IntenseDebate - Nalini Kumar Muppala

14 years ago @ asymco - Tele Vision · 0 replies · +1 points

"Unlike the Smartphone which could only have emerged to leverage the Internet, TV has no “smart content” to leverage. The “smartness” has to be not in the box but in the programming."

Samsung's attempt to bring Apps to TV springs to mind. Although a smartphone enjoys an advantage in mobility, TV has a big display going for it.

14 years ago @ asymco - Tele Vision · 0 replies · +1 points

For more examples, see "We will Always" TV ad for iPad.

14 years ago @ asymco - Tele Vision · 0 replies · +1 points

Let us not forget Netflix's intent to get around incumbents by bidding for original content such as "House of Cards" against HBO. Not sure if the original content will scale compared to the long tail library of movies and TV shows.

14 years ago @ asymco - Apple and comparables ... · 0 replies · +3 points

"The accepted idea that a common stock should sell at a certain ratio to its current earnings must be considered more the result of practical necessity than of logic." - Benjamin Graham, in "The interpretation of financial statements"

Seems to be just as true as when it was written decades ago. How would the author and the audience interpret this statement in this day and age?

14 years ago @ asymco - Apple and comparables ... · 1 reply · +1 points

please note typo in referencing notes [2], [3] vs [1], [2]

14 years ago @ asymco - Polymath · 0 replies · +1 points

An apt title.

14 years ago @ asymco - Property rights for yo... · 0 replies · +1 points

Would Apple offering a subscription model for streaming be symmetric competition to Netflix? Could Apple differentiate enough by offering the ability to buy and stream instantly such titles (like the DVD only titles in Netflix) unavailable for streaming under the subscription plan? It seems that Apple would not want to compete with Netflix on content availability. I wonder if that would reignite Apple TV sales. What are your thoughts?

14 years ago @ asymco - Getting to one billion... · 0 replies · +1 points

If iTunes accounts were to grow 4x-5x, will the economies-of-scale kick in? Will revenues from iTunes be better than the current break-even? Will Apple leverage this and increase the share to content creators?

15 years ago @ asymco - Talent follows where b... · 0 replies · +1 points

Excellent post illustrating several aspects of disruption and business model evolution. Thanks.

15 years ago @ asymco - The billion dollar Sma... · 2 replies · +8 points

Bad choice of words. I was thinking that it would be hard for 3rd party vendors to beat the smart cover. It looks like a perfect design.

As Apple says, it makes a few apps to show what can be done. So it is with the smart cover. It is a design that shows how good a case can be. 3rd party vendors have to make a much better design to have any chance for a buyer to choose their product over SC.

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