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Obviously, no actual data on what Apple is really intending, but the clear risk for Apple is that this could create a perception is reality effect for developers; namely, that Apple is cherry-picking segments that they want to own/control, in effect…
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If the goal was to pick off the dollars that customers currently allocated towards pay-channels; namely, HBO, Showtime, Starz, etc. it might work if for no other reason than when Tablet comes out you could have a TV anywhere offering to view same co…
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The graphic novel and comic book are logical bullseyes when Apple comes out with the Tablet. As an analog, think about how the rise of desktop publishing software gave the Mac its initial game changing purpose, and now overlay that into the present…
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Personally, the most impressive part of the earnings was the Mac side of the story, where growth is outpacing the rest of the market handily 17% to 2%. Plus, when you understand how much of that growth is coming from Portables, you understand w…
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I would echo your conclusions here. It makes a lot of sense for Apple to have a format and tools targeted at enabling both prosumers and serious publishers to create rich, interactive e-books, something that I blogged about here: Rebooting the Bo…
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I think that you are parsing words. Both Munster and Reiner DIRECTLY call out the change in citing their upgrades. If that doesn't qualify because it doesn't fit your SOLELY criteria, I can respect that, but respectfully disagree. Quote: Origina…
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Quote: Originally Posted by anantksundaram Please excuse me if I did: Can you show me exactly where you said this in this thread?! I cannot see it anywhere. Paragraph 3: Apple Accounting Change: Why it Matters (http://bit.ly/rCWsp)
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You are absolutely right. The delta between the former non-GAAP and new-GAAP should not be so profound, and you are right that my core argument is that market hasn't processed and/or fully priced. As to analysts noting same, I would say three thi…
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Whatever. From where I sit, the fact that you are so willing to attack an articulated position with academic assertions while at the same time hiding behind anonymity (which tells whether you have actually translated knowledge into practice and/or s…
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I won't debate you on market efficiency. The run of the market from last year to the present should dispel any sense of a magically efficient market. If interested, you are welcome to check out my post 'Wall Street Circle Jerk: On Feedback Loops a…
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First off, thanks for the thoughtfully argued counter-perspective. I am not 100% clear on your first point about comparison between GAAP under old to new. To be clear, Apple has broken out these numbers for some time, and most recently, Munster …
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Quote: Originally Posted by anantksundaram If you're going to be making such sweeping assertions, care to cite any academic research at all, instead of touting some random website (probably yours)? Many of these issues - esp. market efficienc…
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I think that there are two points on this one. One is that the market is far less efficient than people give it credit for. In other words, there is a lag between rumor becoming fact, fact shaping model and model driving by/sell activity (coupled w…
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Mel, Thanks for checking out. One of the "AHA" moments for me in writing the piece is how lost print media is without a ready supply of physical book stores to push and market their latest releases. That, on top of all of the numbers about he…
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For what it's worth, I did a detailed analysis of what it would mean for Apple to "re-invent" print media in digital form, concluding that Apple has three key things going for it that make it a natural: A pre-existing 50M device footprint with the i…
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First off, this is a really cool looking prototype. Second, I would hearken to what others raise; namely, when will the real product ship and what's the OS and tools side of the equation, as Apple has pretty much shown this to be the bar for success…
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Quote: Originally Posted by lopsided AI has been good at tamping down the wild Apple Tablet rumors. Early 2010 makes sense, as they've been saying for quite some time now. Most of the technical specs - screen size, CPU, etc -sound doable. …
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As I noted in my analysis of the event, I saw the expected camera add to the iPod Touch as part of a logical, continued move towards platform symmetry between iPhone and iPod Touch. The more Apple can get developers to focus on building apps to …
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While my money is squarely on Snow Leopard being the (as yet, unannounced) conduit OS for Apple to formally start converging their device matrix (iPhone, iPod touch, Macs, Apple TV, iPad Tablet) from an application run time and developer tools persp…
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My thesis all along has been that Snow Leopard is the pivot OS between the iPhoneOS and MacOS, branches, and whether that means the ability to run Mac Apps unmodified, recompiled or some new form of new hybrid runtime model, it just makes sense that…