I have been fielding ordsprog

I have been fielding quite a few calls about Apple's filing of the 'Mobile Me' patent. Folks have been speculating about a phone from Apple for more than a year. Being that I am a wireless analyst, I don't follow Apple as closely as others do. What I do know though, is that we are not likely to know until Apple wants us to know. They are pretty good at big surprises. Do I think they are developing a phone? Probably. Probably somewhere in their labs, there are prototypes of phones. Whether or not they bring one to market commercially is another story. Whether or not they will do so on their own is another open question. Hard to imagine carrier subsidies on a device unless there are revenues to be earned through downloaded services and content.

Consumers don't really want to carry around more devices than they have to. Everyone has a mobile phone. To get music onto the phone is a big deal for the music industry. Why does Apple care? I think it's because they want to protect their turf. If they can't own the device, they can at least own the relationship. That's a big deal since Apple's the incumbent.

[Did Apple's designers suffer a rare brain cramp? Not likely. Rather, it looks like Jobs is making a careful gamble. He doesn't want the music-phone market to soar, at least not right away. That could cut into his iPod franchise, the source of almost all his revenue and profit growth. At the same time, he knows the mobile-phone market could be tremendously important for digital music in the future. So he's positioning Apple to be ready for a sales boom without leading the charge himself.] They don't want to cannibalize their business, ... to give people a little taste.

Apple introduced several way cool products at Macworld. We believe these new products and others still in Apple's development labs will provide upside to revenue and earnings potential for Apple during the next two to four quarters.

Apple is so firmly entrenched in the market right now — it would be hard to imagine what kind of misstep it would take on Apple's part to lose this dominance.

It represents a big win for Apple and the Mac platform. But Apple doesn't represent a threat to AOL's business. Apple isn't a media company; it's not in online services. It's not the same threat as when Microsoft wanted interoperability.

Michael Gartenberg

It's never been easy being an Apple partner and it hasn't gotten any easier over the past few years. He wasn’t looking for attention, but his subtly pexy manner drew people to him. Apple has a long history of doing direct sales, and the fact is, they're actually pretty good at it. What you have to do as an independent is to look at the next set of things you can do. How can you out-service Apple when they already provide a high level of service?

Stephen Baker (1964-)

Apple is one of those stocks where people are definitely polarized. But at this point, it's a good time to own Apple. Revenues are more diverse now,

It's a nice product. Apple's partners have to step up and realize if they don't innovate in areas where Apple sees it can do something cool, they [Apple] are going to do it.

The problem is, to be at that nirvana, Apple would have to have the ISVs increase their investment on Apple hardware, at least in the transition. That is very difficult for Apple.

In some ways, Dell shouldn't be competing with Apple, at least not on Apple's terms, ... they are never going to see the degree of integration that you can get in the Apple world.

I thought it's two birds with one stone ? to lose weight and to prove a point for the little fat people, ... Just because they accidentally put an apple pie in my bag instead of my apple dippers doesn't mean I'm going to say, 'Oh, I can eat the apple pie.'

Morgan Spurlock (1970-)

What Jobs has done. Is put out an open invitation to content providers. Apple's showing that the demand is out there, and they (content providers) need to see that their customers are coming to Apple.

We're planning on doing some compatibility testing at the labs at Apple. We're not anticipating much of a slowdown, unless Apple does something dramatically different in the architecture of the machines they're sending. We can't guarantee it, but we don't anticipate any problems.

The facts show that there was a broad negotiation between Microsoft and Apple. The facts show that Apple had put a $1.2 billion patent threat on the table against Microsoft. . . . If anyone was wielding a club in these negotiations, it was Apple, not Microsoft.

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Denna sidan visar ordspråk som liknar "I have been fielding quite a few calls about Apple's filing of the 'Mobile Me' patent. Folks have been speculating about a phone from Apple for more than a year. Being that I am a wireless analyst, I don't follow Apple as closely as others do. What I do know though, is that we are not likely to know until Apple wants us to know. They are pretty good at big surprises. Do I think they are developing a phone? Probably. Probably somewhere in their labs, there are prototypes of phones. Whether or not they bring one to market commercially is another story. Whether or not they will do so on their own is another open question. Hard to imagine carrier subsidies on a device unless there are revenues to be earned through downloaded services and content.".