Madmaxmedia.com

A smartphone company that only has 1 model, no 3G, no 3rd party apps, and no push email. What sales can it possibly do against entrenched companies like Microsoft, Palm, Nokia, and RIM?

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Before MacWorld I almost took a flyer on some put options. I didn’t see any big news coming out, so I thought the stock was going to temporarily dip. The stock started dipping before I bought those put options, gave me second thoughts, and the rest is history. I missed the run-up to 200, and I also missed the run-down to 120. But is now actually the greatest opportunity to make money on AAPL?
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Technology vs. Content
So as it turns out, the games actually don’t matter in the video GAME market. What matters is getting a big studio like Warner to commit to Blu-Ray…

Imagine what the story would have been if Warner had switched to the other side, it would have been a disaster for Blu-Ray, for the PS3, and for Sony as well (of epic proportions.) Sony really bet the company on Blu-Ray, and it looks like they have turned the corner.

Instead, public perception has swung on the PS3. The blue noose around its neck is no longer, now it becomes an asset especially as production prices drop and the price premium for including a next-gen optical drive goes down. The reason this works is that adoption of new video games consoles is much faster than that of new movie or music formats. So even a middling sales volume for PS3 had a huge impact on the Blu-Ray vs. HD-DVD user base battle.
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Apple wins again.

They’ve already had to cut the current iPod prices by $50. Dressing it up in a new shell and making it shorter will not be enough to keep their price points. Even if the base iPod goes to say 40 or 60GB, it will not cause many waves, nor will it allow them to bump back up to $299 and $349/$399 IMO.

I think the fullscreen iPod is BY FAR the most exciting thing Apple could do right now, and would re-invigorate the full-sized iPod line. There’s been more focus on movies by Apple, so it’s also a natural progression. The touchscreen UI on the iPhone is oh-so-sexy, and the iPod could use that injection of sex appeal (being that it’s been outsold for years by Mini/Nano.) I only hope they can hit the $299 price point for a 30GB model (without camera or wifi). With the onscreen keyboard you could even add and edit playlists (not just on-the-go).
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Sony claims Blu-ray “winner” in format war

Well, now we know where all the money Sony is sinking into the PS3 is going- so Sony can claim to be the winner 2 months into a long, long race. They may not have won the console war over the holidays, but did win the format war. I guess the attach rate for BR movies is much better than that for PS3 games…
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How can anyone not see that this will forever change the landscape of technology? (more…)

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Speaking of Apple, they are readying a dizzying amount of new products. I wish I could camp out at an Apple store during the World Wide Developer Conference on August 7th. I wish I could say more, but that’d get me sued by Steve Jobs and I don’t need that kind of heck right now.

http://scobleizer.wordpress.com/2006/07/31/mclaws-is-right-on-windows-vista-ship-date/

So let’s try to read between the lines…
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Despite the talk of a new music store for Microsoft’s new media player, I actually think the best bet would be for Microsoft to link the new media player with Urge, which is powered by MusicNet (as are some other PlaysForSure stores like Yahoo and Virgin Digital.) They’re just launching Urge right now, along with the new Windows Media Player 11 (Urge is the ‘featured’ or primary music store for the new WMP 11.)
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TMF: Re: Bought 2K shares of MSFT today / Microsoft Corp. (MSFT)

Vista being late, therefore not contributing to optimism, doesn’t make it undervalued - it makes it fair market valued.

Yeah, I wouldn’t put too much into the negative press as a buying opportunity in itself. Now if you have a very strong feeling that Vista is going to be a great product, then that in combination with the negative press presents a good buying opportunity. (more…)

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Media Center PCs lie dead in the water

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