* Posts by sleepy

506 publicly visible posts • joined 12 Mar 2007

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Apple to pay $22.5m for scratched iPods

sleepy

Cellphones?

This is a bit like buying haute couture and asking for a refund after you've taken it backpacking. Practically every cellphone (but not iPhone) has a plastic face that gets scratched more or less as soon as you start using it. It's just that they mostly aren't beautiful design statements.

But I'm sure Apple take the view that that which does not kill them makes them stronger. No other manufacturer's customers even consider this kind of complaint.

25 years of Mac - the good, the bad, and the cheese grater

sleepy

Another vote for the SE/30

The SE/30 (with hard disk) can boot up system 6 from power on in two and a half seconds. I have never seen a GUI machine before or since to match that. Bloatware law overtook Moores law and rules to this day.

I've still got one, with ethernet.

@Frank Bough - sorry, the Color Classic is an LC II inside, and no match for the SE/30 in performance, despite coming 4 years later.

sleepy

@MacroRodent

MacroRodent - you can break open the lead acid battery, and replace the lead acid cells you find inside with new ones, and you will have a working Mac Portable. I know 'cos I've done it.

Actually, the Macintosh portable wasn't so bad 20 years ago. It ran all day on a charge, did everything a desktop Mac did, and easily paid for itself for many Mac based consultants. For the left handed, you could pop out trackball and keyboard and put them in the other way around.

Interestingly, Apple then gave the portable to Sony and had them re-engineer it from 16 pounds down to the cute five pound Powerbook 100.

(Waste even more time reading about old macs at lowendmac.com)

Apple boasts record Q1 as revenue tops $10bn

sleepy

Netbooks

Tim Cook's Netbook statement is the simple truth. A simple minded interpretation is that it's misdirection and Apple will soon sell a netbook. Netbooks are certainly close to the core of Apple's market. For now, Apple doesn't care about Netbooks; it only needs a small share of PC unit sales; for example with 16% of US retail units, Apple takes 32% of retail revenue, and probably more than double that share of retail profits. Think about that - 16% of units; more profit than all the others put together. In other words, if Apple gets up to 30% of retail units, they may take more than 100% of manufacturer profit from retail PC sales. At some point they will attack netbooks, but there's no need just yet. If it's to be soon, I suspect (exclusive) carrier subsidy, plus proprietary IP to enance performance and battery life is the way Apple will begin to eat into the netbook market at decent margins.

Apple drops white Macbook processor speed

sleepy

Price rise coming?

Despite no change to US price, it's hard to imagine there won't be a price rise when it does come to the UK store - a straight pound conversion at $1.37, plus 15% Vat, comes to £835 - current model is £130 less than that, and Apple usually likes to charge us more than their domestic customers.

Steve Jobs takes medical leave from Apple to focus on health

sleepy

Jobs is the architect, not the company

Even without him, Apple has deep talent and IP assets, and a roadmap that every competitor would willingly swap for their own.

Apple management knows where it's going; there's office politics to be settled if Steve Jobs is no longer there, but Tim Cook won't take nonsense any more than SJ did, IMO.

I suspect the talent that will be most missed is not the vision, or the control freakery, or the presentation skills, but the incredibly astute business tactician that he is.

Apple to push Nokia into smartphone second place

sleepy

Not so far fetched . . .

. . . although I don't know how accurate this forecast will prove to be. Apple is already making as much money from smartphones as Nokia, despite selling far fewer. Personally, I'll be a little surprised if smartphones are as little as 20% of the cellphone market in 2013. Especially if you include whatever cellular capable devices Apple et al come up with to take sales from Kindle/Netbook.

@AC The lack of SMS/MMS features is not because Apple couldn't easily put the features in, of course, but because they are selling a device designed to evolve into a future connected world where limited messaging embedded in voice data is going to look decidedly quaint. PC's, iPod touches and netbooks don't naturally accept SMS/MMS either, but phones can do email, and the internet can do voice.

Seagate replaces CEO

sleepy

earnings manipulation?

This sort of musical chairs is typically accompanied by firmly reduced earnings reports (big write-offs etc), so the "new team" can report a "successful turnaround" 18 months to two years later. It's not working out for Dell though, who made a similar pattern two years ago.

Palm to take on iPhone with web 2.0 banana phone

sleepy

just shows

Just shows people from Apple don't need supervision by Steve Jobs to make a decent product. But the current iPhone (essentially the same as launched 2 years ago) isn't the one Pre will be up against, and its shortcomings don't mean Apple can't fix them. (Apple simply doesn't play a card until it has to, an elementary lesson its competitors don't seem to have learned, which drives the Apple haters crazy when Apple prevails over "better" products).

I like the way they've put in multi-touch which the rest have been afraid to do. If Apple doesn't sue, they get away with it. If Apple sues and loses, Palm is suddenly worth much more; if they win, Palm can just pull the multitouch feature with little harm done.

Apple should start taking enterprise servers seriously

sleepy

Unix 03 certified

Only four OS's are Unix 03 certified, and on X86, only two: Solaris 10 and Mac OS 10.5. That presumably carries some weight in this discussion.

http://www.opengroup.org/openbrand/register/

iPhone 3G unlocker released on schedule

sleepy

It's been fascinating . . .

Apple aren't simply wicked or greedy for locking up the iPhone, it was necessary to break the power of the carrier cartels and deliver some semblance of a neutral mobile broadband service at a bearable price to properly open up mobile internet and location sensitive revenue opportunities. Apple played the carriers and the hackers perfectly with the bait (expensive, revenue sharing, deliberately hackable, limited distribution original iPhone) and switch (low user price second gen with up-front carrier subsidy, bullet proof firmware when Apple wants, and worldwide distribution).

The point is, the so called "mistakes" and "greed" have been an essential part of Apple bootstrapping itself rapidly, safely, and profitably into a highly competitive market. Like Microsoft's condoning PC software piracy until competition withered, but far more subtle and in an established market. I doubt Apple knew in detail how the game would play out, but the carriers, the Apple fans, and the hackers played their essential parts perfectly. Without exploiting all three, iPhone would not be where it is today. It's been a joy to watch over the past 2 years, and showed up the other players as relative simpletons.

French get iPhones everywhere

sleepy

Just to be clear about the big picture.

With near universal cellphone use, carriers are in the tax collecting business. They pay governments up front with borrowed money for the right to levy tax with airwave licenses, and pay up front a premium for handsets that can increase the monthly take per punter. (Governments use their money to bribe the cheaper voters). The punter has to sign an expensive contract.

55% was already the gross margin on a leading handset. But the makers (other than RIM) lost control of the features and services that punters receive. To avoid that, Apple went the exclusive route to force a single carrier in each market to provide a neutral data pipe for iPhone. At first Apple asked for a revenue share. But carriers are all about using debt to feed greed, and it was easy for Apple to "lose" the bogus revenue sharing battle and switch carriers over to paying up-front a larger subsidy than any other handset maker receives, resulting in 60-70% gross margins on iPhone.

As people tirelessly point out, Apple could sell more iPhones if . . . But they would end up powerless OEM hardware designers. To keep control of the customer experience, they are forced to be as powerful in the market as they can be, which is what they are doing. Apple (like Google) uses its power to deliver a better user experience. The profits they make are a necessary part of prevailing against powerful incumbents. There is always the risk that "not being evil" comes to an end one day. But for now, Apple and Google are the ones moving the experience forward for ordinary people. At least we can be grateful for that.

Evidence for 'iPhone Nano' gathers pace

sleepy

maybe, but probably not

I don't think it's time for this yet, but with a custom keyboard arrangement, no 3G and no (unlimited) data contract, there's a place for such a product which can run the same Apps, but doesn't cut it for text intensive professional / adult / data entry use. Youngsters would cope with the smaller screen, and Apple would get even more subsidy payments from its carriers. But it has to be a proper iPhone, that runs app store apps, to even be a possibility.

Apple doesn't want to leave a "pricing umbrella for competitors". This might solve that problem without spoiling iPhone 3G sales and margins too badly.

There's no real evidence that it's true, though (supposed product photos are just one of the many Chinese iPhone copies).

Apple ejects iBoobs

sleepy

here you go - this is much better

http://www.shockabsorber.co.uk/bounceometer/shock.html

Go on - have a look - it's really well done.

Apple's holiday Mac sales flatline

sleepy

how about a breakdown by OS?

NPD data reflects trading patterns in retail outlets that primarily sell PC's. They have no data from Apple. This year those who don't want Vista can buy a much cheaper straight replacement XP machine. Last year they couldn't. Apples ASP is not much changed from last year, Windows PC ASP is sharply down.

Whose gross margins are holding up better?

Trouble in Paradise iTunes Land

sleepy

Not 5 devices, 5 PC's

Each iTunes account can be enabled on 5 PCs at a time. As many iPods, iPhones and Apple TVs as you want tethered to each. Content erased when you tether to a new PC.

Anyway, large amounts of content are quietly going non-DRM. The only way the labels can persuade their customers to trust other outlets.

sleepy

like pop music

"Ringtone Apps" are like pop music - and sell for the same price. It was never before possible for programmers to create such things and get paid, but Apple has accidentally created a market for them.

Far from being badly matched for such Apps, the iTunes store already offers a thousand times as many 99c songs as 99c apps. Hockenberry can whinge all he likes, but it's time to figure out new ways to promote apps in this new environment.

Wal-Mart iPhone a done deal?

sleepy

you will be assimilated . . .

. . . whether or not you give a shit. Apple will quite probably overtake Nokia in total gross margins earned from cellphones this quarter, and there's not a lot Nokia can do about it. iPhone isn't going to be "cool", it's going to be everywhere. Using another brand may well be viewed by ordinary folk as rather like driving a kit car.

Sons of Macintosh - shaking the Apple family tree

sleepy

Just passing through . . .

Apple fully understands that it's just passing through the present on the way to the future. Complaints about Apple and its products are often the result of Apple compromising the present to enable future transitions. To take just one example, Apple keyboards are clearly converging with multitouch panels (even as speech input evolves in the background). Proper old fashioned clacky keyboards are available from third parties, but that's not where the mainstream future lies.

Users pour forth MacBook trackpad woes

sleepy

two problems

It's fairly clear there is a real issue which Apple will have to fix, but it's overlaid on user habits of leaving extra digits (especially thumb) lightly resting on the trackpad, adding one more finger to every gesture, often changing their meaning.

I have no problems with mine, apart from when I go back to an older trackpad and have to unlearn my new multitouch, buttonless habits.

Silverlight for mobile: what's in, what's out

sleepy

@Mr Wurst

I was not claiming that Apple does not mainly offer its own software in proprietary form, but regretting the apparent hope of Adobe and Microsoft to balkanise and pollute the intrinsically open _web_ with Flash and Silverlight alternatives to standards compliant web 2.0. Apple does not attempt to interfere with the use of open standards by corrupting them or supplanting them. They don't have Microsoft's market share or Adobe's hold over content creation to be able to do that.

Apple's strategy for survival as a minority platform includes strongly resisting the encroaching of proprietary cross-platform infrastructure attempting to replace open standards. For example by compelling iPhone web apps not to use Flash, and presumably, when the time comes, not to use SIlverlight.

sleepy

die Silverlight, die

Please please let Silverlight and mobile Flash die. Please let us just use open standards for the mobile web. We've only just fought clear of Microsoft's embrace extend smother hijacking of Web 1.0 on the desktop.

