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Monday, May 16, 2011

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  • trule
    Jan 30, 02:18 AM
    Chartists come to absurd conclusions, such as AAPL having support at 60. This means a trailing P/E based on current earnings (without growth) of around 15. At 40, we're talking a P/E of ten. This assumes that AAPL's growth days are over, as of now. Does anything we know about the company, including its historical growth and product offerings comport with the idea of Apple turning into Dow Chemical? I don't think so.


    PE's historically range between 7(bear lows) and 18 (bull highs) so 10 would be about the point where the weekly P&F chart (54) turns bearish.

    However you must consider that AAPL is 100% discretionary consumer spending so when recession hits consumers will cut back in favour of things like food and oil. Want another negative, here is one, 18 billion in cash...held in a fast depreciating currency (lost half its value over the past 6 years). Or how about this, DRM free music, sure to result in more file sharing and less iTunes sales. And on the topic of iTunes, another negative, all that new competition...one of them is sure to break the AAPL hold on that market.

    That weekly P&F chart is the worst I have seen in the past 5 years :eek:





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  • jowie
    Apr 14, 03:38 AM
    If there were so many problems with the white iPhone 4, how come Stephen Fry has had one (and used it) from the beginning?
    :rolleyes:





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  • ChazUK
    May 1, 05:55 AM
    No, you're right -- this is something totally subjective (seriously, not being snarky here [for once ;-)] )

    I've just noticed that in every report I've read that has an "android slant", the phrase "smartphone OS" has been used. Whereas before, it seemed to be just "mobile OS".

    I'm the first to admit that I may be reading a bit into it here. Does look suspiciously like a conspiracy theory from the outside, I imagine.

    However, that doesn't change my opinion that the figure that really DOES matter is mobile platform OS share, not smartphone share. :-)

    No worries, i enjoy the discussions!

    Developers should shun every single report of Androids smartphone marketshare as the only thing they should worry about is total os instal base, anything else shouldn't matter to them!

    (The smart phone os market share figure is used by a lot of pro Android sites as chest thumping material I will say) :)





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  • tablo13
    Apr 22, 04:16 PM
    Uhh no. Rounded off edges are a big no-no.





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  • Daveway
    Jul 24, 08:44 PM
    I can see many first time user scratching their heads on this kind of design.





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  • ten-oak-druid
    Apr 25, 12:40 PM
    matte screen option or fail.

    Given that the option is available for the macbook pro, I'd guess the imacs will get them.





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  • saving107
    Apr 14, 01:32 PM
    Nope, I've never enabled them before on my iPad as I'm not an official Apple developer and I didn't have access to the beta release that included this feature in the past.

    Interesting.

    I can't confirm this because I already had Gestures enabled once and with every new update, it hasn't gone away. But if they are now enabled without needing XCode, then I guess enjoy because I love using these Gestures (I rarely use the Home button anymore).





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  • chrono1081
    Apr 28, 11:08 AM
    I'm honestly surprised by a lot of you. The whole "no single android phone outsells the iPhone!" argument, is foolish and weak. It's a platform war. You basically get ONE CHOICE with the iPhone. Now it's a great choice, but of course it's going to be a top seller as a result. There are so many good Android choices out there that a single model isn't going to dwarf the others. Since there are, you know, options? As a platform it seems iOS is getting whooped on. Does that not register, or are people that much in denial?

    Now myself, I like my iPhone, but come on...in this case we are talking about platforms...So weird...

    I don't agree with the whole "choices" statement as being a plus side for Android. If you don't like iPhone, don't choose iPhone. If you like Android, choose Android. I don't consider Android having an advantage because its available on more handsets. Most people choose the phone they like and don't care too much about the OS that runs on it. (Seriously go browse a cell phone store for awhile, people are attracted to the hardware and 9 times out of 10 don't care about the OS).





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  • NickZac
    Jan 30, 01:03 PM
    I heard on the radio that the first thing he did every morning was to pull up TMZ to see what Charlie had done so if he knew whether to go to work or not

    And I saw a tweet that said that Lindsay Lohan was worried about him
    You know if she is worried about him you have reached the bottom

    LMAO what a boss!

