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  • Apple's Walmart Deal Will Effectively Kill Google's Android
    webrun wrote: "...our cost for is $84 per month. I could be wrong, but I don't believe you can get one iphone with data plan for that cost."

    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.
    Dec 10 23:33 pm |Rating: 0 -1 |Link to Comment |View article
  • Apple's Walmart Deal Will Effectively Kill Google's Android
    webrun wrote: "...just a few of the advantages of the G1 over the iphone: ...hundreds of useful FREE applications for immediate download. Tho not officially, you can successfully tether the G1, and T-Mobile Hotspots is included with the G1 data plan.

    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.
    Dec 10 13:45 pm |Rating: +1 -1 |Link to Comment |View article
  • Did iPhone Sales Pass 10M Already?
    Toni - still waiting for you to admit you don't know what "trailing PE" means.

    seekingalpha.com/artic...
    Oct 07 15:39 pm |Rating: 0 0 |Link to Comment |View article
  • Google Breaks Down
    Yeah, I was having a hard time making the stock break through that "resistance level." Good thing for me I was able to create a Google voodoo doll, into which this week I stuck several needles. So you better not buy this stock, because I'm going to cut off the head next. And you know what happens then - straight down.
    Oct 02 20:36 pm |Rating: 0 0 |Link to Comment |View article
  • Jonathan Ive: More Valuable to Apple than Steve Jobs?
    To digivision, who questioned my statement that "I'd GLADLY have my iPhone weigh an ounce more in exchange for 50% longer battery life":

    My comment was actually independent of a comparison with the google thingamajig. It continued to describe Jason the Cheerleader's analytical weakness, demonstrated by his conclusion that the google phone is inferior to the iPhone from one reviewer's sentence about the device's size and weight.

    However, since you brought it up, you're wrong, according to the manufacturers' claims.

    Talk time: GOOG - 350/406 minutes, AAPL - 300/600. Advantage GOOG, with the weighty assumption that 3G is the preferred and available network.

    Standby time: GOOG - 402/319 (curious), AAPL - up to 300. Advantage GOOG.

    It appears that the GOOG is MUCH more efficient. The G1 uses a 1150mAh lithium battery; the only thing I've found on the iPhone's battery size puts it at 1400 mAh.
    Sep 24 10:16 am |Rating: 0 0 |Link to Comment |View article
  • Jonathan Ive: More Valuable to Apple than Steve Jobs?
    You are such a cheerleader!

    "I was prepared to delve into a detailed comparison between the gPhone and the iPhone but Mr. Mossberg's statement just put an end to any constructive debate that we might have had."

    Right - God forbid you actually go out, do some research, and try to be objective. It's so much easier to put on your giant foam "Apple is #1" and short into your megaphone about how great Apple is.

    You say Mossberg said it was "stubby." Not sure what that means to you, but the G1's specs say it's a bit narrower and a bit longer than the iPhone, resulting in a slightly smaller form factor; 30% thicker means just over an eighth of an inch.

    Don't get me wrong, I think the G1 looks ghastly. But to dismiss it out of hand based on a single comment by a reviewer just shows how little credence should be given to your opinions.

    By the way, I'd GLADLY have my iPhone weigh an ounce more in exchange for 50% longer battery life.
    Sep 24 08:43 am |Rating: 0 0 |Link to Comment |View article
  • Is Apple a Better Stock Than Google?
    "From a stock point of view, Apple’s shares are trading at higher multiples than Google’s in most cases (price/earnings ratio, price to book value, etc.)..."

    What about cash flow? You don't mention that at least half of iPhone revenues are deferred to later FYs, which means that earnings aren't fully reflective of profitability.

    "...a bunch of money sitting around isn’t really worth all that much from an investment point of view."

    I'm sure Warren Buffett would be interested to learn this.
    Aug 14 10:58 am |Rating: 0 0 |Link to Comment |View article
  • Five Great Quality Companies: Are They Too Expensive?
    AZ: Looks like seekingalpha.com agreed with me, as they removed your post. Pretty harsh action for the site to take against a contributor, don't you think?
    Jul 30 12:37 pm |Rating: 0 0 |Link to Comment |View article
  • Five Great Quality Companies: Are They Too Expensive?
    To Andy Zaky:

    "Valuate is a term."

    You'll note that I never said it wasn't a term or, more specifically, a word. "Irregardless&quo... and "ain't" are also words, but are generally thought of as non-standard. "Value" would have been a better choice in this case.

    "You should do your research before condescending."

    You're stretching when you say I was being condescending. And you should grow up a bit before calling a FELLOW COLUMNIST an "idiot." Respect begets respect; you are deserving very little.

    "And I'll call people out when they deserve to be called out."

    "Called out"? What shall it be, then - pistols at ten paces? Why are you so angry?

    "One's reasoned analysis should stand alone notwithstanding the brashness of its delivery."

    You are confusing two things here: your analysis of Apple's earnings, and your attacks on this writer. I have not (yet) questioned any of your analysis. However, you seem to need to learn that language matters, that words matter, that everything you say and write is processed by others to form an opinion about you, and will color all your future discourse. Sounds like you've chosen how you want to be viewed. So be it.

    My advice, wanted or not, is for you to drop the attitude and stick to the analysis. But if, for some bizarre reason, you want to try to debate points of proper English usage you would do well to find another opponent.
    Jul 30 10:36 am |Rating: 0 0 |Link to Comment |View article
  • Five Great Quality Companies: Are They Too Expensive?
    Andy, Andy, Andy. If you'd like to be respected as a columnist, you might want to start being respectful of others.

    "Valuate"?
    Jul 28 09:20 am |Rating: 0 0 |Link to Comment |View article
  • A Real iPhone Challenger - Barron's
    "...and it's backed by Motorola, the leading cell phone maker."

    BWAAA HA HA HA HA HA HA!!!
    Jun 23 00:01 am |Rating: 0 0 |Link to Comment |View article
  • Yahoo: Disband Quietly - Fast Money Recap (6/12/08)
    Regarding Lehman: if Callan did in fact have the company in the market diminishing its capital through stock repurchasing in the $33 range, she deserved to be dismissed. Is she was just "carrying water" for the honchos, then she wasn't really a CFO anyway, and needed to be dismissed.
    Jun 13 08:14 am |Rating: 0 0 |Link to Comment |View article

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