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Apple Reports Fourth Quarter Results

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Re: Apple Reports Fourth Quarter Results

#31

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.

Profit taking from the "Buy on rumour, sell on news" crowd. Happens every time.

Re: Apple Reports Fourth Quarter Results

#34
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...

There were rumors of an Apple 7" device earlier this year. I wonder if they were deliberately started by Apple to send competitors down what they considered a blind alley.

Re: Apple Reports Fourth Quarter Results

#35
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…

Interesting article in WSJ about some research around the language used by lying CEO's:

http://blogs.wsj.com/deals/2010/08/11/how-can-you-tell-if-a-...

I'm not saying Ballmers lying, it's just interesting to read the quote above after reading the article.

Re: Apple Reports Fourth Quarter Results

#36
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…

Actually the term "cloud" and "internet" generally mean different things. The cloud refers to services sitting on endpoints that you don't maintain (or likely don't own either).

The internet generally refers to the communication infrastructure between endpoints. You can be all in on the internet and not care about the cloud. The opposite is more difficult though.

Also Steve's 7" answer seemed odd. The iPod Touch is a 3.5" tablet. He's saying that he can't figure out how to create a device that made good use of twice the diagonal?

Re: Apple Reports Fourth Quarter Results

#37
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.

And a lot of experience, with Macs, with the iPod, with the iPhone, etc.

Re: Apple Reports Fourth Quarter Results

#38

Earlier quoted context omitted.

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…

Actually the term "cloud" and "internet" generally mean different things. The cloud refers to services sitting on endpoints that you don't maintain (or likely don't own either). The internet generally refers to the communication infrastructure between endpoints. You can be all in on the internet and not care about the cloud. The opposite is more difficult though. Also Steve's 7" answer seemed odd. The iPod Touch is a…

I believe Jobs was talking about fragmentation. You would have to especially adapt the UI for a 7" device, like you have to especially adapt the UI for a 3.5" and 10" device. You can’t just shrink it down or blow it up.

Jobs seems to believe that Apple shouldn’t fragment their product line any further. He seems to think that 3.5" (pocketable) and 10" (more stationary and more capable) are sort of local optima and that Apple should stick to those.

Re: Apple Reports Fourth Quarter Results

#39
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...

Not wanting to point out the obvious, but Apple is the leading seller of 3.5 inch tablets - the iPod touch.

Re: Apple Reports Fourth Quarter Results

#40
post #39
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...

Not wanting to point out the obvious, but Apple is the leading seller of 3.5 inch tablets - the iPod touch.

I’m only quoting Jobs here, not presenting my own opinion but I think I can shed some light on that point: iPad and iPod touch do not use the same UI, they do not have the same intended uses. Jobs obviously seems to think that 3.5" (where you sacrifice functionality for compactness) and 10" (where you sacrifice compactness for functionality) are local optima.
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