ajitmd
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It is not SJ history to sell cheap $99 boxes. More than likely anything that comes out will have a huge value added features to justify a fat profit margin. It would have to include: 1. App store, iBook, iTunes and even You Tube content. 2. TV …
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Quote: Originally Posted by alexkhan2000 Korean conglomerates like Samsung and LG that dabble in everything from semiconductors and rice cookers to selling insurance and ship construction have come a long way. I should know: I was born in Korea a…
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Looks like every week we get at least one iPad killer. They have a wide moats to cross: 1. They lack value added chain - No secure content source of Apps or other content. 2. No integration with other devices like an iPhone, iPod, etc. The An…
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Who are they kidding? It is a sweat shop! It is a shame that an innovative company like Apple does not want to make the effort to automate the assembly process so that their products do not have to be made by slave labor. In the end, automated pr…
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Quote: Originally Posted by digitalclips Yep, and it's ironic they are the folks that make them un-crippled for everyone else in the first place! I suspect a lot of the iPhone 4 just make a round trip from Mainland China to HK and back. Apple…
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Quote: Originally Posted by SockRolid Lenovo's CEO said that Apple "doesn't care about China" and ?If Apple were to spend the same effort on the Chinese consumer as we do, we would be in trouble.? Big trouble. Right now. And I still think al…
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This liquid metal alloy uses some expensive metals. It remains to be seen how cost effective it will be for such items at the iPad and laptop cases. In most products, an Aluminum alloy is more than enough. However, this company's product may have…
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The company did get sluggish when SJ was sick and getting the liver transplant. They even hired Mark Papermaster, who is very smart and accomplished in the area of microprocessors, but was not the right fit for Apple/iPhone Manager. So, it is wild…
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I remember reading Zaky saying that the Mac would grow Y-Y at around 30+%. Can somebody clarify these estimates? TIA.
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Quote: Originally Posted by Gokhan Just forget it. There will never be a CDMA iPhone. CDMA wouldn't work with iPhone OS because you can't simultaneously talk and connect to the Internet with CDMA. Moreover, there is no SIM card and it's not a wor…
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With multimedia, etc, these netbooks are not optimized for these functions. So it is a choice between a powerful - and heavy laptop versus a iPad. Then there is the issue of apps. The big question is what will be the effect of all these Android p…
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With NFC or even with BlueTooth, the iPhone could eliminate a few things: 1. Credit and Debit cards, Toll cards 2. Open car door, enable or start engine, open garage door 3. Control security/alarm, remote viewing of the home security cameras (ava…
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I have a solution for this already... I am getting the new MacMini hooked up to my 55" Samsung and a PS3 for Blu-Ray. The internet comes via a DSL, but I am about to switch to fiberoptic that offers 10, 30, 50 MB plans and symmetrical. Once I got …
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The iPhone and the iPad are a long way from being saturated in the US, let alone worldwide at it has been mentioned already. The main reasons why Android gained market share are: 1. Supply constraints - None of the ATT stores I checked have the i…
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Quote: Originally Posted by Prof. Peabody This make no sense (as reported). He was supposedly selling "secrets" to manufacturers, but other sites are reporting that the manufacturers were case manufacturers? What possible "secrets" could be…
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Apple must be still supply constrained with the iPhone and the iPad. I had to replace a stolen iPhone today and in my city of 150,000 people, none of the ATT stores have iPhones and it is a 10 day wait. iPad wait times is around 2 weeks. No wonde…
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Quote: Originally Posted by applestockholder Apple has less than 10% of the CPU market (best guess) Apple has less than 14.2% of the smartphone market (sales Q22010) Apple has less than 2.7% of the cell phone market (sales Q22010) The only b…
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Thank your for the detailed analysis. I think the assumptions are valid, unless the global economy really tanks. More likely we will get slow stagnant growth worldwide. All the major categories like the iPhone, iPad, iTunes are in the S-Curve hyp…
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Again, why would somebody like Papermaster who had been with IBM for 26 years in Texas and was a trusted VP would go with Apple. He was already rich anyway. His expertise was microprocessors and was used to dealing in structured environment. Appl…
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What I do not understand is why somebody like Papermaster an expert with microprocessors, who was with IBM for 26 years would leave to join a mercurial company like Apple. No matter how talented he may have been, Apple is a totally different compan…