Terrin

8 Comments

    • Why a Million iPhone Sales In 74 Days Is Better Than You Think [view article]
      People also forget that at $599, if you wanted to break your current contract, that would bring the total cost of iPhone ownership up to around $800. That is expensive. However, now Apple cut the price to $399, bringing the total cost of ownership up to $600 for contract holders. Expensive in my mind, but perhaps not in others.

      In addition, I just today downloaded a software unlock for the iPhone, so I expect Apple will gain a few sales this way to those people who despise AT&T (like myself). Jobs has already went on record to state he wouldn't try to disable unlocks.       Sep 12 09:16 PM
    • Apple's iPhone Rocks the Cell Phone Industry [view article]
      I agree it is possible Apple has a good chance of dominating the cell phone industry. Some people criticizing your view act as if Apple will not 1) bring out other models of the iPhone, and 2) will not offer less expensive alternatives. Other people seem to think you mean Apple will put those other companies out of business. I doubt you mean that, those companies merely will eventually bleed market share to Apple. It will not happen overnight, anymore then Apple's success with the iPod happened overnight. People forget that the original iPod only worked on the Mac for the first year it was out. More well established players, had over a year to come up with a viable iPod competitor before Apple brought the iPod to the masses, this includes Microsoft who predicted it would not succeed outside the Mac world. We know the story there.

      Apple will likely play the iPhone like it did the iPod. It first introduces the top of the line model. When it has satisfied the demand of this market, it 1) increases the capabilities of the top of the line model, and 2) brings out less expensive alternatives. Apple has a very loyal following, which I would be very suprized if that alone does not give Apple the 10 million iPhones sold it needs to claim success, and justify bringing out other cheaper models.

      Apple clearly already has the big cell phone players nervous, if it didn't you wouldn't hear them ridiculing a product that has not even shipped. The President of Sony is the only credible company to acknowledge Apple's chances of success saying it would be foolish to under estimate Apple.

      Finally, ATT has publically stated that its exclusivity agreement with Apple merely covers the iPhone, not other models of phones Apple may release. Accordingly, it is likley Apple will eventually make deals with other carriers if it thinks it needs to.       May 05 11:39 PM
    • iPhone Versus the Rest: More Evidence Smartphone Makers Are in Trouble [view article]
      I think there will be a exodus from other manufacturers. I also do not think it will be small. The scope of the exodus, however, cannot be measured until probably after the iPhone has been out a year. This is because many people will wait out their current contracts.

      People forget Apple has quite a legion of loyal users. These people are likely using other carriers now. They have been calling for an Apple phone for years. They will ditch their current phones. Moreover, they by merely using the phone in public will sell it to the masses.

      Finally, it is silly to think Apple will not come out with other cheaper models as soon as the sales of the initial iPhone start to dwindle. That is how Apple did it for the iPod.       Mar 16 11:50 AM
    • Will Apple's Big Marketing Campaign Work? It's Doubtful. [view article]
      >

      What year was the Cube released? Seriously, that question is a hard one to answer because Apple does not break iPod sales down by model. Without any actual evidence, I think the original Shuffle probably was considered somewhat of a failure by Apple. Instead of a refresh, Apple completely made it over the second time around. There were some news articles around that time suggesting the same, but without Apple numbers, it is hard to say.       Feb 15 08:45 AM
    • Vista's Impact on Apple: The Good News and The Bad [view article]
      Tommo's point is on the money. Piper is merely saying, "Hey, all these Windows buyers have been sitting on the fence waiting for Vista. Since, Vista is now out, we are going to see a surge in PC sales, that temporarily will effect the Mac's market share numbers for a couple of months."

      What Piper could have said more clearly is that the market share numbers for this next couple of months are not an accurate reflection of Apple's Mac growth because of the Vista's release and pend up Vista demand.

      I think Piper is merely trying to prepare people for Mac market share numbers that will be lower. Piper likely is trying to keep people from selling on that news.       Feb 15 08:35 AM
    • Sandisk: The Next Apple? [view article]
      SanDisk is nothing like Apple. It, however, is able to compete well in any market using flash memory because it is the only producer of such devices that actually makes the memory. That allows it to price its products very competitively. I suspect its devices also gets decent shelf space because it can give retailers like Walmart better pricing.

      I have not seen a SanDIsk device yet that was particularly innovative, which is Apple's strong suit. If Apple were to buy Sandisk, which it smartly will not, it would be just for the Flash manufacturing capacity. That would, however, be a liability when technology changes.       Jan 19 11:17 PM
    • Apple: Putting 'Soft' Mac Sales In Perspective [view article]
      Moreover, analysts always discredit Apple's guidance. The 1.7 number was way over Apple's own internal guidance. Jan 19 11:08 PM
    • What Didn't Apple CEO Steve Jobs Know, And When Did He Not Know It? [view article]
      Apple's position has not changed. On October 2, 2006, Apple released a press release that an independent investigation by a special committee of its board of directors into stock option irregularities was concluded. At that date, the press release informed us that the independent investigations findings was given to independent auditors (non-Apple affiliated forensic accountants) who were in the process of further reviewing the findings.

      In the October press release, Apple stated the independent investigation found that, "In a few instances, Apple CEO Steve Jobs was aware that favorable grant dates had been selected, but he did not receive or otherwise benefit from these grants and was unaware of the accounting implications."

      On December 26, 2006, Apple released a new press release entitled, "Apple Files 10-Q and 10-K." This press release contained no new information, but confirmed the results of the initial investigation.

      During that time, unsubstantiated rumors have been circulated by so called news sources. These cite unidentified sources. The rumors claim Jobs participated in selecting the option dates, and has hired a lawyer. I say unsubstantiated because Apple, the SEC, and the independent investigators have not commented on these rumors.

      I will point out that even if Jobs did in fact directly participate in selecting the option dates, this is not inconsistent with Apple's press release which states that he was aware that favorable grant dates were selected. Being involved certainly involves being aware.

      People should move on here. Jobs is not an accountant. Moreover, many SEC rules are very complicated. Apple has a CFO and an in house legal team that are supposed to understand these rules, and then advice Jobs. That is their job. You will notice Jobs never gives the financial details during Apple's quarterly meetings. The CFO, who is a certified public accountant, does. There is a reason for that: namely that is not Jobs area of expertise.

      Provided Jobs reasonably believed the advice he was given was legal by professionals, he was justified in authorizing the favorable grant dates, if he in fact did.

      See,

      www.apple.com/pr/libra...
      www.apple.com/pr/libra...       Jan 04 10:04 PM
Loading...
Symbols:
Authors:
Quick Links:
Contribute an Article Become a Seeking Alpha Contributor

Transcripts

More Transcripts»