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BS Detector's Comments Stream Stats
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Good Chance Apple Will Choose ZPower for Its New Notebook Batteries
Just a nit: The first iPods did not have touch pad-type scroll wheels. They had mechanical scroll wheels that could get junk under them, requiring them to be removed (easily, with a piece of good adhesive tape) and cleaned.
Any price information?
Apple's Walmart Deal Will Effectively Kill Google's Android
Yep, you're wrong. My bare-bones iPhone plan (no text messaging, minimum number of minutes) is $70/mo - $40+$30.
"As for someone's complaint that about only "hundreds" of free aps available for the G1. There are more aps coming out every day. The phone has only been out a month and a half. In a short time, there will be thousands of aps."
That was me. I was ridiculing your listing of "hundreds of useful apps" as an advantage of the G1 over the iPhone.
"The complaints logged here that T-Mo service is worse than AT&T just do not fit the data. I subscribe to C. Reports, and year after year, AT&T is near the bottom. Those come from thousands of consumers filling out surveys about their experiences with their cell phone service. I give that some credence."
It's really not enough data. T-Mobile customers I think are more likely cheerleaders for their chosen provider; if you look in the CR scoring, the "readers' scores" are generally higher for T-Mobile than for AT&T, though the other question about the service, which are somewhat more quantitative, show the actual service to be pretty close.
My opinion is that the service is the pretty much the same in places that both serve, and that AT&T's service is much better in the many places T-Mobile doesn't cover.
Apple's Walmart Deal Will Effectively Kill Google's Android
Granted, the G1 costs less to own, has a keyboard, has copy/paste, has a removable battery. But hundreds of useful free apps for immediate download? Since when is hundreds better than thousands? And tethering - not officially means jack squat. You can unlock an iPhone, too - is that an advantage for the iPhone? As for T-Mobile hotspots, again not an advantage - AT&T hotspots (at least, those at Starbuck's) are included on the iPhone.
""I saw one side-by-side test online, and the G1 3G was faster than the iphone 3G."
Two things. First off, I saw something that indicated that the T-Mobile proxy does some image compression before sending pages down the pipe to the phone, which if true would obviously have a positive impact on web page download speeds. Secondly, which networks were they on? I read a comparison of the two from London, where the G1 runs on a faster 3G network. Not really a fair comparison, is it?
I've had T-Mobile and I've got AT&T and Sprint, and my wife has Verizon in the Washington DC area, and I can tell you that in many places the voice service of T and TMO are identical. I believe they share infrastructure. At my house, which is less than 10 miles from the White House, both AT&T and T-Mobile provide similarly terrible coverage, while Verizon and Sprint are fine.
I've had problems with the 3G coverage, even in downtown DC, where a call with both AT&T and Apple folks on the line showed that the AT&T network was at fault. I believe that as time goes by, it will be shown that AT&T was the root of almost all of the iPhone's problematic data speeds.
"The G1 is on track to sell 1 million units before the end of the year (projections before it came out were 600,000 units), even tho it was only released on Oct 22. It's a huge hit."
and then GVS wrote: "In addition to that.. how many I phones did AT T sell the first couple of months.. not 1 millon."
In the first 10 weeks, 1 million units makes "a huge hit," eh? Sales of 100,000/week defines "a huge hit." Okay. In the first 14 weeks of the iPhone 3G (between release and the Q4 conference call), it sold more than 5 million units. And that doesn't include the 2 million iPhones in the channel, which had been shipped to retailers but not yet sold to consumers. How many of the 1 million G1's will be in the channel as opposed to actually sold?
The iPhone's selling rate, over a comparable period, was at least 3.5x greater than the G1's - which is apparently a "huge hit." I guess the iPhone's a hyper-mongo-gigantic hit.
GVS continued: "Having been an ATT customer and now a TMobile customer. I'll take the G1 over the Iphone on the basis that G1 is a lot more useful. More companies are adopting it, so it will be standard issue in a few years."
Don't kid yourself. Without Exchange support, G1 is dead to business. Once they get that onboard, it will still be a tough sale against RIM, which has EXTREMELY attractive price points.
Will Apple Beat 2009 Revenue Consensus?
"While a moderate to deep recession will undoubtedly affect Apple's business, the natural growth rate and penetration in even a flat economic environment will offset the negative effects of a slowdown. Unless we're talking 10-12% unemployment and 5-6% negative GDP growth throughout 2009, the analyst consensus simply makes no sense."
We are NOT in a flat economic environment. We are in an extraordinarily fearful environment. Until the fear is taken care of, I expect consumer spending will be greatly reduced, which will hit all retailers to some degree. It's possible that the last week or two before Christmas will be gangbusters, if markets stabilize, people feel confident in their jobs, and the media stop reporting the worst possible economic news every...single...day. But I'm inclined to think not. I think nearly all consumer-related companies are going to see an unprecedented drop in sales this quarter, which will basically be a dead loss, since Christmas is a once-per-year event.
As an aside about the media: I watched a thestreet.com video with Arthur (yes the curve guy) Laffer, who basically said that the huge amounts of debt that we're adding to the national balance sheet will be a big drag on future economic growth, which needs to be solved by reduced future government spending rather than tax increases, as Obama described in his campaign. He also said that Obama could change into a more Bill Clinton-like economic President, and said he could turn out to be one of our best Presidents. The headline on the story: "Laffer: Obama will tax us to death."
Apple Earnings: What to Expect (And Who Not to Believe)
Why so insecure in what you've written that you need to attack detractors so aggressively?
Read his post carefully. He's a market timer, he doesn't think the market's headed back up in his near-term, and Apple is a high-beta stock. Pretty straightforward. He didn't say ANYTHING about Apple's cash flow; he actually indicated no interest in fundamental analysis whatsoever, except at a macro level.
Seriously - put your stuff out there (pretty ballsy, you are), and let people have at it. For one day, anyway.
Apple Fails to Deliver, and the Rally Fizzles
The new designs are a significant step in the evolution of laptop construction. While Apple will suffer from lower margins on these initially (they are expecting that production costs will decline as the manufacturing process matures), the company has once again taken a step forward that other manufacturers will eventually adopt. The single piece chassis/frame means fewer parts, fewer manufacturing/assembly errors, lower assembly costs, longer MTBF, and increased durability. Yes, it's more expensive - but so were 15" widescreen LCDs, 17" LCDs, 1" thick designs, backlit keyboards, and touchpads, many of which are now standard fare.
Does it excite the masses? Not yet. But just wait until the Apple marketing machine starts running commercials. The "coolness" factor will count on this one; how much is dependent somewhat on the economy.
It wouldn't surprise me in the least to see a $100 price drop before Christmas, with Apple claiming "improved manufacturing efficiency" as justification (when in reality it's slower-than-expected sales).
Expecting Apple to Reach $300 in 2008
Apple Is Worth More than Steve Jobs
Apple Investors: The Bottom's Not In - Just Yet
Replacing P/E in Valuing Apple Stock
Apple Investors: The Bottom's Not In - Just Yet
iPhone Sales Drastically Surpass Q4 Consensus; Apple Reaches 10m Goal
"I have, I was thinking to something else while typing and swapped the meaning of the two words (trailing/forward). Thank you for your concern. Now rest."
I find that when being an arrogant ass, it's best to make sure not to say something SUPREMELY STUPID.
Did iPhone Sales Pass 10M Already?
seekingalpha.com/artic...
Apple Investors: The Bottom's Not In - Just Yet
iPhone Sales Drastically Surpass Q4 Consensus; Apple Reaches 10m Goal
You don't really have any idea what "trailing PE" means, do you?