For now it looks like being Apple and Google pursuing open standards versus Microsoft and Adobe rebuilding the bad old days in the mobile space.

Microsoft taps Dell to build Azure cloud

sleepy

Evil Empire on the defensive?

Dell looks close to collapse, which would be more bad news for Microsoft's image. (3 months ago: net tangible assets zero and falling; accounts payable more than 3 months sales; 6 weeks ago: falling demand warning). Notice how this is announced one day before Dell's quarter end? I wonder if there's been a linked financial transaction to save Dell's numbers for the quarter with some Microsoft assisted cash/receivables smoke and mirrors.

The iPhone App Store - a classic protection racket

sleepy

Jailbreak

Not only can you buy a wonderful WIndows Mobile, S60 or Android phone instead, but also both the original and the 3G iPhone can be jailbroken very easily, allowing developer and customer to bypass the app store completely. But it's clear neither the users nor the developers want this alternative.

Sony Ericsson Xperia X1 Windows Mobile smartphone

sleepy

Just Android left . . .

Just Android left to show its abilities as iPhone killer then.

Apple yesterday announced they sold more iPhones that RIM sold Blackberries in the last quarter, and got more than twice the handset revenue. Apple was number 3 in handset revenues behind Nokia and Samsung. Apple had 10% more revenue from one handset than Sony Ericsson had from all 80 or so handset models.

AT&T yesterday announced a net gain of 1.7 million contract customers from other carriers. One million of those moved to get an iPhone.

Like it or not, iPhone is leading the industry, despite having only a half of one percent of the market by units, and it's looking as though the rest still won't have an effective competitor 2 years after the iPhone was first demonstrated in public.

Lights out for Microsoft 2.0?

sleepy

maybe the loss making was learned from the past

Interesting that MS is criticised here for losing huge amounts on trying to break into new markets. In fact, MS made huge losses for years while building their current monopoly, but this was concealed by embedding the activities in smoke and mirrors accounting.

Now that MS is already huge, and Sarbanes Oxley and other changes make accounting tricks more difficult, the loss making on trying to build new monopolies can't be concealed quite so well. But Ballmer and Gates know exactly how they did it the first time around, and being relatively devoid of creativity they surely won't stop trying to buy monopoly control of markets they enter, while presenting success as due to product excellence.

(Check out http://www.billparish.com/msftfraudfacts.html for some details of MS accounting ten years ago)

Apple shares plunge after Jobs 'heart attack'

sleepy

is this the mafia?

Although Steve Jobs is indeed the architect of Apple Inc, it's more than half built now and can be easily completed without him. His death/resignation would have little effect on Apple earnings for several years. What's going to develop over the next few years is even obvious to some outsiders, so you can be sure insiders know exactly where they are going, and after the cancer, succession is very well planned.

Investors place stop loss orders to sell if the share price drops substantially. Short sellers know that any negative story, however dubious, creates a starting gun to "innocently" synchronize an unfounded short-selling raid, and now the financials are blocked from shorting, AAPL is a number one target. The internet broadcasts the starting signal (in this case from Henry Blodget initially crafted-for-ambiguity broadcast) round the world. Once the stops get knocked out in reasonable numbers, a bear raid is money for nothing, stealing from investors everywhere, including your pension, very likely.

But the SEC does nothing. Deep Capture indeed. We need pre-borrow, for market makers too, and one day, or real time settlement.

Apple reduces iPhone output, will sell more, analyst claims

sleepy

Astonishing distortion?

If you follow Apple, the majority of analyst pronouncements and stories cobbled therefrom have the appearance of stock manipulation. Anyone with a brain who pays attention can see absurdities in this story hinted at by the "cutback" headline against an increased sales forecasts. Method: <Fabricate positive old speculation; fabricate negative new speculation; conflate and infer negative trend>

Sleepy Consulting's report: "Multiple channel checks suggest 8.2-9.4M iPhone 3G's sold in CY2008Q3 (we'll know in 2 weeks), and probable running of production at full capacity for the remainder of the year. With this Apple has comfortably overtaken RIM's 6.1M Blackberries in its just ended quarter, placing Apple in second place in worldwide smartphone handset unit sales behind Nokia. We expect Apple to sell 20-25Million iPhones in CY2008, including original iPhones."

