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OT: Conspiracy Theories
My Border Terrier Maggie reminds me that DOG spelled backwards spells GOD. Needless to say I pamper the Pooch .... Hey, you never know.
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More on AAPL vs BRST
Lango, I've following Burst for roughly Seven Years. I'm currently searching 2 terabytes of data, old mail and web archives for info on BRST.
Some of this may be bound by non-disclosure agreements so I cannot guarantee that I can disseminate some of this info.
I'm still interested in the sources of your research and the link to where I can read the technology sharing agreements between Apple and Microsoft that you mentioned you reviewed.
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AAPL just North of 75.00 a share post earnings.
..... at least I got that much right.
If AAPL breaks below $75.00 a share I'll be adding to my position.
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Hey Tex, your a lawyer what do you think about the litigation
between AAPL and BRST ?
<evil-laugh>
Muhuhahaha!
</evil-laugh>
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OT: OSAMA BIN BUSH
Be afraid .... be very afraid ...somebody in hoboken just pulled out his Shot Gun to defend the Homeland. Please .... the Al Qaeda army is probably hiding out in Dubbya's Texas ranch. Have you ever seen Dubbya and Bin Laden in the same place at the same time.
How long do you think it will take before intelligent people realize that the Terror news put out by our leaders is being used to hide how inept and corrupt our leadership has become.
Osama is this administrations BoogieMan.
.... when the American people have a sober moment and begins to realize their pockets have been fleeced .... out comes OSAMA BIN BUSH.
Why is OSAMA still roaming free anyway ? Has our intelligence services become just as inept as the people occupying the White House ? I sincerley doubt it !!!!
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AAPL vs Burst
I've spent a good chunk of time researching the validity of Burst's claims and since both Apple and Real have had technology exchange agreements with MSFT their may be some truth to Richard Lang's claims. Only an examination of the source code of the Real and Quicktime products would tell the tale. I expect that BRST will counter sue if an amicable agreement cannot be reached.
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OT: HYGS - $3.74 Up 6.5 %
OT: I enjoy Tea and Biscuits
The operative word in your post is most
most corporations have prohibitions against those kinds of conflict of interest. You may be unfamiliar with fiduciary responsibilities of corporate officers, but that doesn't mean they don't exist.
Yeah, I know they use other means of lining their pockets.
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P.S. I'd love to stay and chat but I've to get my notes together for this months board meeting.
Homeland Defenseless
Jim, Last I iknew Mr. Jobs is not of the correct political persuasion for the current HomeLand Security (BoonDogle) Administration. I wouldn't be surprised if Messr. Jobs is on the No Fly list .... Good to have a corprate Jet.
Have you ever noticed .... Steve looks kind of French
Ohhh ... Sorry thats Al Gore.
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Amen to that brother
... and it reinforces my belief that AAPL could reap big benefits by aggressively placing their computers back into the classrooms.... imagine after the switch to Dell and also cutting back on tech support, going in and making them all Mac again and asking that same teacher and tech guy if things/life had improved for them (and the students) at all as a result?
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OT: Ethical Guidelines in America ?
So Lango your saying that these kinds of deals don't go on in corporate board rooms across the largest and most capitalist nation on the planet ?
Who do you think sits on the various corporate boardrooms ...... good socialists ? Little old ladies checking in for Tea and biscuits ?
Last I knew being a good capitalist in America wasn't a crime.
The business of America is business - President Calvin Coolidge
Here's something you many not know. Back in 2001, Burst signed a deal with W3 Ventures. The deal was simple. W3 got to collect an 8% kickback (finders fee) for any investment capital it could suck into Burst. If W3 Ventures could find a buyer, it would get 5% of the purchase price. Lang wanted to sell the company outright, but he was happy to cash out anything he could - so gave W3 latitude to try and find investment groups for partial purchase too. Same 5% commission. And W3 would have all expenses reimbursed while it wined and dined prospects.
That arrangement was entered into May 2001.
Then in March 2002, with that contract still open and in effect, W3 Ventures' owner joined Burst's Board. Not that there isn't room for backscratching in the corporate boardroom, but having Board members under contract and with personal pecuniary interests violates the most basic of ethical guidelines and creates a blatant conflict of interest.
