Barclays puts $385 target on Apple, sees 150M FaceTime devices by 2012

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  • Reply 21 of 38
    asdasdasdasd Posts: 5,686member
    Quote:
    Originally Posted by Robin Huber View Post


    I think he did, but I like the coinage of nepots better--kind cool! Sorta like nepotists are people who give out such favoritism, and nepots are the beneficiaries.



    nepots is a great new word. The problem with higher priced stock is that it is impossible to buy a $505 stock for $500, but you can buy lots of $10 stock. The full market capitalistion may still be the same, of course, but that means nothing to small investors.
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  • Reply 22 of 38
    wizard69wizard69 Posts: 13,377member
    Quote:
    Originally Posted by Flaneur View Post


    The really, really big factor to consider is whether a live webcam will be connectable to the current iPad, either via Bluetooth or the Camera Connection Kit. Several have raised this question, especially in another AI FaceTime thread on Sept. 10, but I haven't seen anyone answer definitively that it will or will not be possible.



    Does anyone with developer insight care to speculate?



    The most rational approach would be via a dedicated dock connector. At least with Apples mindset. For the rest of us this is one of the reasons we wish iPad had a dedicated USB port. In some cases an external camera makes sense.



    As to Bluetooth I suppose it would be possible but dependent on the firm ware in the Bluetooth chip and profile support in iOS. The firmware we don't know about, but iOS coild be updated at anytime.



    As to a definitive answer that isn't possible as mind reading is an unproven ability. However Factime is a major initiative for Apple so anything is possible.
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  • Reply 23 of 38
    mj webmj web Posts: 918member
    Quote:
    Originally Posted by cvaldes1831 View Post


    Actually, there is very little fact in the quoted analysis.



    We'll see more facts on Monday. However, Apple breaks out its numbers in ways where people still must guess some of the details (e.g., they do not separate iPod touch sales from other iPods, they don't break out sales by country).



    Quote:
    Originally Posted by Robin Huber View Post


    I think he did, but I like the coinage of nepots better--kind cool! Sorta like nepotists are people who give out such favoritism, and nepots are the beneficiaries.



    I was aware I was coining an undocumented plural but taking creative license is one of my shortcomings. Nepotists works for me too.
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  • Reply 24 of 38
    Quote:
    Originally Posted by Dr Millmoss View Post


    Nope. Splits are little more than a gimmick.



    so are analysts!
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  • Reply 25 of 38
    Quote:
    Originally Posted by solipsism View Post


    Really?
    • That is 3.33 million iPhones per month

      (Isn?t that slightly under what they are doing now?)



    • That is 0.88 million iPads per month, assuming another April release for the iPad with FaceTime

      (Aren?t they doing about 3 million per month now?)



    • That is 1.25 million iPod Touches per month

      (Aren?t they on par with the iPhone unit sales?)




    Ah, the real trick of analysts - if they can pull it off, which is, however, rare - is to have the stock move up (i.e., they get the direction of the prediction right), but it does so more than predicted!
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  • Reply 26 of 38
    Quote:
    Originally Posted by Kibitzer View Post


    Do you mean nepotists?



    Quote:
    Originally Posted by Robin Huber View Post


    I think he did, but I like the coinage of nepots better--kind cool! Sorta like nepotists are people who give out such favoritism, and nepots are the beneficiaries.



    I agree. I like that word too! (Sounds like despots).
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  • Reply 27 of 38
    flaneurflaneur Posts: 4,526member
    Quote:
    Originally Posted by wizard69 View Post


    The most rational approach would be via a dedicated dock connector. At least with Apples mindset. For the rest of us this is one of the reasons we wish iPad had a dedicated USB port. In some cases an external camera makes sense.



    As to Bluetooth I suppose it would be possible but dependent on the firm ware in the Bluetooth chip and profile support in iOS. The firmware we don't know about, but iOS coild be updated at anytime.



    As to a definitive answer that isn't possible as mind reading is an unproven ability. However Factime is a major initiative for Apple so anything is possible.



    At least the Wiz isn't ruling it out. Anybody else?



    It would triple the value of the already-most-valuable iPad: video monitor for USB cameras, front, back and sideways FaceTime device, and maybe a webcam broadcast terminal, and so on.
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  • Reply 28 of 38
    orlandoorlando Posts: 601member
    Quote:
    Originally Posted by hezetation View Post


    It will, but in typical Apple Style they must make sure they have it first on all their devices before they release the standard allowing others to build for it as well. Hopefully the iPad will be last refresh before they release it, there are plenty of companies ready to adopt it into their software and since it would be a protocol (not a service) it should be something that existing video services can tie into. Imagine being able to Video Skype with Yahoo users or MSN video with gmail users, these are the sorts of things that would be possible if these companies build in support for FaceTime protocols.



