tinman0
Apr 30, 06:10 AM
You dont seem to know how much pull Samsung has in the components arena do you?
They are
#1 in RAM Memory
#2 in semiconductor LSI
#1 in flat panel display
#1 in rechargeable battery
#2 in mobile phones over all
#1 in NAND flash memory
$8 billion to a company with revenue generation in excess of $140 billion is chunp change. That is around 4% of total revenue.
Never sue your supplier when your supplier can turn around and gobble up other suppliers and increase the price for all OEM makers, but giving itself the cost effective goods, because it also itself is an OEM maker.
Unlike Apple, who is just a customer, Samsung is BOTH a customer AND a supplier at the same time. Either way, they win.
Quite recently, Samsung attempted to take over Sandisk, the NAND flash memory company. It wasnt successful due to some differences in price offers. That alone tells you that Samsung is willing to strangle hold the market even more than it already has. NAND flash market alone, Samsung has over 30 % of the market all to itself. For RAM memory, it close to 40%.
Apple is barking up the wrong tree.
As I said earlier, Samsung are contracted to supply parts, so Apple can do anything they want.
And if Samsung stop providing parts, then they simply open the way for other fabs to take up the slack. And don't bet your bottom dollar that there are companies out there who want Apple's $$.
If Samsung allows it's competition to gear up (eg build a few extra fabs), then the value of their parts will go down as the market gets opened up.
Samsung need Apple more than Apple need Samsung.
====
Ok, for the dim, here is the problem -
Making parts is one thing, we can all make parts, we can all go into our garage and make a random widget. We can make hundreds of those widgets.
But - here is the kicker -
We need someone to buy those widgets.
If no one buys the widgets, we can't make the widgets, and in this scenario Apple sell the widget to the end user. The game is with Apple, not the parts supplier.
They are
#1 in RAM Memory
#2 in semiconductor LSI
#1 in flat panel display
#1 in rechargeable battery
#2 in mobile phones over all
#1 in NAND flash memory
$8 billion to a company with revenue generation in excess of $140 billion is chunp change. That is around 4% of total revenue.
Never sue your supplier when your supplier can turn around and gobble up other suppliers and increase the price for all OEM makers, but giving itself the cost effective goods, because it also itself is an OEM maker.
Unlike Apple, who is just a customer, Samsung is BOTH a customer AND a supplier at the same time. Either way, they win.
Quite recently, Samsung attempted to take over Sandisk, the NAND flash memory company. It wasnt successful due to some differences in price offers. That alone tells you that Samsung is willing to strangle hold the market even more than it already has. NAND flash market alone, Samsung has over 30 % of the market all to itself. For RAM memory, it close to 40%.
Apple is barking up the wrong tree.
As I said earlier, Samsung are contracted to supply parts, so Apple can do anything they want.
And if Samsung stop providing parts, then they simply open the way for other fabs to take up the slack. And don't bet your bottom dollar that there are companies out there who want Apple's $$.
If Samsung allows it's competition to gear up (eg build a few extra fabs), then the value of their parts will go down as the market gets opened up.
Samsung need Apple more than Apple need Samsung.
====
Ok, for the dim, here is the problem -
Making parts is one thing, we can all make parts, we can all go into our garage and make a random widget. We can make hundreds of those widgets.
But - here is the kicker -
We need someone to buy those widgets.
If no one buys the widgets, we can't make the widgets, and in this scenario Apple sell the widget to the end user. The game is with Apple, not the parts supplier.
macgeek18
Dec 26, 12:06 AM
As of today, I worked a full 7 hours shift and an hour of over time. By making time and a half the first 7 hours and time and a half to the time and a half for the 1 hour the next paycheck will be REALLY nice. I think I shall buy an Apple TV.
:D
:D
rasmasyean
Apr 17, 11:11 PM
2.1 is the replacement rate (http://en.wikipedia.org/wiki/Total_fertility_rate#Replacement_rates)
Ponzi schemes FTW. Europe will need 20 million immigrants by 2030 and way more by 2050 in order to maintain their lifestyle, or we could be monsters and kill old people.
http://www.nytimes.com/2008/06/29/magazine/29Birth-t.html?pagewanted=8
That's not how civilization works. What happens is that a superior country will immigrate people from external inferior lands where necessary. Much, as you can imagine, to take over the "low end" jobs to support the "high end" workers. An early version of this is known as "slavery". Today, we just give immigrants low wages and more "freedom" albeit they still mop the floor so the CEO doesn't slip.
It's also consistent with the idea of importing "strong slaves". Those migrant workers are often the hard workers and upper teir of thier former civilization. Because...those are the ones who make the trip and are productive enough to be allowed to stay without being weeded out.
Later, when these "strong slaves" reproduce, it provides the country with strong genetic stock for future workers, whom some will break away from the lower classes. It doesn't matter if they are not part of the "2.1 whites". As a matter of fact, many 2.1 white rednecks trickle to the lower classes, just as super strong immigrates get to invent some of our greatest weapons.
Furthurmore, as technology advances, "manpower" is compensated by "brainpower". Before the steam engine cycle was invented, it would take like 100 slaves to get the boat of wheat accross the ocean. Now it takes maybe one or a couple of engineers...to play cards...until something breaks.
Ponzi schemes FTW. Europe will need 20 million immigrants by 2030 and way more by 2050 in order to maintain their lifestyle, or we could be monsters and kill old people.
http://www.nytimes.com/2008/06/29/magazine/29Birth-t.html?pagewanted=8
That's not how civilization works. What happens is that a superior country will immigrate people from external inferior lands where necessary. Much, as you can imagine, to take over the "low end" jobs to support the "high end" workers. An early version of this is known as "slavery". Today, we just give immigrants low wages and more "freedom" albeit they still mop the floor so the CEO doesn't slip.
It's also consistent with the idea of importing "strong slaves". Those migrant workers are often the hard workers and upper teir of thier former civilization. Because...those are the ones who make the trip and are productive enough to be allowed to stay without being weeded out.
Later, when these "strong slaves" reproduce, it provides the country with strong genetic stock for future workers, whom some will break away from the lower classes. It doesn't matter if they are not part of the "2.1 whites". As a matter of fact, many 2.1 white rednecks trickle to the lower classes, just as super strong immigrates get to invent some of our greatest weapons.
Furthurmore, as technology advances, "manpower" is compensated by "brainpower". Before the steam engine cycle was invented, it would take like 100 slaves to get the boat of wheat accross the ocean. Now it takes maybe one or a couple of engineers...to play cards...until something breaks.
dotnsk
Feb 9, 12:36 PM
Why is a calling feature tied to a messaging one?
I'd imagine so it looks like people are getting something for "free" (I'd be willing to bet that most of their customers are already on an unlimited messaging plan, particularly if they're on a family plan) while still maintaining some semblance of profitability for the carrier (messaging plans are generally believed to be pure profit).
I'm excited about this feature, even if I don't truly *need* it. I'm on the lowest-tiered family plan right now and I have literally thousands of rollover minutes. Most of my friends and family are on AT&T (lots of iPhone users) and I don't call anyone all that often anyway. However, it's always nice to have yet another feature that establishes peace of mind. Plus, I hope this is the first in a long line of steps to reduce the overall cost of monthly service for AT&T users (unlikely, but I can dream...and perhaps a massive deflection to Verizon will help speed things along).
Plus, it's just another choice for users. I may not use my phone as a phone all that often, but lots of AT&T users do. I bet this reduces the overall cost of a plan for some iPhone users, particularly those on a family plan.
I'd imagine so it looks like people are getting something for "free" (I'd be willing to bet that most of their customers are already on an unlimited messaging plan, particularly if they're on a family plan) while still maintaining some semblance of profitability for the carrier (messaging plans are generally believed to be pure profit).
I'm excited about this feature, even if I don't truly *need* it. I'm on the lowest-tiered family plan right now and I have literally thousands of rollover minutes. Most of my friends and family are on AT&T (lots of iPhone users) and I don't call anyone all that often anyway. However, it's always nice to have yet another feature that establishes peace of mind. Plus, I hope this is the first in a long line of steps to reduce the overall cost of monthly service for AT&T users (unlikely, but I can dream...and perhaps a massive deflection to Verizon will help speed things along).
Plus, it's just another choice for users. I may not use my phone as a phone all that often, but lots of AT&T users do. I bet this reduces the overall cost of a plan for some iPhone users, particularly those on a family plan.
more...
AppleFanatic10
Feb 6, 04:22 AM
http://farm6.static.flickr.com/5011/5420583819_48f68c7c17.jpg (http://www.flickr.com/photos/9356443@N05/5420583819/)
wrldwzrd89
Feb 15, 12:56 PM
bousozoku and all the other new moderators:
You are exactly what the forums needed to deal with the wave of spammers that have been striking as of late. I remember one member in particular (I won't name which one) had a post average of over 60 per day shortly after being banned. I know this because I checked that user's profile. 60 per day is almost surely spamming when even Mr. Anderson can't manage more than 16 legitimate posts per day - I haven't found any more active member.
You are exactly what the forums needed to deal with the wave of spammers that have been striking as of late. I remember one member in particular (I won't name which one) had a post average of over 60 per day shortly after being banned. I know this because I checked that user's profile. 60 per day is almost surely spamming when even Mr. Anderson can't manage more than 16 legitimate posts per day - I haven't found any more active member.
more...
Twowildman21
Dec 26, 02:23 PM
Very Awesome Christmas!
I got:
Macbook Pro 17" i7 256GB SSD 8GB RAM High Res Anti Glare
Kindle 3 with Marware Case
Timbuk2 Command Bag
Tron Legacy Addidas Hoodie
Chicago Blackhawks Winter Hat
Final Cut Keyboard Cover
The Macbook is insane, and I am not much of a reader but already bought Fight Club and have been reading that like crazy, so maybe I will get back into reading more. Good to spend time with all the family before I go off to college next year.
I got:
Macbook Pro 17" i7 256GB SSD 8GB RAM High Res Anti Glare
Kindle 3 with Marware Case
Timbuk2 Command Bag
Tron Legacy Addidas Hoodie
Chicago Blackhawks Winter Hat
Final Cut Keyboard Cover
The Macbook is insane, and I am not much of a reader but already bought Fight Club and have been reading that like crazy, so maybe I will get back into reading more. Good to spend time with all the family before I go off to college next year.
bbergie
Jan 10, 05:30 PM
The keynote was certainly not void of worthy content, and Jobs was masterful in his delivery. But I was surprised at what the keynote presentation lacked:
more...
Carole Middleton Before
kate middleton weight loss
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weight before and after.
kate middleton weight loss
more...
kate middleton weight loss
kate middleton weight loss.
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kate middleton weight loss
kate middleton weight loss
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kate middleton weight loss
we hope Kate#39;s weight loss
kate middleton weight loss
more...
rdowns
Mar 23, 04:48 PM
Bertrand's accent is really funny.... I remember him saying: Snaw Lepawd... Also, wasn't he one of the CEOs of BE, Inc??
He helped found Be, right? I do know he was responsible for not allowing G5's to run Snaw Lepawd.
Uh, no.
http://en.wikipedia.org/wiki/Jean-Louis_Gass�e
Jean-Louis Gass�e (born March 1944 in Paris, France) is a former executive at Apple Computer, where worked from 1981 to 1990. He is most famous for founding Be Inc., creators of the BeOS computer operating system. After leaving Be, he became Chairman of PalmSource, Inc. in November, 2004.
He helped found Be, right? I do know he was responsible for not allowing G5's to run Snaw Lepawd.
Uh, no.
http://en.wikipedia.org/wiki/Jean-Louis_Gass�e
Jean-Louis Gass�e (born March 1944 in Paris, France) is a former executive at Apple Computer, where worked from 1981 to 1990. He is most famous for founding Be Inc., creators of the BeOS computer operating system. After leaving Be, he became Chairman of PalmSource, Inc. in November, 2004.
HighwayChile
Apr 25, 12:19 AM
Wirelessly posted (Mozilla/5.0 (iPhone; U; CPU iPhone OS 4_3 like Mac OS X; en-us) AppleWebKit/533.17.9 (KHTML, like Gecko) Version/5.0.2 Mobile/8F190 Safari/6533.18.5)
Have people maybe stoped to think, that we may not get a new model this year? That the reason they are putting out the white model now, is to cover the fact we won't see a update till next year?
It could mean that the iPhone 5 will keep the same form factor as the iPhone 4. If it dose they can easily use the white outer shells they are now making for the iPhone 4 in the iPhone 5.
Have people maybe stoped to think, that we may not get a new model this year? That the reason they are putting out the white model now, is to cover the fact we won't see a update till next year?
