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Memory Manufacturing Cutbacks, Price Increases.
February 10, 2009
Winbond open to DRAM consolidation, says company executive | www.digitimes.com
One of the primary building blocks of today is the memory chip. As a product it has seen a collapse in price that few other products have in my memory. It was rapid and harsh. But what will happen to other industries if it starts a rapid climb?
It's not the Srevices but the Costs of upgrading in the down turn Slowing Sales.
February 4, 2009
Goodbye, PC (and Mac). Hello, services. | money.cnn.com
The author says PC sales are off but services are up and this is a shift from traditional computers to services. I believe their is an underlying factor that has been overlooked and could continue the downtrend into out years.
Has Yahoo sent a message to Cloud users?
February 2, 2009
Yahoo drops its Briefcase | news.cnet.com
You are thinking of moving in the direction of Cloud Computing, did Yahoo just show you a major pitfall. I would have to say yes.
From Music, to Movies, to TV, to Phone Apps, is Software next at the iTunes store?
January 29, 2009
Opinion: Will Apple's App Store change the desktop app market? | www.computerworld.com
Apple changed the music distribution model with the iPod and iTunes, then came movies and finally application for your phone. But is that the final method or is software around the corner? Apple can reduce it costs of selling and also get a closer edge in marketing to its computer customer.
ATT looking beyond the iPhone and long term revenue.
January 29, 2009
Why AT&T loves the iPhone (again) | apple20.blogs.fortune.cnn.com
ATT earning were not as good as everyone wanted them to be, but you have to look beyond this quarter at the buy in to the iPhone.
Apple's Touch Patent far beyond any phone.
January 28, 2009
Apple awarded key "multi-touch" patent covering the iPhone | www.appleinsider.com
The patent revolves around the iPhone and the use of touch and point on the phone, but patents are non-dimensional and non-product oriented This patent could put Apple on the top of the next generation of computers where the mouse vanishes and the screen is the new mouse.
January 22, 2009
American Express, First Data agree on payment process pact | www.marketwatch.com
As the economy slows you would have to assume that people would want to sell Grandma's antique green glass collection and on the other side of the coin people would want to buy at a bargain products. Could it be that eBay is hurting themselves.
Why is Steve Jobs so unique to Apple?
January 20, 2009
Apple Without Steve Is Like Disney Without Walt | www.technewsworld.com
The odds are Steve Jobs will not be returning to Apple. This article provides one of the best insights into how Steve Jobs ran Apple and what the Apple Board is going to be faced with in the future I have ever seen. Both Apple and Steve are unique and this provide the prospective on how unique.
Is this the end of Jobs as CEO at Apple?
January 15, 2009
Steve Jobs taking leave from Apple due to complex health issues | www.appleinsider.com
We have been fed a little at a time towards the retirement of Steve Jobs from Apple. Does it appear that this is the last step before the end.
January 12, 2009
Palm Steals CES Spotlight With New Smartphone and OS | www.technewsworld.com
The Blackberry was a so so upgrade and appears not to have stopped the Apple iPhone expansion, but the Palm Pre may be different.
Another sign Steve is leaving.
January 7, 2009
Apple Changes Tune on Music Pricing | online.wsj.com
Steve Jobs has fought over and over about iTunes being at 99 cents with no change ever. What happened?
December 24, 2008
Analyst says Steve Jobs' spirit has been institutionalized | www.appleinsider.com
This article implies that Apple will not change when Steve Jobs leaves that the philosophy of the company will remain the same. I beg to differ.
Factors on the MacWold Pull Out
December 22, 2008
Apple Says CEO Steve Jobs Won’t Speak at Macworld (Update3) | www.bloomberg.com
Apple says one thing, but we have learned over the years what they say does not mean anything, it's what they do. The amount of free advertising and advance rumors has always been worth a lot more to Apple than the cost of the show. Then why pull out?
Will Apple's no discount policy hurt?
December 17, 2008
Apple Loses Some Shine as Mac Sales Slow | online.wsj.com
Apple does not discount it's products in its stores, even Black Friday the price discounts were no greater than the educational/student 8-12 percent discount. Will this policy and the lack of a netbook hurt Apple in the coming months.
Is the Apple OS Monopoly in danger?
December 15, 2008
EFi-X USA to sell pre-made PCs capable of running Mac OS X | www.appleinsider.com
Apple has always held close the combination of machine / OS as a single unit and in effect prevented anyone from using its OS on a different brand machine. Recently it has once again come under attack to break open this combination to allow the use of the OS on any machine.
Apple losing stream more than just iPhones.
December 12, 2008
iPhone seen as still too expensive, losing steam in fall | www.appleinsider.com
The slow down in the world economy may slow down Apple not just for its phones but also for all its product lines.
Is Apple notebook gain a real gain?
December 11, 2008
Are netbooks shrinking Apple's slice of the portable market? | www.appleinsider.com
The overall market for notebooks has been surprising strong with most of the computer companies showing growth. Apple has also shown good growth but the picture changes when you add in all the others and Apple is missing the product that has been zooming to the top of the charts.
Slowdown in Handset, Slowdown in Network Revenue.
December 4, 2008
Economic crisis spurs mobile device shipment contraction in '09 | www.echannelline.com
If handset sales slow down, two things happen, first the hardware manufacturers slow down, but also the revenue stream to the telecoms. If people are not moving up in handsets, they are also not moving up in usage of special expensive add-ons in service.
Analysts don't understand Apple.
December 1, 2008
Analysts express unease with Apple's Black Friday | www.macnn.com
Analysts keep putting Apple in the same boat as other manufacturers and don't want to realize you can't. Apple is a unique company and has to be viewed differently.
Buying Dell not in the Apple scope of things.
November 25, 2008
Why Apple Should Buy Dell | lowendmac.com
It makes sense to buy Dell if Apple were any other computer company other than Apple. Look at market share, and ability to expand into markets where it is weak, but Its not in the cards.
SOPA and the wisdom of Yogi Berra
January 19, 2012
Larger wafers present a growth opportunity for LEDs
January 6, 2012
Smartphones threaten digital camera industry
December 1, 2011
Google music launches: The end of the end for the music industry
November 22, 2011
The move to the cloud will impact multiple industries
November 17, 2011