Showing posts with label AAPL. Show all posts
Showing posts with label AAPL. Show all posts

12.17.2009

Higher Edu Is Ponz

"The sticker price of colleges has gone up well over the rate of inflation, for decades," he said.
Indeed, if the price of gas had grown as much as the cost of a bachelor's degree since 1980, drivers would be filling up today for about $7.50 per gallon."
MSM common sense on higher edu bubble- Debt Filled (ABC News)

Nice directory/tutorial on algorithms (LINK)

New street high price target for Amazon issued by Shittygroup - $170 (AMZN) No denying that they are bellwether and one of the most important/innovative in tech space. Along with AMZN my best of breed large cap tech names remain Apple (AAPL), and Google (GOOG).

If you have even a toe dipped in the stock market some exposure in these names is a no brainer. Look to (QTEC) for a diversified vehicle to take advantage of all three. (It's the Nasdaq 100, which includes pretty big weights in all three). The estimates got jacked much higher and quite a few shorts have gotten comfortable in the name. They will shit themselves and cover their bets like they have before.

12.03.2009

Enjoy All The Data While You Still Can - Tech/Telecom Thoughts

The iPhone is a mixed blessing for AT&T (T). Well it has been great for ramping up the subscriber base the performance of their network has steeply declined. What does it take for the iPhone to no longer be a gift but a curse?

In a research report out from Bernstein it is estimated the average iPhone user consumes 5x-7x as much monthly bandwidth as an average subsriber, and more than double the typical 3G smartphone user. With heavier users consuming 1-5 GB a month. The report goes on to predict that this will trigger usuage-based pricing in the future as competitors could take advantage of this with lower-priced alternatives for those who don't need as many frills.

My thought is that they need to do something about the network, even if that means higher prices. Users getting 1-5 GB of bandwidth a month will pay, they prob. have the $ from all that time they are spending using the internets. Or who knows maybe they are just 'surfing' and 'taking names in web-based java app games' on their commute. Regardless, this user will pay. If not they are not worth it, the calls dropping, the dip in robustness needs to get fixed sooner rather than later. iPhone exculsivity is up next year and people who were quick to change in first place, might be quick to change back

10.27.2009

Take some change, get some decent clothes for yourself: AAPL determines Chicago not clean enough to match its flawless design aesthics

Plans for Apple to spend about $1.8 million for work on the exterior of the building at North and Clybourn, and about $2.1 million to reimburse the CTA for design construction management and other construction costs. The CTA will rehab the platform level and station interior, while Apple will do the building exterior work. No word yet on whether your Zunes will be scrambled to a screeching high-pitched tone as they pass through but hey small sacrifice, anything for a little non-fare revenue.

Related: The Corporation

And: My Scene