Interesting article: http://daringfireball.net/2010/11/apples_pricing_advantage
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http://googleblog.blogspot.com/2010/10/what-were-driving-at.html
http://www.zdnet.com/blog/google/googles-self-driving-car-whats-in-it-for-google/2529
(and yes, I’m aware that it will be a long time before anything like this actually goes into production…)
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GotWake
What will be fun is when the GPS tries to take you down a road that no longer exists
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rastard
Not really. Seems the car would just slow to a stop, and/or alert the driver that they had to take over.
(i.e. according to the blog post and other articles, there’s a lot more than just GPS involved. “Video cameras, radar sensors and a laser range finder”, plus prior “terrain mapping of lane markers and traffic signs” having been conducted.)
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Zee
Google could cleverly market the idea to gain some interest. Don’t know if Nascar or Formula One would let them own a team. Be interesting though to see Eric and the nerds in the pit gassing up and changing the tires on the ghost car…
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Google Android closes gap with Apple iPhone in consumer interest
Two thoughts:
1. 38% to 37%? I find this report surprising, and I’m actually a bit skeptical. Sure, there have been several months of reports that Android phones have been outselling iPhones, but those seemed to be from people walking into a store to buy *a* phone and walking out with an Android. This report seems to suggest that people are now walking into phone stores intending to buy an Android phone from the get go. I wouldn’t have thought that many people would know what Android is at this point.
2. Regardless of whether it is true at this point or not, it did/does seem inevitable.
3. Apple is still going to sell more iPhones this year than last year, and next year than this year — and will still make a boatload of money even if iPhone market share retracts. But it looks like other sources besides iPhone (i.e. iPad) will need to be the primary source if Apple’s monster revenue growth is to continue.
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GotWake
Right now, market share is a useless metric when you are measuring revenue growth in this sector. There’s so much growth (55% in 2010), that there’s plenty of volume to go around. The thing that separates Apple from the rest is they aren’t giving their phones away just to gain market share.
There are several things that are going to propel Apple forward in the next 18 months: Asia demand, CDMA iPhone (probably destine for China), the new Foxconn factory and more US carriers. I think that monster revenue growth will just fine.
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conshmillo
I read the similar article at MacDaily news. My response was following:
Billion dollar question is – should Apple allow Verizon in?
I have this feeling Jobs was mistreated by Verizon when he approached them originally about the iPhone. I imagine they treated him from the position of arrogant bully and told him basically it’s our way or fuck off. So if above is the case, Jobs dilemma is whether he should forget how they treated him and let Verizon in to stop the spread of Android, or to keep hurting them by refusing to give them the iPhone and work on the utter defeat of Verizon. My feeling is, Jobs likes to offer to it’s potential partners equal opportunity. Meaning, partnerships with Apple to be beneficial for both Apple and it’s partners. If you mistreat Apple, or backstab Apple, it will go after you. My impression is that Apple will take a third road. It will allow additional carriers to have iPhone. As a matter of fact it will allow ALL of them in. All except one – Verizon.-
GotWake
It may be that Jobs was snubbed, but I think it comes down to different business models. Verizon treats the handset as the commodity and Apple treats the carrier as the commodity. Right now, neither company sees the benefit of giving in to the demands of the other. Verizon is betting on Android. Apple can’t keep up with demand.
I agree, the iPhone will go to every carrier except Verizon in the short-term. That’s when things will get interesting. If Verizon’s subscriber attrition rate spikes, the pressure will increase to get the iPhone. I don’t think Steve will blink first.
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sworoc
I agree with your analysis of Verizon / Apple view of commodities.
On the other hand, I’m not so sure that we will see the iPhone come to a lot of other carriers. T-mobile doesn’t make a lot of sense, Sprint is a possibility. Apple only likes to “partner” with big names.
This probably means that AT&T / Verizon are the likely targets for the iPhone, but with an obviously strained relationship with Verizon, I don’t know if we’ll see that happen. I do see them continuing to partner with more companies outside of the USA, but I’m still not sure that T-mobile would be a good fit.
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eatingbeets
Long time listener first time caller. I put most of my savings into AAPL right before the iPhone came out and never looked back, so I’m doing ok. I live in NYC and I will say that my precious iPhone is rendered nearly useless by AT&T in this city. I previously had Verizon and heard that AT&T was bad, but I had no idea it would be this bad. 95% of my calls drop. At least several times a day the internet does not work at all. Sometimes I will send a text message that my friend won’t receive for 3 days. I love the phone but I am strongly considering getting rid of it because AT&T is so bad here. Apple needs to figure something out ASAP if they want to maintain their NYC customer base.
