01-25-2013, 02:39 AM | #76 |
Surfin the alpha waves ~~
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Well, my wife owns an Ipad, and the kids have Ipods, but I don't actually own any apple products.
I do have some Apple stock, though. I'm not planning on selling any time soon. |
01-25-2013, 05:10 AM | #77 |
Wizard
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Do you feel like AAPL is on sale? Are you considering buying some more? At what price (if any) would you buy or sell AAPL?
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01-25-2013, 06:44 AM | #78 | |
Wizard
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01-25-2013, 06:55 AM | #79 |
Wizard
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They will be spending less, they sold at or below cost when they introduced the new devices. By now component prices have dropped so that they will start making money on the hardware. And they probably won't have new devices in the first 6 to 9 months of 2013.
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01-25-2013, 07:16 AM | #80 |
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I disagree that they need to start making (more) on the sale of Kindles. Those are designed to work as a storefront for the Amazon ecosystem. But unlike Apple, it is not such a closed market - you can get Kindle apps on multiple non-Amazon platforms. They also got the content to sell along with the Kindles.
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01-25-2013, 07:24 AM | #81 |
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Did you see the other thread about Amazon buying Ivona? Looks like Amazon is still spending money on devices.
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01-25-2013, 07:45 AM | #82 |
Grand Sorcerer
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By far the vast majority of Amazon's spending over the past two years (literally billions) has been in infrastructure, which are capital assets, not in R&D or specific product development.
The expectation is that the new infrastructure will result in both reduced (warehousing, handling, and shipping) costs and greater sales. Amazon has been spending on increasing its ability to sell and move product rather than on specific products that need to be sold to the public. Big difference. |
01-25-2013, 08:36 AM | #83 | ||||
Grand Sorcerer
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Quote:
From NBCNews: http://www.nbcnews.com/business/appl...tion-1C8106563 Quote:
Quote:
Quote:
The stuff the analysts vaguely conjure with their arm waving exists and it has a name; IPTV. Sony is working on it. So is Microsoft. So are others. They are all stuck at the same spot: all the networks are too beholden to the cablecos and satcasters to rock the roat by allowing an alternative. Worse, they see IPTV as a backdoor to a-la-carte pricing for channels which means the death of many of the 500 channels on cable which are funded on availability not viewership. So XBOX LIVE DIAMOND and Sony's (unnamed?) Playstation service both exist only as ongoing projects until either or both can convince broadcasters to sign on. The fancy TV features they dream of? TVs that understand English? Recognize you face and gestures? It already exists. Has for years. Works well, too. XBOX Kinect does it. So will the NextBox. Probably the PS4, too. More, Samsung and LG are halfway there and getting closer. UltraHD TVs? They're coming. They'll be significant as limited high-end products at 70inches and bigger by 2015 or so. Today? Expensive demos that sell by the hundreds. There is no content; not broadcast and not on disk. Their best feature is they can do passive 3D at fullHD resolution. And they can interpolate FullHD to make it a bit sharper. For US$8,000-30,000. Have I mentioned they're selling by the hundreds...? Currently HDTVs is a business nobody makes money at because everybody makes comparable products. Home Theater/golden eyeball types go for Plasma or projectors, everybody else goes for the biggest LCD they can afford or fit in their viewing room. At the cheapest price they can find. At the smaller sizes they are interchangeable commodities and even the biggest sizes are affordable. Plus the things last. Big TVs are generally 5-10 year purchases, not 18 month buys that can be replaced every year or so. Oh, and pricing is so low, on even the bes displays, nobody is making money and everybody is throwing darts hoping to find a feature people will pay a premium for. So far, nothing is working; not 3D, not Internet connectivity. Most smart TV apps go unused. TVs are for passive viewing or gaming. And gaming is very very well covered. There is no shortage of innovation in the living room. Whate there is is a shortage of profits for anybody not named Microsoft, Sony, or Roku. The reason Apple isn't doing an HDTV or doing much with their set-top box is that the time isn't right for them. They need to wait for Microsoft or Sony or Samsung to scout out the terrain so the can figure out the "something" they can offer that will let them take over, like they did with MP3 players. But if they come out today they will get their heads handed to them. Because Microsoft and Sony are already out there with tens of millions of boxes, technology that works, and tens of millions of customers *already* committed to their ecosystems. With an entirely new generation of hardware due this year. The absolute earliest Apple could possibly make a reasonable play for the living room is late 2014 and 2015 is more likely. First they need for the existing *strong* players to show their hand and then they'll know if they can play the game. Because HDTV in 2013 isn't MP3s in 2001-2002; they won't be going against obscure startups. They'd be taking on the big names of the consumer electronics world, some of which are fighting for their lives. If Apple panics and gives the analysts what they want *that* will be a sign of a broken company. They can continue to grow their business in 2013 the way they did in 2012: with incremental tweaks and reaching to new markets with the same products. But staying out of the living room is just a sign of prudence and good management. Last edited by fjtorres; 01-25-2013 at 08:42 AM. |
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01-25-2013, 11:30 AM | #84 |
Wizard
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I agree the idea of consolidated IPTV is difficult. That's why it hasn't been done. Who has any sliver of a chance to get it done? Apple, Amazon, maybe a couple of others (Sony? As if they'd be trusted as a central agency).
When that article says, "They can digitally record a show to watch later, access streaming content from sources like Hulu or Netflix, get premium sports or movie content via subscriptions stacked onto their cable bundle and so on. " That is exactly the opportunity. It is annoying to switch between multiple content providers -- Netflix, Hulu, Amazon, Redbox, CBS.com, my cable company, etcetera. Beyond switching the feeds, we don't get any consoldated listings and we can't easily set a DVR for the mixture. I used the last generation smart TV's (as of a year ago). The use of apps is still not a unifying experience. |
01-25-2013, 11:31 AM | #85 | |
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BTW, here's CNET's tech at the whole Wall St Vs SiliValley:
http://news.cnet.com/8301-33617_3-57...is-from-venus/ Quote:
http://news.cnet.com/8301-10805_3-57...l-buyout-cnbc/ Last edited by fjtorres; 01-25-2013 at 11:36 AM. |
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01-25-2013, 01:01 PM | #86 |
tec montage
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question 1
can apple take 100 billion bypass old networks have own satellite broadcast and content question 2 can apple make profit doing this |
01-25-2013, 04:00 PM | #87 |
Connoisseur
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A really "broken" company
First of all a company posting around 50bln US$ in Profits for 2012 is not broken, Highst quarter earning ever posted by by non oil company , highst profit ever earned by no oil company, stronger groth on Smartphine and Tablet marked then idustrial average (means Apple has outperformed competitors)
But wall street are idiots. The only reason they did not reach the goal on Iphone sales was not aple to provide the phones a broken company " |
01-25-2013, 04:03 PM | #88 |
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Well, to be fair, the issue is content more than it is delivery. Apple could indeed create their own distribution network (they should buy Dish TV!). Heck, Google laid its own fiber in Kansas, right? Even simpler, pump everything over the internet, Netflix-style, and no new delivery system is required, just an additional data center or two, and a mo-better-box connected to my router (Apple TV on steroids).
But Apple would need to acquire content and that is where the whole deal gets tricky. If they get a narrow slice of content they won't gain traction. |
01-25-2013, 04:13 PM | #89 |
Montreal wins Grey Cup!
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01-25-2013, 05:08 PM | #90 | |
Captain Penguin
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