Sure enough, Tim was right. September 5th friends, mark those calendars.
Tuesday, August 28, 2007
Tuesday, August 21, 2007
"Hey Tim, seems like Amazon is out out of iPods. They're connecting people with CompUSA. What's up?"
Friday, August 17, 2007
Wednesday, August 15, 2007
What did I tell you? Herb is looking to join the ranks of the full time cable personalities. He's on CNBC all week with Sue. The guy looks about as comfortable as a Paris Hilton in an orange jumpsuit.
About once a year aapl goes through a sell off. It can be set off by a variety of things, but once it starts you see an increasing number of negative articles in the press as it descends. The last phase is a big influx of fud. Looks like that's coming.
Tuesday, August 14, 2007
Being the movie-making buff that I am, it's easy to see what Apple is doing with the new iMovie. Bickering seems to reign supreme right now with the Apple Faithful as to what Steve is trying to do here. Now at least Munster Nation will be clear on the matter.
Monday, August 13, 2007
Sunday, August 12, 2007
Saturday, August 11, 2007
You know those portraits on the wall where it looks like the person's eyes are following you as you walk by? That's the feeling I got from the new iMacs when I went to the Apple Store yesterday for a channel check. Those suckers bear down on you. It's spooky.
Friday, August 10, 2007
Thursday, August 9, 2007
I just finished listening to Shawn's latest YourMacLifeShow, where he interviews Daniel Lyons from Forbes. Lyons has done an amazing job of covering up Steve's blogging. I think he's pretty much got everyone convinced. Now Steve can continue to say exactly what he thinks and everyone believes it's this Lyons guy. Amazing. Even got the Times involved in the whole scheme.
Wednesday, August 8, 2007
Herb got himself on cnbc this morning. He's been pounding the table this week with this incredibly big news: Apple is selling more iPods than ever, but the growth was greater years before when they went from a few people owning them to a lot more people owning them.
Listen carefully to Steve during the event yesterday:
- iMovie produces movies for direct publishing to the web at higher resolution than DVD
- Push your movies directly to YouTube, Apple TV, iPhone, iPod
- "No more sending DVDs to friends and grandma"
Tuesday, August 7, 2007
Some exciting news from today's shindig, although not-so-glam, may take a day or so for the press to pick up on: iWork.
Monday, August 6, 2007
Sunday, August 5, 2007
As some of you have mentioned, we're taking a good long look at the iTunes Store. Serious economies of scale issues here, but we need to scope out how much infrastructure they have needed to add recently, if any. Starting to look like a very serious cash cow.
Friday, August 3, 2007
While most analyst n00bs are heading to the course today, Team Munster is already assembled in the office this morning. We're collating our latest channel check data and brainstorming about Steve's little coffee clutch on Tuesday.
Thursday, August 2, 2007
Verizon, Sprint, T Mobile, heck even AT&T brick and mortar wireless shops dislike the iPhone. Why?
B of A is new on the aapl scene, and I'm pleased to see Scott Craig grab onto my latest catch phrase:
Craig says the focus on near-term iPhone sales has deflected attention to the company’s “game-changing business model,” in which it is spreading out iPhone revenue over two years using subscription accounting.
Well done Scott. Everything about the iPhone is a Game Changer.© I officially absolve you of "newbie" status. You might want to raise that $160 target soon though.
Faithful readers of the blog predicted that a new iMac would be the next product released by Apple. Well, now we know that Tuesday is the day.
Wednesday, August 1, 2007
Sorry but that's the truth. The guy throws the Buy on after sell offs. He gets paid to tell people to initiate a position after irrational selling. Duh, yeah if you've been out of aapl, sure that would be a good time to move in.