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tomierna's Avatar Picture tomierna (Admin) – December 07, 2007 09:37PM Reply Quote
Talk about industry stock market mumbo-jumbo here.

ARL (Moderator) – May 03, 2008 04:06PM Reply Quote
I whinge therefore I am!
Can they buy Microsoft? That would be neat...

Nobody Special – May 04, 2008 10:47AM Reply Quote
Interesting change of tone from Bweek, compared to three months ago.

http://www.businessweek.com/magazine/content/08_19/b4083036428429.htm

Ah, the press ... about as fickle as a leggy blonde I once knew.



Edited 1 time(s). Last edit at 05/04/2008 10:47AM by Nobody Special.

Dr. Strangelove – May 04, 2008 12:42PM Reply Quote
As for the Cringely article, I thought it was interesting and not as cracked as the previous week's. (At least Cringely admits that he's just making stuff up.) But my impression was that he thought that if they bought Adobe they'd sell off the design stuff. Keep Flash, and Air, and control of PS/PDF. That would be worthwhile.



Edited 1 time(s). Last edit at 05/04/2008 12:42PM by Dr. Strangelove.

tliet – May 04, 2008 05:34PM Reply Quote
Isn't Flash in the eyes of Jobs totally web 0.9? One of the reasons for not supporting Flash on the iPhone is because of the power requirements, but isn't it too because of the proprietary nature of it? I don't see Apple buying Adobe, it wouldn't make sense. Or it would be to kill off support for Windows as they did with the high end software they have bought in the past.

peter – May 05, 2008 08:55AM Reply Quote
Superficially, which is as deep as I go with this stuff, Flash doesn't seem to me any more Web 0.9 than Quicktime. Both are container formats that support MPEG4 and h.264. Regardless, perhaps Steve has learned that the best technology doesn't always win. Flash has a tremendous amount of presence on the web and appears to be getting traction in the hand-held arena. I don't mean to suggest that Apple would be so evil (ahem), but if Flash ran better on a Mac then it did in Windows (or on an iPhone than a Nokia), it would affect very many people's perception of which were the superior platform. On the other hand if someone else controlled the dominant streaming platform, and that platform were Flash or Silverlight...

From my point of view an Apple-Adobe merger would be mostly about Flash, but another angle on it is that Adobe has developed technology related to Web enabled applications, an area where, as far as I know, Apple hasn't been particularly active. To someone viewing them through a glass, darkly, Flex and AIR look interesting. Again, I can't judge the importance of being a player in Web applications, but the geniuses at Adobe, Microsoft and Google seem to think there's some future there.

As an aside, now that it's over (maybe) I'm kinda sorry that the MS-Yahoo takeover didn't happen on the grounds that trying to run Yahoo might have kept MS from making trouble in other areas.

stan adams – May 05, 2008 09:58AM Reply Quote
Some good points Peter.

I love to read Cringley, but I think that he is too much of a "problem solving kind of guy" when he things of stuff like Apple buying Adobe. TSO has demonstratred time and time again that he much prefers to make end runs around problems instead of solving them directly. The "problem" that Adobe would solve for Apple is that they don't really have a useful server side Web Application environment. Adobe is working hard to build on Flash with FLEX and AIR and offer something much cooler than the Java and PHP stacks with a lot of ease of use from .Net / C# world.

I have no faith that TSO thinks this is a area that will pay off for Apple, Safari and iPhone may offer something very different...

Cloudscout – May 12, 2008 10:03AM Reply Quote
Det finnes ikke dårlig vær, bare dårlige klær!
There's some healthy recovery going on today. They're still down about 7% from their high back in December but they're creeping up on their YTD high of $194.84.

rino – May 30, 2008 05:27AM Reply Quote
In America, the only respectable form of socialism is socialism for the rich.
Dell busts expectations at the pump, rises ~19% --- which made me look at DELL.

Dell's market cap: 48.61B
AAPL market cap: 166.09B

Cloudscout – June 12, 2008 08:24AM Reply Quote
Det finnes ikke dårlig vær, bare dårlige klær!
Apple's been taking a beating since the keynote. Are investors unhappy with the idea of two months without iPhones?

ghidorah – June 12, 2008 11:20AM Reply Quote
Raise taxes on cavemen. --jw
no anti-gravity

Madaracs – June 12, 2008 12:58PM Reply Quote
Ooh! Scary! Scary! Don't we look mean? You can't see me! But I can see you!
Quote
Cloudscout
Apple's been taking a beating since the keynote. Are investors unhappy with the idea of two months without iPhones?

That and with Fox news saying Steve looks ill maybe they have some conservative undies in a bunch.

Cloudscout – July 21, 2008 12:36PM Reply Quote
Det finnes ikke dårlig vær, bare dårlige klær!
Hmmm.

Quote

Steve Jobs, Apple's chief executive, did not join the conference call with analysts as he commonly does. Apple did not return calls seeking an explanation.

Dr. Strangelove – July 21, 2008 12:41PM Reply Quote
Pretty amazing quarter, with Mac units up 41% year-over-year, and desktop growth better than laptop growth.

ARL (Moderator) – July 21, 2008 05:14PM Reply Quote
I whinge therefore I am!
I'd really like some recent useful data giving Apple's market share nowadays. Surely it must be higher than the 3, 4 or 5 percent figure they used to throw around.

Cloudscout – July 21, 2008 06:50PM Reply Quote
Det finnes ikke dårlig vær, bare dårlige klær!
I can't find any worldwide numbers... all I can find is information that says that they aren't even in the Top 5 worldwide. The #5 position belongs to Toshiba with only 4.4% of the market.

In the US, however, Apple is in third place (albeit a somewhat distant third place) with 8.5% market share according to Gartner's numbers for the second quarter of this year.

stan adams – July 22, 2008 01:48AM Reply Quote
And really who cares about worldwide? I mean let all the pirate software flow in / around / through China & Russia and further devalue the Wintel world...

Cloudscout – July 23, 2008 11:04AM Reply Quote
Det finnes ikke dårlig vær, bare dårlige klær!

John Willoughby – July 23, 2008 11:11AM Reply Quote
Save us, Lord, from the furries of the Norsemen!
Steve takes vacations?


SoupIsGood Food – July 26, 2008 07:17PM Reply Quote
The notion of Jobs' mortality needs to be addressed. At some point, he will either retire, or die in the traces. What then? If there's one company who needs a carefully groomed "Heir Apparent" it's Microsoft. They didn't get one. Now, they got Windows and Office on the cusp of being overthrown by the virtues of Vista and OOXML, chiefest among them of "sucking so hard, black holes blush."

Apple did OK under Sculley, the hell and horror of "Iron Mike" and "Gil" proving he was a far better helmsman than he's given credit for... but Spindler and Amelio did happen, and can happen again. The Board of Dorectors is more enlightened than most, but they're still a board of directors. Vision isn't part of the package, Al Gore notwithstanding.

So, Jobs needs to be grooming someone to take over. He isn't. This worries me... Apple may become yet another Teledyne, a fantastic company with fantastic products that withers and dies because the visionary did, without leaving a worthy successor to steer the ship.

SoupWillBravely Volunteer

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