Wed 28 Sep 2005
TMF: Is the iPod really that much better than others? / Apple (AAPL):
Yes and by a wide margin, in my opinion.
Was at Best Buy checking out the other players. A lot is made about how the iPod is the hip choice, or even the no-longer-hip choice due to its ubiquity. Or other factors, such as iTunes and the iEconomy.
Wed 28 Sep 2005
TMF: Another idea for the iPod Video- / Apple (AAPL):
Well, actually 2 different thoughts on the hopefully upcoming and much rumored to be iPod Video:
Thu 22 Sep 2005
Cingular’s music download service announced for 2006 - Engadget - www.engadget.com: “Cingular’s music download service announced for 2006″
There are often ‘I can out-big-picture-you’ type claims of how music playing cell phones will swallow up the iPod. But the market dynamics of cell phone industry make this practically impossible for the near future.
Wed 21 Sep 2005
TMF: Content- Broadcast vs. Distributed / Apple (AAPL):
An interesting little read I found:
http://www.buzzmachine.com/index.php/2005/09/20/exploding-tv/
When I talk about how the big networks are bound to shrink and the distributed network will prevail, I always use the example of Jon Stewart on CNN’s Crossfire: When he eviscerated the arguers there, the segment got about 150,000 viewers. And then it disappeared into big-network ether.
Tue 13 Sep 2005
I think the key to understanding this purchase is to consider EBay’s long-term plans. They are likely planning to stretch EBay beyond auctions, to a larger community that facilitates direct communication between members. EBay auctions basically do this, even though they are narrowly confined to person-to-person (P2P?) sales. EBay also owns 25% of Craigslist, and I think adding Skype is another step in this direction. I think this both risky (in terms of possibly diluting brand), and very ambitious as well.
Tue 13 Sep 2005
Phil Leigh’s Inside Digital Media
I was interviewed at InsideDigitalMedia.com by Phil Leigh regarding Apple Computer and their digital media efforts. This was back in August, and is also available on his podcast at iTunes.