Is it just me that thinks that monetizing users (who already pay for their hardware... and they're not exactly inexpensive) or developers (who're there to make money, not to make Apple richer) sounds like a Google idea?
Apple already monetizes developers (30% of sales thru App Store, in addition to $99/yr). I am not aware of Google doing more in this regard (difference is negligible, afaik).
Apple also monetizes users for more than hardware - iTunes, App Store.
Google just does it differently. It's not monetization through advertising that makes Google a questionable company. It's the evolution of contextualization technology that has raised the privacy stakes.
Just f*cking give person A itunes Match and more icloud storage!
Make your best costumers (the ones that are really deep on the ecosystem) to not have to think about those services.
Apple has a history of being less than generous on such fronts. I believe that increasing these "fringe benefits" would be a better use of their cash than dividends (in reality, not a real use of cash but a small dent in their earnings). But that would drive down their quarterly numbers and consequently their stock. So it would be a lose-lose for shareholders and win-win for customers. Currently, in this respect, Apple's dividends program punishes customers to reward shareholders.
I hate Google as much as anyone here but what sounds like a Google idea is just the opposite. Google gives away free service (then mine our dates of course).
Currently, in this respect, Apple's dividends program punishes customers to reward shareholders.
Huh? How are customers hurt by Apple's dividend program? Apple have enough money in the bank to pay the current dividend rate for years, they aren't missing any opportunities because of the dividend.
"Eddy Cue is believed to be working to improve existing services like iCloud and Maps"
"Believed" to be working on these services? We know that Apple tends to be coy. But if Huberty came away from the meeting less than 100% sure that Cue is working on improving these services, she is either the most conservative person ever or not listening. In fact, does she have to meet Apple's management team to *know* and not just *believe* that this is happening?
While she hedges on something that is a certainty, she does not hesitate to go along with the rumor of 5S, even though there is no chance Apple would have given her the slightest hint about unannounced hardware.
Katy Huberty publishes reports on her meetings with Apple's Sr Managers at least once a year. Should be easy to compile her track record on this.
Yeah I scratched my head on that one too. Um, if Eddy isn't working on those things then we have a serious problem in Cuppertino. And is that something we're supposed to be impressed by - someone doing their job?!? Anyway with the recent iMessage outage for some its clear Apple had plenty of work on the services side of things.
Oh great...another crappy internet service from Apple. I can't wait. Maybe they should fix iCloud before they start releasing more stuff like this.
I agree though...I bet its iRadio or whatever they want to call it.
I hate to say it but iRadio doesn't interest me. I currently have Spotify and love it. Never use iTunes. Now if Apple offered something similar to Spotify and it was free (or reduced price) for owners of iDevices/Macs I'd think about it. But for me it would have to offer the ability to play any song on demand and allow for cache so you can listen to stuff when you don't have connectivity. Since I don't see that happening, I'll stick with Spotify.
'Killer'? Sounds like low-margin, nice-to-haves (not must-haves) for Apple. Initiatives like a better cloud and iRadio will hardly move the valuation needle.
I hope Apple is on the verge of announcing some truly killer product, by which I mean hardware.
In a note to investors on Thursday, Morgan Stanley analyst Katy Huberty, who has never been right about any of her previous predictions.
There. Fixed that for you.
Ironically, you are wrong about her never being right. But I get your (very light) sense of humor. The dig about very light is not personal. I just find the whole quote-fixing meme questionable - It's not really funny, and serves to mislead others who have not read the original.
Huh? How are customers hurt by Apple's dividend program? Apple have enough money in the bank to pay the current dividend rate for years, they aren't missing any opportunities because of the dividend.
It's not an intuitive concept but it's also not rocket science (but apparently some people here are rocket scientists). Give it some thought.
I hope it isn't a streaming ANYTHING service. All of these streaming services are great, until you reach your data cap and end up with a HUGE bill, or you get throttled beyond being usable.
The average consumer just can't comprehend that cellular data is NOT an unlimited resource for everyone to hog down all they can eat. Does nobody remember what happened to AT&T? Yeah, they probably could've done a little more to boost their network, but the average user suffered because of the extreme data hogs. I used to easily hit over 5Mbps in my area with AT&T, but that's a thing of the past. It appears they've reduced everyone's data speeds to help spread it out. I'm lucky to break 2-3Mbps now with full signal.
I hope they announce some sort of better data compression tech as part of iOS 7. That'll help users get more for their data dollars.
Ironically, you are wrong about her never being right. But I get your (very light) sense of humor. The dig about very light is not personal. I just find the whole quote-fixing meme questionable - It's not really funny, and serves to mislead others who have not read the original.
Pray tell, what significant predictions has she ever made that turned out to be right? (Not the ones where everyone in the world already knew something and she 'predicted' it).
So ... Katy met with management, they provided her no new information about any upcoming products or services other than "we've got some great stuff coming" and she used recent rumors to come up with her predictions?
'Killer'? Sounds like low-margin, nice-to-haves (not must-haves) for Apple. Initiatives like a better cloud and iRadio will hardly move the valuation needle.
I hope Apple is on the verge of announcing some truly killer product, by which I mean hardware.
