01-27-2013, 06:49 PM | #121 |
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01-27-2013, 06:50 PM | #122 | ||
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Apple repeatedly sandbags its expected earnings -- by almost 16% on average. Analysts know this, so they typically predict a little above it, but still below the actual results. Quote:
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01-27-2013, 06:58 PM | #123 | |
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When Betamax and VHS were competing for VCR market share, Sony refused to license Betamax to the adult entertainment industry. JVC accommodated them and went on to clobber the superior technology. When Blu-ray and HDDVD were competing to succeed the DVD, Sony AGAIN refused to accommodate the adult entertainment industry. http://www.gocurrency.com/internatio...rn-on-blu-ray/ |
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01-27-2013, 07:22 PM | #124 | |
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Doesn't seem to have been the decisive factor this time. The porn industry seems to be happy enough with the DVD. Anyway, an Apple TV with integrated services would probably be much more locked down than a standalone Bluray player. |
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01-27-2013, 08:12 PM | #125 | |
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Which is why Apple TV is a "hobby" and not a core revenue generator. What the analysts are pining for is something "different" and "insanely great!" that will leave everybody else in the dust. Which is why they keep waiting... waiting... and waiting... |
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01-27-2013, 10:27 PM | #126 |
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I'm probably the one hoping they come into the TV space, more than anything they've said themselves. Apple TV has indeed only been a hobby for them. I just see the huge potential because the TV market is so fragmented yet enormous. I laughed along with Steve Ballmer when Apple announced they were getting into phones.
I just don't see that many other consumer devices that have the economic upside of TV that they can expand into. Game systems? Cars? Washer/Dryer/Fridges? Those all don't feel as right as TV to me. But hey, y'all could be right and this is the start of endless contraction for Apple, from growth to stable income. They better raise their dividend if that happens, lol. |
01-28-2013, 03:21 AM | #127 | |
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01-28-2013, 04:33 AM | #128 | ||
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The only thing I can think of is "holographic" displays or expandable displays. That might be enough. We actually have a pretty complete technology. Great color, great resolution, great speed, great sound. Sure you can tweak it and get 110% or even 120% great, but not all that much change as far as what you see or hear. The waiting, waiting, will go on for a while. Of course I could carry on about more battery and more memory but no on seems to care about that. Now 1 mm thin might get some excited, but not me. |
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01-28-2013, 05:55 AM | #129 | |
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Now for Apple it is different. They make such a big deal out of a new model, everybody expects it to be better too technology wise. They can't just say: oh, it is just a new design with more rounded edges (pun intended) to be able to hold it better. What? Did they screw up the first time around? |
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01-28-2013, 07:18 AM | #130 |
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01-28-2013, 07:41 AM | #131 |
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It would have to be a pretty amazing television to support the high profit margins Apple is accustomed to. It's a very crowded field with established players. The last 'amazing' television was the Kuro and people were not willing to pay the premium.
If amazing means gesturing towards the tv, Microsoft probably has a leg up with Kinect. I don't see Apple doing this, but Netflix or Prime plus Aereo would be an amazing alternative to cable/satellite -- finally realize the potential of internet tv. |
01-28-2013, 07:58 AM | #132 | |
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The problem with the HDTV industry is that every niche is already being exploited. High-end, design-focused TVs? Bang & Olufsen is there: http://www.bloomberg.com/news/2012-0...-takeover.html Bose is there: http://www.bloomberg.com/news/2012-0...-takeover.html OLED? LG is there. Samsung, Sony, too. (And with UltraHD, to boot.) 70-100in LCD? Sharp is there. Home Theater-grade LCD? Sharp bought out Pioneer, they're there. Home Theater-grade PDPs? Panasonic owns that one. Wide-screen aspect ratio optimized for movies? Philips is there. Good quality at low prices? *Everybody* is there. Worse, the best components are captive production for vertically integrated companies and what's available to second-tier vendors is second-class/older tech. Which is great stuff but hardly what you can charge premium prices for. So forget distinctive hardware. Distinctive content has already been discussed. Everybody has access to te same streaming channels, the same movies and TV shows, and few if any content owners are going to give anybody exclusivity. So unless Apple buys a movie studio or starts one up (like Amazon) they'll be peddling the exact same content anybody else can peddle. Distinctive software? Well, sure. That would work. *If* they can come up with something Microsoft isn't doing, or Sony, or Google, or DirecTV, or Dish, or Roku, or Slingbox... And each of those has a calling card and a user base all their own, not just a brand. TV is a *mature* business. And the existing players are well-entrenched with deep installed bases. So coming in and muscling aside a hundred players, dozens of which have deep resources, isn't the same as cornering the market for 2.5in hard drives for a year to muscle aside Diamond and Creative. Getting into the TV business today is getting into a cutthroat low-margin dogfight. It chewed up Intel. It trampled HP. Most display vendors are losing their shirts. For Apple to get into TV they have to wait for something to disrupt the living room marketplace and open the door to new approaches and business models. (Which is what Microsoft did... six years ago.) Or, they could go and outright buy one of the industry technology leaders. They have the money. And it so happens that one of the top players in LCD tech is in dire straights because of poor marketting: Sharp. My guess is that if Apple really wants in to the TV business *this year* they're going to have to buy their way in. And it won't be cheap. Probably a net loss for a few years, too. There's lots of reasons why an Apple HDTV hasn't happened and they are still as valid this year as last. Next year may be different; Japan will start limited ultraHD (4k) broadcasting in 2014 and will begin testing 8k super ultraHD in 2016 so maybe around 2016-2020 a window might open for new players. But not now. The "analysts" may not be looking at reality but Apple apparently is. And staying the heck out is the wise move. Last edited by fjtorres; 01-28-2013 at 08:04 AM. |
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01-28-2013, 09:39 AM | #133 |
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On the other hand, *this* is somethig Apple can use to distractthe analysts from their Mac sales decline: http://news.cnet.com/8301-13579_3-57...a-128gb-model/
An iPad 4 (current version) with 128GB of storage. |
01-28-2013, 10:05 AM | #134 | |
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01-28-2013, 10:25 AM | #135 | |
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