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  • Is the Microsoft Empire Cracking?
    On Dec 09 07:08 PM Vishal Sood wrote:

    > If one smart person at Apple can turn
    > it around from crutches, I think many smart people can surely think
    > of something.

    So, you're saying that Apple has just one smart person but Microsoft has many? Interesting...
    Dec 09 22:59 pm |Rating: +3 -3 |Link to Comment |View article
  • Is the Microsoft Empire Cracking?
    On Dec 09 06:10 PM DenhamsDoesIt wrote:

    > For the same price as a basic Apple
    > computer, a Windows computer comes with several programs and a hardware
    > superiority.

    Please investigate, think, THEN write.
    Dec 09 22:57 pm |Rating: +3 -1 |Link to Comment |View article
  • RIM's Storm is a Washout
    On Dec 05 08:26 AM Muadib wrote:

    > I have been using a STORM for about a week and a half, and it is
    > clearly the most powerful smartphone on the market

    Clearly not.: Where's the WiFi? Where's the multi-touch gestural input? Where are the supporting applications and accessories ecosystems? Where's the svelte profile?

    > As for the keyboard, you have a choice of horiz
    > full qwerty or the vert suretype.

    Sure, but what you can't choose on the Storm is a quick, sensitive input system. You MUST press the screen to elicit haptic feedback. Unless you do, your input isn't registered. Clunky.

    > It is really disturbing to see many reviewers just "follow the herd".

    Just because they all see the same problems doesn't mean they're following the herd...

    > Do you even care about the 3.2MP autofocus camera?

    No. It's kind of silly on a phone with a tiny, low quality, f11 lens.

    > The user replaceable battery?

    No. I'd rather have the increased reliability and lower weight and bulk of an internal battery.

    > The memory card slot for microSD cards?

    No. Who cares when you have a device like the iPhone that can have 16 GB of internal storage?

    > The enterprise server flexibility?

    Like the iPhone's built-in support for MS Exchange Server?

    > The robust email system? (All of which are missing
    > or weaknesses of the iPhone).

    No, they're not. Where have you been?
    Dec 05 17:48 pm |Rating: +2 0 |Link to Comment |View article
  • Mac vs. PC vs. Gold
    Why didn't you do a cash analysis for the runt Apple? The runt Apple will finish this quarter with $27 billion in cash on its balance sheet and no debt. None of the other enterprises you mentioned--including Microsoft--come close.

    That cash represents about $30/share. Your P/E value trigger of 7 implies a share price of $39. Do you think AAPL would be a buy at a net-of-cash share price of $9? Yeah, I do too. Sheesh...

    It's also good to see that the runt Apple's management--unlike that of the other players you mentioned--hasn't been burning up its cash in a futile and stupid effort to prop up its share price, don't you think?

    By the way, the runt Apple is "international&qu... too. In fact, it's worldwide.
    Dec 22 12:49 pm |Rating: +1 0 |Link to Comment |View article
  • Apple and Macworld: The End of an Era or Two
    @carey_jim: "Apple and Linux correspond to Packard and the Cord of the 1930s, and like them, are destined to disappear unless Microsoft is broken up by the FTC"

    And how does that assertion jibe with Microsoft's continuing loss of OS market share, browser market share, and mobile market share?

    It's hard keeping up, isn't it? It's almost 2009, Jim, not 1995...
    Dec 17 16:14 pm |Rating: +1 -2 |Link to Comment |View article
  • Is the Microsoft Empire Cracking?
    On Dec 09 06:08 PM Bozzo wrote:

    > LOL! Cracking empire? Going from 90 to 89.... ouch... what a disaster!

    Yeah, LOL, Bozo. That same process has taken Internet Explorer's market share down from a high of 95% to its current 78%.

    One point at a time...
    Dec 09 22:55 pm |Rating: +1 -2 |Link to Comment |View article
  • Latest Apple Rumor: DRM-Free Music Headed from Sony BMG to iTunes
    And the longer the labels delay in supplying DRM-free tracks to the iTunes Store, the deeper they dig their own graves: While the iTS continues--by a huge margin--to be the biggest supplier of legal downloadable music, it's only being allowed to sell Fairplay-DRM'd tracks which can only be played on Apple devices!