It could mean that the iPhone 5 will keep the same form factor as the iPhone 4. If it dose they can easily use the white outer shells they are now making for the iPhone 4 in the iPhone 5.
more...
RedReplicant
Apr 3, 05:31 PM
http://i.imgur.com/VcFLo.jpg
Kilamite
Nov 11, 10:29 AM
Given the length of the original message and the terseness of Jobs' reply, it suggests that either he doesn't give a crap, or the iPad's virtual keyboard is a bit pants to type on.
Jobs always replies with short and sometimes witty responses.
Jobs always replies with short and sometimes witty responses.
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x704
Sep 30, 10:52 AM
indeed this is good for apple...
I still want a CAM program for the mac. Currently there is none available on the mac platform. If apple computers are getting corporate attention then a CAM might be closer then I think among other things that could use better support.
I still want a CAM program for the mac. Currently there is none available on the mac platform. If apple computers are getting corporate attention then a CAM might be closer then I think among other things that could use better support.
robbieduncan
Apr 9, 01:09 PM
Can you post a screenshot of what you mean?
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dXTC
Apr 7, 02:27 PM
Best sit in arcade game ever !!!!
I must admit that the sit-in version did give that in-the-X-Wing-cockpit feeling. My favorite sit-in, though, was Omega Race.
By the way, InuNacho, yes, the original sounds for Yar's Revenge left a lot to be desired. However, Yar's Revenge was IMHO the best original (i.e. not adapted from an arcade version) Atari 2600 sci-fi game in terms of gameplay.
...Debate, anyone?
I must admit that the sit-in version did give that in-the-X-Wing-cockpit feeling. My favorite sit-in, though, was Omega Race.
By the way, InuNacho, yes, the original sounds for Yar's Revenge left a lot to be desired. However, Yar's Revenge was IMHO the best original (i.e. not adapted from an arcade version) Atari 2600 sci-fi game in terms of gameplay.
...Debate, anyone?
Rodimus Prime
Apr 30, 10:23 AM
And you seem to only believe that there is only one company can provide Apple it's components?
There are loads of them.
And look at what Apple are doing with screens - they are sourcing parts from multiple companies to make the numbers. Which is exactly how Samsung will be taken apart if needs be.
However, that won't happen anytime soon as Samsung are in cast iron contracts to supply. Samsung defaults, and it will be in a world of financial hurt, far more than pesky patent rows. It will be up against a multi billion dollar default that will make BPs payout in the Gulf look like small change.
Oh again you have no idea how things work in that area.
Even with Samsung in a contract Samsung can still "delay" shipments and if Apple ever needs a rush order... Well opps that not going to happen.
When you piss off supplier or force them to do things it is when shipments become late, delayed and they are not willing to do anything that helps you out.
From working in an industry that used supplier and contract I saw and learned what can and does happen first hand when you piss off your suppliers and the worse part is they can all do it with in the bounds of the contract.
Samsung for example is going to be given so many days late on a shipment before punishment. They also will have a claus in there that accounts for some act of god happening and not getting punished, Japan earthquake for example has given them a pretty wide latituid to be a little late on shipments and receive zero financial punishment.
Breaking the contract would more than likely only be a few million in punishment fees.
Also as it has been pointed out before no one else can really pick up the slack. The entire market for those chips there has been a shortage for years. No one has covered that slack they are struggling across all company involved in production to keep up with the demand from multiple suppliers. Apple is less than 5% of the total market in what is bought up there. When you only are a buyer for less than 5% of the market that is in short supply you have zero control and does not mean someone else can even pick up the slack.
There are loads of them.
And look at what Apple are doing with screens - they are sourcing parts from multiple companies to make the numbers. Which is exactly how Samsung will be taken apart if needs be.
However, that won't happen anytime soon as Samsung are in cast iron contracts to supply. Samsung defaults, and it will be in a world of financial hurt, far more than pesky patent rows. It will be up against a multi billion dollar default that will make BPs payout in the Gulf look like small change.
Oh again you have no idea how things work in that area.
Even with Samsung in a contract Samsung can still "delay" shipments and if Apple ever needs a rush order... Well opps that not going to happen.
When you piss off supplier or force them to do things it is when shipments become late, delayed and they are not willing to do anything that helps you out.
From working in an industry that used supplier and contract I saw and learned what can and does happen first hand when you piss off your suppliers and the worse part is they can all do it with in the bounds of the contract.
