“A major brand entering the space is always going to be problematic for anyone who is already there. People are likely to be there shopping and they could easily be pulled into a digital music experience.”
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“These devices are quite costly, and they are complex, so they tend to be prone to failure. So far, nobody has figured how to make them at a low enough cost so that the average person can afford one. They are showing up in mil-spec implementations and particularly in larger types of uses. Its in the small-system area that they seem to be having the most problems.”
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“This is going to be a tough second half of the year for Apple. No matter where you look, its stormy clouds.”
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“When a market is this tightly fought, any price drop in a component results in an immediate drop in hardware price.”
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“Considering how a phone gets treated, having a hard drive in them doesnt make much sense to me,”
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“Were seeing a partnership feeding frenzy.”
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“Online TV is going to make inroads into traditional forms. That can be a threat to the traditional providers of content or it can be an opportunity as well.”
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“This is Microsoft moving toward offering [all of its] software as a service, ... Microsoft will ease into it because they dont want to give up the product revenue before the services revenue can ramp up.”
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“Thats a significant amount of money. I honestly believe thats going to change a lot of minds in terms of providing programming for this medium.”
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“With these devices content is king, ... The more content you can get on them, the more valuable they are.”
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