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Tfigs Jobs was honest about the 2x -3x claim in the keynote and he presented it an a manner that the average person could understand it.
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OT: No Kidding ..... Aye
Alt! Move to Canada poste haste; the Liberals could use your services right now!
Crow Buffet
Lang if you've read my last six posts then you know why I've changed my opinion.
I work for a very diverse technology company that has a very different view of PPC vs Intel. A few of the Die Hard Mac users feel betrayed over the move to intel while many of the knowledgable technically savvy Windows users are thrilled at the prospect of Intel Macs .... so go figure. Some Mac users believed that Apple was making the move to Intel to be price competitive .... so price is a factor for them. No Firewire 800 or Dual Layer DVD burners on the MacBook Pro for the same price of the current G4 Powerbook is perceived as a hardware downgrade.
As for Marketshare I wouldn't even hazard a guess at this point.
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Now to eat some Crow
Lang, My estimates of 5% CPU share is highly doubtful at this stage of the Intel rollout. I was expecting AAPL to come up with an aggressive pricing strategy with comparable Intel iBooks from the start. Still, Apple is well positioned with iPod/iTunes and Video downloading.
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P.S. All bets are off the table.
Guidance with a side of Crow
Oppenheimer's conservative guidance was well reasoned. The fact that Apple got some of the new Intel systems out ahead of schedule will pay dividends later in the year when most of the new products are revealed. AAPL share price will grow by at least another 30 % percent in 2006 because of the iPod and Video business. Until comparable Intel iBooks are revealed its difficult to see how well APPLE's new system line-up will sell.
Now to eat some Crow - My estimates of 5% CPU share is highly doubtful at this stage of the Intel rollout. I was expecting AAPL to come up with an aggressive pricing strategy with comparable Intel iBooks from the start. Still, Apple is well positioned with iPod/iTunes and Video downloading.
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P.S. Lango all bets are off the table.
... MacIntels for the Masses
One of the issues that Apple needs to face head on is the very attitude you speak of.
The move to Intel chips is getting them back into the personal computer playing field on commodity hardware. If they want to succeed beyond iPod they have to be aware that many PC users are price sensitive I'm not saying they should price all their systems without a premium just that they need a value line of systems that can compete with the lower end of the price range. The iPod shuffle and nano pricing helped to revitalize iPod sales and look at the tremendous results.
They need to target the masses with a value line of Intel systems with.... yes, I can hear the groans now, support for Windows.
They could brand them as Mobile Uber Pods or something and they would sell to satisfied iPod users in a heartbeat.
IMHO, Mac OS X and the iLife suite is the premium.
It's time for Apple to Think Differently about where the market lies.
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Congrats Annie !!!!
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Whoa Dilly
Its way to early determine the success or failure of the new Intel Macs.
I do know Two Windows PC users that immediately ordered the MacBook Pro and asked when I was getting one. My response was in goodtime. The software isn't even close to being optimal yet and 200 Universal APPS are not going to cut it.
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AAPL Going backup 78 +
76.72 AH ..... support should be about $75.00 a share.
Dill if their was nothing to BRST's claims
..... Microsoft would not have settled for something that substanial either.
Wether this also applies to Apple and Real still remains to be seen.
IMHO, The days of reverse engineering and outright theft of source code that people turnded a blind eye to is no longer an acceptable practice. MSFT knows this better than anyone. There are way to many dollars at stake and the Video streaming business is going to be a big muli-billion dollar business in the near future.
Apple has been a victim of this in the past so if they are violating any of burst's patents they should reach a settlement agreement.
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BRST Patent
I think it important to state that MSFT's burst settlement was significantly lower than what the IP is worth. Bootz mentioned this earlier. That settlement has enabled BRST to further enforce its patent portfolio. If AAPL is indeed planning on streaming Video Downloads and the patents are valid ... GAP is right ... AAPL should buy BRST before anybody else does.