    And Lindsay Lohan being concerned over someone going on a 'binge'...to be honest I don't even have words to express my thoughts





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  • DeathChill
    Apr 23, 12:55 AM
    Nope. I see every issue from the consumer perspective - as I should (being a consumer). Any other perspective would be an abomination (unless for those who hold tons of AAPL shares).
    Phrases like "in Apple's eyes" is a good example of what I am talking about. Apple does not use iPhones, consumers do. Consumer eyse are the only eyes that matter. And that is exactly why people are switching to Android. If Apple cares more about what they think is right than what I think is right (for me) it would be stupid for me to care about what Apple thinks or does.

    I'm not sure I understand what you're saying. You say that it would be stupid for you to care about what Apple thinks or does, yet you're on here berating them left and right. It makes zero sense to me.

    Consumer eyes do matter and that's who Apple builds devices for. They don't build them for the spec junkie who has to have everything in the spec list checked off. They want people to have a great experience on their device in areas that matter in their mind.


    I doubt that but even if that was the case then what? Every other phone manufacturer on the planet can design a phone that has LTE and Apple could not? Because they spend on R&D much less than any other hi-tech company of comparable size?

    It is definitely true currently. No chip supports LTE and the other specifications (CDMA, GSM) yet.

    Apple certainly can design a phone that supports LTE, but getting good battery life out of it is another thing. This is an area of focus for Apple so they won't make compromises here.





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  • kalsta
    Apr 15, 09:57 AM
    Dude,,...... you didn't get rid of the chin....
    You can't mention iMac around here without someone saying.
    I hope they get rid of the chin. :rolleyes::D

    True enough. But if there was no chin, I may as well have drawn an iPad on a stick, and no one would be impressed by that. ;)

    ps. Yes I think a touch screen mac is coming but it seriously needs to be a new product not an iMac. Also needs to be much much smaller and lighter like the iMac gets the Air Treatment with say 17 or 20inch screen. No Stand.

    I'm not really sure what the point would be. If you lay a 17 or 20 inch Mac down on your lap, give it a touch screen, and modify the interface so it's more suited to the less precise input of fingers… haven't you just created a bigger iPad? (Not that a bigger iPad wouldn't have it's uses, but it wouldn't be a Mac, and I'd question whether it would warrant yet another 'marketing name'.

    I suppose it's possible, as many presume, that Apple is looking to merge OS X and iOS, but it's never been that convincing of an argument to me. There are some real incompatibilities between the two in my mind. Many OS X apps demand the precision and unrestricted visibility that a keyboard and mouse give you, but once you're using a keyboard and mouse, the display has moved away from your fingers. A vertical display keeps it within reach, but humans just aren't suited to using a vertical touch screen for more than a few minutes, as Steve Jobs has himself remarked.

    If the future were some kind of OS X / iOS hybrid, why did Apple invent iOS in the first place? Why not just go straight for this touchable OS X Nirvana if it exists? I suspect it doesn't exist, and Apple understood that a usable touchscreen interface has a unique set of requirements, benefits and limitations.

    As for what this 'ix.Mac.MarketingName' is, I actually haven't a clue. It's somewhat intriguing though. It's kind of exciting to think that the inventive minds at Apple might be hatching some new kind of device. A little optimistic maybe, but who knows?





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  • balamw
    Oct 23, 10:46 AM
    No one will know that until they try installing Windows on a VM.
    The implication from Paul Thurrott's comments via daveschroeder above is that it isn't a tecnological limitation, but I agree with you that it shouldn't be hard to detect VM or not. I would presume the first place they'd go is for the DRM and thus eliminate lots of what people would like to do by running Windows in a VM on a Mac.

    B





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  • netdog
    Jul 12, 04:18 AM
    You just demonstrated the risk of closed formats and DRM. Suppose a superior product does become available. That superior product would have hard time competing, since iPod-users are tied to FairPlay (if they have used iTunes that is).

    That said: there has been rumors that Microsoft would make the songs the user has bought from iTunes available to "switchers" for free, eliminating the FairPlay-lock in (by replacing it with another lock-in).