Her "killer app" statement seems to refer to the purported fingerprint reader thing, not the streaming music app. If it's done correctly, it could easily be at least as big a deal as Siri and have everyone gushing over it.
Also like Siri, it may not actually work very well and a few months later we might all be wondering why we thought it was so revolutionary, but at the outset, I could see this being a "killer app."
Comments
Quote:
Originally Posted by lightknight
Is it just me that thinks that monetizing users (who already pay for their hardware... and they're not exactly inexpensive) or developers (who're there to make money, not to make Apple richer) sounds like a Google idea?
Apple already monetizes developers (30% of sales thru App Store, in addition to $99/yr). I am not aware of Google doing more in this regard (difference is negligible, afaik).
Apple also monetizes users for more than hardware - iTunes, App Store.
Google just does it differently. It's not monetization through advertising that makes Google a questionable company. It's the evolution of contextualization technology that has raised the privacy stakes.
Quote:
Originally Posted by pedromartins
Well... YES.
For example:
Person A buys a Mac and an iDevice.
Just f*cking give person A itunes Match and more icloud storage!
Make your best costumers (the ones that are really deep on the ecosystem) to not have to think about those services.
Apple has a history of being less than generous on such fronts. I believe that increasing these "fringe benefits" would be a better use of their cash than dividends (in reality, not a real use of cash but a small dent in their earnings). But that would drive down their quarterly numbers and consequently their stock. So it would be a lose-lose for shareholders and win-win for customers. Currently, in this respect, Apple's dividends program punishes customers to reward shareholders.
I really, really hope you meant "data"
Damn iPad auto correction. Lol.
Quote:
Originally Posted by ankleskater
Currently, in this respect, Apple's dividends program punishes customers to reward shareholders.
Huh? How are customers hurt by Apple's dividend program? Apple have enough money in the bank to pay the current dividend rate for years, they aren't missing any opportunities because of the dividend.
Quote:
Originally Posted by rmusikantow
Why do we need a new Radio service? What could Apple possible add to Pandora and Spotify among others?
A better service, better integration, much larger user base, make artists support services like this (when everyone uses them).
Class.
I hope Apple is on the verge of announcing some truly killer product, by which I mean hardware.
There. Fixed that for you.
Quote:
Originally Posted by jragosta
Quote:
Originally Posted by AppleInsider
In a note to investors on Thursday, Morgan Stanley analyst Katy Huberty, who has never been right about any of her previous predictions.
There. Fixed that for you.
Ironically, you are wrong about her never being right. But I get your (very light) sense of humor. The dig about very light is not personal. I just find the whole quote-fixing meme questionable - It's not really funny, and serves to mislead others who have not read the original.
Quote:
Originally Posted by rmusikantow
Why do we need a new Radio service? What could Apple possible add to Pandora and Spotify among others?
In 2006/07, many people were asking the same question about mobile phones.
Quote:
Originally Posted by Crowley
Huh? How are customers hurt by Apple's dividend program? Apple have enough money in the bank to pay the current dividend rate for years, they aren't missing any opportunities because of the dividend.
It's not an intuitive concept but it's also not rocket science (but apparently some people here are rocket scientists). Give it some thought.
Quote:
Originally Posted by Slurpy
Aren't these analysts under an NDA or something when meting with management, that prevents them from running their mouths like this? I don't get it.
I felt the same.
I hope it isn't a streaming ANYTHING service. All of these streaming services are great, until you reach your data cap and end up with a HUGE bill, or you get throttled beyond being usable.
The average consumer just can't comprehend that cellular data is NOT an unlimited resource for everyone to hog down all they can eat. Does nobody remember what happened to AT&T? Yeah, they probably could've done a little more to boost their network, but the average user suffered because of the extreme data hogs. I used to easily hit over 5Mbps in my area with AT&T, but that's a thing of the past. It appears they've reduced everyone's data speeds to help spread it out. I'm lucky to break 2-3Mbps now with full signal.
I hope they announce some sort of better data compression tech as part of iOS 7. That'll help users get more for their data dollars.
Pray tell, what significant predictions has she ever made that turned out to be right? (Not the ones where everyone in the world already knew something and she 'predicted' it).
So ... Katy met with management, they provided her no new information about any upcoming products or services other than "we've got some great stuff coming" and she used recent rumors to come up with her predictions?
Quote:
Originally Posted by elliots11
We're not saying its radio, but its radio.
Except it's not radio.
It's a streaming music service, which is actually quite different from radio or even "internet radio."
Quote:
Originally Posted by anantksundaram
'Killer'? Sounds like low-margin, nice-to-haves (not must-haves) for Apple. Initiatives like a better cloud and iRadio will hardly move the valuation needle.
I hope Apple is on the verge of announcing some truly killer product, by which I mean hardware.
Her "killer app" statement seems to refer to the purported fingerprint reader thing, not the streaming music app. If it's done correctly, it could easily be at least as big a deal as Siri and have everyone gushing over it.
Also like Siri, it may not actually work very well and a few months later we might all be wondering why we thought it was so revolutionary, but at the outset, I could see this being a "killer app."