or Connect
New Posts  All Forums:

Posts by nealg

I have had the thought, although I don't think Apple is really doing this, that maybe the reason for the delay in the new desktops is to have them introduced around the time that Windows 8 is introduced and possible get some more people to switch. That goes along with your ad campaign.
It sounds like a nice idea having the phone and desktop run the same OS. It will be interesting to see if MSFT is successful with this. I haven't seen much written about how the 2 interact. It would be nice to hear about that. But Tim Cook's line about the toaster and the refrigerator keeps bouncing around my head and I think this will be a problem for MSFT. I see some say that they like Metro but I see more saying that they don't. Some people are being honest and some...
All very interesting stuff. All this patent and trial stuff is a bit greek to me so I will wait for the trial to straighten things out. It will be interesting to see what has appeared in the press so far is real/imagined for each side.
Dasanman,   Thanks for the link. I pulled this one part out for posting here   <
Part of the problem is that Apple has gotten very big very fast and people are expecting them to be able to blow out earnings and revenues every quarter despite the issues with product transitions, especially around the iPhone transition. A high percentage of growth is more difficult as the larger the numbers get.   For example. They grew iPhone sales by only 30% yoy. I add only in there because everybody was expecting more, like what happened with expectations from...
My take on the numbers   Numbers were just ok. About 20% growth on revenues and earnings. Maybe part of the issue is the bigger you get, the harder it is to drive a higher percentage of growth. Beat their own estimates but not the expectations. The guidance showed growing revenue at what looking like about 20% yoy and less than 10% for earnings. The guidance was ok on revenues and not so ok on earnings. Apple was still fairly light in their guidance for the just...
  Are you sure that android phones cost less to subsidize? I haven't seen that mentioned anywhere. If you have a link, it would be greatly appreciated.   What I have read is that one of the big costs to the phone companies is turnover. That is one place where the iPhone is better than Android http://tech.fortune.cnn.com/2011/08/01/survey-iphone-retention-94-vs-android-47/ It is last year and the timing favors Apple and the numbers are small but it was what I found on...
I don't think this is the reason why ATT has been pushing other phones. I think they don't want to be dependent on Apple and the iPhone because it gives the carrier less leverage in any negotiation. But as was reported, wireless margins are up at ATT. One reason is less churn, and a good part of that is loyalty of iPhone users. The other is that, and I believe I have seen it mentioned in other articles, that Apple mobile users do more shopping and probably use more data...
I think the numbers from Verizon and ATT should mean the carriers cutting the subsidies for the iPhone stories should be put to rest for a while. Churn is low since ATT is keeping its iPhone customers. As asdasd says, Apple has them over a barrel right now. It is a nice place for Apple to be. But it may not be as unhealthy for the carriers if they can reduce churn and if their wireless margins continue to improve(I wonder if margins were broken down by platform-iOS vs...
You are correct. http://www.forbes.com/sites/timothylee/2012/05/03/target-pulls-kindles-off-shelves-in-retaliation-for-showrooming/
New Posts  All Forums: