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Quote: Originally Posted by digitalclips Why would Apple want a middle man like Comcast? Their strategy, it seems to me, is to offer content from creators i.e. the networks, directly via iTunes as on demand programming. The only value Comcast w…
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Quote: Originally Posted by quinney Paying a dividend or repurchasing shares to the extent that it depleted their cash reserves entirely would indeed be irresponsible. Returning value to shareholders in some manner at a cost much lower than the …
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Quote: Originally Posted by PaulMJohnson I think share repurchase makes more sense than a dividend. Unless Apple have a strategy for using the money, I would imagine some institutional investors wanting them to give some of their money back. …
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Quote: Originally Posted by Quadra 610 Well done. Seinfeld references are always welcome, and are eerily relevant. The genius-ness of that show is underscored by the wide range of contexts for which a Seinfeld quote STILL nails it - a dec…
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I just blogged on this, comparing patent trolling exercises, like Kodak's and Nokia's, to the Seinfeld episode where Jerry, upon seeing George wearing sweatpants admonishes him saying, "You know the message you're sending out to the world with these…
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Quote: Originally Posted by addabox Agree with Dr. Millmoss that this article gets at something significant. As I was reading it I couldn't help but think of the "Courier" concept that seems to have driven a bunch of people insane. I'm not at…
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Quote: Originally Posted by Dr Millmoss Excellent piece, thanks for suggesting it. Required reading, I'd say. Thanks. Kontra's a pretty crisp thinker/writer.
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The last thing a company like Dell (or Microsoft, for that matter) should be wasting it's time with is talking about CONCEPT products. When you've got folks like Apple, Google (via Android) and Amazon (Kindle) shipping REAL products that tip th…
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Quote: Originally Posted by aaarrrgggh They need Android to put them in the right place relative to Microsoft to avoid Bing taking over in Search, and they need a strong enough platform to keep RIMM on their toes with exclusive search agreements.…
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Watching Android rollout to date, I am left with two conflicting data points. One, is that everyone I talk to within Google is supremely confident that the data (that they are looking at) suggests that they are poised to win in the market. Two, I a…
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Quote: Originally Posted by solipsism One way to lower the cost of buying textbooks is to sell them back to the store or sell them to another student. These books will likely be DRMed like iTS videos where they are tied to a user?s account and no…
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Biggest fear is that they price this too high, as $1K really puts this in the bucket of notebook alternative, whereas $500-750 fits within the extra computing device budget for (many) families; it's the device you take to cafe, on bus, use on couch,…
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Quote: Originally Posted by tundraboy And them some. My prediction is that Apple is aiming for the ability to run/serve/manage all aspects of iPhone owners' lives through Mobile Me. That means communication, music, credit card purchases, medica…
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Quote: Originally Posted by cameronj Needham should commended for actually giving a hard set of rules for its ratings. While I agree with the other commenter that price targets are somewhat meaningless, as the "track record" of analysts is not…
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For the most part, I agree with you that the similarity is overplayed by the broader market in reading that this is going to play out just like the PC, but to call it a superficial similarity, is superficial. Flash forward 18-36 months from tod…
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You know the axiom about those who forget the past being doomed to repeat it so nuff said there. That said, I really believe that Apple and Jobs understand PC history to the bone, which is why this iPhone play has had such a Microsoft like platform…
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Thanks for the clarity. My only comment on the statement that Apple is pissing off developers left and right is that while it's clear that Apple's process has rankled quite a few, majorly pissed on some and lead to a tiny handful of defections, thi…
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Dave, As a point of clarity, are you hoping that this scenario plays out because you think it will lead to a better iPhone platform (i.e., raise the bar), or because you want the platform to fail? As to requirements, general observation wrt h…
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Well, we agree to disagree, but I completely appreciate the constructive response. Discourse is a good thing. I will say that commenting is increasingly the community AND the conversation rolled into one, which is why most services not only al…
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Actually my experience with Apple dates back to 1994 (Apple partner, Tribe Computer Works), and I don't make a nickel on my blogging so not sure what you mean by 'career.' As to making points and backing them with links, you are certainly entitled …