Murphy

http://murphymac.com
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61 Comments

    • Wed Nov 12th 11:54 AM | Rating: +1 0
      Commented on:
      Latest Apple Rumor: DRM-Free Music Headed from Sony BMG to iTunes
      This has to be one of the best examples of how nasty and clueless the recording industry is.
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    • Mon Nov 10th 11:02 AM | Rating: +1 0
      Commented on:
      Buy, Sell or Hold: Apple's Cohesive Strategy to Survive and Thrive
      RLLH -

      I think the netbook market would be better served by a tablet twice the size of an iPhone. More portable.

      Netbooks could catch on, but I think it's more of a fad or an in-between product to tie us over to tablets that truly deliver. For what you describe, even a netbook is overkill. And it still runs Windows. Yes - some run linux. That's a whole other set of issues for non-technical users. Unless it's TOTALLY built and presented like an appliance.

      That said, for Apple to ignore the netbook would be a mistake.
      View article »
    • Mon Nov 10th 10:32 AM | Rating: +1 0
      Commented on:
      Buy, Sell or Hold: Apple's Cohesive Strategy to Survive and Thrive
      JonT is right. Twice.

      Further, Mac bashers love to say they won't pay for a pretty case. They condemn a new advance like the unibody. If Apple didn't make these advances, nobody would. These people remind me of the patent office guy who said everything had been invented already.

      I'll pay for a unibody. It adds value. So does a magport power connector. So does a built in camera and a magnetic latch that's not as vulnerable to failure.

      Stupid you say? You might change your mind when you're without your computer for 3 days while the latch is repaired.

      Many Mac bashers haven't used a Mac. And again, the Mac is far from perfect. But its user experience - for the way most people use a computer at home - is far superior to Windows. Steve Ballmer will tell you that too.
      View article »
    • Mon Nov 10th 10:20 AM | Rating: +1 0
      Commented on:
      Buy, Sell or Hold: Apple's Cohesive Strategy to Survive and Thrive
      Horacio -

      I really enjoyed your description of the windows user experience, especially with regard to something like checking movie times. Leaders like Gates are always looking ahead to a day when it really is convenient to check movie times on a computer - they even think it's here. Sadly, it's not here because the computer takes over and does things like update AV software and prompt with questions you don't want to be asked - interfering with your task.

      Computers seem to know when we want to check one thing, or worse yet, print one thing, before we run out the door. Which plays into the hand of the iPhone.

      The iPhone lets you check as you walk to the car. And for tasks like weather, movie times, a glance at email - it beats opening a laptop. With the iPhone in your pocket there's no need to print.

      I think about the user experience you describe all the time, how computers still fall just short all these years later. Apple is better than MS in this regard, but not perfect. Many times I've tried to sync an iPod before running out the door. Many times I've been punished.

      You hit the nail on the head with your description of real-life user experience. Apple and MS still have plenty to aim for.
      View article »
    • Tue Nov 4th 07:48 AM | Rating: +1 0
      Commented on:
      Berger's Questionable Apple Track Record
      Hopefully Berger is being investigated.
      View article »
    • Tue Nov 4th 07:38 AM | Rating: +2 0
      Commented on:
      Apple's Future in the Mobile Phone Market
      Not sure what the point of your exercise is - - why does it matter what it takes for Apple to match Nokia in sales?

      You don't have to be number one to return a ton of value to your shareholders. I think Apple has already proven to be a major player in the smart phone market. It looks like they'll continue to steal share from established forces. That's all that matters to me as someone long on Apple.

      I'm not going to sit around charting the days until they catch Nokia, it doesn't matter.
      View article »
    • Tue Nov 4th 06:53 AM | Rating: +3 0
      Commented on:
      An Alternative Perspective on Apple's iPod Growth
      Forget about October 2008 for a second. Your story offers a perspective that isn't exactly buried. And it makes perfect sense. So why wasn't Apple moving into the two hundreds as so many analysts predicted for so long?

      Why is a stock that's so widely held not soaring from the buzz alone? How could all of Wall Street be so wrong about a company smack in the middle of the spotlight - and not be caught out?

      Many have suggested manipulation, with zero concrete evidence. If Apple is being gamed I'd like to see an article that explains exactly how that's being done and by who. Maybe Andy's next story can explain what Wall Street is up regarding Apple, who the players are, and how much they've profited.

      Your article was interesting, but I'm more interested in WHY Apple's results and outlook are being ignored quarter after quarter. And conservative guidance is not the answer. Neither are clueless analysts like Berger.
      View article »
    • Fri Oct 31st 08:20 AM | Rating: 0 0
      Commented on:
      Walmart Moves Its Music Forward
      It's hard to believe this story could be written without mentioning Walmarts recent music business activity.

