hypermark
About
- Username
- hypermark
- Joined
- Visits
- 0
- Last Active
- -
- Roles
- member
- Badges
- 0
- Posts
- 152
Reactions
Comments
-
Strategically, this makes a ton of sense (the segmentation of high end/low end). Why? There are plenty of folks that only need a subset of the functionality that Apple is offering for their particular sweet spot, probably want a smaller physical f…
-
This makes perfect sense. In fact, I theorized that Apple might look to add "camera re-invention" as another one of their disruptor job targets within iPhone/iPod touch, in my post: iPhones, App Stores and Ecosystems http://thenetworkgarden.com…
-
I tell you, the biggest issue that I have with guys like Abramsky is that they are so cookie cutter in their analysis; little to no strategic big picture thinking, and Apple is all about strategic big picture combined with a relentless focus on exec…
-
First off, I would say the event yesterday was targeted at developers, NOT consumers. The main "feature" adds are interesting but not WOW. Copy and paste we all know was a sin of omission so adding it is more of a finally and thanks moment than a …
-
Apple is so totally clicking on all cylinders with iPhone/iPod touch that I view today's preview as a "block the kick" announcement. What's a block the kick? It is an effort to do such a good job of persuading your core constituency (in this cas…
-
Two quickie comments. One is that the financial market really hasn't a clue on the financial and competitive impact of App Store. Two is that most of the competition hasn't a clue on what App Store really means from a platform perspective. It …
-
Unless and until the iPhone/iPod touch UI gets materially better as a serious text input device, I still think the logical applications for this type of device are around entertainment and communication hybrids (where text input is tail, not dog). …
-
Quote: Originally Posted by Virgil-TB2 I would agree, and also agree that any "analyst" worth their paycheck should be well aware of these sorts of things. My point was that some of the supposedly "big name" analysts have in recent memory pu…
-
To me, the "SO WHAT" is that Apple seems to be getting very disciplined about saying "these are our core technologies, these are the unfair advantages that we can leverage, these are the frameworks that we can standardize around and this is the ecos…
-
Quote: Originally Posted by satchmo Geez, that's really putting his neck out on the line. Two years is an eternity in the tech world. Totally agreed. That aspect is borne of an analyst needing a placeholder and a long enough time horizon to b…
-
It's sooo clear to anyone who has watched Apple these many years that there is no way they are going to miss out on trying to be the smart, connected living room hub. They have the iTunes, iPod and iPhone platform, media and service pieces nailed, …
-
The iPhone SDK and developer ecosystem growing around the platform is a very big part of Apple's unfair advantage here, and the analysts don't even seem to grok the economic value of App Store, other than the strategic value of having it (App Store …
-
Last year, I theorized that Apple/AT&T would make great partners to reinvent the home set-top box experience, and of course the premise of a tablet sized iPhone/iPod touch dovetails nicely. In general, such an approach could position AT&…
-
Most analysts, unfortunately, do not have a clue. The RBC guy is following pretty typical protocol, which is if you blew the call in the most recent earnings (yesterday), you can mea culpa and lose credibility NOW, or double down. Mea culpa ta…
-
While I am personally thrilled to hear that Apple will continue investment in ATV, there is the obvious question of segmentation and road map. As a Boxee user, the data is hardly clear whether best served getting a Mini and Boxee enabling it or get…
-
I hate to say it, but Apple analysts and the stock are wacky on the upside and even more wackier on the downside. In a market where we are supposedly separating the wheat from the chaff, a company with differentiated products, diverse revenue l…
-
While investors probably should plan their world on worst case assumptions wrt whether Jobs returns or not, they should also ponder who looks better than Apple on a long-term basis in terms of differentiated products, diversified revenue sources, de…
-
Quote: Originally Posted by monstrosity seconded Thirded (ok, not a word). Well articulated. I think that we all get the macro forces working against Apple right now but your post does a REALLY good job of parsing the micro-specifics that ra…
-
I agree with your take but the market is in shoot first, ask questions later mode, Apple is rightly perceived as a consumer oriented company, there is a reasonable sense that consumers aren't buying right now and Apple affirmed same with a cloudy, h…
-
Give 'em credit for listening. A step in the right direction. Mark