Saturday, May 14, 2011

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  • baryon
    Apr 11, 01:23 PM
    Could someone clarify this for me: Aren't hard drives too slow to make use of Thunderbolt anyway? In a typical USB 2.0 external hard drive, what is the bottleneck in speed: The speed at which the hard drive spins, or the USB 2.0 connection? If it's the USB, then why do people even care about the RPM of a drive? If it's the RPM, then isn't USB 2.0 fast enough to run a hard drive at its native speed?





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  • RobertMartens
    Apr 14, 09:13 AM
    My $0.2

    Hey you've paid 10x too much for your opinion, in my opinion.





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  • ten-oak-druid
    Apr 26, 01:04 PM
    I do not care to put my itunes media on the cloud. However I would really like to see mobileme have more storage and a lower annual price. I am using the gallery more for posting old home videos for family to view with AppleTV and other devices. Besides email and a small web site, that is the most I've utilized this service. The price is just too high even with the recent increased usage I've had.

    If they plan to offer large capacity media storage for itunes media at $20 a year then mobileme needs to be around the same price or part of that over all deal.





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  • trader889
    Jan 26, 11:18 PM
    You can't tell much about where a company is going by looking at P/E, as by definition, this is a backwards-looking statistic. All of the companies you mention are growing far more slowly than Apple, which is why their trailing P/E ratios are lower. This is sort of what you said, but it's worth clarifying that you can't necessarily compare P/E ratios between companies with vastly different growth rates.

    True, that's why I like to look at the PEG Ratio (P/E to Growth). If we take the current price of 130 minus cash net of payables and receivables (approx $17 a share), you get 113 for the "enterprise" value of Apple. I'll give it a conservative $5/share earnings this year, for a P/E of 23. According to Yahoo, we have an estimate of 30% growth this year, so we are getting a PEG of less than 1 for this year. Less than 1 is cheap, HOWEVER, it doesn't mean it can't/won't get cheaper.

    I'm long Apple, so I have a bias, but here are some things to think about:

    1) Market is reacting to bad numbers for the ipod, supposedly bad numbers for the iphone, recession concerns etc.. Do you think Apple is not going to come out with anything new this year that can add to the bottom line?

    2) Apple is opening up more new stores worldwide. I believe their average sales at the stores is about $4000/sq foot. Their first China store is opening up in Beijing this year (think Olympics). Also, despite some of the headlines about no China iphone deal, CEO of China Mobile (370 million subscribers) stated this past weekend in Davos, Switzerland "We've not started any formal negotiations with Apple. The door is open to all for discussions about fashionable phones". This pretty reiterates what Steve Jobs said. Also, let's not forget all the other countries that have no iphone deals.

    3) $18 billion in cash. Let's say that this earns 2%. Comes out to about 30,000,000 a month or .03 per share in earnings just on interest. On the conference call, I think one of the analysts said that Apple is averaging about $1 billion a quarter in cash, although last quarter was killer when they added $3 billion.

    4) 45% of Apple's revenues come from overseas. This will only get larger as they open more stores overseas. Unless we get a worldwide recession, overseas sales should help cushion any US slowdown. Also, all the US analysts keep coming up with their updates based upon their "channel" checks, does this include overseas channel checks? I doubt it. So be wary of what they say.

    5) Personally, I think the Macbook Air was developed with Japan in mind. In previous conference calls, CFO said Japan was one of the weaker markets. As some of you may know, Japan loves small, ultraportable computers.

    Feel to comment/criticize, but as one poster said, if you think Apple is finished as a company, sell. If you think the future still looks good, don't look at the price of Apple for 3 months or as Warren Buffet says, 10 years..lol.





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  • vmachiel
    May 3, 08:37 AM
    Those things are beasts!





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  • jaigo
    Oct 24, 09:13 AM
    I could care less about playing games on my mbp, so the videocard is MORE than enough for my needs. Playing a FPS on a notebook = :confused:





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  • Seasought
    Dec 1, 02:52 PM
    OS X is great, but it isn't perfect. :cool:

    Despite how depressing news or rumors related to security issues with OS X are I'm in agreement that attention to this issue is always a good thing. A little humility can go a long way.





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  • jtara
    Apr 14, 11:14 AM
    Interesting possibility. It would be extremely difficult to emulate a complete iOS device (custom ASICs and all). But Apple could emulate just enough ARM instructions to emulate an app that was compiled by Xcode & LLVM (which would limit the way ARM instructions were generated), and used only legal public iOS APIs (instead of emulating hardware and all the registers), which could be translated in Cocoa APIs to display on a Mac OS X machine.

