Author Topic: AAPL - Apple Inc.  (Read 1612137 times)

Liberty

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Re: AAPL - Apple Inc.
« Reply #100 on: October 04, 2011, 12:46:31 PM »
I think they did the right thing from a business POV. I'd sure love to see the iPhone 5, but they shouldn't tip their hand faster than they have to. competitors are still catching up to the iPhone 4, and the 4S will make that even harder. So they can keep the 5 under wraps until they need it more. Same with iPad 3.
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misterstockwell

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Re: AAPL - Apple Inc.
« Reply #101 on: October 04, 2011, 12:51:38 PM »
I think they did the right thing from a business POV. I'd sure love to see the iPhone 5, but they shouldn't tip their hand faster than they have to. competitors are still catching up to the iPhone 4, and the 4S will make that even harder. So they can keep the 5 under wraps until they need it more. Same with iPad 3.

What? You think they are holding back? That would be so stupid. Competitors have caught up, and surpassed iPhone4. The 4S simply fixes the problems spots on the the 4. If people wait in line for this, my faith in humanity will be completely lost.

Dash

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Re: AAPL - Apple Inc.
« Reply #102 on: October 04, 2011, 12:58:27 PM »
I'm going to pre-order this Friday.... And wait in line to pick it up...

Liberty

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Re: AAPL - Apple Inc.
« Reply #103 on: October 04, 2011, 12:58:54 PM »
I don't think anyone has caught up to the iPhone 4 when it comes to the whole package (the integration of design+hardware specs+UI+apps+content). Some phones have better specs, or similar design, etc.. But none give quite the same experience to the average user IMHO. And I say that as a fan of Android as a strong second.

Holding back makes a ton of sense. Just look at the iPhone -> iPhone 3G -> iPhone 3GS sequence. You squeeze a lot more money out of the same design and investment. Why reinvent the iPhone every year and a half if you don't have to? Why let your competitors know what new features you've been working on sooner than you have to?

Chances are the 4S costs them significantly less to produce than did the original iPhone 4 when it came out, so even if they don't see as much over the holidays as if they had the 5, they can still make a lot of dough.

In short, I think that if someone was holding their feet to the fire and kicking their ass, they probably would have had an iPhone 5 ready for the holidays this year.
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misterstockwell

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Re: AAPL - Apple Inc.
« Reply #104 on: October 04, 2011, 01:24:33 PM »
I'm going to pre-order this Friday.... And wait in line to pick it up...

Ugh.

txlaw

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Re: AAPL - Apple Inc.
« Reply #105 on: October 04, 2011, 01:54:04 PM »
That was a pretty underwhelming unveiling.

I figured that Apple wouldn't bring out an iPhone 5 because they won't release a 4G device until the carriers give them the go ahead.  Don't think the carriers can handle a 4G iPhone at this time.

However, I expected the new iPhone to at least be thinner or have NFC built into it.  It will be interesting to see how it compares to the Nexus Prime and the Windows Mango phones that come out in the next couple of months.   

Also, the Siri assistant doesn't seem to be ready for prime time.  That creepy robot voice doesn't really fit well with the aesthetic of the iPhone.

DCG

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Re: AAPL - Apple Inc.
« Reply #106 on: October 04, 2011, 02:45:19 PM »
I agree with Liberty. Regarding them holding back, I don't think that means that they have the 'iPhone5' fully designed and everything and don't want to release it yet; I think they've probably been experimenting with different design options but don't think they have anything they want to rush out yet.

The main things missing that people were hoping for with the iPhone5 are true '4G'(although Apple claims the 4GS is as fast as what other companies are calling 4G) and a larger screen. Otherwise, the hardware specs are pretty much what people were looking for. '4G/LTE rollout is still months away in most places. And changing the screen size can be tricky. App developers have to redesign apps to display/function better on a larger screen (while also designing for people who would have the current models). This is a problem with Android. There are lots of different screen sizes out there and not all apps display well on all of them.

And the design of the iPhone4 is very good. As Liberty said, there's really no need to redesign it every year & 1/2. I plan on getting the 4S in a couple weeks (fyi..I currently have an older Android phone - I'm not saying I would upgrade to the 4S from the iPhone4 if I had one). I think the iPhone4S looks better than any other phone out there.

valueInv

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Re: AAPL - Apple Inc.
« Reply #107 on: October 04, 2011, 03:01:53 PM »
I think they did the right thing from a business POV. I'd sure love to see the iPhone 5, but they shouldn't tip their hand faster than they have to. competitors are still catching up to the iPhone 4, and the 4S will make that even harder. So they can keep the 5 under wraps until they need it more. Same with iPad 3.

What? You think they are holding back? That would be so stupid. Competitors have caught up, and surpassed iPhone4. The 4S simply fixes the problems spots on the the 4. If people wait in line for this, my faith in humanity will be completely lost.

I don't think they're holding back. Their industrial design cycles are 2 years long. Thats how long it takes them to perfect a new design. If they could've introduced a new form factor, they would have.

valueInv

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Re: AAPL - Apple Inc.
« Reply #108 on: October 04, 2011, 03:09:20 PM »
That was a pretty underwhelming unveiling.

I figured that Apple wouldn't bring out an iPhone 5 because they won't release a 4G device until the carriers give them the go ahead.  Don't think the carriers can handle a 4G iPhone at this time.

However, I expected the new iPhone to at least be thinner or have NFC built into it.  It will be interesting to see how it compares to the Nexus Prime and the Windows Mango phones that come out in the next couple of months.   

Also, the Siri assistant doesn't seem to be ready for prime time.  That creepy robot voice doesn't really fit well with the aesthetic of the iPhone.

It didn't seem underwhelming to me:

http://www.apple.com/iphone/features/siri.html

A lot of features they are introducing were announced at the last event. But make no mistake, they've made big, big changes. Their biggest being the cloud features. It is a big move both technically and strategically. This is no longer an itunes-centric system.

They're also promoting a new cloud architecture. Before this, that cloud was mostly coupled with web applications. Apple is saying - the cloud is just a service that can be integrated with any application, web or not. You can pick the best interface - web or native - and still integrate with the cloud. This is very different from the architecture the Google is promoting which is a web-based cloud. This has far reaching implications for the industry. 

Note the above relates to consumer applications, not enterprise.

tradevestor

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Re: AAPL - Apple Inc.
« Reply #109 on: October 04, 2011, 05:13:26 PM »