Apple Q3 Themes: Rumors, Economy, & ‘Product Transition’

9:00 PM, Jul. 24th, 2012 · · The Back Page

Apple

Apple reported its June quarter results on Tuesday, and a couple of main themes emerged from the company’s conference call with analysts. The first is that the miss can be pegged on those evil rumors of an iPhone 5 and a lagging economy, while the second was a focus by both the analysts and Apple executives on the code phrase “product transition.” Bryan Chaffin offers his thoughts.

Google’s Patent Plea for Permission to Pilfer

5:24 PM, Jul. 23rd, 2012 · · The Back Page

Google Baloney

Google made a plea to the Senate Judiciary Committee last week, a plea for permission to pilfer the patent portfolios of any company good enough to change the world. Bryan Chaffin labels it a bunch of baloney, but says that it’s in keeping with Google’s history of wanting the rest of the world to be available to its profit machine.

EFF Wants to Save Apple Users from the Tyranny of Excellence

9:04 PM, May. 29th, 2012 · · The Back Page

Help! I'm Being Oppressed by the Tyranny of Excellence

The EFF issued a manifesto on Tuesday demanding that Apple tear down its “crystal prison,” and to, “to open its platforms for those who wish to tinker, tweak and innovate with their internals.” Bryan Chaffin argues that, in this case, the EFF is trying to protect us from the tyranny of excellence.

Apple Death Knell #59 - Apple’s Valuation Is Unsustainable

6:31 PM, May. 10th, 2012 · · The Back Page

Apple Death Knell #59

Investment analyst Fred Hickey said in a newsletter that Apple’s valuation is unsustainable, and that the company is just another consumer electronics company with unsustainable margins subject to the whims of customers. Bryan Chaffin adds him to the Apple Death Knell Counter.

AT&T CEO Loses Sleep Over Apple’s iMessage

5:31 PM, May. 8th, 2012 · · The Back Page

Artist Rendering of Possible Reasons Mr. Stephenson Might Lose Sleep

What keeps AT&T CEO Randall Stephenson awake at night? Is it war? Poverty? Hunger?  Nope, it’s Apple’s iMessage. Bryan Chaffin explains why AT&T is right to fear iMessage, but argues that fearing that kind of change is the wrong mindset for telcos.

Apple Death Knell #58: Apple = Sony

10:40 PM, Apr. 27th, 2012 · · The Back Page

Apple Death Knell Counter

Apple = Sony. So spaketh George Colony, and so landeth Mr. Colony in the Apple Death Knell Counter as entry #58. Writing for Forrester Research, Mr. Colony said that without a new charismatic leader to take over Apple, the company will go the way of other once-great companies like Sony, Polaroid, and Disney. Bryan Chaffin argues that Forrester is missing the boat.

The Danger in Quashing Apple’s Anticompetitive Publishing Deal

8:12 PM, Apr. 6th, 2012 · · The Back Page

Apple, Publishers, Amazon

To all outside appearances, Apple and five of the six major U.S. publishers colluded to raise prices on ebooks when Apple launched the iPad. Bryan Chaffin argues that this is one instance where collusion benefits consumers by preventing Amazon from gaining too much power in the book industry.

Jeff Bezos Groks Tech Better Than Tech Companies

6:53 PM, Apr. 3rd, 2012 · · The Back Page

Jeff Bezos & a literal presentation of the metaphorical lightbulb going off...

Why does it seem that Amazon CEO Jeff Bezos understands at least some aspects of technology better than the technology world, especially when it comes to tablets? Bryan Chaffin argues that PC and device makers are stuck in an open licensing mindset, while a retail mogul was able to grasp the value proposition of Apple’s whole widget model.