    There's no need to emulate ARM instructions, though. And they already do emulate all of the complete iOS devices, at least sufficiently to run iOS apps on OSX.

    Apple provides developers with a complete emulation package for testing their iOS apps on OSX. Apps are cross-compiled to x86 code. They also provide the complete set of iOS SDKs, cross-compiled to X86 code.

    An emulator handles the device hardware - touchscreen, display, sound system, GPS (REALLY simple emulation - it's always sunny in Mountain View...), etc. If an iPhone or iPad are attached via USB cable, the emulator can even use the accelerometer and gyroscope in the device. Obviously, this could be easily changed to use some new peripheral device.

    Other than device emulation, the apps suffer no loss of speed, since they are running native x86 code. In fact, they run considerably faster (ignoring, for this discussion, device emulation) than then do on an actual iOS device.

    All Apple would need to give consumers the ability to run iOS apps on their Macs would be to provide them with the emulator (or, more likely, integrate it into the OSX desktop. I think end-users would find the picture of an iPhone or iPad that the emulator draws around the "screen" cute for a couple of days, but then quickly tire of it...), and add an additional target for developers.

    What we've seen certainly seems to suggest that's what this is. HOWEVER:

    1. For a single app to be compatible with both ARM and x86, they would need to introduce a "fat binary" similar to what they did with the transition from PowerPC to x86. This would bloat apps that are compatible with both to double their current download size. Current Universal (iPhone/iPad) apps are NOT fat binaries. They have multiple sets of resources (images, screen layouts, etc.) and the code needs to have multiple behaviors depending on the device. i.e. the code has to check "is this an iPad? If so do this...

    Currently, developers have to create separate binaries for use on the emulator or the actual device.

    2. Several developers have checked-in here to say that their apps are listed this way. None have offered that they had any advance knowledge of this, or did anything to make it happen. If this is about ARM/x86 fat binaries, the developer would have had to build their app that way. And even if it didn't require a re-build, I think it's highly unlikely that Apple would start selling apps on a new platform without letting the developers know!

    3. Apple is *reasonably* fair about giving all developers access to new technology at the same time. They also generally make a public announcement at the same time as making beta SDKs available to developers. (Though the public announcement may be limited in scope and vague.) There are so many developers, that despite confidentiality agreements, most of the details get out to the public pretty quickly, though perhaps in muddled form. While Apple DOES hand-pick developers for early-early access, it's typically not THAT early. A few weeks, max.

    I do think that an x86 target for iOS apps is inevitable. Just not imminent.

    My best guess is that this was a screw-up by the web-site developers. Perhaps they did a mockup of the app store for the marketing people, selected some apps or app categories that seemed likely candidates, and slipped-up and it went live on the real app store.





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  • Thunderhawks
    Apr 28, 12:35 PM
    Quick, somebody make up some rumors for the man. ;)

    Heard from an analyst who knows a reputable source that ios 5 will be released next Tuesday.

    The date makes sense since it coincides with the 3rd of the month, which is also a prime number.

    For now the ios has the code name: ios5 as insiders confirm.

    Apple is close lipped as usual, but we hear 3 engineers who were asked: "What's new?" gave each other
    high 5's in public and were thus arrested for releasing company secrets.

    Verizon will have this ios too and it comes in white





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  • Paul Graham
    Jan 30, 03:21 PM
    http://sphotos.ak.fbcdn.net/hphotos-ak-ash1/hs780.ash1/166999_10150186054859465_529484464_8724797_3738372_n.jpg
    http://a4.sphotos.ak.fbcdn.net/hphotos-ak-ash1/hs786.ash1/167663_10150186055069465_529484464_8724803_3139990_n.jpg
    http://sphotos.ak.fbcdn.net/hphotos-ak-snc6/hs020.snc6/167085_10150186055139465_529484464_8724805_2679329_n.jpg
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  • Vercingetorix
    Apr 21, 11:51 PM
    Agreed.

    That and Apples incredible profit is what makes them look so paranoid, petty, and stupid.

    Instead of acting like the world class company they could be, Apple comes across as fools.

    I must admit, I'm much happier being seen with my Galaxy S.

    When one is seen in this town (New York) with an iPhone they look at you like "oh, you're one of those snobs".

    Yet the irony is they're a dime a dozen here.

    You are totally awesome, guy. It's not just your phone, it's a message about your whole lifestyle. I too care way more about what a stranger who sees me using a phone might think than I do how it actually works. All these dime a dozen sheep buying iPhones because they're easier to use and more elegant than Android phones are total losers. Don't they know that being seen is the most important feature of a phone? High five, man.





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  • twoodcc
    Nov 24, 08:42 PM
    yeah team lexus should be in the rearview mirror soon

    i hope so.