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AAPL holding up very well today.eom
Lets hope they don't raise the revenue consensus over night.eom
lango, I hope your right.eom
Linda your welcome.
Good luck to all of us holding AAPL shares.
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Apple earnings: Bumper-crop expected
With sales well ahead of expectations, bets are Apple's earnings for its December quarter will soar.
By Amanda Cantrell, CNN/Money staff writer
January 17, 2006: 3:17 PM EST
NEW YORK (CNNMoney.com) - It is clear Apple had a banner quarter for sales, but will its earnings also top Wall Street's already high expectations?
Given the company's red-hot sales during the December quarter, some industry and Wall Street analysts think the answer is yes.
Apple (down $0.64 to $84.95, Research) is set to report fiscal first quarter earnings Wednesday after the market close; in an unusual move, Apple president and CEO Steve Jobs pre-announced sales for the December quarter during his keynote speech last week at the annual Macworld Expo in San Francisco. Jobs said Apple recorded a record $5.7 billion in sales, with a hefty $1 billion of that coming from Apple retail stores - a first for the company's retail arm.
Analysts said he hasn't pre-announced results during his Macworld keynote since the first quarter the company became profitable after his return as CEO in 1997. Jobs didn't announce earnings per share last week, but given that sales trounced Wall Street consensus estimates of $5.1 billion, analysts expect earnings to top previous expectations as well.
Piper Jaffray analyst Gene Munster is expecting the company to report earnings per share of $0.61, in line with the current consensus forecast among Wall Street analysts, according to a survey from Thomson FirstCall.
"We think it's going to be a very strong earnings call, with no heavy expenditures, and we expect earnings and growth to continue with the transition to Intel," said Richard Doherty, an analyst with market research firm Envisioneering Group. "We haven't seen any slowdown in sales since the close of the quarter."
During the December quarter, Apple sold 14 million iPods, a 300 percent increase from the year-ago quarter, and its iTunes music store surpassed 850 million in downloads.
Apple also leapfrogged ahead of PC maker Dell (down $0.20 to $30.38, Research) in terms of market cap - it hit $72.13, compared to Dell's $71.97, as Jobs pointed out in an e-mail to staffers - and maintains a healthy lead over Sony's (down $1.72 to $42.92, Research) $43 billion market cap, leading Doherty to call Apple "the world's largest consumer electronics company."
Dell has since crept back ahead of Apple, with $71.41 compared to Apple's $71.27 billion today.
But Tim Bajarin, president of technology research firm Creative Strategies, said that unlike iPod sales, Mac sales, which he estimates at around 1.2 million units shipped, did not grow at nearly the same pace as iPods. Apple shipped about a million Macs in in the year ago quarter. Growing Mac sales is important to Apple, since these items represent higher margins than do iPods.
He thinks the company would normally have sold more Macs during the December quarter but that buyers likely held off this year in anticipation that the company would roll out new Macs in January.
That may have hampered Mac sales in the current quarter, but analysts expect it to have a big impact on Mac sales for the calendar year, given that last week, Apple rolled out two lines of Intel-based Macs just six months after it announced its decision to transition its entire line of Macs from processors made by IBM and Freescale Semiconductor to chips made by Intel.
The first two Mac lines to contain the chips are the iMac desktop computer line and the MacBook Pro line, which replaces the company's Powerbook laptop line.
The new Macs contain faster, more power-efficient "dual core" chips from Intel. Jobs said the company will transition its entire Mac line to Intel processors by the end of the year, well ahead of the original timetable.
Doherty said that from his checks, the Mac Book Pro is already getting huge pre-orders, with the machines set to ship in February.
2006: the year of the Mac?
While industry estimates place Apple's current percentage share of the personal computing market in the low single digits, Piper Jaffray analyst Gene Munster said that while 2005 was the year of the iPod, 2006 could be "the year of the Mac."
Doherty agrees, saying he thinks the company could double its market share of the worldwide personal computing market from an estimated 3 or 4 percent to 6 to 8 percent in 2006.
Bajarin of Creative Strategies thinks the transition to Intel processors could help the company add another 2 percent to its market share for personal computers this year.
