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Apple Reports Third Quarter Results

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Re: Apple Reports Third Quarter Results

#131

Post by xsmasher »

c2 wrote: post #53
dougws wrote: post #43

Earlier quoted context omitted.

Probably because people have been predicting this kind of thing for years. It is also worth pointing out that only 18% of Apple's ridiculous revenue comes from Mac sales.

To be fair, people have been predicting both sides of the coin for a while. People predicting success on hacker news tend to get upvoted, and people predicting failure tend to be downvoted, regardless of the reality of the situation. Right now Apple is doing great. I would still question the sustainability of this business as an investor. What's next after ipad? Long term, 5 years say, ipad/iphone margins will evapor…

Why would margins evaporate? Tech gets cheaper every year, but Apple keeps the same price points. They're the 800lb gorilla, and can get better pricing than competitors because of their volume.

They grew the market for smartphones and tablets, and they'll probably continue to do so. It's still a long way to smartphone and tablet saturation.

Re: Apple Reports Third Quarter Results

#132

Post by danssig »

mendocino wrote: post #74
[deleted] wrote: post #59

Earlier quoted context omitted.

[deleted]

> Founder AndroidWorks consulting And most of your posts are mindless anti Apple rambling. Doesn't make you any better then the fanboys that you accuse other people to be. As a founder representing a company you might want to show a bit more professionalism.

Good catch, who was this person? The post has been deleted now.

Re: Apple Reports Third Quarter Results

#133

Post by aeontech »

mnutt wrote: post #106
aforty wrote: post #93

Earlier quoted context omitted.

Don't forget: Native shortcuts to take various screenshots (unrelated to anything, but so useful and cool): http://guides.macrumors.com/Taking_Screenshots_in_Mac_OS_X * Sparrow http://sparrowmailapp.com/ - Gmail done right * TextWrangler http://www.barebones.com/products/textwrangler/ - Best text editor, for any purpose and free * Pixelmator http://www.pixelmator.com/ - Mac equivalent of Paint.NET except it's not fre…

Regarding the screenshots, I find that 90% of the time I'm taking screenshots it's to show somebody something, so I really like CloudApp. (getcloudapp.com) You do the usual shift-cmd-4, but instead of copying the screenshot to the clipboard it uploads it to their service and copies a link to the clipboard. On top of that, their site is really clean.

I like Skitch.com, similar idea, but it lets you choose what you want to take a picture off, and provides a basic image editor (handy for adding annotations, highlights, etc.) before upload.

Re: Apple Reports Third Quarter Results

#134

Post by mikle »

danssig wrote: post #129
guelo wrote: post #57

Earlier quoted context omitted.

Or you can marvel in amazement at their greed in suing their competitors.

They're not suing competitors. They're suing people who are profiting from Apple research without compensating them. You think it's good that one company spends billions on research and everyone else just steals it and undercuts them? Don't you realize that that eventually leads to no research being done anymore?

Your statement may be technically true, but in this case it just comes to show the stupidity of the patent system - is making a link from text something Apple invented? Probably not. Did it need to spend billions creating it? Definitely not.

I think reality trumps made up laws, so I don't like your statement, as it just shows conformity to a broken system without any thought at all.

Re: Apple Reports Third Quarter Results

#135

Post by jarek »

hackermom wrote: post #128
jarek wrote: post #102

Earlier quoted context omitted.

Realistically, when OS X gets resolution independence Steve likes. So, not until the next OS after Lion at the earliest.

What's realistic about that? The 11" and 13" Air both got bumped over the 13" "pro", but I'm still stuck with my pricier 13" "Pro" model with screen real estate below what consumer grade PC laptops offer for half the price.

This is a good point. I guess the only explanation that doesn't involve cheaping out or questionable market segmentation attempts is that they don't see a jump to 1440*900 / 128 DPI as worthwhile and would prefer something more.

Me, I like my 133 DPI Thinkpad for when I need screen space, so I'm pretty neutral on this :)

Re: Apple Reports Third Quarter Results

#136

Post by Tyrannosaurs »

m0nastic wrote: post #54
Tyrannosaurs wrote: post #48

Earlier quoted context omitted.

I agree it's great you can get a PC without the crap installed but I think MS have to tackle off the root problem and have it so that's how they all come. Seriously, you'd get a noticable performance increase on the average low end laptop right off the bat if they could do that.

My understanding of how that works (which I admit is an outsider's understanding) is that PC vendors subsidize the price of new PC's by installing crapware on them. The race to the bottom in PC pricing basically left them scrambling to find ways to keep their prices low without gutting their already-falling margins. I don't think Microsoft is in a good position to require PC's to stop doing this (unless they were wil…

I agree with every word, I just think for moderate users using mid-level or above machines, crapware is a big enough problem that MS should be being worried about the impact it's having on the public perception of Windows.

Re: Apple Reports Third Quarter Results

#137

Post by omouse »

billmcneale wrote: post #117
omouse wrote: post #116

Earlier quoted context omitted.

did their employees all get a pay raise? are the manufacturing workers adequately compensated?

Apple hasn't been in the top 100 companies to work for in the past five years (probably goes back further), so... no. Several friends of mine confirm this: they're not treated very well nor recognized, they work 70 hours a week, but they love it. Obviously, it's not for everyone, you need to love the company to work there.

Yeah, that's called Stockholm Syndrome... ;p

Re: Apple Reports Third Quarter Results

#138

Post by YooLi »

Tyrannosaurs wrote: post #126
YooLi wrote: post #80

Earlier quoted context omitted.

The Nook runs Android. I wonder if it counts towards 'activations'. Last quarter B&N sold ~3M Nooks, which would be ~33k activations per day. Not that huge, but the difference between 465k and 500k activations. The Nook and other tablets and devices might actually end up combining to an appreciable amount (100k/day??).

Interestingly Tim Cook made some comments about the Android activation numbers on the Apple call yesterday: "I think the Android activation number is a difficult one to get our hands around. Because unlike our numbers, which you can kind of go to our data sheet, and add the iPhones and iPads, and make a reasonable approximation of the iPod touch—which we said is over half of our iPod sales—you can quickly see that in…

"...which I'm guessing can be checked relatively easily (add up what the major suppliers claim to be shipping - HTC, Samsung, B&N - if you can't get in the ball park then something might be up)."

I would like to know the numbers too but I think it's not that easy to determine or else someone would have done it by now. It seems the only reference there is to the number of Android devices is when Google mentions it during earnings or @arubin tweets it. No hard numbers exist anywhere.

Re: Apple Reports Third Quarter Results

#139

Post by YooLi »

gms wrote: post #108
Anechoic wrote: post #11

20.34 million iPhones in the quarter comes out to about 225,000 iPhones sold per day. Google recently announced 500,000 Android "activations' Android per day. So Android still has the market share advantage?

Depends on how you define 'activations'. The strange wording is a strong hint that it doesn't exactly mean consumer sales.

Agreed. There is purposeful ambiguity going on whenever 'activations' are mentioned.

Re: Apple Reports Third Quarter Results

#140

Post by YooLi »

danssig wrote: post #132
mendocino wrote: post #74

Earlier quoted context omitted.

> Founder AndroidWorks consulting And most of your posts are mindless anti Apple rambling. Doesn't make you any better then the fanboys that you accuse other people to be. As a founder representing a company you might want to show a bit more professionalism.

Good catch, who was this person? The post has been deleted now.

Search Google for "Founder AndroidWorks consulting" and you'll see the HN posts.
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