 100's of 'consumers' to every 'corporate -supplied X' in the world.   99% of their sales is driven by the individual.   In non 1st world countries, that...
sometimes innovation is that. Post-It Note Glue found a problem... (the original purpose was to find a 'permanent' non-toxic adhesive.) Viagra 'found' a problem;-)  (original trials were for hypertension... when that trial failed the Phase II male research subjects absolutely did not want to give back any of the pills). Minimally, it's like 3d printing... early production attemts drive manufacturing efficiencies downward. While I think this is silly (multi-touch nav over...
 25,000 iphones... that's a smidge over 90 minutes of total iPhone sales (Last quarter, Apple sold 16,000 iPhones an hour... 7x24) People.  Corporate phones are not the big market.   While it will allow people to carry one phone instead of 2, corporations are 'followers' in the mobile market (as opposed to leaders back in the PC and Laptop days). While Pfizer moving off of Blackberry is big news for blackberry (one more artery of sales just closed off), it's ho-hum for...
Gartner also feels Windows Phone will be the Number 2 smartphone by 2015, and continues to tout its amazing market growth. I just don't trust their numbers, given that most of their research is polling their paying CTO Members (who for the most part, grew out of the mainframe to windows conversion). Gene Munster has better numbers than that.
 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.
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