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While I am plunking my $30 down gladly, my money is on Snow Leopard having some unannounced functionality that is important to the Tablet and/or new ways that Apple will better bridge the distinctions between MacOS and iPhoneOS computing models T…
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Quote: Originally Posted by steviet02 Really, there is that much discussion about the difference of one day? I am guessing that the driver for the 9th versus the 8th is that Apple's educational promo for buy a Mac, get an iPod Touch free end…
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At the risk of tooting my horn, in March of LAST year, I wrote a post called 'The Chess Masters: Apple versus Google' that essentially asserted two things. One that Apple and Google are without peers in terms of their ability to build products th…
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Think of this pitch this way: Steve Jobs: "Book and Music industry. You are getting commoditized because you have no differentiated platform for extending/re-inventing your product for the online age. We just so happen to have a set of tools tha…
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While I am bummed that this is (supposedly) a Q1-2010 release versus a Q4-2009 release, this is good news, and as I have stated it's a real complex undertaking, as this is no mere iPod with a bigger screen. Most fundamentally, it forces the com…
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I thought that one of the more interesting points in the call was when Cook referred to iPod, iPod touch and iPhone as "pocket" products. To me, this suggests that there is some segmentation/re-classification of their various products planned t…
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The writing is on the wall on this one - between overlapping forays into tablet/netbook computing and mobile computing, and competing developer platform plays, divergent value chain strategies (disrupt/commoditize versus integrate/distinguish) and e…
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Quote: Originally Posted by Trajectory It's not the download that is being delayed, it's the simple activation lookup that's failing. A tiny amount of data compared to a firmware download, yet it's all effed up. Fair enough. Ultimately, all o…
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A couple of quick comments. One, I just updated my iPod touch (gen 1) no problems. The shake to shuffle on music is kind of cool, the unified search is nice (my kids will like). Haven't played with copy/paste yet but that was a big deal. As anoth…
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The only point that I would add to this thread is that the tale of the tape on Apple's analysts is pretty clear. Munster (Piper Jaffray) is the only one in the lot who is not chasing his own tail. He consistently groks both the macro economic driv…
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What's been interesting is tracking blogger sentiment on the WWDC keynote, which has definitely been mixed, underscoring a core part of my analysis on the event; namely that Apple has so totally treated us to wizardry and wow over the years that whe…
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I sold a company to Wind River (device management vendor, Rapid Logic) and have partnered with Intel on/off for 13+ years so I have a pretty well formed perspective on the deal, which I blogged about in: Closing the Book on Embedded: Intel buys W…
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Who knows whether Jobs is going to return and in what role (my guess is a wind down from CEO by end of year), but I will say this. At a time when we struggle to find inspiring products, companies and leaders, Apple is not just a good marketing …
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$180 from $105? Shouldn?t the question be how she had such bearish opinions of AAPL in the first place, and what has changed between her last downgrade and this upgrade? Specifically, she downgraded the stock back in September when it was sitting…
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While I think that this type of device has the potential to be a homerun, the projected timing (vs. this year) isn't shocking for two reasons: 1. Partitioning the platform between open PC-like layers (i.e., download apps from anywhere) and manage…
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I am skeptical that Apple would make a deal like this, and it?s always silly to comment on (rumored) price tags on pre-revenue companies, but I will say this. The status update message has emerged as the ultimate social gesture. From a consume…
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While on some level, the earnings call shed no new data, this is one of those cases where no news is actually GREAT news, something that I blogged about in: ANALYSIS - Apple Quarterly Earnings Call: When No News is GREAT News (http://bit.ly/2DmN…
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Btw, if interested in further analysis on the third party accessories play in iPhone 3.0, here is a post I wrote that looks at some market segments and use case examples. It also shows how Apple's hardware differentiation dates back to the days o…
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@sreehemanth, specific to the Core Location stuff, there is a whole door that opens to what I call Right Here Now services; namely the intersection of real-time communications (be it IM, voice or video chat) and locative services. Think walkie-ta…
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@PG4G, great articulation. I often find myself wondering the same; namely how much is Apple operating from a unified sense of Mac + iLife/iWork + iPhone/iPod touch + iTunes, and how much is separate but complimentary. Case in point is Apple TV. D…