Three Guys and a Podcast

Three Guys and a Podcast: Apple News & Analysis

April 15, 2014 at 10:38am Pacific Time
by: Mark Reschke 2 Comments

Apple_steve_jobs

Apple’s stock price currently hovers in the low $520’s, a far cry from the days of AAPL closing just over $700. Where Apple’s stock price may be headed is up for huge debate, and if you want to believe AAPL is moving to $800, then believe this. If you want to believe Apple is in a free-fall, go here. There seems to be an abundance of Kool-Aid for everyone of any persuasion. Underneath all of the pop culture of stock predictions lies a fundamental question: Did investors ever believe in Apple, or was it only Steve Jobs that they saw someone worth investing in?

Steve Jobs led Apple out of its dark past to make Apple the largest financially solvent tech company in the world. Investors were quick to take note and eagerly followed along. AAPL rose from $10 a share in 2004 to over $350 per share by the time of Jobs death in March, 2011, rising to over $420 a share (which included two stock splits). Apple’s stock price continued to march happily north, peaking at $702.10 on September 19, 2012, nearly a year after Tim Cook had begun to act as full-time Apple CEO. Nothing had seemed to change between Jobs or Cook, just more product market share and financial success. But it wasn’t long after Apple’s dramatic rise to just over $700 that Wall Street began to sour on Apple.

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April 14, 2014 at 11:40am Pacific Time
by: Mark Reschke 0 Comments

Ue_boom_versus_1Logitech’s UE (Ultimate Ears) division is on a roll lately. Their UE mini Boom portable bluetooth speaker puts out a solid sound with minimal distortion — even when the volume is set to the highest level. But its sound was one direction, best suited for personal travel and use. UE’s Boom is a different story.

Logitech’s UE Boom can best be described as a full-sized 360 degree sounds system in a can. Its shape highly resembles as 16 oz / 24 oz beverage bottle, but its enjoyment goes well beyond any beverage container.

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April 11, 2014 at 9:23am Pacific Time
by: Mark Reschke 2 Comments

Iphone_6_phabletIn January the Wall Street Journal provided data suggesting larger screen iPhones. A string of rumors and conjecture have been reported ever since in an attempt to portray a undeniable truth – a larger screen iPhone is coming.

Assume for a moment the rumors, the analysts' expert analysis, and the "upstream supply chain" informants are correct, and that Apple is going to deliver a larger screen iPhone 6. Shouldn't the question really be about whether Apple will ship a larger screen device beyond a big screen iPhone, such as phablet device?

In 2003, Steve Jobs made fun of tiny screen devices, telling Wall Street Journal's Walt Mossberg, "I’m not convinced people want to watch movies on a tiny little screen." Two years later, the 2.7" screen iPod video arrived. On September 7, 2005, Jobs also introduced the iPod nano, sporting a 1.5" screen. 

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April 09, 2014 at 9:10am Pacific Time
by: E. Werner Reschke 5 Comments

Napa Valley, California - OS X 10.10As we are all getting settled into the latest release of OS X Mavericks 10.9.2, the Cupertino tribe is busy working away on the next major release of OS X. Our Bay Area source has just informed Three Guys and a Podcast that the official name will be derived from the internal code name which is “Syrah” — a type of red wine. Therefore, the official OS X name for the next major release is to be “Napa Valley”, or “Napa” for short.

Our source also noted that there have been internal discussions at Apple concerning whether to use future OS X names to promote all of California or just locations surrounding the Bay Area. If you’ve ever been to California there is a big riff between No-Cal and So-Cal. Most of Apple’s talent lives or is from the Bay Area, and while the new OS X naming convention is supposed to reflect “Made in California”, there is no love loss for only picking Northern California destinations for the next several OS X releases.

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April 08, 2014 at 9:02am Pacific Time
by: E. Werner Reschke 1 Comment

Students-test-examRemember when you were in school and there was that über smart kid who finished their test first — and early. That kid would scoot their chair from their desk for all to hear, slowly stand up, walk forward, drop their test into the teacher’s inbox and turn to smirk at the classroom as if to say, “Good luck dumb dumbs.” For everyone else still taking the test, the emotions that would immediate ensue were lead by fear and panic. “How’d he/she finish so fast!?!? I’m behind. Hurry up! Gotta finish!!” would flood the mind.

And that’s when mistakes would be made. When against the clock, people make mistakes they normally wouldn’t. They do things they know they shouldn’t. In business it’s no different. Mistakes are made all the time by really smart people at industry leading companies because of the rush to market by competition and the fear of being left behind. The Set Top Box market is a great example. AppleTV is in the lead and we see the competition trying to catch up — in a panic.

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April 06, 2014 at 11:05pm Pacific Time
by: Mark Reschke 3 Comments

Pirates_searchGoogle, Bing, Yahoo!, Ask Network, AOL, DuckDuckGo, and even Dogpile. Do we really need another search engine, especially since no one has proven they can touch Google's dominance?

According to comScore Google’s February 2014 share of search was a very steady 67.5%, with Microsoft’s Bing search engine light years behind, holding onto 18.4%. Yahoo! was the only other search provider to reach over 10%. Why would Apple ever choose to enter such a mature market? The only way to obtain market share is to steal from a competitor — a space Google is laser focused on never relinquishing.

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April 04, 2014 at 12:46pm Pacific Time
by: Mark Reschke 3 Comments

Earlier this week Amazon stepped into the set top box market with Amazon fireTV. This is a direct competitor to Apple TV, with a few extra features such as a gaming option and a voice control remote. 

Digging into fireTV’s specifications became a difficult task, and it reminded me of a similar problem when Amazon launched their Kindle Fire HD against Apple’s iPad mini. Amazon cherry picked the Kindle Fire HD specifications in a big way, so as to present their tablet as being superior, and cheaper — to the iPad mini. Amazon, receiving negative press, soon capitulated 

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April 02, 2014 at 9:08am Pacific Time
by: E. Werner Reschke 0 Comments

SoundOS X Mavericks is a great OS upgrade. From better handling of multiple displays with improved Spaces/Mission Control to the more advanced technologies of better power utilization, OS X Mavericks has been a delight to use — most of the time.

One annoying bug that is echoed on Apple’s Community Support pages is the loss of sound after a few days of running OS X Mavericks. Some people explaining loosing all sound prompts while others describe only Mail.app and a couple of other specific apps loose their sound. However sound is lost, people don’t seem to like the net result.

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April 01, 2014 at 8:28am Pacific Time
by: E. Werner Reschke 0 Comments

Sayta_nadellaIn a surprise move just a week after the announcement of Office for iPad, Microsoft’s new CEO Sayta Nadella issued a press release early this morning,

“It has become clear to the marketplace, and also in Redmond, that mobile is the future. Since Windows has been unable to catch iOS and Android it makes no sense to continue pursuing a path where customers are not going.”

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March 24, 2014 at 9:39am Pacific Time
by: E. Werner Reschke 0 Comments

Flight-370-alien-abuduction-ipad2Podcast Episode 104: Alien Abduction and the Missing iPad 2. We may still be searching for missing Malaysian Flight 370, but don't forget iPad 2's went missing this week as well.

Fear not. T-GAAP hosts Mark, Karl and Werner have all the important Apple News & Analysis in this week's podcast:

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Episode 104: Alien Abduction and the Missing iPad 2

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