Recent Comments:
Morrys Camp, Charity of the Day {Luxist}
Jun 8th 2008 11:26AM I know it well and it it a VERY good and worthy charity with energetic and caring people. If you are looking for a nice cause with a smallish size charity where your donation can make a difference, you should consider Project Morry.
JP Morgan retracts. Now says "No" to near term "Nano" iPhone {TUAW.com}
Jul 10th 2007 7:13PM These guys think the know everything about everything. Obviously Apple will eventually come out with a different, smaller model. Will it be this year, next year? I suspect within a year, but your guess is as good as mine. I published the following post in Google and Yahoo Finance. See if anybody has an opinion on it.
What people fail to realize is that Apple probably, in my opinion,
gets a share of the AT&T revenue. If you recall, Verizon did not want
to do the deal with Apple. I am pretty sure that Apple Stores get a
share of the revenue when a customer switches over just as your local
Cellular store gets paid when they get a customer for AT&T. I suspect
the payment is around $300 per person plus some type of on-going share
of revenues but I have no real basis for that number. I think I heard
once that a store gets around $250 to sign a customer to a new
contract.
Why else would Apple go with an exclusive provider? If they are not
getting more money, they would make it for any provider?
As a side note, I own AAPL shares and options.
I followed it with this post:
Therefore, if you take 10 million as the number of sales by the end of
2008, which seems almost conservative now, multiply that by $300, you
get an extra $3 billion in earnings that nobody is talking about. I am
a HUGE aapl bull.
My further analysis is:
If somebody puts a 40X multiple on those earnings, that more than doubles AAPL market value. I don;t expect it to double in price, but I do expect a HUGE move to the upside.
Once again, I own AAPL shares and Calls so my opinion might be biased, but that is my thinking.
Dooney & Bourke Sony Reader {Luxist}
Jan 17th 2007 1:41PM I saw the ereader at a convention in NYC about 4 months ago. It is a great device. I am waiting for the second or even third or forth generation as I heard the user interface and stuff needs some work, but the screen looks exactly like like reading off paper. I also think the price will come down a lot in the near future.
Engadget Black Friday giveaways (part 2): Nikon D40 DSLR! {Engadget}
Nov 24th 2006 5:54PM Come to me
Engadget's relaunch giveaways: Slingbox PRO! {Engadget}
Oct 12th 2006 10:39PM IBM thinkpad t41
Engadget's relaunch giveaways: Nikon S7c WiFi camera {Engadget}
Sep 25th 2006 5:00PM Ansel Adams
Engadget's relaunch giveaways: Xbox 360 Premium pack {Engadget}
Sep 24th 2006 12:12PM call of duty 2
Engadget's relaunch giveaways: some Slingboxes {Engadget}
Sep 20th 2006 7:17PM Seinfeld!
I am the Master of this Domain!
Skype readies four WiFi phones for VoIPing public {Engadget}
Jul 20th 2006 10:16PM Will be great for travelling
