KenC

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  • Is the Notebook Market Slowing Down?
    ThinkPanmure?!? They don't even cover Apple. At least, not officially, is this some guy's blog? The guy has NEVER been on an Apple conference call. And, he doesn't seem to even factor in iPhone's deferred revenues which should have normalized by 2009, in his 2009 eps numbers. What a joke.
    Sep 24 17:02 pm |Rating: 0 0 |Link to Comment |View article
  • Dell's Factory Sales: End of an Era
    Actually, while the comments people have made are true, the biggest fact is that the market has changed. People have been transitioning from desktops to laptops for a while. While desktops could be bought sight unseen, as they are stuck under a desk, laptops must be seen and handled to make a sale. As long as desktops ruled, Dell was the king, as it could use its supply chain to make the cheapest desktop and get it to you the fastest. Now that laptops rule, Dell's approach isn't ideal. You need retail points of sale, and you need inventory. A fast supply chain isn't as critical when people are buying in-stock inventory. So, all those other missteps aside, the biggest factor in Dell's reason for selling its factories is that their market advantage has disappeared as laptops have taken over.
    Sep 11 18:15 pm |Rating: 0 0 |Link to Comment |View article
  • Seeing an End to the iPod's Hegemony
    Interesting that you mention Chrome at the top. You do realize that Chrome is built upon WebKit and is now essentially part of the WebKit alliance? Who is part of the WebKit alliance, oh, Apple, Nokia, Adobe, and others. Who is NOT part of the WebKit alliance, oh, let's think, can you say Microsoft?

    Your article would have been far more interesting if you had applied your thoughts to "Seeing an End to Internet Explorer's Hegemony".

    I also wanted to point out some factual errors. You said, " And since the iTunes downloads were all encoded with Apple's DRM". Uhm, not "all" iTunes downloads are DRM encoded, just something like a little over a half, and that's only because some of the labels are trying to steer business to Amazon.

    You say MS is "hammering the door" with the Zune. Everyone knows that that is laughable. Zune has 2% of the market at best. Dell is a failed player in the MP3 player market, and quoting Enderle only undermines your argument, since he has a conflict of interest, having consulted on the effort. And, Sandisk's wifi music player? You do realize that iPhones and iPod Touches can download over wifi from the iTunes Music Store, right, without going thru a computer.

    The reason why MS and Dell are in the market isn't because they think they'll have an impact on iPods or iTunes, it's because they need a full media product offering. It's not just about music, but about all types of digital media, and giving up on music, will potentially cede the video download and video device market to Apple as well. That's the fear at MS and Dell. That's why they have to get into markets they don't look likely to win. They have to play in the last battleground, in order to have a chance to win in the next battleground.

    And, thinking the subscription battle is where Apple will lose is just silly. Apple can turn on subscriptions in a New York minute. There's NO meaningful barrier to entry. Besides, there's more out there than just Pandora that already work on my iPhone. There's AOL Radio, where you can choose from hundreds of radio stations. There's rumors that Sirius is coming to the iPhone. There's a FREE app from SimplifyMedia which allows me to serve my whole music library from my home PC to my iPhone wherever I am. I don't even need my music on my iPhone any more. I can just stream it. Do you think Zune or Sandisk have those capabilities in their devices? The other players in the market are just getting further and further behind, because Apple has already created a large enough ecosystem that all the innovation is being driven for iPods and iPhones. The other players are too small to attract any development. Sure I know, it's much like Apple Computers were just 10 years ago, but it took extraordinary talent to take Apple from where it was 10 years ago to where it is today. It will take another extraordinary talent for it to happen again. So far, you haven't identified anyone or any company or any idea that would be that talent.
    Sep 04 22:25 pm |Rating: 0 0 |Link to Comment |View article
  • Dell: Market Pessimism Presents Buy Opportunity
    Yes, shipments were up, but isn't that primarily due to the initial stocking of retail inventory? I'd be a little careful and see if this is real growth, or just temporary growth due to the rollout of the retail initiative.
    May 13 22:08 pm |Rating: 0 0 |Link to Comment |View article
  • Waiting for Dell's iPod Moment
    <<As for shares of Microsoft languishing between $20 and $30 for years, they did until achieving a decisive breakout above $30 in October. I know because The Kelly Letter owns shares and we were waiting for Vista earnings, Xbox successes, and online inroads to finally pay off in Redmond, and they have. I expect that continue>>

    I think basing your premise on the assumption that MS has made a real "decisive breakout" is the weakest part of your argument. Vista and Xbox earnings need to show they are sustainable. And, Google is just eating their breakfast, lunch and dinner in online advertising search.
    Dec 11 13:52 pm |Rating: 0 0 |Link to Comment |View article

KenC's Comments Stream Stats

  • 151 Comments, 7 , 1
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