      Walmart pulled the rug on its previous customers, telling them they were shutting down their DRM servers, making customer purchases useless unless they burnt them to cd. A process people who bought hundreds or thousands of songs wouldn't be excited about.

      MS has played a similar game.
      View article »
    • Tue Oct 21st 12:04 PM | Rating: 0 0
      Commented on:
      Apple Earnings: What to Expect (And Who Not to Believe)
      My position is simple: I believe in the products and management. Guidance is a game. My aapl investment should pay many times over within a few years. In fact, my early accumulations at 15, 30 and 60 already have. Today will be interesting, but history shows patience is rewarded.
      Traders? I'd rather be playing blackjack in Vegas.
      View article »
    • Sun Oct 19th 22:14 PM | Rating: 0 0
      Commented on:
      Apple's iTunes Chump Change for Hollywood
      The iPod tax was laughable. Like iPods weren't flying off the shelves before NBC had their shows on iTunes. Zucker actually said they sold all those iPods BECAUSE of their content.

      GM should pay a tax to Exxon. I would never buy a car if Exxon didn't have that great Exxon stuff to put inside it. Nice try Zucker.

      Outside of Thursday night I don't think I could name an NBC show. Oh wait, Law & Order. But that's it.
      View article »
    • Sun Oct 19th 13:24 PM | Rating: 0 0
      Commented on:
      Apple's iTunes Chump Change for Hollywood
      Have to agree with chano...

      Hollywood is laughing like the music industry did - only to find iTunes as the number 1 retailer of their product. models created in the fifties have been lucky to survive as long as they have.

      Like Chano said, people can pick and choose now. There's so much media on the internet that's more interesting than what hollywood and the networks have to offer. I've dropped my DirecTV as they tried to make me pay for dozens of channels I didn't want with their inflexible packages. Instead of the extra fifteen bucks they tried to gouge out of me they now get zero Murphy dollars.

      I save a lot of money by buying only the content I want to watch.

      Chano was right about blu-ray too: for tons of consumers, even those interested in entertainment tech, video disc formats are on the wrong side of a diminishing returns curve. the improvement in picture quality just isn't enough to make people pay so much more. blu-ray for the set-top box doesn't entice me at all, I'm more than satisfied with dvd quality. Others crave higher and higher resolution - no argument there, but at today's price points MANY will ignore blu-ray.

      Zucker holding his job through all this only highlights the disarray of the networks. Look for him starring on a reality show some day soon.
      View article »
    • Sun Oct 12th 22:12 PM | Rating: 0 0
      Commented on:
      Can Anything Displace the iPhone in Consumer's Eyes?
      I agree with comment #1 - Peter Cooper. It's so easy to forget who really makes up the user base. Most iPhone customers are far more interested in the fact that it now comes in white than whether or not it's open. Eavesdrop on some conversations in the Apple Store and you'll know, they don't even know it's NOT open, or what open is.

      Android will appeal to the linux boys. But the iPhone has the Apple marketing machine behind it. Macs are stealing market share from Windows at an amazing rate, not linux. I'd expect Android to experience the same thing.
      View article »
    • Sun Oct 12th 21:32 PM | Rating: 0 0
      Commented on:
      How Will the Market React to Apple's New Macbooks?


      I'm long but I think the stock will continue to fall after this event. I doubt there will be much that hasn't leaked already. And anything short of a tablet is going to be disappointing to Wall Street.

      Looking down the road - they'll easily beat for this quarter but the forecast for the holiday quarter will take another ten points. aapl is on sale for those who dare. I'm scraping together everything I can.
      View article »
    • Fri Oct 10th 08:24 AM | Rating: 0 0
      Commented on:
      Netflix May Dominate The Online Video World, But With What Business Model?
      This is how easy it would be for Apple to apply the Netflix subscription model to video downloads:

      murphymac.com/itunes-s.../

      Why the studios are so willing to distribute easy-to-copy DVDs instead of pushing iTunes DRM is beyond me.
      View article »
    • Tue Oct 7th 12:43 PM | Rating: 0 0
      Commented on:
      Did iPhone Sales Pass 10M Already?
      erstwhile said Apple is TRYING to morph into a retailer. Hello - they generate more revenue than any other retailer. How long have the others (Gap, Sony, Bose, J. Crew) been at this retail game? How many other PC makers have tried retail and failed spectacularly?

      Apple is a tiny ball right now, but it's a snowball Mr. erstwhile. This blip will pass....
      View article »
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