It seems like with all that extra money they could just set up their own towers, you know? It seems like a logical extension of their brand philosophy to me. The main thing that has set Apple aside over the years is that they produce all of their own hardware and software, so why not extend into this arena? Just a thought.
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http://news.cnet.com/8301-13579_3-20017417-37.html
For the fourth consecutive year, J.D. Power and Associates has ranked Apple highest in customer satisfaction among smartphone manufacturers.
[rastard: Cool. Not particularly surprising though.]
Apple scored 800 out of a possible 1,000 points, according to the J.D. Power study that asked over 6,800 smartphone owners to rank their experiences between January and June 2010. The study, released today, showed that Apple scored particularly well in ease of operation, operating system, features, and physical design.
Motorola, at 791 points, and HTC, at 781 points, grabbed the second and third spots, respectively.
[rastard: wait, what? Out of 1000 possible points, Moto is only 9 points behind and HTC is only 19 behind?
Ends up that JD Powers calling this a "1000-point scale" may be a bit misleading through, since all of their smartphone satisfaction ratings fall in the range between 711 and 800. http://businesscenter.jdpower.com/news/pressrelease.aspx?ID=2010185.
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http://www.readwriteweb.com/archives/apples_ping_overrun_with_spam.php
Only 24 hours after the launch of Apple’s new social network, Ping, the service has been overrun by spammers. The fraudsters have created iTunes profiles and are posting links to a number of online scams, including ones that promises “free iPhones” or “free iPads” in exchange for filling out online surveys. For the most part, these suspicious links are being posted in the comments sections of the most popular artists on Ping, like Lady Gaga, Katy Perry, U2 and others, all of whom are among the recommended accounts linked to from the Ping homepage.
As security expert Chester Wisniewski points out, Apple doesn’t require a credit card or any other positive identification in order to establish an account on Ping, which itself is a part of newly launched iTunes 10. Doing so wouldn’t be advisable, either, as it would lock out a lot of “credit card-less” kids, teens and young adults from using iTunes. There’s actually quite a bit of free content available from the iTunes Store, from apps to music to video, allowing parents to feel comfortable in letting their children manage their own iTunes accounts without close supervision.
Given those lax sign-up requirements, however, it’s somewhat surprising that Apple didn’t build in a good spam filtration system into its social network, too. The types of links being posted now are what any halfway decent blog commenting system like Disqus or Echo would pick up automatically, or at least flag for review, especially since the posts contain links.
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rastard
Before anyone jumps all over me for posting something seemingly anti-Apple…
Since Apple doesn’t really have any previous expertise in social networking, this isn’t all that surprising, and I wish Apple’s engineers the best of luck in addressing this. Fighting spammers actually doesn’t seem trivial (as most all of us who use (or have used) the Google Finance message boards have seen firsthand). Even when one does hit spam head-on — as soon as you invent a better mousetrap, someone will invent a smarter mouse.
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JPWatkins
Social networking is nothing new for Apple. They’ve been running all kinds of bulletin boards, and feedback systems for many years, most recently Apple Support discussions and iTunes music reviews. What makes something “Social Networking?” It seems to me “social networking” is just a buzzword for “It’s ours but we don’t administer it, we just benefit from the user created content and the information we can mine from it.” It’s basically traditional stuff monetized and allowed to run feral. Indeed, look at GoogleFinance.
This could have been avoided and is an oversight on Apple’s part, probably resulting from a fast rollout and a desire to avoid the “control freak” label people love to hang on Apple when they pay attention to the user experience. I imagine it will improve, although I for one, don’t care. (Damn Kids!)
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rastard
You damn kids! Get offa my lawn!
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RattyUK
I can only add that so far I have not encountered any spam. I am now following around 30 people but some of those are quite high up in the tech space and not seen any spam through any of those. But then again I am not following the initial batch of bands coz they’re not really my scene. They are only just starting to add some bands that I am interested. Will keep a look out and report on spam over the next couple of days…
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sworoc
That’s cute.
I guess everybody makes their mistakes, but I wonder what it will do to user perception.
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JPWatkins
@rastard
“You damn kids! Get offa my lawn!”
Exactly.
I was also thinking of the denouement of nearly every”Scoobie Doo” episode‚Äî”And I would have gotten away with it too! If it hadn’t've been for those darn kids! -
JPWatkins
Ratty, I couldn’t find a page without spam! Perhaps Apple did a better job in the UK?