"An Intel chip that allows Apple to keep their systems equal to or ahead of their traditional PC counterparts will play heavily toward getting people to look at the Mac platform," said Bajarin.
Apple shares are certainly not cheap -- shares rose 123 percent last year and closed Friday at $85.59, and the company's price to earnings ratio stands at 53.96, more than double Dell's and well ahead of Hewlett-Packard's.
Those figures have led some would-be investors to wonder if Apple's share's are too expensive - and possibly headed for a correction. Piper Jaffray's Munster says no, having recently raised his price target to $103 from $80.
"What I'm asked most about is, 'How can the story continue?'" said Munster, who also anticipates Apple will announce a stock split soon. "Our response is that the iPod market is not saturated. Wall Street thinks riders on the subway are a cross section of the world; the reality is this is still (a growing market)," he said, referring to the fact that iPod use is heavy in New York and San Francisco but not nearly as prevalent in other areas of the country.
Munster added that Apple could be poised to take the lead in areas it hasn't fully developed yet, including a new entrant to the cell phone market that would presumably be more attractive to consumers than the ROKR phone, which it launched late last year with Motorola.
Munster also thinks Apple is gearing up to enter the much buzzed-about "digital living room" space. This area proved to be a major theme at this year's Consumer Electronics Show, where PC makers unveiled computers meant to act as the hub of digital music and movies in consumers' homes.
http://money.cnn.com/2006/01/17/technology/apple_earnings/index.htm
-Alt .... Go AAPL !!!!!
OT: Speed up your browser solutions
Guys have you tried Applejack 1.4.2, Mac OS X caches alot of stuff that may be effecting your web browser. Their is also alot of phishing exploits coming through email these days that are designed to download some nasty stuff into your web browser. Running Applejack fixes many of these problems. Also check to make sure you've updated your Mac OS X system for security.
http://applejack.sourceforge.net/
Don't be complacent about Mac OS X security. Consider installing and configuring the free ClamXav 1.0.1 anti-virus software.
Our days of zero viruses for Mac OS X is coming to an end.
http://mac.softpedia.com/get/Antivirus/ClamXav.shtml
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bootz .... you should try Opera 8.5 web browser.
It smokes !!!!!!!
http://opera.com/
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AAPL 83.21 in After Hours.
Having broken below its recent 84.00 Support level I have no way of determining where we go from here. We have seen these big 5% pendulum swings before so ..... hang on tight its going to be a bumpy ride.
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Good One Dual-Bootz ...."Mobile iMe"
iPod Cell Phone Rumor
Apple may combine iPod, cell phones
SAN FRANCISCO, Jan. 17 (UPI) -- California-based Apple Computer Inc. may be preparing to combine its iPod music player with its own mobile phone.
Such speculation has been fueled by the company's filing of four trademark applications for the term "Mobile Me," covering such possibilities as "digital music," "cellular" and "telecommunications," the San Francisco Chronicle said Tuesday.
Among those fueling rumors of a combination iPod-cell phone are analysts Albert Lin and Shaw Wu of American Technology Research. In a research note they wrote that "Apple has long been rumored to be a (niche phone carrier) candidate. We believe this would be a successful strategy, given the type of content and markets Apple has had success in. We believe additional branding for services coming to the market would heavily involve wireless downloading of content to maximize sales and meet customer expectations for ease of use."
http://www.upi.com/NewsTrack/view.php?StoryID=20060117-095459-8807r
OT: HYGS up .30
I'm holding my AAPL positions through earnings.
I'm expecting AAPL could dip as much as $10.00 a share post earnings. if your not prepared for that event ..... now would be a goodtime to get out. In the long run it will just be a blip on the radar screen. If Apple closes above $85.00 today then we should get a pretty soft landing.
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Roni its hard to determine.
Barring any additional news I would say its very close to that.
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Roni AAPL volume is building
so I believe we go North of 86.00 a share by this afternoon sometime.
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Brst up .50 cents $1.90 a share.eom
Cachet thanks for the awesome link.
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Tomm ..... nice photo manipulation. Jobs reflection in the wafer is cool !!!!