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Three quick comments. One, I have little doubt that carriers will sign up en masse now that some of the business model restrictions are gone. Plus, customers will see $199 as a relatively easy impulse buy, and once a couple 'have to have' iPhone a…
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I would strongly encourage watching the keynote, if you haven't (it's online). After watching it, I have little doubt that carriers will sign up en masse, customers will see $199 as a relatively easy impulse buy, and once a couple 'have to have' …
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My guess is that the main of the market is more short-term cash out of pocket driven than long term lifecycle-spend driven and views this as Apple positioned it -- twice the speed, half the cost. Can completely understand why others view it differe…
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Quote: Originally Posted by macinthe408 I'm simply staring at the photo of Steve staring at the App Store. Like him, I too feel giddy when I see how simple, intuitive and awesome it looks to be, which I am sure it is given that it's based on the …
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A question that I have in this regards that I have been meaning to ping Apple's director of technology evangelism on is: what about ad-supported apps? I can see room for lots of applications where advertiser-based, sponsor-based or pay-for-inclusio…
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Quote: Originally Posted by SpamSandwich It would not be "Mobility" because that has a very specific meaning. It usually refers to vehicle modifications (lifts, for example) and services for the disabled in the automotive industry. http://www.…
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Huh? iPhone is just a copied version of touch? Steve doesn't like it at all? Reality: Apple doesn't generally build stuff by accident, and they certainly don't roll out high volume products that Jobs isn't 200% behind. Plus, all of this stuf…
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The biggest issue I have with the naming scheme is that it doesn't solve the mouthful that occurs when you try to explain that iPhone SDK based applications can run on iPhone or iPod. If it was OS X Mobility, you would avoid this confusion. I bl…
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Earlier this 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 that cross once impenetrable boundari…
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Quote: Originally Posted by mustbehardtospel Probably at least as many as know that an iPhone refresh is in the works and are holding off buying a Touch for that reason, which is what the article suggested as a reason for the reduction in the bui…
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Thanks, PG4G. They certainly don't lack for ambition and the ability to execute. It is hard to believe that just a scant few years ago, the commoditization of everything in PC realm (i.e., The Dell Model) was accepted as gospel. The whole commo…
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It is a wonder to watch how Apple has built its current halo effect by integrating media and mobile device level goodness with PC level synchronicity and then absolutely nailed the services layer across these domains. In the history of computing…
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Quote: Originally Posted by esiat Agreed. It is nice that they have implemented the mechanism for pushing the contextual data to their device. The question is will their implementation be available for license so that such data can be pushed to o…
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The location based side of this has been a no-brainer from the get go since there is so much contextual data that can be pushed your way specific to a business/restaurant/sporting event, etc, and apple already has the transactional piece and the app…
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Quote: Originally Posted by macFanDave This does not look good. Shaw Wu has been around a while, so we can't give him the benefit of the doubt about not knowing how Apple stock works. Also, we all know that he is among a handful of analysts w…
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One item not covered in the report here that I think is integral to understanding Apple's unfair advantage in the market is the 'halo effect' of synergies across its strategies, lines of business, channels and the like. I have done some analysis …
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I keep thinking that there are all sorts of value added ways that you could combine remote control and interactive programming guide in the iPhone/iPod touch environment. Specifically, (from my post), 'iPod touch: the first mainstream Wi-Fi mob…
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For what it's worth, the data point that most grabbed me was the rate of growth of the Mac business relative to the rest of the industry - 51% this year compared to last - a rate of growth 3.5X better than the PC industry. I see this growth rat…
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Quote: Originally Posted by MiMiC But what about the ability to carry files around with me?!?!?!?!? I want to be able to send this files also, AND save files from emails to this folder. Sending iCal events is critical as well as sending files…
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Quote: Originally Posted by dehgenog That would actually be a feasible indicator for this year's iPod-keynote-time: If they have any intention of making wireless iPods the new standard by the end of 2008, it's (really) likely they'll address thei…