Let's see which is closer in January: 13M (PCS) or 22M (Sleepy).

---

1. Who mentioned any evidence from Apple of 18M planned production before now? Answer: no-one, but initial 3G production appeared to be 600K/week. Running that flat out suggests 15M in 2008. This has been expressed as 15-18M, revised for this story to 18M, with no evidence. To get to 18M, reverse out the one month production start delay (caused by Infineon?) and treat the temporary ramp-up in production to meet initial demand as being a planned increase in total production, despite the absence of new component orders from Apple.

2. PCS apparently says Apple will sell 11M 3G's in 2008. Sales include 3rd party channel inventory, so Apple is planning 2-3 months channel inventory unsold at year end. Apple has never, since beige box disaster days, planned to hold more than 3-4 weeks channel inventory at any time, and regularly executes "instant" worldwide product transitions with near zero channel inventory at changeover. Apple channel inventory management is the best in the world.

3. Most analysts including PCS say 4-6M sold in the just-ended quarter. Apparently PCS thinks Apple will now build 3 times as many phones as they need in 2008Q4. 15-18M would exactly match the run rate and 8-9M 2008Q3 sales. So why do analysts say 4.5-6 million? -to create up and down stories to release as required. Expect iPhone sales upgrades "on new data" the day before quarterly earnings, so clients who've just bought AAPL on the false dip can safely sell on a false bump before earnings. (sorry, cynicism got the better of me there - how could that be true).

4. The unspoken story is gross margins. Nokia may sell 3 times as many units, but their total smart phone gross margin is probably about the same Apple's (i.e. Apple makes 3 times as much on each phone). Add in Apple's music and application gross margins from iPhone users, and Apple's probably overtaken Nokia where it counts in a single quarter of selling iPhone 3G. That's a single handset, with plenty of "important features" missing. And iPhone isn't even selling yet in Nokia's biggest market (China).

What happens if/when Apple settled for Nokia's gross margins and is in China?

Google: The Satan Phone cometh

sleepy

Walt Mossberg first impressions

http://mossblog.allthingsd.com/20080923/googles-g1-first-impressions/

Frankly, no threat to the iPhone, but it has its place. No built-in flash memory. No syncing with PC or non-Google services is a problem for most people, I'd say.

Microsoft dumps hilarious comedy duo

sleepy

Finally, after 2 years . . .

Microsoft is taking the bait and defending a market it already owns against Apple who aren't even trying to take the PC market from them! Microsoft is confirming it's about PC's. Apple is free to take the mobile device + cloud market unchallenged, with a Mac being your steping stone away from the PC forever.

Touchscreen BlackBerry details leaked

sleepy

Not ready or not competitive

This funky leak lets Crackberry believers think an iPhone killer is in the works when it possibly isn't a killer, and isn't soon. By making it an "accident" they don't have to say anything more.

As pointed out by others, an intuitive interface isn't easy, especially for a company coming from a glorified pager device.

RIM is the worthiest competitor for Apple, but despite the iPhone's problems, it's still a very hard product to come close to.

Samsung turns hostile on SanDisk

sleepy

Toshiba, Apple?

Apple must be very interested in the outcome of this, and would love to control flash patents, no doubt. The Sandisk partnership agreements with Toshiba might be quite costly to unravel, with current jointly owned fabs and joint product development.

It seems to me there could easily a be a bit of realignment of alliances, with Apple, Sandisk & Toshiba figuring out something that makes everyone happy except Samsung (and Microsoft?). With Omnia, Samsung has just done its best to clone the iPhone, a product made with Samsung chips by one of Samsung's best customer. Apple won't like that, even if the Omnia is initially uncompetitive.