    Yes, I mentioned the switch for free rumours in my post.

    As for using this as a critique of DRM, Apple and Microsoft will use DRM. The old rent-a-tune subscription model applied to WMAs will, no doubt, not be the only model offered by Microsoft. As for whether DRM is a good idea or not, while I hate it, the fact is that consumers are buying huge numbers of DRM-protected files, and our debates about the merits of DRM are just whistling in the wind.





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  • cjcampbell
    Jan 26, 01:11 AM
    Apple has received a great deal of favorable publicity in the last year as it introduced the iPhone and increased market share in computer sales. Whenever a company gets that kind of publicity, a number of people will buy its stock simply because it was mentioned in the newspapers, without really analyzing whether the stock was actually worth that or not. This halo effect can last as long as six months to a year, but it disappears on the appearance of any bad news, in this case a market downturn.

    Apple was grossly overvalued because of all the publicity, so it was the first stock to be dumped when the market turned down. Now it is probably grossly undervalued. Personally, I stay away from volatility. There are too many people who are trading stocks, as opposed to investing in companies. There is a big difference. One is looking for a quick profit on a short-term change in price; the other is looking for long-term accumulation of value.

    The short-term traders often do quite well and they brag about their successes, but overall their investments do not do as well as if they had put their money in slot machines in Vegas. That is why I stay away from volatility.





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  • Jason Beck
    Apr 7, 01:32 AM
    http://fc07.deviantart.net/fs71/f/2011/096/d/6/photographer_and_puppy_by_jasonbeck-d3demik.jpg





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  • msb3079
    Apr 28, 04:25 PM
    It's definitely not perspective. You can see the metal piece is raised higher because the white sections are thicker than the black sections. A 2 year old could figure this out.





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  • trainguy77
    Oct 14, 11:37 PM
    We moved up a rank today some how. :eek: As well the number of active users is increasing. I kind of think us talking about it here seems to be helping! I might just set my signature back to something about folding tomorrow at some point.





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  • iRobby
    Apr 15, 01:35 PM
    With the update notice officially stating When Lion ships this summer What are the chances the iMac refresh will happen at the same time? or will it be in the Fall instead?





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  • AvSRoCkCO1067
    Jul 21, 12:04 PM
    I don't even need to look at the article to know its total. Apple doesn't have the manufacturing and distribution channels to increase their market share by 4% in a quarter. Hell I don't think Dell has that kind of force either.

    I think you misunderstood what he was asking (or maybe I'm just really confused).

    I think he meant, 'did Apple sell 4.8% of all the computers shipped in that ONE quarter?' or 'does Apple now own 4.8% of the TOTAL computer market?'

    Both are possible - although the latter is what the article discusses.





    ArchaicRevival
    Apr 28, 10:28 AM
    Rock on, :apple:





    mc68k
    Nov 24, 07:40 PM
    Good, maybe we can get back ahead of club lexus, again. Then again that means I might not catch up to you in a year...

    haha here's hoping ;)

    yeah team lexus should be in the rearview mirror soon





    Plutonius
    Apr 26, 04:05 PM
    Ah, a last minute vote by Aggie. It looks like he might not have purposely bolded his original vote. Add his name to the list for tomorrow.





    wordoflife
    Apr 14, 01:00 AM
    I originally waited for the white version (back when it was only delayed until "late summer".) but once September rolled around, I just decided to wait until the 5 came out. With the rumors of the 5 being delayed until fall, I might have to seriously consider some backup plans. I'd prefer to stick with an iPhone, but the 3GS is getting long in the tooth and I will not sign a contract for outdated hardware.

    It's not really outdated in the sense that it is still the best and latest iPhone out there. But I know what you are getting at.





    bradl
    May 2, 01:41 AM
    All I have to say that hasn't been said yet is...

    .. not bad for someone whom his detractors stated he was unqualified to be POTUS because of lack of military experience..

    Funny that it took a small dagger strike at the heart instead of Bush's running in with guns blazing, shooting first and asking questions later. If someone would have thought of that 8 years ago, this would have been a done deal.

    Obama is definitely getting another 4 years out of this.

    BL.