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  • kskill
    Jul 24, 07:50 PM
    i'm on my second mighty mouse [soon to be third once i have this once replaced] in 6 months. the scroll wheel stops working pretty quickly. i don't find the size of it all too comfortable.. but when it's fully functional it's a decent mouse.

    if they don't fix the scroll wheel issues though, i'd say the BT version is worthless. it's unacceptable that apple hasn't fixed this issue on the wired version. they can replace it all they want, it's still going to break a month or two later. plus, it takes 30 minutes or so for them to replace it, which is rather annoying.

    all in all, cool that it's BT now, but terrible if they don't fix both versions.





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  • longofest
    Oct 24, 09:16 AM
    Yeah, and forget the 8 core Cloverton... now we're waiting on 16 cores with Tigerton: http://www.dailytech.com/article.aspx?newsid=4659

    It sure beats Motorola/IBM's PowerPC slow update schedule. ;)

    Tigerton (Xeon MP) is a different product line than what any of the current Apple offerings use. Until we hear differently, I don't expect we will be seeing Tigerton in any Macs.





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  • SactoGuy18
    Apr 30, 08:28 AM
    I guessing you been living under a rock.. Because my Truck CD Player plays AAC, PS3, Xbox360, PSP, DSi, 3DS, my wife and daughter's Android phone all play AAC.. The list can go on... Google is your friend....

    I'm talking about portable music players that store music with a hard drive or flash memory that are NOT the Apple iPod models. In that case, it's only the higher-end players that support the AAC format, unless you buy Sony's current Walkman line of portable music players.





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  • wordoflife
    Jan 30, 05:23 PM
    Tickets, to see:

    http://collider.com/wp-content/uploads/the_mechanic_movie_poster_01.jpg

    All I can say is wow, just wow. No wonder it has a 48% rating on Rotten Tomatoes.





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  • ariechel
    Jul 29, 11:35 AM
    My only fear: M$oft and the music companies are going to sign deals and this is what could hit Apple very bad... Major labels do not care where the music is bought... Apple... M$oft... the money goes into their pocket... So Apple need to have an idea to keep the Ipod owners their side.... The fact that Apple is proprietary is not a factor...

    I think the music companies are at least a little worried about Apple's dominance of the music download and mp3 player markets, particularly after Apple strongarmed them into continuing the single 99 cent price scheme under iTunes.

    It would not be unreasonable for them to provide preferential treatment to competitors in order to break the quasi-monopoly Apple has in this area and thus provide themselves with more leverage in price negotiations. Whether they will be willing to throw in their lot with MS, on the other hand, is somewhat questionable.





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  • kainjow
    Nov 3, 09:54 AM
    Okay, they fixed the Portal, so I was able to download it, a 79.4MB file, lets see how this runs compared to parallels.
    Post screenshots if you can! :)

    Is this for Intel Macs only or will it work on PPC too?

    Intel Macs only. I'm pretty confident that anything involved with running Windows on a PPC Mac is dead by now :rolleyes:





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  • nyfliiboy
    Apr 12, 09:01 AM
    Looks like ill be going to Android.





    Rocketman
    Oct 18, 07:19 PM
    It is interesting to read the long list of disclosed risks in the financial statement news release on the Apple website.

    Rocketman





    ipodtouch-user
    Nov 10, 10:07 PM
    Hey Apple - ya think your user base might be interested in Flash??

    Lol.

    Yeah, you know what's best for us users though - so we should be elated that you are resisting support for it tooth and nail.





    addicted44
    Apr 22, 04:23 PM
    I have never been a fan of the teardrop form factor.

    Why? I loved my iPhone 4 (before I lost it) but my 3GS is far easier to hold.

    I still prefer the iPhone4 design aesthetically, but the reason is the awesomeness of the exterior metallic antenna look, rather than the rectangular block shape. Although, a teardrop design would mean the loss of the external antenna, which would be disappointing from an aesthetic point of view, but something I could live with.





    rdowns
    Mar 1, 12:39 PM
    Hot Shots: Part Deux Deux

    Is is just me, have Emilio and Martin been a bit quiet over this whole fiasco?


    Emilio? Isn't he still at home waiting for a script for Breakfast Club 2?





    xPismo
    Jul 24, 09:06 PM
    Wave your hands in the air controls?

    Wait, I've seen that before somewhere?! Hmmmmm.

    http://images.google.com/images?q=tbn:bn96IEhi_WyiUM:http://hugereviews.com/images/Movies/Minority%2520Report/wpeA.jpg

    As long as I don't have to wear those gloves. uuugh.



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