Comments on: Apple Conference Call: The Non-Boring Stuff

By: Omar

Omar — Mon, 26 Jul 2010 21:26:02 +0000

The $45.8 billion in cash is actually cash and short investments. Thats what Apple had been saving from the revenues of many quarters.

By: Pighead/MostlyHarmless

Pighead/MostlyHarmless — Thu, 22 Jul 2010 17:34:39 +0000

“Apple now has $45.8 billion in cash, enough to pay for the Olympics in Beijing, bailout Greece, buy Warren Buffet, or every Apple fan’s dream, Nintendo”

NOT POSSIBLE.

They might’ve earned 45.8 billion but they can’t have it in cash form. Just not possible. So yes, they can’t do all those things because a lot of earnings go to paying costs.

By: Smellykitty

Smellykitty — Wed, 21 Jul 2010 22:00:43 +0000

Wrong….Jobs already diverted iPhone4 reception probs when he had his little conference and offered out free bumpers. Live in the past much? Wake up. iPhone4 IS the most successful product launch to date.

By: Charles Jade

Charles Jade — Wed, 21 Jul 2010 20:06:15 +0000

To date, Archos devices have had no impact on the handheld or tablet market, not to mention decidedly mixed reviews. At this late stage in the evolution of the handheld media player, and with Apple’s dominant iPod touch and iTunes Store, it seems highly unlikely to me a real competitor will emerge before everything is a phone. But I could be wrong. I usually am.

By: The Scientia

The Scientia — Wed, 21 Jul 2010 19:19:08 +0000

iPhone 4 was incredibly successful. It made over 3,000,000 sales in 80 days. If it was a failure, people would be returning them all! Quoting from The iPhone Antenna Song ‘the media loves a failure in a string of successes.’That is why the iPhone 4′s antenna has had so much publicity

By: The Scientia

The Scientia — Wed, 21 Jul 2010 19:09:18 +0000

Wow the iPad has accounts for 16% of Apple’s revenues and it was released in March.

By: Kitsch Kinkly

Kitsch Kinkly — Wed, 21 Jul 2010 18:43:23 +0000

Agreed, love my iTouch, hate hate HATE iTunes. Call me nostalgic, but I’m still using Winamp to manage my media library on the PC. Hopefully one day soon it will include support for the iTouch (its been supporting legacy iPods/minis/nanos for years now).

By: Kitsch Kinkly

Kitsch Kinkly — Wed, 21 Jul 2010 18:40:02 +0000

“As for the iPod touch, there will probably never be an Android media player because handheld devices without cellular modems are ultimately doomed, though that’s probably five years into the future.”

Archos has an Android media player on the market, and its been around since September.

http://www.archos.com/products/imt/archos_5it/index.html

Granted I don’t know what sales of the device amount to, but there are Android media devices out there.

By: Brett

Brett — Wed, 21 Jul 2010 15:54:40 +0000

I still hate that the ipad must be tethered to a computer. Running itunes on a PC is abysmal, which is why i ditched the ipod.

By: Mark

Mark — Wed, 21 Jul 2010 14:46:20 +0000

@URS

Sorry, that’s simply not true. I’ve checked the press and blog archives back in May 2009 and there is an equal amount of hype and talk about what turned out to be the 3GS. The bottom line is that there wasn’t the spike there has been.

I agree about the fragmentation but it’s less important than people think.

By: apple phobia

apple phobia — Wed, 21 Jul 2010 13:22:25 +0000

Apple generated its best quarter to date, reporting US$15.7 billion in sales and a profit of US$3.25 billion yesterday with shares accelerating US$3.51 per share, up 75% in the year over year from the same period in 2009.

By: Charles Jade

Charles Jade — Wed, 21 Jul 2010 13:00:18 +0000

Regarding the mobile platform war against Google, Apple does indeed have temporary advantages with both the iPad and the iPod touch. There will undoubtedly be Android tablets in the near future, but the iPad will be fighting on a level playing field, unlike the iPhone. Carrier exclusivity continues to hurt the iPhone, especially in the U.S. where a potential market of some 90 million Verizon customers is left to Google. As for the iPod touch, there will probably never be an Android media player because handheld devices without cellular modems are ultimately doomed, though that’s probably five years into the future.

The short of it is that Apple is squandering its iOS advantage with the iPad and iPod touch by not having the iPhone sold by every carrier possible.

By: vishnu

vishnu — Wed, 21 Jul 2010 12:53:07 +0000

@Tim, while you are at it (the math, I mean), perhaps you could make more clear what is RIM’s situation once you adjust the BOGO (buy one, get one) movie they have been screening at VZN for the last 6 quarters! The reason for removing the piggy-back unit sale would be that it never got sold?

By: vishnu

vishnu — Wed, 21 Jul 2010 12:46:50 +0000

Right! All sealed and delivered. Welcome back to the past where things are a little more “in progress”. While it does appear to be an easy copy of the Win-Mac wars, perhaps this time around the results will be a bit more different qualitatively, you think? And you probably missed out on the small issue of backward compatibility that’s completely missing in Android? Goog released some stats of who’s eating what flavor of Android and how much just yesterday. What you write for 2.1 is not compatible with 1.6 and so on! Must be fun to be a developer for Android!! You are very kind to them to bring them to the Android platform where less than 20% of apps are getting paid for. Adsense may appeal as a business/revenue model for vague website owners, but developers? Cheers.

By: Urs

Urs — Wed, 21 Jul 2010 12:45:28 +0000

@MARK
The difference is: In april, the iPhone 4 Prototype got stolen and published. Everybody and his cat knew, that a new iPhone was coming 3 month ahead. It was everywhere in the news.. so no way around that. I had many people telling me that story, people that I never thought they even knew what an iPhone was. So I am shure this is the effect we’ve seen here and that has never been like that before.

And yes, if you only compare phones, then you are right. But as I said, this is about an OS war, thats the big picture there. And nobody but Apple figured it out yet.. all other manufactureres have Phones.. and then.. aehm.. try to make something else, like tablets and what not..

Whats really @ stake here is the future of a mobile OS. Besides Android, nobody else has something equivalent to the iOS (yet) Every other manufacturer is actually in the process of reinventing their mobile OS … which means.. how will the compatibility turn out? How do you compare a RIM with OS 6 against an older one? and soon it gets very fragmented.

By: Mark

Mark — Wed, 21 Jul 2010 12:03:42 +0000

@URS

Only someone who hasn’t actually done any research would make the statement you just did.

http://en.wikipedia.org/wiki/File:IPhone_sales_per_quarter_simple.svg

Look at Q2 to Q3 in 2009 when people knew the 3GS was coming out. Yup, a spike of about 37%. Compare that to Q2 to Q3 in 2010 when people knew that the iPhone 4 was coming out. Yup, a drop of 4%. Non techies don’t care what’s imminent, they just buy what the best product is available at the time. That’s why Apple sold over 6 million 3GS units in the quarter when we knew the iPhone 4 was due.

Secondly, this is not a war about OS, this is a comparison of iPhone sales to other phones. Throwing in iPads and iPods is like BMW inflating their car sales numbers by adding motorbikes into them.

And, really, ask yourself this: if you go into a phone shop because you want a trendy phone, pick one up and then are told it doesn’t make calls what woud you do with it?

Exactly. This is about phone sales, not total product range.

In summary, do not mistake what you think happens with what actually has.