Daniel Eran Dilger
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Category — the Media

Toni Sacconaghi Alert: Excessive iPhone Demand Reason to Panic

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Daniel Eran Dilger
Based on a handwringing report issued by Toni Sacconaghi of Bernstein Research, Barron blogger Eric Savitz and Rex Crumb, a colleague of John Dvorak at MarketWatch, are both worried that Apple won’t be able to sell enough iPhones this year, and doubly concerned that a significant chunk of what the company does sell will be used unlocked. In other words, the iPhone faces a possible demand shortage problem that is complicated by excessive worldwide demand in markets where Apple hasn’t yet established an exclusive partner. Oh the humanity.

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February 26, 2008   30 Comments

The iPod Crisis Myth

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Daniel Eran Dilger
Pundits are using scary math and dangerous sounding language to portray the imminent collapse of Apple’s leading position with the iPod. Silicon Alley Insider has been plotting out a tumbling graph depicting falling iPod sales growth while iSuppli just released an announcement that Apple was “slashing” its Flash RAM orders. Taken together, it sounds like the economic outlook for 2008 will rip the iPod and iPhone apart. That’s wrong, here’s why.

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February 22, 2008   43 Comments

Lessons from the Death of HD-DVD

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Daniel Eran Dilger
Over the last few months, HD-DVD appeared to rapidly fall from its apparent position as promising new disc format–touted by supporters as being technically superior, significantly cheaper, and less restrictive–down to a harsh new reality of scheduled death. However, the fate of HD-DVD wasn’t nearly as unpredictable as some seemed to think. Here’s why HD-DVD’s end should not have been a surprise, what lessons can be learned from its death, and what its demise means for Microsoft.

Auf Deutsch: Lehren aus dem Tod der HD-DVD
Übersetzung: digital express
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February 21, 2008   75 Comments

Is Apple Shedding its Final Cut Pro Apps at NAB?

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Daniel Eran Dilger
Apple’s announcement that it wouldn’t be exhibiting at this year’s National Association of Broadcasters trade show sent the rumor mill into high alert, resulting in claims that the company may soon exit the Pro App business with a sale of its Final Cut Studio software to a third party after having lost its interest in the market for video editing software. They’re wrong, here’s why.

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February 12, 2008   29 Comments

Why Does Microsoft Really Want Yahoo?

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Daniel Eran Dilger
Microsoft finally went public with its $44.6 billion offer to buy Yahoo, following years of aggressive efforts to talk the company into selling out in private negotiations. Why does Microsoft want Yahoo so badly, why hasn’t Yahoo jumped at the deal, and how would such a merger work out for Microsoft, Yahoo, and the tech industry in general? History suggests some answers.

[graphic courtesy Alf: Microsoft se intenta quedar con Yahoo “por las malas” [Actualizado] | www.faq-mac.com]

En Português Brasileiro: Por que a Microsoft na verdade quer o Yahoo?
Traducción: Ubiratan Olivério

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February 7, 2008   63 Comments

What’s wrong with the MacBook Air?

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Daniel Eran Dilger
Apple shipped a few MacBook Air units to its retail stores Friday, leaving the scant supply to mainly serve as in-store demo units. While our SSD model remains on order pending shipment, we managed to snag the one of the few available HDD-based units from one of the company’s San Francisco outlets and have set to work on an in-depth review of its ins and outs.

Continues: AppleInsider | What’s wrong with the MacBook Air?

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February 2, 2008   3 Comments

Video Game Consoles 2007: Wii, PS3 and the Death of Microsoft’s Xbox 360

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Daniel Eran Dilger
Throughout 2007, the media consistently reported leading sales of Microsoft’s Xbox 360, dismal figures for Sony’s struggling PlayStation 3, and celebrated the long shot Nintendo Wii as a possible contender in game consoles. This portrayal of the video game market in 2007 was grossly misleading, and I have the figures to demonstrate why.

En Español: Consolas en el 2007; Wii PS3 y la muerte de 360

Traducción: Marcos Limeres Aguín
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January 31, 2008   86 Comments

Is the MacBook Air Another Cube?