    Stupid move, music labels.

    Those pesky unintended consequences will get you every time...
    Nov 12 12:34 pm |Rating: +1 0 |Link to Comment |View article
  • Tech: And You Think Q4's Going to Be Bad? - Barron's
    On Dec 21 05:05 PM sr9web wrote:

    > Looks like AAPL might be a good short...

    I missed the part where Savitz singled Apple out.

    Anyway, how far down do you think AAPL should go? 50? 35? 20? I guess $30+ cash per share doesn't mean much to some commentators...
    Dec 22 14:37 pm |Rating: 0 0 |Link to Comment |View article
  • Four Dying Silicon Valley Companies
    On Dec 22 10:05 AM VSD wrote:

    > AMD: Countries around the world are realizing that homogeneous microprocessors is a national security risk.

    Since the architecture (x86) is the same, I don't think your argument here is relevant.

    > Java: Sun made money selling to telcos. When telcos server spending
    > dried up, so did Sun. Cloud computing once again brings telcos back
    > into computing.

    The medium to long-term outlook for telcos is poor. I don't think they'll be the White Knight that will save Sun. The "cloud" is a commons.

    > Palm: Cell phones are not like PCs. They are more like video games.
    > People switch when a blockbuster hits the market. It takes one hit
    > to take a company to new highs. The next version of Palm is expected
    > to be that.

    By whom? The competition is already hot and prepared for commercial war.

    > YHOO: Yahoo is the application layer of cloud while google the infrastructure
    > layer.

    They're both "application layer" companies but Google has the variety, new product development, and mindshare.

    Is it too late to sell your buys?

    (Just being the contrarian's contrarian...)
    Dec 22 14:32 pm |Rating: 0 0 |Link to Comment |View article
  • Four Dying Silicon Valley Companies
    On Dec 21 04:44 PM goldenhinde wrote:

    > If you know anything about PALM you know that they are going to release
    > an OS that will technically blew everyone away.

    That ship has already sailed, goldenhinde--Apple's handheld devices run a version of Mac OS X. Palm cannot match that now or ever. It doesn't have the financial, personnel, or time resources to do so.
    Dec 22 14:23 pm |Rating: 0 0 |Link to Comment |View article
  • Bloggers Far More Accurate on Apple Than Analysts
    @mack520: Thanks for the smile.

    You probably should have posted with [ sarcasm ] mark-up for those who don't know the background story...
    Oct 23 15:03 pm |Rating: 0 0 |Link to Comment |View article
  • Apple: Greatest Consumer Technology Company in the World?
    @ Andy Abraham: Not much, if early sales activity is any indication:

    www.betanews.com/artic...
    Oct 23 13:55 pm |Rating: 0 0 |Link to Comment |View article
  • Apple Analysis: When Leaders Don't Lead
    " [ The Bears ] got all the weapons on their side and they’re playing on their home turf. The only thing that the Bulls can hope for is the occasional good piece of news, that can spark a violent mini rally. But like all the rallies before, it will fail."

    Isn't this an exciting turn of events, Zach? Let's game this market all the way down to ZERO! Go, Bears!
    Oct 23 12:20 pm |Rating: 0 0 |Link to Comment |View article
  • Steve Jobs' Fake Heart Attack, Courtesy of CNN
    "The stock would not have dropped so much if there wasn’t already a deep level of concern for Steve Jobs’ health and if the market knew who might take over in case of an emergency"

    Are you really that stupid, Erick?
    Oct 03 15:15 pm |Rating: 0 0 |Link to Comment |View article
  • Record Companies Starting to Shun iTunes
    Since the arrival of the iTunes Store I have spent about $1,000 on music there. Had it not been for the iTS, my music spending over the same period would have been $0. No kidding.

    My experience, I'm sure, is not unique.

    If the music industry wants it to be the way it was, it deserves to die.
    Sep 01 16:46 pm |Rating: 0 0 |Link to Comment |View article

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