Apple could issue a free rubber bumper case with each phone. Although Apple charges $29 at retail for the rubber cases, Bernstein estimates that giving them away to iPhone 4 customers would cost the company $1 per unit.
Wednesday, July 14, 2010
iPhone 4 recall would cost $1.5 billion
A full product recall of the iPhone 4, though highly unlikely, would cost Apple $1.5 billion, or 3.5 percent of its total cash on hand, says Bernstein Research analyst Toni Sacconaghi.
Apple could issue a free rubber bumper case with each phone. Although Apple charges $29 at retail for the rubber cases, Bernstein estimates that giving them away to iPhone 4 customers would cost the company $1 per unit.
Apple could issue a free rubber bumper case with each phone. Although Apple charges $29 at retail for the rubber cases, Bernstein estimates that giving them away to iPhone 4 customers would cost the company $1 per unit.
Gary Kim has been a digital infra analyst and journalist for more than 30 years, covering the business impact of technology, pre- and post-internet. He sees a similar evolution coming with AI. General-purpose technologies do not come along very often, but when they do, they change life, economies and industries.
Mobile Users 45% More Interested In Local Search
Perhaps it is intuitive, but users on mobile devices are 45 percent more likely to enter a local search query than users on non-mobile devices, according to data from online advertising network Chitika.
Chitika’s research division came to this conclusion after breaking down a sample of more than 24 million impressions.
Local search and mobile search do seem highly correlated.
Labels:
Chitika,
local search,
mobile search
Gary Kim has been a digital infra analyst and journalist for more than 30 years, covering the business impact of technology, pre- and post-internet. He sees a similar evolution coming with AI. General-purpose technologies do not come along very often, but when they do, they change life, economies and industries.
Odds the iPhone 4 be Recalled
About 4:6 odds a full mechanical recall will be issued in 2010, oddsmaker says. Odds a full mechanical recall will not be issued by Apple in 2010 are 11:10.
Gary Kim has been a digital infra analyst and journalist for more than 30 years, covering the business impact of technology, pre- and post-internet. He sees a similar evolution coming with AI. General-purpose technologies do not come along very often, but when they do, they change life, economies and industries.
Apple's iPad Is Going To Destroy The Netbook Market, Says Goldman Sachs
Whether you believe the tablet PC is a substitute for, or a complement to, a netbook, it does seem clear that a tablet's function is different.
The iPad is focused squarely on information consumption versus information production, analysts at Goldman Sachs note. A device that looks like “just a big screen” suggests what users should do with the device: consume information, with limited ability to manipulate it.
The lack of a physical keyboard suggests that the primary purpose of the device is not for inputting large amounts of information, but instead selecting among options, or performing light editing using a soft keyboard, the analysts suggest.
If that is the case, a key element of the experience will be relatively tight integration with content sources.
If that is the case, a key element of the experience will be relatively tight integration with content sources.
I'm not so sure the netbook is destined by be replaced by tablet devices, though it seems obvious that if the reason lots of people carry netbooks or notebooks is simply to consume information and content, that will be the case.
For users who still have to "work" and create content, a tablet simply isn't going to be a viable choice.
Gary Kim has been a digital infra analyst and journalist for more than 30 years, covering the business impact of technology, pre- and post-internet. He sees a similar evolution coming with AI. General-purpose technologies do not come along very often, but when they do, they change life, economies and industries.
Apple Makes More Profit Than All the Rest of the Handset Industry
Since getting into the mobile handset business with its iPhone, Apple has blown away the whole rest of the handset industry in earnings (before interest and taxes), according to a new analysis by Goldman Sachs analysts.
The other angle is that the rest of the suppliers have lost earnings momentum precisely as Apple has grown.
At the moment, Apple likely accounts for about 58 percent of the mobile handset industry's annual earnings.
That's shocking, and a measure of Apple's new stature.
Gary Kim has been a digital infra analyst and journalist for more than 30 years, covering the business impact of technology, pre- and post-internet. He sees a similar evolution coming with AI. General-purpose technologies do not come along very often, but when they do, they change life, economies and industries.
Tuesday, July 13, 2010
76% of Users Prefer Ad-Supported Apps to Paid
Users always have had a complicated relationship with advertising. If you ask them, they typically will say they "don't like ads."
But if you ask them whether they would like access to a desired type of content, for free or at vastly-reduced prices because of the presence of ads, they will tend to opt for the advertising.
That appears to be true for 76 percent of smartphone owners with web access, who say they would rather have access to ad-supported applications for no additional cost, rather than pay for them, Jiwire has found.
see the survey results here
Labels:
Jiwire,
mobile advertising
Gary Kim has been a digital infra analyst and journalist for more than 30 years, covering the business impact of technology, pre- and post-internet. He sees a similar evolution coming with AI. General-purpose technologies do not come along very often, but when they do, they change life, economies and industries.
Why Google Isn't Good at Social Apps Yet
The kind of application that Google knows how to make well are the kind that serve a utilitarian function. Google's search engine excels at allowing users to search for something, consume, and move onto the next thing.
Google so far does not excel at applications that are by their nature designed for "hanging around."
Labels:
Google,
social networking
Gary Kim has been a digital infra analyst and journalist for more than 30 years, covering the business impact of technology, pre- and post-internet. He sees a similar evolution coming with AI. General-purpose technologies do not come along very often, but when they do, they change life, economies and industries.
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