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Daniel Eran Dilger
Despite its reputation as a vendor of fashion-conscious products–and a resulting exposure to the risk of looking foolish to a specification centric market with fickle taste and an insatiable demand for perpetual improvement–the New Apple hasn’t made many poorly conceived concept product mistakes. In the past decade, the closest Apple has come to releasing a form over function flop was the 2000 Power Mac G4 Cube, an elegantly designed PC in a Kleenex-shaped lucite box.

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January 30, 2008   51 Comments

John Dvorak Finally Gets Something Right on Apple

John Dvorak: How Wrong Can One Guy Be?
Daniel Eran Dilger
I try to avoid reading John Dvorak, because I am the moth to his flame just as he plays the fly to Apple’s ointment. Further, what I write in response to his sticky linkbait is nearly as predictable as what Dvorak writes about any subject, and I don’t like to be predictable. However, Dvorak finally got something right in writing about Apple, and that is indeed noteworthy.

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January 29, 2008   10 Comments

Pundits Pounce On Apple in a Contest of Epic Idiocy

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Daniel Eran Dilger
Every Tuesday at noon, the entire city of San Francisco is alerted to civil defense sirens that dramatically blare for a moment, followed by an announcement that nothing really happened and there’s nothing to worry about. Only once a year, at the Macworld Expo, that warning is followed by a worldwide media announcement that Steve Jobs’ keynote disappointed and that everyone should be upset. Like the City’s weekly sirens, that predictable response by pundits makes for a bit of an attention arresting, jarring noise but is then quickly forgotten.

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January 28, 2008   36 Comments

Mike Elgan’s Moronic Tirade on the iPhone

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Daniel Eran Dilger
Who would have thought Computerworld’s Mike Elgan, the former editor of Windows Magazine and an incessantly badgering Apple complainer, would feel compelled to excitedly report on the future of Apple’s iPhone product line?

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January 26, 2008   14 Comments

Tom Krazit of CNET and Eric Savitz of Barrons Deny the Jesus Phone

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Daniel Eran Dilger
According to speculation published by pundits, Apple’s iPhone sales have fallen into a mysterious time portal somewhere between Apple selling them and AT&T activating them. The conclusion reached by these wags is that Apple lied about actually selling them and really only pushed them into the channel to fake the appearance of demand, as Microsoft did this year with the Xbox 360. They’re wrong, here’s why.

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January 25, 2008   22 Comments

The Unrealized Potential of Apple’s Hybrid Platform: Mac, iPod, iPhone, and TV

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Daniel Eran Dilger
Back in 2006, I wrote a series of articles looking at the iPod, the as yet unreleased Apple TV, and the unannounced iPhone, and described them all as a single platform that would grow alongside the Mac. I assumed that the three new products would make up a new platform based upon the iPod.

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January 24, 2008   28 Comments

Apple’s .Mac Mail Opened to NTT DoCoMo’s FOMA Phones

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Daniel Eran Dilger
Akihabara News reported today that “NTT DoCoMo will launch in Japan next month the ConnectMail service which will allow you to receive and send @mac.com email as well as the usual @docomo.ne.jp.”

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January 23, 2008   17 Comments

Best Quarter Ever: a closer look at Apple’s record Q108 earnings

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Daniel Eran Dilger
In a conference call reporting earnings for Apple’s fiscal Q1, the quarter ending in December, Chief Financial Officer Peter Oppenheimer announced he was “very pleased to report the best quarter ever” for the company, with revenue of $9.6 billion and net quarterly profit of $1.58 billion, resulting in $1.76 per diluted share.

That’s an increase of over $2 billion from the same quarter last year, when Apple reported revenue of $7.1 billion and net quarterly profit of $1 billion, or $1.14 per diluted share.

The company reported a gross margin of 34.7 percent, up from 31.2 percent in the year-ago quarter. International sales accounted for 45 percent of the quarter’s revenue.

Continues: AppleInsider | Best quarter ever: a closer look at Apple’s record Q108 earnings

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January 23, 2008   12 Comments