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Posts by bsimpsen

The market has already answered your question for you, the Vita is in serious trouble.
This remains to be seen. Let's hope the Fingerworks crew were far enough ahead of the curve that they've got a good footing in multi-touch. Cypress, Atmel, Synaptics and others have been working in this area since before the iPhone. We won't know the value of Apple's patent until they bring it to bear against potential infringers.
I might agree with this, but you've missed that, since losing the "PC War", Apple has become the worlds largest consumer of semiconductors and has the highest return on R&D in big business. We're already seeing hints of monopsony and competitors are having difficulty competing on price. Apple is now large enough that vertical integration doesn't lose volume efficiencies.Also note that Apple is overturning the status quo in computers, as the Mac is gaining market share....
The rumored acquisition of Anobit would bolster this view. If Apple is able to take the lead in cost/bit for large Flash systems (Anobit's forté), competitor's margins will be further squeezed while Apple enlarges the performance envelope of the Air family. Apple's manufacturing volumes are now sufficient to justify vertical integration into the silicon supply chain. Every additional disintermediation makes it that much harder for others to compete.
If Steve had done that, 95% of computer users would be using crappy MacO/iOS. The Apple ecosystem is what it is because the operating systems are NOT licensed out. Apple's mistake 25 years ago was in pricing their products too high. Being vertically integrated could have worked then as it's working now.
For applications written in Cocoa, a Rosetta type environment wouldn't be necessary. Recompile for ARM and redeploy. Rosetta would only be required for old binaries. When Apple switched from PPC to Intel, very few applications had been written in Cocoa and so could not be retargeted easily. Times have changed.
There's something missing here. I'm sure Apple ordered far more than 5 million iPad2 batteries for the quarter. They did more than 9 million in the previous quarter.
Cue would be correct.
This continues to baffle me. But then this same "don't bother to do the math" problem, applied to something much more expensive, resulted in the housing debacle, didn't it?
This same disconnect occurred for Pixar movies. Just prior to each new release, the "experts" would remind us all that Pixar was bound to produce a dud, as the "law of reversion to mean" is unbreakable. What they failed to consider was that the law of reversion to mean doesn't actually exist.
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