DanielEran

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DanielEran
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  • Editorial: Will Apple's 1990's "Golden Age" collapse repeat itself?

    KITA said:

    Surface RT
    Microsoft's Newton

    From that, came these:



    So while Windows RT on an ARM tablet was a dead end at the time, the Surface line was not.

    It's also worth pointing out that Surface revenue was up 32% yoy this past quarter and that Microsoft has more devices in the works for later this year.
    No Windows RT on ARM did not evolve. Those are all conventional PCs. The article specifically described RT's efforts to make a new class of Windows devices. That failed entirely, at great cost. And no, Surface isn't up. It's been sideways with no real growth since launch. It has shifted slightly between slightly better and slightly worse quarters, but it has never grown significantly above ~1M tablets/PCs per quarter. Compare that to 7-10M iPads or ~5 million Macs per quarter. 
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  • Editorial: Will Apple's 1990's "Golden Age" collapse repeat itself?

    IL1 was not built by or for Apple; nor were they the first tenant. 
    Do you know what year Apple moved into the Four-Phase complex? Its HQ was only about half the size of today's Infinite Loop.  
    Colin O’Scopycornchipmagman1979jony0watto_cobra
  • Editorial: Will Apple's 1990's "Golden Age" collapse repeat itself?

    firelock said:
    Great article. Having run an imaging and design studio for a major ad agency during the mid-90s, I’ll add that another factor in Apple’s near collapse was its inability to deliver on building a major update to its OS. The biggest issue with the legacy Mac operating system was its lack of dynamic memory management. Raise your hand if you remember having to get info on an app and manually adjust its memory allocation. As a pro it was certainly frustrating to have to be constantly adjusting memory allocation on Photoshop and Quark, and closing one app to free up enough memory to run another. Apps would just crash and sometimes corrupt files because they ran out of memory. But as pros, most (some?) of us at least understood the problem and how to deal with it, but consumers were completely at a loss. I don’t know how many friends and family I had phone calls with trying to explain to them how to manage the memory on their Macs. Worse yet they would run off and take their Mac to get “repaired” because their apps were constantly crashing. What they needed to do was increase the memory allocation for the apps, but the shops would instead sell them more RAM which not only cost them hundreds of dollars, but it wouldn’t solve the problem. The problem was so bad that I stopped recommending Macs to non-professionals in my circle.

    Apple had promised year after year to come out with a modern OS that could manage memory dynamically, but they failed to do so year after year and instead just kept issuing minor updates that made small improvements to the user interface (Mac OS 8 & 9). I was very close to switching my entire studio over to PCs over this one issue when the return of Jobs and the promise of OS X convinced me to stick it out. Obviously this paid off and I’m glad because OS X and now iOS are light years ahead of the competition.
    Yes - and iOS employed not just NeXT/MacOS X's modern memory management but added new mobile-ready conservative memory use and liberal recycling of unused memory, something that Android is rather bad at, with a kernel coming from Linux PCs. So that's another example of Google facing an Old Apple problem. Users are left wondering how to diddle with utilities to kill apps in order to get things to run, and Android devices demand far more RAM to work well at all.  
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  • Bloomberg butchers Samsung OLED statements to portray iPhone X as weak

    anome said:
     Bloomberg’s Apple coverage is now spearheaded by Mark Gurman, a noted Pro Troll. he’s bitter on Apple. 
    What I don't understand is, if he's such a hater on Apple, why do people credit his "inside sources" on new hardware? From some reporters, details leaked via Gurman seem to be given extra credence. He's getting good intelligence on Apple's product line, but spends the rest of his time trying to tank the stock? That looks suspicious to me.
    Gurman doesn't provide much "good intelligence" on Apple's products. He rounds up old rumors and adds a few details, often "code names" of projects that nobody could verify outside of the people inside Apple who don't talk about those details. He has also joined a few other sources in working to spoil Apple's events, leaking some details pointlessly days or hours before Apple announces them. There's no value to that apart from trying to inflict damage.

    It's unlikely Gurman actually has any intent to "tank" Apple stock. More likely, he's fed details (true or not) from people who want to repress the stock value so they can buy on panic and sell on recovery. We have historically gotten lots of such "tips." Gurman does create simplistic narratives that are either evidence of incredible ignorance of how things actually work, or are maliciously crafted propaganda. He has no background in working in tech, so the former is more likely than pure deviousness, but he also has a really negative slant that is generally only expressed for Apple, and that's clear in how he approaches every story about the company. A mix of ignorance and embitterment. 
    watto_cobra
  • Bloomberg butchers Samsung OLED statements to portray iPhone X as weak

    k2kw said:
    For once i would like to see DED come out with his prediction of how the iPhoneX is doing ?   How much revenue will Apple pull in this quarter?   How many phones will be sold.    What will be the ASP?   And what percentage of phones where the iPhoneX?   Will the iPhoneX be the still be the big seller?

    Same for iPads, Computers, and HomePods.

    And how will Apple do in the next year?   Will sales in Fiscal year 2019 be better or worse than 2020 when the second generation of Apple OLED phones come out.

    Its easy being a critic and attacking others in hindsight.

    I'd like to see Apple's staff make their predictions and publicly track how they do (along with all these 3rd party analysts).   Track two predictions be for Earnings release ; one made one month be fore the earnings call and one 3-5 days before the earnings call.
    I'm not criticizing a projection because Bloomberg isn't making a projection.

    Mark Gurman is selectively picking up ideas to create bullshit logic to support a narrative that is not really supported by any facts, and contradicted by clear facts. 

    The fact my reporting this upsets you sort of reveals a lot about you.


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