Anyway, it’s not my cup of tea. I find listening to good radio shows the most pleasant way to discover interesting new music. Unlike “social media” requires little effort and can be done in the background while doing other productive things. -
RattyUK
I’m here in the States and I’m following mostly hi-tech people who are posting mostly stuff they are buying. Only following one band – most of the people I am interested in don’t have pages yet. Perhaps if I were following the big acts then maybe spam would abound.
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JPWatkins
I suppose so. Spamming Lady GaGa followers is probably a bigger bang for the effort than would be the bands I would tend to follow.
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[From yesterday's print edition of the San Jose Mercury News. You can search for this post's title here: http://www.pressdisplay.com/pressdisplay/viewer.aspx#
Deal would mandate FM in phones
Compromise in dispute between radio, recording industry would require congressional action
By JOELLE TESSLER
WASHINGTON—A long-running dispute between radio broadcasters and the recording industry over music royalties has taken an unexpected turn with a proposed settlement that threatens to drag the mobile phone industry into the ring.
The compromise under discussion by radio broadcasters, recording labels and recording artists could include a federal mandate that all new cell phones come with a built-in FM radio chip. While a deal is far from final, the prospect that the government could dictate a key design decision for such a ubiquitous consumer device has alarmed electronics manufacturers and wireless providers.
“This is two old-media industries attacking the new wireless broadband industry,” said Gary Shapiro, head of the Consumers Electronics Association. “This is a battle that doesn’t involve us.”
Building FM radio into cell phones requires an additional antenna, which could add weight and bulk to devices prized for their sleekness, Shapiro said. It could also drain battery life more quickly, which could lead manufacturers to remove other features from their devices, he added.
“We don’t think Congress should accept a back-room deal on how an iPhone should be designed,” Shapiro said. “We think consumers should choose and companies should choose.”
For years, the National Association of Broadcasters has been fighting a music industry proposal that would require radio stations to pay music royalties to recording labels and performers for the right to play their songs on the air.
Current law requires broadcast radio stations to pay royalties to songwriters, but not recording labels or artists. Broadcasters argue that the existing arrangement makes sense because radio airplay provides free promotion and drives music purchases and concert ticket sales.
But compact disc sales have dropped off, and sales of digital albums haven’t made up the difference, prompting labels and artists‚Äîrepresented by a group called musicFirst‚Äîto step up their push to start collecting royalties, too.
Successors to over-the-air radio, such as satellite radio, Internet radio and cable TV music channels, are required to pay performance royalties, noted Marty Machowsky, a spokesman for musicFirst, which is backed by the Recording Industry Association of America and the Recording Academy. Broadcast radio stations, he said, get a “free ride”‚Äîpaying nothing for “musical performance which is the foundation of their business.”
Both the House and Senate Judiciary Committees have passed bills that would give recording labels and artists a cut of advertising revenue that radio stations generate by playing their songs, but neither contains an FM chip mandate. Both bills have stalled due to fierce broadcaster resistance. Faced with a stalemate, lawmakers have asked NAB and musicFirst to try to negotiate a compromise.
The proposed settlement would establish a tiered system of royalty payments that would bring in a total of roughly $100 million for the music industry. Commercial radio stations with more than $1.25 million in annual revenue would pay royalties totaling 1 percent of revenue. The smallest commercial and nonprofit stations would pay either 1 percent of revenue or $100 annually, whichever is less.
As this battle has dragged on, new rivals to broadcast radio have grown stronger and drawn more listeners as digital music players and streaming Internet radio have flourished. If Congress approves the compromise with the FM radio mandate, it would be a victory for NAB, which is seeking to expand radio station audiences.
Both the recording industry and the broadcasters trumpet the clause as a win for consumers. Machowsky said FM radio on cell phones “would give consumers more ways to listen to and enjoy music.”
And Dennis Wharton, executive vice president of the National Association of Broadcasters, which represents over-the-air radio stations, said such a requirement would provide a valuable public service—particularly in emergencies, when consumers often tune into local stations seeking critical public safety information.
But Jot Carpenter, vice president of government affairs for CTIA-The Wireless Association, which represents wireless carriers, insists that while consumers do like to listen to streaming Internet radio and music downloads on their wireless devices, there is “not a huge desire to listen to over-the-air, ad-laden radio” on mobile handsets. Phones with FM radio chips are not in high demand, he noted.
At this point, NAB and musicFirst are pushing ahead. They are taking the potential agreement back to their members to try to get buy-in on a deal that they can take to lawmakers after the summer recess. And they hope that Congress will act in the fall.
