[Sigia-l] Apple's Profit Margins (was: Mac-like design)

[Ziya Oz]

Will Parker:
 
> '80 billion cockroaches can't be wrong'

They will survive humans.
  
> Am I correct in believing that Apple is the only phone vendor who
> gets a kickback on the cell service provider's subscription revenue?

Nope, RIM with BlackBerry Connect essentially gets a piece of subs. Remember
they also provide back-end services for email stuff to telcos and take a
cut.
 
> I can tell you from bitter experience that EVERY time Apple does
> something amazing, technically or financially or both, the stock
> price will drop by 8% the next day, and won't fully recover for the
> next month.

Except that running up to the event it would have gained 15%. AAPL: buy on
rumor, sell on news.
 
> As far as I can tell, Apple could include a lifesize working copy of
> the starship Enterprise (plus Kirk, Spock and McCoy) with every
> purchase, and investors would rush to sell off the stock because the
> bundle didn't include an FM radio.

Yes, but Zune can do WiFi sharing. :-)

On a more serious note, high level execs from both Nokia and Moto recently
heaped lavish praise on Apple/iPhone. That I find both refreshing and
positive. The design bar has been irrevocably set high now.

-- 
Ziya

It depends.
If it didn't, you'd be out of a job.