Samsung for example is going to be given so many days late on a shipment before punishment. They also will have a claus in there that accounts for some act of god happening and not getting punished, Japan earthquake for example has given them a pretty wide latituid to be a little late on shipments and receive zero financial punishment.
Breaking the contract would more than likely only be a few million in punishment fees.
Also as it has been pointed out before no one else can really pick up the slack. The entire market for those chips there has been a shortage for years. No one has covered that slack they are struggling across all company involved in production to keep up with the demand from multiple suppliers. Apple is less than 5% of the total market in what is bought up there. When you only are a buyer for less than 5% of the market that is in short supply you have zero control and does not mean someone else can even pick up the slack.
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Surely
Aug 20, 10:46 PM
I've never heard of that venue. Google time.....
They're a solid band..... enjoy.....
:cool:
They're a solid band..... enjoy.....
:cool:
thepf
Feb 23, 03:43 PM
I recently got a Pro with Logic and Garageband to do a bit of basic music production in my spare time. I've started from scratch, so I've been experimenting with garageband, and I was wondering how you can directly transfer Loops to the Keyboard, as in having up side by side, as I cant seem to find this.
Rowbear
Feb 25, 05:52 AM
Hi and welcome.
I'm kinda new myself and love it :)
I'm kinda new myself and love it :)
JGowan
Apr 13, 09:50 AM
thanks for continuing to screw us 3gS owners over Apple...
My phone is on its last leg, dropping calls all of the time, have to charge it 3 times a day. If I had known this, I would have already bought a 4...If I had known that Apple was selling at $7/share in 2001 and would be at $350/share today, I'd be a rich man.
Apple owes you nothing. They don't announce anything anyway, so this is nothing new. Just, chill out. If you need a phone, go get a phone. The iPhone 4 is incredible tech. If you want to wait for the latest and greatest, buying something used and stick your sim card in it to get you through.
My phone is on its last leg, dropping calls all of the time, have to charge it 3 times a day. If I had known this, I would have already bought a 4...If I had known that Apple was selling at $7/share in 2001 and would be at $350/share today, I'd be a rich man.
Apple owes you nothing. They don't announce anything anyway, so this is nothing new. Just, chill out. If you need a phone, go get a phone. The iPhone 4 is incredible tech. If you want to wait for the latest and greatest, buying something used and stick your sim card in it to get you through.
Medium Rare
Feb 21, 03:16 PM
Anyone have an email address to send a request for the addition of a radio station to iTunes ?
Thanks in advance
Thanks in advance
chinoky
Dec 17, 06:28 PM
hi all,
I've done abit of researching but thought id ask for opinions first before going ahead with it. I got a ipod touch 3g on ios 4.0.2 whats the best way of jailbreaking it??
as i understand it 4.0.2 cant be jailbroken on ipod touch 3g so i think the best way is to upgrade it to 4.1 then use limera1n. Is this correct?? if so how do i upgrade to 4.1 as itunes will automatically install 4.2.1? can i use restore left shift and choose 4.1 firmware that ive downloaded separately and if so do i lose everything in the process.
thanks for any advice
I've done abit of researching but thought id ask for opinions first before going ahead with it. I got a ipod touch 3g on ios 4.0.2 whats the best way of jailbreaking it??
as i understand it 4.0.2 cant be jailbroken on ipod touch 3g so i think the best way is to upgrade it to 4.1 then use limera1n. Is this correct?? if so how do i upgrade to 4.1 as itunes will automatically install 4.2.1? can i use restore left shift and choose 4.1 firmware that ive downloaded separately and if so do i lose everything in the process.
thanks for any advice
zacman
Apr 28, 10:30 AM
Name 1 Android device with sales figures like the iPhone 4.
HTC Thunderbolt outsold the iPhone 4 on Verizon.
HTC Thunderbolt outsold the iPhone 4 on Verizon.
withnail
Nov 1, 10:39 PM
You should only use that option to convert AIFF CD Audio files NOT mp3 files. Your quality will go in the toilet if you try to convert mp3 directly to AAC at any bit rate. Plus it does take a long time to make that crappy conversion.
True - I imagine that it would indeed. I already turned the option off because it didn't seem like it would be too helpful...
True - I imagine that it would indeed. I already turned the option off because it didn't seem like it would be too helpful...
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