Apple unsheathes Jesus Phone 2.1

sleepy

It's a very small minority with problems

There may be thousands with problems, but 5-6 million iPhone 3G's have been sold in under 2 months. They are used more heavily than other smartphones (eg 30 times as much web access per phone) and the onslaught on 3G networks has been huge and unprecedented.

Not surprisingly, upgrades are need in all three of: the phone firmware, the networks, and user understanding of the "bad" user experience changes 3G itself brings.

This is all just evidence of how fast Apple is changing the world. (iPhone is primarily a personal computer, rapidly burning a very large hole in the PC/cellphone/carrier network/entertainment/games markets).

Educating Verity

sleepy

Get your money back!

My own degree course at an ancient university was badly taught, but factually correct and intellectually rigourous.

My experience of an OU Computer Science course was the exact opposite. Even after I pointed out that the Java Language Specification section on arrays begins with the statement "In the Java programming language arrays are objects ", I was told that arrays weren't really objects and the language spec. was using a figure of speech not to be taken literally.

Not surprisingly I have become a rural hermit in the face of the rising tide of "highly educated" people who can't even think straight for a single sentence (or spell for that matter), who hold important jobs that have been de-skilled for administrative convenience.

THe best I can offer: You can reclaim your OU course fee in the small claims court, and the OU does not usually defend.

Apple 'niche player' in touchscreen phone biz, says analyst

sleepy

iPhone is patented

Apple most certainly does have every patentable aspect of the UI patented. The apparent absence of Omnia in the USA may signal that Samsung doesn't want to go too near those patents.

The basis of the ABI "research" is flawed; "touch screen" is not a phone category or market segment; it's a hardware component. They could equally have said Apple is making no impression on the replaceable battery phone market.

Consumers can only be sold iPhone look-alikes when they still think the UI is just "bling" pasted over a cellphone, so when buying they check for bling plus old phone. But those that get an iPhone soon find themselves in a new place, doing different stuff, and unlikely to return. The rest will soon learn, and not make the same mistake again.

If you like, smart phones are going mainstream. Despite these silly retrospective market share figures, in mobile web browsing, iPhone activity is already 6 times windows mobile activity, and ten times Nokia S60 activity. As with music phones, people may be buying other smartphones with their carrier subsidy; they just don't use them.

Apple agrees to pay itself $14m

sleepy

Apple's not paying itself

It's the officers of the company (Steve Jobs et al) in their position as officers who are paying to compensate the company (Apple) for having done the options accounting slightly wrong to the supposed detriment of the company.

The officers of the company are claiming on their professional indemnity insurance to pay the settlement to the company.

Lawyers dig up a couple of shareholders (and for all I know get someone to slip them a few thousand dollars) to be "plaintiffs" they can act for, in the hopes of collecting their juicy fees ($8.5M) from Apple if it al works out.

sleepy

Shameful USA regulators (SEC)

Although there were undoubted abuses of so called "backdating", Apple's along with most of the others, shows no signs of being deliberate, or even significant.

No case has reached court; no-one's been convicted of anything, the total size of out-of-court settlements in relation to the size of the business is like an ordinary bloke paying his neighbour a hundred quid because he scraped a fence post while parking his car. And forty quid of that is to pay the neighbour's solicitor's fee for writing a snotty letter.

Nobody in fact backdated anything. It's all about "option grant date", which the US regulators defined retrospectively after Sarbanes-Oxley, catching out nearly every company that had issued stock options. The result was the date companies had been using was generally earlier, thus creating the claim that somehow dates were deliberately altered - they weren't - the "wrong" ones were used from the start.

