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Archive for February, 2008

Apple’s iPhone Vs. Other Mobile Hardware Makers: 5 Revenue Engines

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Daniel Eran Dilger
While pundits like to fixate on how Apple may possibly be making less than they first postulated, and then mercilessly torture their invented strawman like a voodoo proxy for the as yet bulletproof iphone, the reality is that Apple has built a series of revenue engines that […]

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Toni Sacconaghi Alert: Excessive iPhone Demand Reason to Panic

Daniel Eran Dilger
Based on a handwringing report issued by Toni Sacconaghi of Bernstein Research, Barron blogger Eric Savitz and Rex Crumb, a colleague of John Dvorak at MarketWatch, are both worried that Apple won’t be able to sell enough iphones this year, and doubly concerned that a significant chunk of what the company does sell […]

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The iPod Crisis Myth

Daniel Eran Dilger
Pundits are using scary math and dangerous sounding language to portray the imminent collapse of Apple’s leading position with the iPod. Silicon Alley Insider has been plotting out a tumbling graph depicting falling iPod sales growth while iSuppli just released an announcement that Apple was “slashing” its Flash RAM orders. Taken together, it […]

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Lessons from the Death of HD-DVD

Daniel Eran Dilger
Over the last few months, HD-DVD appeared to rapidly fall from its apparent position as promising new disc format–touted by supporters as being technically superior, significantly cheaper, and less restrictive–down to a harsh new reality of scheduled death. However, the fate of HD-DVD wasn’t nearly as unpredictable as some seemed to think. Here’s […]

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Apple TV Take 2 review (part 2): HD Movie comparisons

Daniel Eran Dilger
The most obvious new feature of Apple TV is its ability to rent iTunes movies, including a new selection of HD flicks that turned up on the iTunes Store in the last 48 hours. Here’s a look at how Apple’s rental solution prices out against rival services in terms of prolonged cost, as […]

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Apple TV Take 2: an in-depth review (part 1): what’s new

Daniel Eran Dilger
Apple is keeping itself busy. Along with the 10.5.2 update to Mac OS X Leopard and a new reference release of Aperture 2.0, the company quietly made available the free new “Take Two” software upgrade for Apple TV on Tuesday. Here’s a look at how Apple TV compares as a living room media […]

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