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rastard
Interesting “compromise”. Radio broadcasters and the recording industry are having a dispute, so phone manufacturers are the ones who have to change? Wonder how Steve is going to respond to some Congressmen telling him what he needs to put in his iPhones…
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Zee
You know Rastard, if you’re not a lawyer, you must be rolling in butter. Then again. I invented a new idiom that reminds me of you. It’s always better to butter your bread on both sides, so if you drop it, it looks like it always lands butter side up. Sorry for fooling around. You said once that you knew people at Apple and Google. Perhaps you’d know better than anyone.
As for the Google board. I think I just figured something out. I don’t think it’s Google who’s removing posts. If an individual isn’t doing it. Then it’s possible Apple is removing them. Because I emailed one of my posts to myself and noticed in my mail box that it said : To Apple Inc.
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conshmillo
That is just plain wrong. Nothing but lobbyists at work. Those are two very different types of media. FM radio same as plain old TV are LINEAR media. Wireless broadband is INTERACTIVE media. One allows for shoveling down your throat any content THEY want, where the other allows YOU to create your own programming. It’s the same old battle between control of individual vs. individual freedom.
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sworoc
Get ready for the cheap FM tuners that are hidden in the back corners of the OS. My phone has one, and I got tired of it within the first 5 minutes. Users want to explore and find the music that they like, not hear the top 40 most promoted songs on repeat.
Notice, it’s not the top 40 most popular, but the top 40 most promoted. Users are dumb, but even they can sense the difference from time to time.
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I’m seeing this on a couple of my posts — but not on others.
Is it because of their length? Objectionable content? Am I on a blacklist?
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conshmillo
No. Not at all. I am not blocking anyone. Software was set to check any comment that had more than one link in it. I changed the default to 3. Meaning in comments you can now put up to 3 links without being flagged.
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http://www.mobiletoday.co.uk/Mobile_Exec/T-Mobile_to_begin_selling_the_iPhone_4_on_Friday.aspx
Got all excited by this news headline (not that I care about T-Mobile at all, but it is another carrier besides AT&T), but upon not finding the story posted anywhere else, realized it’s a UK site I was reading.
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http://www.thisisbrandx.com/2010/07/iphone-has-apple-in-a-fix.html
Ignore the bottom half of the article (it’s just a rehash of the alleged iPhone4 bugs that have already been in the news ad nauseum).
The top half of the article (the numerological focus on “4″) is actually pretty funny though…
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rastard
(oh, and apologies in advance if I’ve offended anyone who actually believes in numerology)
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conshmillo
Yesterday I read article on MarketWatch about how Month of July is jinxed because of the stars alignment. Now, I don’t deny that things such as weather have influence on people’s mood. They do, but I wouldn’t base my trading activity on them.
Words have no inherent meaning. That includes numbers. I can sell to Chinese guy product called iPhone Styri and he is going to have perfectly good experience with it for months until he finds out that Styri means in the slavic languages four. Superstition is widely spread and marketing folks should be aware of it, but it doesn’t mean those things have any inherent meaning. When we assign to something increased importance, mind will be subconsciously scanning for those events in our environment. In other words if you keep looking for what’s wrong because it’s Friday 13th, you will be finding all day what’s wrong. If on the other hand number 13 is your lucky number, your focus on 13th will be on what’s right. Nothing really changed in reality, just in what we focus on. -
conshmillo
There is nothing wrong with iPhone 4, there is small antenna problem, that doesn’t cause any more problems than rest of the smart phones. All this hoopla is caused by marketing smear campaign of competing companies, Google in particular and their geek bloggers that keep thinking they are fighting bad closed system capitalist – Apple, and supporting good open source socialist – Google, not realizing that Google is no less capitalist, no less closed and in a way more evil because it is pretending it is open. I could be saying boo, Google is evil, they sell advertising for money in their close AdWords/AdSense advertising system. I want open Goggle. I want no overpriced advertisements on their site! Google is exploiting people with their overpriced advertising in their closed advertising system. blah, blah, blah, etc. etc. etc.
I don’t know if any of you seen interview with Schmidt in Davos, Switzerland. He explicitly said there that Google considered using their software algorithms to enter into the trading business (markets), but they decided against it because of the possible hassles with SEC. Now that doesn’t mean they are not actually doing it unofficially. Aside from the product war, there is ongoing battle in stock market between these companies. There are hedge fund stacked one against the other, some probably hired by companies themselves trying to outmaneuver the other in order to improve or destroy the standing of the competing company. -
GotWake
That is a funny read. I think I’ll have to order an iPhone 4 when I get back from vacation just because of all of the BS stories. I think it’s funny how Apple is having major problems……. keeping up with demand.
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GotWake 1:11 pm on October 14, 2010 583 days ago Reply
Now that is funny
…….. and unfortunately true