articles may seem "unbalanced", however, mostly because it's a wildly unbalanced situation. Apple has turned the industry on its head. But to extol this point is forbidden, because every laudatory comment about Apple (which even if made offhand and without qualification is probably true nine times out of ten) must be followed by a laudatory comment about the competition, or tech in general, and how lucky we are that the competition is "forcing" Apple to improve, and how many wonderful choices we have from so many talented vendors.
All of which is total busllhit.
Fairness and equanimity for their own sake and purely to appear objective in order to win approval is disingenuous garbage.
DED isn't afraid unmask a situation for what it really is and give credit to those who deserve it, no matter how one-sided it is. Sometimes reality and fortune *are* very one-sided.
Cheers.
About time someone pointed this out. At least I haven't seen it said. The same applies to John Gruber, who's also accused of bias. They're only reporting on the Biggest Story out there.
We created a monster. Apple may stumble at some point. Giants usually do.
It is hard to predict what is next for Apple. Everyone hopes the AppleTV grows legs but I'm not seeing it so far. Netflix is that thing that is probably driving its sales but an App store for the AppleTV is what will explode its unit volume hence getting the rest of the studios onboard.
Beyond the AppleTV is what? Media players, smartphones, tablets, and TV media centers. Maybe an in-car entertainment system. That would mean iOS embedded in appliances.
I think AppleTV is a red herring, used by Apple to both temporarily fill a gap (getting iTunes desktop/cloud content to your bigscreen), and to 'fake out' the other guys (Google, M$, etc.) into dumping bucks into a market that nobody will dominate (thanks to satellite/cable stbs, smartsets, etc.) Apple's long play (5 yrs?) is building thin/big honkin' iMacs (40" + HDMI inputs) that can sub as home TV sets. That market is massive (30 million units pushed last year) and will generate the kind of profits that Apple is used to. Combine that with the new Mac App store (bye-bye gaming consoles) + iPhone/iPad/Mac integration, and those guys are looking pretty scary...
I think Apple should wait a few more losing quarters for Microsoft, then take them over.they could then announce a major event at which they would publicly fire Steve Balmer! They could re-ewrite windows from the ground up, and ditch all their useless divisions. Every business and every house on the planet would be using Apple products.
Thanks. Now that you?ve posted it I remember. (I woke up today with the flu. It appears to be frying parts of my memory. Cameronj was right last night, I am on edge, I just didn?t know it yet. :)
It?s pretty amazing they have gone from besting their market cap, their revenue and, most likely, their profits all within the 2010 calendar year. A couple years ago I thought it would take many quarters after they topped MS revenue to beat their profit simply because of the differences in HW and SW.
Let's not get ahead of ourselves. The consensus estimates have MS coming in just a bit below Apple. But MS, like Apple, almost always comes above those numbers. The quarter before, Apple was thought to have beaten MS's sales numbers, but when the numbers were in, MS was slightly ahead. The next quarter, the last one, Apple went ahead. Whatever happens, last quarter, or this one, MS will still be more profitable on a percentage basis. They will increasingly be a smaller company that Apple though, so Apple's profits in dollars will be higher.
Interestingly enough, the expectations for Apple's 2011 fiscal year sales have ranged between $86 and $94 billion. But with this last quarter, and Apple's guidance, my estimates are between $105 and $110 billion. For the calendar year 2011, they are between $110 and $115 billion. If Apple maintains their net margins (profits) of 21.5%, then profits would be between $22.6 and $23.7 billion for the financial year, and $23.7 and $24.7 billion for the calendar.
The laws of large numbers won't take effect this year.
MS bested Apple’s profits again. Not by much, but they still did it. With the Verizon iPhone launch I’d think Apple would overtake them this quarter, but with the Verizon iPhone I expect Apple to be a solid $1B ahead of MS in net profit.
Comments
You're a fan because he's right. His
articles may seem "unbalanced", however, mostly because it's a wildly unbalanced situation. Apple has turned the industry on its head. But to extol this point is forbidden, because every laudatory comment about Apple (which even if made offhand and without qualification is probably true nine times out of ten) must be followed by a laudatory comment about the competition, or tech in general, and how lucky we are that the competition is "forcing" Apple to improve, and how many wonderful choices we have from so many talented vendors.
All of which is total busllhit.
Fairness and equanimity for their own sake and purely to appear objective in order to win approval is disingenuous garbage.
DED isn't afraid unmask a situation for what it really is and give credit to those who deserve it, no matter how one-sided it is. Sometimes reality and fortune *are* very one-sided.
Cheers.
About time someone pointed this out. At least I haven't seen it said. The same applies to John Gruber, who's also accused of bias. They're only reporting on the Biggest Story out there.
We created a monster. Apple may stumble at some point. Giants usually do.
It is hard to predict what is next for Apple. Everyone hopes the AppleTV grows legs but I'm not seeing it so far. Netflix is that thing that is probably driving its sales but an App store for the AppleTV is what will explode its unit volume hence getting the rest of the studios onboard.
Beyond the AppleTV is what? Media players, smartphones, tablets, and TV media centers. Maybe an in-car entertainment system. That would mean iOS embedded in appliances.
I think AppleTV is a red herring, used by Apple to both temporarily fill a gap (getting iTunes desktop/cloud content to your bigscreen), and to 'fake out' the other guys (Google, M$, etc.) into dumping bucks into a market that nobody will dominate (thanks to satellite/cable stbs, smartsets, etc.) Apple's long play (5 yrs?) is building thin/big honkin' iMacs (40" + HDMI inputs) that can sub as home TV sets. That market is massive (30 million units pushed last year) and will generate the kind of profits that Apple is used to. Combine that with the new Mac App store (bye-bye gaming consoles) + iPhone/iPad/Mac integration, and those guys are looking pretty scary...
Thanks. Now that you?ve posted it I remember. (I woke up today with the flu. It appears to be frying parts of my memory. Cameronj was right last night, I am on edge, I just didn?t know it yet. :
It?s pretty amazing they have gone from besting their market cap, their revenue and, most likely, their profits all within the 2010 calendar year. A couple years ago I thought it would take many quarters after they topped MS revenue to beat their profit simply because of the differences in HW and SW.
Let's not get ahead of ourselves. The consensus estimates have MS coming in just a bit below Apple. But MS, like Apple, almost always comes above those numbers. The quarter before, Apple was thought to have beaten MS's sales numbers, but when the numbers were in, MS was slightly ahead. The next quarter, the last one, Apple went ahead. Whatever happens, last quarter, or this one, MS will still be more profitable on a percentage basis. They will increasingly be a smaller company that Apple though, so Apple's profits in dollars will be higher.
Interestingly enough, the expectations for Apple's 2011 fiscal year sales have ranged between $86 and $94 billion. But with this last quarter, and Apple's guidance, my estimates are between $105 and $110 billion. For the calendar year 2011, they are between $110 and $115 billion. If Apple maintains their net margins (profits) of 21.5%, then profits would be between $22.6 and $23.7 billion for the financial year, and $23.7 and $24.7 billion for the calendar.
The laws of large numbers won't take effect this year.