ajitmd
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I wonder if that dude who got fired from Apple could get the CEO position at Microsoft? Forestal could clean the mess at MSFT... except that he has a difficult personality. I would love to see that, than pile on MSFT stock. Too bad Cook kept Fo…
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It is about time that Apple upgraded their Mac line and they still got the Mac tower to be upgraded... all part of the ecosystem. Their upgrade cycles should not take >1 year. In tech it is an eternity. Meanwhile, they need to come with iPho…
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The Moto $12B purchase will have to be written on. The FRAND patents are not worth that kind of money and manufacturing is a money loosing bottomless pit. There is no way that Moto can compete with the likes of Samsung that are vertically integrat…
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Can the iPhone be designed so that its manufacture and assembly are fully automated? I understand that the components like the chips, LED display, and even the battery are produced in automated factories. Can the case be designed so that the inter…
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70% of Apple profits and 50 % of its revenues come from the iPhone. The iPhone5 is selling is higher volumes than iPhone 4s, etc. However, the market probably feels with that the surge is not sustainable over time. Sales will peak on the Dec Q a…
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I think that leaving out the DVD drive out of the iMac may be premature. I still rent DVDs, and even BluRay. With such a nice display, it makes fun watching movies on the 27" iMac and it is better than my regular HDTV. More so when Apple introd…
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Apple should have focussed in bringing different models of the iPhone. That where the money is. They should have kept the same aspect ratio and produced 4.0-4.5", 4.5-5" versions, in addition to the 3.5" version. Just 1 color to simplify invent…
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The firewall is a fig leaf. The Samsung component division prepared a document on the iPhone that was used by the division making the Samsung phones. Got to be other fabs that can make the A4/5 chips. Intel? IBM? TXN? It makes sense to fab w…
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Apple licenses the cores from ARM and then they bought PA Semi to do the design of the SoC. Imagination Tech was bought for its graphics core. Actually Apple made a lame effort to have Taiwan Semi build the A class chips, but their fab was not u…
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Settle? Samsung will settle only if the jury goes against them decisively. Anybody who has done business in places like China, India, Korea, Russian, Brazil, etc should understand how most of the folks there operate. Agreements do not mean anyt…
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Can somebody explain why Apple has not sued Google directly? It is the Google Android software that ultimately infringes on Apple patents. Why beat around the bush when Apple can go for the roots? Goog with Moto have no qualms about suing Apple…
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I am still long though I have taken shares off the table. The returns were beyond my wildest dreams starting in early 2009... and a lot it was luck on my part. If anything, I want to keep on selling on the next leg up. For the new folks, it may…
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A 4" screen makes sense only if the aspect ratio stays the same, the number of pixels stays the same. Just the density of the pixels increases slightly. I certainly do not want the size of the phone to increase. The current size of the iPhone i…
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How well does the iPhone work with Chinese characters? I understand the language uses symbols and has something like 2,000 symbols. How do you type does symbols? May be somebody who is fluent with the Chinese languages could pitch in. TIA.
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Apple has won the market cap and profits war. Samsung may be doing ok with smart phones, but they are not going anywhere with tablets, laptops, PCs, content. In the end, the consumer profits will go where there are integrated solutions, i.e., th…
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SJ was careful with compensation, starting with his own compensation. After he died, management seems to have gone wild. They issued a bunch of options to themselves, a lot of it excessive. Now this guy has joined options party. To top if off,…
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Even though SJ's wife is wealthy in the $Bs, owning a yacht is pain and expensive. Unless you live in one and it is a passion, it just makes sense to rent. Want to sail the Caribean? No problem... there are all kinds of boats for rent. Prefer Eu…
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That was a relief! I was beginning to get worried that Apple was loosing its bearings, by hiring some French loud mouth and sidelining Ive. If Apple going to make a TV type device, I want it simple, easy to use like the iPad. Do not want to rea…
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The consumer who adopts the iPad typically invests in App Store, iBooks content. Most of this content can be downloaded to the iPhone without additional charges. So, an iPad owner should typically stick to iPhone. I would expect that the add…
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There are good business and legal reasons to have data security and encryption. Patient medical data has to be backed up remotely and encrypted. Same with financial data. Public disclosure can spend the end of the business or profession. In my o…