Category: Uncategorized

Rumor: iAd App Store service on April 7th

Citing an unnamed executive familiar with the plans, MediaPost claims that Apple chief executive Steve Jobs has been touting the upcoming service, rumored to launch April 7th, as “revolutionary” and “our next big thing” amongst his inner circle. No further details were reported.

via AppleInsider | Apple rumored to introduce iAd App Store service on April 7th.

On December 30th 2009, I wrote:

I think it’s a certainty that Apple will introduce an ad serving platform for the iPhone (and any tablet) in 2010. This will amount to a checkbox that developers will check when submitting their app to the store.

Who will be the iPad's Orson Welles?

Time’s Managing Editor: iPad Content Awaits ‘Its Orson Welles’ – Digits – WSJ

He compared it to the era after sound first came into motion pictures. For a while many movies were more like filmed plays, until directors really learned to take advantage of the opportunities of the medium. For the iPad, too, “the medium is waiting for its Orson Welles,” Stengel said.


Why Google is headed for trouble

Never mind the gossip and tales of intrigue. Ignore the stories of betrayal and affairs. Forget the animosity and ego tripping.

No, the real reason you should be nervous if you are betting on Google long term is that Schmidt gave his first iPhone away.

By August of 2007 it’s reported that “Schmidt had long ago given up on the Apple handset because he couldn’t stand the on-screen keyboard. His wife had tested a prototype, but didn’t care to keep it. Schmidt, we’re told, ended up giving his iPhone to [his mistress] as a gift”

Here is a guy who has in his hands one of the first iPhones and he treats it with contempt.

He did not get it.

Nor, it seems, does he get the iPad.

Google does not understand where computing is going.

I don’t mean this in a small way. I mean this in a big way.


Nexus One: 135k Units Sold

Despite the fact that the Google Nexus One is the most advanced Android handset to date, and enjoyed substantial buzz leading up to its release, the launch has been overshadowed by lower than expected sales.

link: Initial Sales of Original iPhone, Droid, and Nexus One Compared – Mac Rumors

On the heels of the 71% cut in estimates this should not be a surprise. Nor should it be given Rubin’s stated goal:

Rubin hopes his company can sell, at the very least, 150,000 Nexus One devices.

link: Google’s Mobile Chief Andy Rubin on the Google Phone & the Androidification of Everything – GigaOM


Is the Expert Smart or Stupid?

A new survey has found that 13 percent of respondents are likely to buy Apple’s forthcoming iPad, a number greater than the 9 percent who planned to purchase an iPhone before its launch in 2007.

link: AppleInsider | Apple iPad demand exceeding pre-launch iPhone buzz?

A summary of the typical expert reaction to the iPad in three steps:

Step 1: Expert: “Apple is stupid to launch such a dumb product!”

Step 2: Product sells very well

Step 3: Expert: “Well, what do you expect… People are stupid!”


Game developers move to iPhone, ignore Wii

Developers creating games for mobile phones increased to 25 percent, up from 12 percent a year ago. Of those mobile developers, 75 percent are targeting iPhone and iPod Touch games. The total number of iPhone developers is more than twice the number making games for the Nintendo DS and Sony PlayStation Portable.

link: Game developers move to iPhone, ignore Wii | VentureBeat


When to Sell

I would sell AAPL when hateful articles are no longer written. When the consensus that Apple is dominant is overwhelming then sell. When computing has de-facto shifted to mobile, then sell.

When there are no more iKiller wannabes and when competitors no longer seek to “take on the upstart” then sell.

As long as there are doubters, whether due to ignorance or reactionary fear and loathing, the stock is underpriced.

If you doubt and hate Apple, please post and comment and give me the confidence to hold.