retiarius
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Since knowledge is power, analysis chock-full with relatively unpublicized metrics is always welcome. Sell-side investment advice is bimodal, with many potential investors just hearing soundbites from the likes of Cramer and Orman. Others pay…
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Quote: Originally Posted by acr4 What does "OI&E" stand for? Google is letting me down.. Other Income & Expense This is largely the money-market-like interest that Apple's subsidiary Braeburn scares up from the $25B cash horde. …
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Quote: Originally Posted by wbrasington A real stretch in the article to make this just a little bit more important than it really is. Must be a slow news day...... But this topic is like a bone given to a dog (or meat to a lion) to the analy…
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Your first post used to start a thread which has been beaten to a pulp in a zillion articles -- what planet have you been living for the past year? No one has yet refuted http://apple20.blogs.fortune.cnn.com...r-the-whipple/ as dispositive…
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Quote: Originally Posted by kiwirob Having all that cash is making me a little weary. I'm not sure exactly where it is sitting and how safe it is. Does anybody know? Perhaps it's in T-Bonds or another government backed security earning all of …
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Quote: Originally Posted by bugsnw I don't follow the more capable iPods. But since I just bought an iPod touch, this is a great question! Anyone? Are we locked out of Skype or other means to VOIP? Well, since Skype already runs on the iPhone:…
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Quote: Originally Posted by markb u gotta wonder what the margins are on the touch. I mean they are making money at $229 but...it cant be as sweet as the 400-600 they pull in for what is essentially the same hardware (iphone). I gotta think th…
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Although Birmingham, Alabama may not be as hilly as San Francisco, or as congested as Manhattan, the phraseology: "Furthermore, upon information and belief, said area is a location that provides excellent 3G coverage" is the fatal flaw which s…
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Quote: Originally Posted by iCarbon Actually, that's what I think the whole point of this event is -- they've had Steve in super-fat camp (not the thinning kind) for a few months. There's only so much fat a vegan/pescatarean personal chef can …
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Quote: Originally Posted by PG4G I am telling the truth, and I am currently holding my iPhone in that very same location, my lounge room. It used to drop to GPRS depending where i was in my room. I now currently cannot lose 5 bars of 3G (i am…
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Quote: Originally Posted by PG4G Letting you guys know... the dropped calls have been fixed in the latest beta 2.1. A friend of mine showed me as he updated his iPhone and in the same location the bars went from 1 bar of 3G to 5 bars of 3G. He sa…
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>Surely, there is a difference in the two disclosures? If the information is revealed to shareholders, >they can and will trade on it. Mr. Nocera cannot. Is he a section 16(b) insider? Does NYT use blind trusts for reporter holdings? B…
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This is pure Steve, to Joe Nocera, business reporter/feces disturber at NYT, in an after-hours byline: "On Thursday afternoon, several hours after I?d gotten my final ?Steve?s health is a private matter? ? and much to my amazement ? Mr. Jobs ca…
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... after a bout with pancreatic cancer. With humble respect, for those who don't understand the difference between benign and malignant, please consult: http://online.wsj.com/article/SB1216...s_inside_today
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That 38% number is striking, or 380,000 potential units to immediately unload on eBay. Do early 3G adopters with original iPhones really think the originals are that bad to impulsively move over to a more expensive plan before the two-year perio…
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Quote: Originally Posted by wizard69 For those of you that follow Apple and BSD kernel issues I have to wonder if they will have fixed that 25 year old kernel bug in BSD? It is actually impressive that the bug has stayed around as long as it h…
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Quote: Originally Posted by SpamSandwich Could you clarify this "pay for play" comment? oops, meant "say on pay". other points have now been noted in prince's rewrite.
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One BOD member in attendance you didn't note was Art Levinson, CEO of Genentech who is also on the compensation committee. You confused retail commentary as being from Drexler, when it was from Ron Johnson. Aside from the passage of the "pay …
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Quote: Originally Posted by Mr. H That's what anamorphic coding is. It squishes a widescreen frame into a 4:3 frame, which is then stretched out again come playback time. True for Apple, untrue for DVD, which for 720x480 is a 3:2 "frame". …
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Thanx for the actual data point -- looks like iLounge did a teardown http://www.ilounge.com/index.php/art...entals-part-2/ to find out the rate for the HD version of the Simpson's movie, clocking in at ~ 4.2 Mbps. One disconcerting find ov…