Here's what it's about, translated into "ordinary bloke" things. Suppose you have a buy-to-let house. On January 1st a developer comes to you and the owners of the neighbouring properties saying he wants to apply for planning permission for a block of flats, therefore wants to purchase from you a 2 year option to buy your house at, say, 40% over current market price. You agree. A month later the legal paperwork is completed. During that time, it turns out later that property prices went up 1%. What the regulators are saying is that since he could have backed out during January, that 1% increase was effectively "money in the bank" for the developer when the paperwork was completed, and he should pay tax on that benefit as of 1st February, even if he never exercises the option or gets planning permission.

Companies like Apple recorded January the first as the date of the deal, and deducted employee tax on that basis. They were using procedures defined and documented by independent specialist options lawyers. Retrospectively the US regulators declared those procedures flawed.

For this, a perfectly good CFO (ultimately responsible for the accounting) and General Counsel (ultimately responsible for options legal documents) had to sacrifice their careers.

It certainly looks to me that this is "deep capture". The SEC looked the other way as Wall Street bankers fleeced the working population of their future earnings by financing an asset bubble where workers theoretically took the risk of falling house prices. Regulation there was so weak that many workers have committed to pay more than they can possibly afford, and it's blown up in the bankers' faces.

Where are the decent investigative journalists when you need them?

How Chrome puts the skids under Nokia

sleepy

Google thanks you.

No menus? Sensible on a mobile browser.

Compiled Javascript? Just what's needed for acceptable performance in a mobile platform that wants to avoid malware, however naive the user.

Google thanks Windows users for their help in beta testing Android's new browser.

Orange can't find BlackBerry maps

sleepy

Orange and Blackberry lose the trust of their users.

Now do you understand why Apple are domineering control freaks when it comes to carrier agreements? Turns out Apple are trustworthy.

World goes mad as Bill and Jerry eat churros

sleepy

Thefirst step

Microsoft is opening a dialogue with consumers - trying to start a relationship, and this ad marks the first step. It's a long road, and the consumer PC may barely exist by the time they reach their goal.

What Apple has done, and it takes decades, is to earn the trust of its customers, so they will step into the unknown with Apple. And Apple's consumer customers will be the first to leave the personal computer behind.

Dell profits sink 17% as revenues rise

sleepy

Oh yes it is bad . . .

Are HP, Acer, Lenovo, Apple recording "actual losses"? No.

Dell runs on a turnover treadmill; they grow revenue (sales) and spend the resulting supplier credit to buy back their own stock.

Dell products have no advantage, so Dell has no pricing power. To keep the treadmill running, they have to cut prices. Sales up 11%, units up 19%, ASP down, margins down. But it's worse than that, to keep sales up they've stuffed a new worldwide retail channel with product at even lower margins. (visited Tesco recently?)

Dell has cut overheads and head count by selling off assets and outsourcing support, product design and sales. Effectively they're ripping up the floorboards and burning them to keep warm.

Don't be the last one to realise Dell are milking the final revenues from their old brand values. As we move to the post-PC era in both enterprise and consumer markets, things look bleak for Dell. It's probably too late to follow IBM's footsteps out of the PC market, but that looks to be what Michael Dell had hoped for.

iPhone passwords not worth the paper they're written on

sleepy

So iPhone's a joke then?

Funny how iPhone is already selling 6 times as fast worldwide as all Windows Mobile devices put together. Resistance is futile. Prepare to be be assimilated.

This soon to be fixed "security issue" only works if you reconfigure your iPhone for home button double click to go to favorite callers, and a favorite has an email/web address in their address book entry. Cure: don't change the default behaviour of home button double-click. Any computer/smartphone is vulnerable when the attacker gets physical access. his is far less threatening than removable flash cards.

Apple slapped for dodgy ads

sleepy

Silly ASA

The ASA is wrong to assume that Flash is part of the web. The web is not even partly defined by Microsoft, Adobe or Sun. The ASA is wrong to presume prejudices falsely instilled by dominant companies to the disadvantage of consumers.

Apple's AppStore closes in on $500m in software sales

sleepy

bullish analysts have it wrong . . .