    I think it is highly unlikely these other companies are going to adopt Facetime. They already have their own video chat technology and large numbers of users. The most likely scenario is they will release iPhone and Android clients just as Yahoo has already done. They don't need to adopt Facetime to offer video chat on the iPhone.
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  • Reply 29 of 38
    solipsismsolipsism Posts: 25,726member
    Quote:
    Originally Posted by Orlando View Post


    I think it is highly unlikely these other companies are going to adopt Facetime. They already have their own video chat technology and large numbers of users. The most likely scenario is they will release iPhone and Android clients just as Yahoo has already done. They don't need to adopt Facetime to offer video chat on the iPhone.



    If they think they can sell their product more by including it then they will. If it?s better than other options and gets widely adopted they may have to adopt it to prevent losing customers.



    Apple?s iPhone, Touch and iPad are widely popular. While the iPad currently doesn?t have a front-facing camera it seems likely it will get it with FaceTime.



    Remember, you?re thinking of MSN, Yahoo and Skype. Don?t forget there are many apps for desktop OSes and mobile OSes that interact with these backend protocols. Adding FaceTime will benefit these 3rd-party apps. On top of that, Cisco? CEO(?) has mentioned adding FaceTime already.
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  • Reply 30 of 38
    Quote:
    Originally Posted by solipsism View Post


    If they think they can sell their product more by including it then they will. If it?s better than other options and gets widely adopted they may have to adopt it to prevent losing customers.



    Except because Facetime is only on Apple platforms it is unlikely to be widely adopted.
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  • Reply 31 of 38
    solipsismsolipsism Posts: 25,726member
    Quote:
    Originally Posted by Orlando View Post


    Except because Facetime is only on Apple platforms it is unlikely to be widely adopted.



    So you?re saying that FaceTime specs will not publicized after all?
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  • Reply 32 of 38
    Quote:
    Originally Posted by solipsism View Post


    So you’re saying that FaceTime specs will not publicized after all?



    No I am saying the other major video chat services won't adopt them. They don't need to. They already have large numbers of active users and can simply write iOS apps to put their service on iOS devices.
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  • Reply 33 of 38
    solipsismsolipsism Posts: 25,726member
    Quote:
    Originally Posted by Orlando View Post


    No I am saying the other major video chat services won't adopt them. They don't need to. They already have large numbers of active users and can simply write iOS apps to put their service on iOS devices.



    Then you didn?t understand what I wrote as I wasn?t limiting FaceTime to just iOS but to any all apps on any and all OSes that with to incorporate the protocol.
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  • Reply 34 of 38
    Quote:
    Originally Posted by solipsism View Post


    Then you didn?t understand what I wrote as I wasn?t limiting FaceTime to just iOS but to any all apps on any and all OSes that with to incorporate the protocol.



    Facetime is new. Yahoo is pretty well established with huge numbers of users. Which is more likely: getting everyone else to create new Facetime accounts or you downloading the Yahoo app to your iPhone and using your existing Yahoo account with all your existing Yahoo contacts (*).





    (*) Maybe you don't use Yahoo, so feel free to substitute whichever IM service you primarily use into the above.
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  • Reply 35 of 38
    solipsismsolipsism Posts: 25,726member
    Quote:
    Originally Posted by Orlando View Post


    Facetime is new. Yahoo is pretty well established with huge numbers of users. Which is more likely: getting everyone else to create new Facetime accounts or you downloading the Yahoo app to your iPhone and using your existing Yahoo account with all your existing Yahoo contacts (*).





    (*) Maybe you don't use Yahoo, so feel free to substitute whichever IM service you primarily use into the above.



    Create FaceTime accounts? :sigh:
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  • Reply 36 of 38
    solipsismsolipsism Posts: 25,726member
    Apple over $300/share in pre-market trading. Milestone for Apple.
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  • Reply 37 of 38
    Quote:
    Originally Posted by solipsism View Post


    Create FaceTime accounts? :sigh:



    So lets say you have a Facetime device and I have a PC. How are else you expecting to be able to connect to me? You need me to download a compatible client (which doesn't yet exist) and connecting to Facetime so it can send requests to my PC. Which is more easy and therefore more likely: all your contacts doing this or you downloading an app to your iPhone so you can immediately access all you existing contacts?
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  • Reply 38 of 38
    solipsismsolipsism Posts: 25,726member
    Quote:
    Originally Posted by Orlando View Post


    So lets say you have a Facetime device and I have a PC. How are else you expecting to be able to connect to me? You need me to download a compatible client (which doesn't yet exist) and connecting to Facetime so it can send requests to my PC. Which is more easy and therefore more likely: all your contacts doing this or you downloading an app to your iPhone so you can immediately access all you existing contacts?



    Yeah, once it's in place an mature. You seem to only be thinking about were this new tech is today in the market, which only on two of Apple's new iDevices. You need to look at the big picture and ask yourself WHY Apple decided to made this tech open source and not limit it to hundreds of millions of iDevices.



    Note that no video conferencing tech has ever had the option for wide appeal, usage and capabilities across any and all devices until now. That isn't saybit will be successful but it's the first that has the chance to be.



    To me, your argument is akin to saying years ago that WebKit is a pointless endeavor because Safari is only on Macs. Now look at WebKit; if not now, then soon it will be the most commonly installed browser engine in the world. Heck, there are even OSea that use it for the UI.
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