Quote:
Originally Posted by shadash 
Here are the arguments I have made over the last few months that have "failed":
1. Apple needs to expand carriers in the US because AT&T sucks for a lot of people, to increase the number of units sold (still at a healthy profit), and head off the threat of Android.
2. If Apple can't produce iPhones fast enough to meet demand, they need to increase manufacturing capacity. Even if their margin is slightly lower than it would have been at the 11 million units, their total profit would increase.
3. If they don't do these things, Apple will fail to dominate. Note the future tense, which was in all of my previous posts, although you conveniently changed it to present tense.
If you can't agree with those above arguments, then enjoy the Kool-Aid. I have never argued that Apple should license iOS. I have never said that only units sold matters, not profit. You keep trying to make it seem like I have said those things, but I have not.
I think the constructive part of any conversation we might have in the future is over. I am going to put you on my ignore list. I would appreciate it if you did the same. I have nothing more to say to you.
Here are the arguments I have made over the last few months that have "failed":
1. Apple needs to expand carriers in the US because AT&T sucks for a lot of people, to increase the number of units sold (still at a healthy profit), and head off the threat of Android.
2. If Apple can't produce iPhones fast enough to meet demand, they need to increase manufacturing capacity. Even if their margin is slightly lower than it would have been at the 11 million units, their total profit would increase.
3. If they don't do these things, Apple will fail to dominate. Note the future tense, which was in all of my previous posts, although you conveniently changed it to present tense.
If you can't agree with those above arguments, then enjoy the Kool-Aid. I have never argued that Apple should license iOS. I have never said that only units sold matters, not profit. You keep trying to make it seem like I have said those things, but I have not.
I think the constructive part of any conversation we might have in the future is over. I am going to put you on my ignore list. I would appreciate it if you did the same. I have nothing more to say to you.
1) So if they sell more units at the same price and cost they make more money. You honestly posted this as some epiphany and not just common sense? Of course, you dont mention any reasons why Apple cant just start selling the iPhone on other US carriers. For example, the fact that the HW is incompatible to all MNOs except T-Mobile, and even then the HW is incompatible to their 3G network, or that there are likely contracts that keep this from happening.
2) In a perfect world where increasing production can be instant, where demand will continually increase so youll never have an oversupply that could become loses, where the cost to invest in a new factory is free and also created instantly, and where you can get all the components you want from your suppliers without ever being at their mercy then sure, you have another obvious point. Unfortunately the world doesnt work that way and there are well defined economic models that tell a company when its the best time to expand. For example, do you think it would make sense to pay for the a factory that will cost you $5,000,000 per day if you estimate the maximum total youll make in profit from the extra handset youd sell is only 1/20th amount? Youre quick to say whether Apple will sell more or less, but you never offer any specifics, never look at the big picture and you completely discount any economic models regarding business. Real models, that real companies use in the real world to determine how to maximize their profit. Really!
3) Explain to use again how Apple will fail to dominate the handset market. By your measure Nokia must be the most dominate handset maker because they sell the most units. Oh, thats right, youre only considering the iPhone (hardware) and Android (freely distributed software). By your measure they wont, in fact, by your measure they dont even though you mention a future tense without showing how Apple will be pushed out of the market and their profits will be dwindling in the future tense.
4) Note that every handset vendor that has chosen Android is doing so as a last resort effort to keep from going under. All were hemorrhaging money, many were in the red quarter-after-quarter until Apple showed Google how to make a mobile OS. Now many are turning things around but not on the same level as Apple so I cant imagine why Apple would lose money in the future to the soup kitchen OS for the destitute handset vendors.
Dick Applebaum on whether the iPad is a personal computer: "BTW, I am posting this from my iPad pc while sitting on the throne... personal enough for you?"
Dick Applebaum on whether the iPad is a personal computer: "BTW, I am posting this from my iPad pc while sitting on the throne... personal enough for you?"
