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Apple Reports Fourth Quarter Results

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Re: Apple Reports Fourth Quarter Results

#21
post #18

Steve Jobs is just now highlighting Android’s “fragmentation” and discussing Android’s openness. He is also talking about upcoming tablets and their 7" screens. (Trash talking them, that is. No 7" screen from Apple anytime soon.) Ars Technica is blogging: http://arstechnica.com/apple/news/2010/10/liveblog-q4-2010-e...

Select Q&A:

Q: What do you think about the 7" tablets?

A: one naturally thinks a 7" screen offers 70% of the benefits of a 10" screen, but this is far from the truth a 7% screen is only 45% as large as a 10% screen because the measurements are diagonal. This size isn't sufficient to create great tablet apps, in our opinion. One could increase the resolution to make up for the difference, it's meaningless unless the thing also includes sandpaper so users can sand down their fingers.

Another comment by Steve:

"It's being grabbed out of our hands. I talk to people every day in every kind of business who are using iPads boards of directors, nurses, doctors, etc. The more time that passes, the more i am convinced that we have a tiger by the tail here."

Q: Could this be your second biggest business behind iPhone?

A: I try not to predict, I just report.

Q: Any updates on you stance on Flash?

A: Ah, Flash memory? We love Flash memory! [I wonder if the reporter who asked the question understood the joke. ;)]

Q: So if the market starts to move toward lower-functionality smartphones and dramatically lower price points, and you feel you can't make an appropriate product on those price points, you'll throw in the towel?

A: You're looking at it wrong. you're looking at it as a hardware person who doesn't know much about software. who doesn't think about an integrated product and thinks the software will just take care of itself. You assume the software will just somehow come alive on this product you're dreaming up, but it won't. Because these app developers are taking advantage of products that came before it, with larger screens and more capabilities. it throws you back to the beginning of the chicken and egg problem again most developers won't follow you.

Pure gold from Steve. Competitors better listen to this call and learn from the man himself.

-------------------------------------------------

You really gotta hand it to Steve. Absolute no corporate speak (aka bullshit) when he talks. Compare this with recent email from Steve Ballmer,

"I sent a message to the world that we’re ‘all in’ when it comes to the cloud. In that speech I noted that Ray’s Internet Services Disruption memo nearly five years ago, and his work since, stimulated thinking across the company and helped catalyze our drive to the cloud." (from http://www.microsoft.com/presspass/press/2010/oct10/10-18ste... )

Cloud? Why do executive use the word 'cloud' when the word 'Internet' is so much better. 'Stimulated thinking'... 'catalyze our drive', looks like someone has been reading too much of Dilbert.

The difference between Steve Jobs and Steve Ballmer is staggering.

Re: Apple Reports Fourth Quarter Results

#22

The iPad sales are just staggering. Moving that many units of a product that didn't even exist a year ago, in a category that was long thought dead, is incredible. Identify an optimal user experience, polish the hell out of it, then perform an airtight integration of every single component, from end-to-end. The software and hardware, the content ecosystem, the physical distribution, all of it fits together perfectly.…

Apple wasn't always like that. Took a long time for that maturity and took a lot of centralizing power before everything came into being.

Re: Apple Reports Fourth Quarter Results

#23
post #18

Steve Jobs is just now highlighting Android’s “fragmentation” and discussing Android’s openness. He is also talking about upcoming tablets and their 7" screens. (Trash talking them, that is. No 7" screen from Apple anytime soon.) Ars Technica is blogging: http://arstechnica.com/apple/news/2010/10/liveblog-q4-2010-e...

Select Q&A: Q: What do you think about the 7" tablets? A: one naturally thinks a 7" screen offers 70% of the benefits of a 10" screen, but this is far from the truth a 7% screen is only 45% as large as a 10% screen because the measurements are diagonal. This size isn't sufficient to create great tablet apps, in our opinion. One could increase the resolution to make up for the difference, it's meaningless unless the t…

Aw, cute!

Q: Any updates on you stance on Flash?

A: Ah, Flash memory? We love Flash memory!

Re: Apple Reports Fourth Quarter Results

#24
post #22

The iPad sales are just staggering. Moving that many units of a product that didn't even exist a year ago, in a category that was long thought dead, is incredible. Identify an optimal user experience, polish the hell out of it, then perform an airtight integration of every single component, from end-to-end. The software and hardware, the content ecosystem, the physical distribution, all of it fits together perfectly.…

Apple wasn't always like that. Took a long time for that maturity and took a lot of centralizing power before everything came into being.

It took Steve Jobs returning and demanding extraordinary focus. It started with Apple's now famous matrix of consumer and pro for mobile and desktop. New products were added only after judicious consideration of both the user experience and business cases. As new parts of the business emerged, they were tightly integrated with existing products (iTunes + iPod, OS X + iPhone, etc)

edit: It's also worth mentioning that he cleared out all the dead wood, in terms of leadership, fired the board and re-organized Apple around people whose talent and passion positioned the company well for the future. Most famously, Jonathan Ive was on his way out. Steve discovered him languishing in Apple's Industrial Design labs, creatively wilting, dying to be set loose on something daring. Jobs let him have his way, he built the first iMac and now he's a VP.

The most interesting thing about Apple, from my perspective and theirs, is how often they say no to new opportunities. Focus is the sword they used to cut through bullshit before the turnaround and the sword they use now to plow through a field of opportunities, executing on only the best of the best.

Apple of the early-to-mid-90's was just like any other company. Management fiefdoms, conflicting product strategies, and a sea of impossible to understand variations on the same products. Nothing got done. It survived on the fumes that came from the power of the original Mac, and the DNA that was baked into the company: computers should be made to empower everyone.

Re: Apple Reports Fourth Quarter Results

#25

Down 5.8% (-18.70) in AH trading: http://www.google.com/finance?client=ig&q=AAPL edit: whew, and seeming to stabilize around a 4.5% drop still leaving it above $300. I was amazed it broke $300 so easily last week and was afraid it'd fall back below with this drop.

Why so down? I assume market expectations were higher than what they reported, but in what categories did Apple fall short / what else was as good as expected?

[deleted]

Re: Apple Reports Fourth Quarter Results

#28

27 million iOS devices in the last 3 months, thats a very nice demographic to target that does not seem to be slowing down even with Androids rapid growth also gaining real momentum, I like being in mobile its certainly interesting!

Android is doing well, but we know that Apple users buy apps, not so much with android users.

Re: Apple Reports Fourth Quarter Results

#30

27 million iOS devices in the last 3 months, thats a very nice demographic to target that does not seem to be slowing down even with Androids rapid growth also gaining real momentum, I like being in mobile its certainly interesting!

Android is doing well, but we know that Apple users buy apps, not so much with android users.

Android was slower to rolling out frictionless payment onto their store, only recently did it roll out in a lot more countries http://android-developers.blogspot.com/2010/09/more-countrie... So I would not necessarily use the past history of paid apps on Androids market as direct comparison to Apples app store. However the self selecting fact that more Apple users are likely to have a disposable income is very appealing when choosing to just target an iOS device if you do not need reach, I think for non hit applications, that are more of a business though reach is very important as cracking the top 100 in Apples app store is rather difficult and you have very few other options if you do not succeed in this endeavor
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