Oct 292009

When you’re spawning products and updates like Jerry Bruckheimer throws off bad forensic crime dramas (“From the 200x blow-up of this webcam footage, you can clearly make out the perp’s face…”), it must be tough keeping all this stuff straight.

itms 3

Oops! Steve just nuked employee #10,220.

UPDATE: Ars reports that ATV 3.0  is in the wild out and it looks to be worthy of “full point upgrade” status.  TMA’s happy muscles are officially twitching a little jig.

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Oct 262009

To say it is a laughable copy of an Apple Store is really understating it.

If I were an investor in Microsoft, I’d really, really want to know how they’re going to track the financial performance of these things.  Bury them in the “Entertainment and Devices Division”?  These stores – which sell nothing that you couldn’t get cheaper online and offer you no level of service beyond telling you that your PC-maker screwed you over – will fail.  And quickly.

Oct 202009

In boxing, there are few things more satisfying to watch than a well-executed combination.  A lot of it is the result of what a fighter does before entering the ring.  Once there, it’s about opportunity and timing.

In Apple’s case, coming off another estimate-stomping quarter, they announced major refreshes to the iMac, the once-thought-dead MacBook, the artist-formerly-known-as-Mighty Magic Mouse as well as a respectable bump to the Mini.

In the iMac’s case, the specs are impressive: the top-of-the-line $2,199 model tops out at a 27″ 2560 x 1440 display and a 2.8GHz quad-core Intel Core i7 (Nehalem) processor ($200 less will get you an i5).  The MacBook gets the MBP treatment and now sports unibody (polycarbonate) construction and a 7-hour enclosed battery.  The mouse is an interesting concept.  In short, it’s a multitouch trackpad grafted onto a mouse’s body and it supports all the gestures of its integrated cousins.  We all know about Apple’s pathetic history with mice, so it’ll be interesting to see how it’s reviewed.

So in this boxing analogy, who is the opponent for which this one-two is intended?  I don’t know – is there anything else going on this week?

Oct 192009

According to The Wall Street Journal, the analysts have finally shaken a little bit of the stupid out of their Q4 estimates for Apple:

Investors have grown accustomed to Apple crushing Wall Street estimates, so there are strong expectations for the company’s fiscal fourth-quarter, which ended September. Nearly 20 analysts have lifted price targets since September.

Analysts finally stopped notching their estimates at an average of $9.2 billion revenue and a profit of $1.42 a share.  So I guess the days of Apple catching analysts with their pants down are over, right?


This afternoon, Apple reported Q4 revenue of $9.87 billion and a net quarterly profit of $1.67 billion, or $1.82 per diluted share, destroying every estimate on the Street.  You can take your pick of summaries, but Apple Investor News is a nice aggregator.

Apple must still be exploiting that lull in anticipation of Windows 7.

Oct 152009

Apple holds its quarterly earnings call on Monday, which means that analysts are tripping over themselves trying to anticipate Mac sales for the quarter.  Both Gartner and IDC predict Apple continuing to buck the trend – to the tune of 7 – 12% growth, depending on who you ask.

The folks at IDC (the same IDC that found that “Windows is cheaper than Linux“) cannot understand why people continue to buy Macs.  I mean, WTF?!

“Their sales just seem to defy all logic,” [IDC’s] O’Donnell repeated. “There are obviously a certain number of people buying Macs even in the face of a recession.”

There are also a certain number of people who persist in their employment despite having their heads cemented up their asses.

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