Apple will sell 7-9 million iPhones this quarter, not 4.5 million. Next quarter could be a million a week, versus Nokia's million a day. But guess who will be generating more cash from their phone sales.

The app store's big contributions are the ease of use by anyone at all, and the creation of a rewarding business model for any developer with a decent app - no other skills or investments required.

Former Apple lawyer to pay $2.2m for cooking books

sleepy

The way I see it

After Sarbanes-Oxley the SEC itself backdated a new definition of "grant date" for options. Everyone had thought that when an option had been offered by a company and accepted by the employee at a particular price it counted as granted, including the top specialist lawyer who oversaw the design of nearly all company procedures for option granting. But the SEC retrospectively declared everyone wrong.

Thousands of grants that wouldn't have been called backdated at the time were now technically backdated. This put the tax accounting out. The honest and professional CFO and Chief Counsel of Apple were forced to fall on their swords in an utterly pointless gesture to the SEC. (Backdating wasn't even illegal at the time).

Meantime the SEC turned a blind eye to dishonesty in the US financial markets. Indeed the whole subprime crisis is a flagrant failure of regulation, while the Apple shareholders, who had made enormous gains, were supposedly being "protected" by SEC backdating nonsense disrupting companies. This is regulation modified for financial and political gain of the few, not for the protection of the many.

It is not surprising that the Apple board these days is ruthlessly minimal and punctilious in its public communications. They don't want their careers ruined by further wicked and baseless persecution.

Amazon Kindle set to go massive

sleepy

380,000 per year is a viable business today ...

but it's also an endangered species, squeezed between physical books and (by the end of 2008 when the 380K are sold) 20 million iPhones plus 20 million iPod touches with large enough screens and free reader Apps like Stanza and eReader. What happens when Apple delivers its own reader software and books via iTunes, and offers a slightly larger device too?

Dell to launch 'Eee PC beater' today

sleepy

We're all waiting for Apple . . .

May be nothing, but the Apple earnings conference call warned of lower margins and the popular 12 inch Apple laptop was discontinued two years ago and never replaced. Why?

"We have some investments in front of us that I can’t discuss with you today where we are going to be delivering state-of-the-art new products that our competitors just aren’t going to be able to match and as a result, I would see gross margins being about 30%, and that’s all I can tell you at this point."

And it starts this quarter:

"As I look forward to the September quarter, I would see gross margin being about 31.5%, down from the 34.8% as a result of primarily three factors: ... second, we’ve got a future product transition that I can’t discuss with you today ..."

These points were mentioned several times. Something's happening in the next 4-6 weeks.

Generic VoIP toolkit comes to the iPhone

sleepy

VOIP allowed over WiFi

Steve Jobs said VOIP will be allowed over WiFi. If it's blocked, then that would be a change of policy.

'Carbon neutral' Dell's wind-blowing pays off

sleepy

not including

The bulky power hungry computers they ship, or the materials they are made of, or the packaging, or the outsourced manufacturing of them, or the outsourced tech support of them, or MD's personal Hummer fleet, or his giant mansion.

But it does include the head office air conditioning, because they've purchased some cheap carbon offset certificates from poor people in far away lands.

Analysts slam iPhone security and battery life

sleepy

hey ho

Gartner rattles Apple's cage because Apple doesn't hand them wodges of cash for "research".

It's supposedly insecure because it doesn't encrypt data files. But it also doesn't have removable memory cards, or allow you to put your stuff in the file system, or to install your own applications; which are more powerful methods of keeping the data from industrial spies or whatever paranoia it is this time that keeps corporate IT types pretending they are better off living in the past.

The battery life is the longest of any 3G phone tested:

http://gizmodo.com/5024804/iphone-3g-battery-life-beats-the-competition-apples-own-tests

Switch off 3G, WiFi and GPS when you're not using them, and it will do push email and last for days, just like your non-3G, non-WiFi Blackberry.

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