Notes of interest from Apple's Q108 quarterly conference call

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  • Reply 61 of 69
    tenobelltenobell Posts: 7,014member
    Quote:

    They've already dropped the price to a low margin. What I'm saying is, if you're going to do that, at least make sure that strategy works.



    The strategy will work by securing content that people will want to watch.



    Quote:

    You'd have to ask Steve that. Apple thinks the AppleTV important enough, likely in the long-term, to forego making much profit on it now.



    The problem with your line of thinking is that after dropping the price. Its difficult to impossible to raise it again. People will only look for it to drop further.
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  • Reply 62 of 69
    tbagginstbaggins Posts: 2,306member
    Quote:
    Originally Posted by TenoBell View Post


    The strategy will work by securing content that people will want to watch.



    We'll see....





    Quote:

    The problem with your line of thinking is that after dropping the price. Its difficult to impossible to raise it again. People will only look for it to drop further.



    And the problem with your line of thinking is that if AppleTV can't get off the ground, there may be no AppleTV to raise or lower prices on, period.





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  • Reply 63 of 69
    solipsismsolipsism Posts: 25,726member
    Quote:
    Originally Posted by TBaggins View Post


    And the problem with your line of thinking is that if AppleTV can't get off the ground, there may be no AppleTV to raise or lower prices on, period.



    You are really set on that $30. It wont make or break the AppleTV!



    They sold 300 to 400k in 8.3 months without any movie rentals and at a $300 pricepoint. It is the best selling standalone media esxtender. They now have movie rentals and have lowered the price $70. That is significant.
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  • Reply 64 of 69
    tbagginstbaggins Posts: 2,306member
    Quote:
    Originally Posted by solipsism View Post


    You are really set on that $30. It wont make or break the AppleTV!



    They sold 300 to 400k in 8.3 months without any movie rentals and at a $300 pricepoint. It is the best selling standalone media esxtender. They now have movie rentals and have lowered the price $70. That is significant.





    Well, Apple seems to be unimpressed with those results, if you listened to the keynote. Jobs stated "we've all failed", lumping AppleTV, take 1 in with all the other media boxes that didn't take off. That's why there's an ATV, Take 2.



    Do I think $70 and movie rentals will be enough to take the ATV where Apple wants it to be? You know my answer already.



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  • Reply 65 of 69
    solipsismsolipsism Posts: 25,726member
    Quote:
    Originally Posted by TBaggins View Post


    Well, Apple seems to be unimpressed with those results, if you listened to the keynote. Jobs stated "we've all failed", lumping AppleTV, take 1 in with all the other media boxes that didn't take off. That's why there's an ATV, Take 2.



    Do I think $70 and movie rentals will be enough to take the ATV where Apple wants it to be? You know my answer already.



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    I thought his exact words were "we all missed" and that people wanted "movies movies movies". Regardless of what he said, I think the rentals will be a hit and the price lowering is to compete with all the new services coming out this year. CES was filled with media extenders.
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  • Reply 66 of 69
    tbagginstbaggins Posts: 2,306member
    Quote:
    Originally Posted by solipsism View Post


    I thought his exact words were "we all missed"



    How is that much better?



    Btw, the full quote is, "we've all missed. No one has succeeded yet."



    So what happens when you DON'T SUCCEED? That's right, you....





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  • Reply 67 of 69
    Quote:
    Originally Posted by TBaggins View Post


    Clinton would've taken us into war? In Afghanistan, sure, that's where Bin Laden was. But Iraq? You must be joking. That was a neocon inside job, and Bill's no neocon. Israeli lobby? Pffft. Clinton was far less knee-jerk pro-Israel than Bush ever thought of being.



    Face it, the Bush/Cheney administration has been an utter disaster, the '90s seems like 'the good ol' days' in comparison, and if you could ever run an election of Bill versus Dubya, Bill would landslide him.



    If you doubt that, my condolences.





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    I'm no neo-con, and I'm certainly no fan of our current administration. However, looking into the mists of time pining over the Clinton years is just time wasted. Neither Democrats nor Republicans fill the needs of our country right now. Their concerns go as far as getting elected or re-elected.
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  • Reply 68 of 69
    tbagginstbaggins Posts: 2,306member
    Quote:
    Originally Posted by SpamSandwich View Post


    I'm no neo-con, and I'm certainly no fan of our current administration. However, looking into the mists of time pining over the Clinton years is just time wasted. Neither Democrats nor Republicans fill the needs of our country right now. Their concerns go as far as getting elected or re-elected.





    Well, sad to say, Ron Paul has no chance of getting elected. The ppl who do:



    Barack Obama

    Hillary Clinton

    John Edwards (longshot)

    Mitt Romney

    John McCain

    Mike Huckabee

    Rudy Guiliani (now a longshot)

    Michael Bloomberg (if he runs)





    Pick one, because those are the only ppl who have any real chance of becoming Prez. And any of them is going to be better than Bush/Cheney, at least. Of course, that ain't sayin' much.



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  • Reply 69 of 69
    amorphamorph Posts: 7,112member
    Hi folks! Just a friendly reminder that while the state of the economy in broad terms is relevant to discussing Apple's stock performance, politics belong next door in Apple Outsider.



    Thank you.
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