The Market Wanted Iphone 5 And It Got iCloud
The stock market yawned at Apple's ( AAPL ) iCloud announcement last week. On the week, the stock was down -5.1% vs. -2.2% for the market. In hindsight, I believe that Apple would have sold off regardless of the news. The market has been in a funk in respect to the company all year. Concerns over Steve Jobs health haven't helped, but in my opinion the market simply doesn't believe that Apple can continue to innovate and grow at its current pace. To do so would be to defy history.
I love Horace-Dediu's response to Why are Investors unhappy with iCloud? BTW, Horace is a brilliant deep thinker in mobile computing. His blog is a must read.
Sell side analysts are generalists and are assigned multiple companies in certain sectors or even multiple sectors to cover. They apply similar, generic methods to analyze anything from food service to oil and gas and to semiconductors.
Analysts who cover Apple usually have experience in the computer industry. Computer hardware is not particularly useful in understanding the mobile phone business and nobody has any experience understanding cloud-based business models since they don't currently exist. As a result it's easy to dismiss something for which data does not exist.
But as others have noted, the behavior of the market is de-coupled from reasoned analysis anyway. Apple suffered massive share price collapses due to brilliant strategic moves (like going to the Intel chip for the Mac or launching the Air product.)
iCloud changes the dialog. The market doesn't understand it. The market doesn't understand how Apple will make money off of it. It's the unknown. However, that's the golden nugget for investors. Any amateur analyst with a spreadsheet can guessimate how many iPhones Apple will sell next quarter, but money is made when assets are mis-priced due to uncertainty.
iPhone 5 is coming soon. It will have a faster processor. A better camera and maybe even the hot technology of the day – Near Field Communications (NFC). That being said, there are 20+ different OEMs cranking out Android phones in many different configurations every month. Just 2 years ago Motorola looked like the come back kid in mobile. Now its an after thought in Andriod phones. Apple can not win the feature game and it's not what their customers want. An electronic wallet powered by NFC sounds cool, but if only 1% your merchants support it – why rush it out the door. The majority of Apple customers simply want stuff that JUST WORKS.
Crank Operated Field Telephone - News
As the article states, you could even have a case where the cell phone just cranks up the power to restore reception, so you'll wind up with just as much "radiation" getting through and a lower battery life to boot. Second, even the studies that claim
It will have a faster processor. A better camera and maybe even the hot technology of the day – Near Field Communications (NFC). That being said, there are 20+ different OEMs cranking out Android phones in many different configurations every month.
Some computers were noisy, as were many of the telephones. Printers with their switching-mode power supplies were cranking out the noise as well. But some of the noise in the office areas was harder to pinpoint; I'm thinking there are more sources in
Shortwave -American Red Cross FR150 Microlink Solar-Powered, Self ...
Shortwave : American Red Cross FR150 Microlink Solar-Powered, Self-Powered AM/FM/Weatherband Portable Radio with Flashlight and Cell Phone Charger (Red) Features AM (520-1710 KHz), FM (87-108MHz), NOAA weather on all 7 channels. Built-in hand crank power generator recharges the internal rechargeable From solar power, the built-in rechargeable Ni-MH battery that takes charge from the dynamo crank and from an AC adapter (not included). Built-in cell phone charger, Earphone jack 3.5 mm socket, Cell phone charger output jack. Power source: solar power; built-in rechargeable Ni-MH battery pack Weight: 7.5 oz. and 200 g. Accessories: owner’s manual, warranty card, preparedness guide, card for cell phone tip. Shortwave : American Red Cross FR150 Microlink Solar-Powered, Self-Powered AM/FM/Weatherband Portable Radio with Flashlight and Cell Phone Charger (Red) Description
Solar-Powered, Self-Powered AM/FM/Weatherband Portable Radio with Flashlight and Cell Phone Charger. The Microlink brings together some of the most popular features of our Voicelink, in a more compact design. This ultra-portable device is ideal to have on hand when you’re roughing it. It also makes a great addition to any emergency-preparedness kit. No plugs or wires are required. Instead, turn the hand crank to power the Microlink, or capture the sun’s energy and run it on solar power. You’ll a Read More …
First thing that should be mentioned is that this full-featured emergency radio is amazingly small. Reading its approximate dimensions of 5″ wide x 2-3/8″ high x 1-13/16″ deep can be misleading, so imagine it placed on its side on top of a dollar bill: it’s actually smaller than US paper currency, and that’s just one of the things that make this small radio so appealing!
You can charge the FR150 in less than two minutes using its hand crank. You can also place it in sunlight (even on an overcast day, as I found out) and its built-in solar panel handily powers the radio and recharges its battery pack.
The radio’s tuner pulls in both AM and FM stations, and with surprisingly clear reception. It receives all seven NOAA bands using a separate slide selector, so you can monitor changing weather conditions, along with tuning in to the FCC and EAS public alert systems.
It has a flashlight with three LEDs on the its side, providing surprisingly bright illumination, and for comparison it’s about on the same level as my Garrity Power Lite 3 LED Crank Light . This is also brighter than some of the predecessors from Eton.
Crank Operated Field Telephone - Bookshelf
World War II Battlefield Communications
Most operated with a ringing circuit activated by turning a small crank, ... Changing 6 a German wire party lays a field telephone land-line parallel with a ...Fire in the Streets, The Battle for Hue, Tet 1968
... a Marine engineer whose platoon of the 1st Engineer Battalion was attached to 2/5, somehow produced an old crank-operated field telephone. ...Journal of current social issues
The box was an army crank-operated field telephone. The wires leading from the power unit were cut, exposing two electrodes. One of the men attached the ...The Father of All Things, A Marine, His Son, and the Legacy of Vietnam
... people's shoulders to electroshocking genitalia with a crank-operated battery-powered field telephone—each method apparently sanctioned by Diem, ...My Life, Our Lives
The Commander who was a Major picked up the field phone ( most units operated with field phones only, that is those things in a OD Canvas bag with a hand ...Daily Article Directory
Contemporary Commo Equipment
The TA-312/PT is a two-wire, battery-operated field telephone. ... Palm-operated generator provides approx 100 V to buzz- signal another phone; also visual ...
TA-312 FIELD PHONE
TA-312 FIELD PHONE from Olive-Drab.com ... transmission power supplied by two BA-30s, signaling power supplied by a hand-crank generator. Common-Battery Signaling Operation ...
The Collector's Guild
The side of the field telephone case had an opened port to the lower right side for inserting the hand crank into the internal induction magneto. ...
USA Military Phones
Know your field phones. We do not sell these items. You may buy items like this from Fair ... field phones, use two "D" cells each, crank to ring other phone. ...
EE-8 Field Telephone
The crank is operated from the side of the case. The TS-9-F Handset connects to the EE-8 ... In local battery operation, all EE-8 phones are connected to the ...