Are you a 12 year old?

Have you anything to state that includes and displays a modicum of intellectual capacity?

Why did I waste five minutes of my life reading the above twaddle?

Why am I even posting a comment?

Who will win Euro 2008?

Magnum opus?
Well, the same old sostenuto banging on the anti Apple drum dismisses the music, the innumerable solecisms elevating out of this heady and solipsistic work eschews any visual artistic value; which only leaves literature … Some where between a tragedy and fiction.

A tragic fiction, maybe?

Please feel free to answer my loving questions, I know that you want to and you know you want to.

You will wont you?

I still have that jar of condiments for you.

Google is your enemy and mine, they are a hegemonic swarm that needs to be defeated. Luckily the operators hate and fear them even more than they do Apple.

Mobile phones have GPS chips, which enables all kinds of location-based services and advertising. It’s no coincidence that Google has invested a lot of money and effort into mapping. They are implementing StreetView into Android, with the ultimate result coming close to an early form of augmented reality.

See: http://www.alleyinsider.com/2008/6/apple_and_googles_awkward_mobile_marriage_aapl_goog and especially the associated YouTube video.

Ever watch American football games on TV? You can see the first-down line painted in yellow… but it exists only on your TV screen, not on the football field itself. Now imagine that sort of thing all over downtown Manhattan, with virtual yellow arrows painted on the sidewalk, guiding you to the nearest Thai restaurant, and Google collecting a fee for sending you there.

Google is notorious for lack of focus, but I think they very much see this sort of this as absolutely central to their long-term future. A future where a computer isn’t something that sits on a desk, but something you wear.

If there’s an iPhone killer here, it’s Google, not Nokia. Nokia’s efforts here will be like the Microsoft Zune MP3 player to Apple’s iPod, easily defeated. By contrast, in some medium-term future Android-enabled devices might even be subsidized down to zero price as Google and the mobile phone operators split the ad revenues, and how will the iPhone hardware sales compete with that?

Still, Apple is very clever at making devices that click with consumers, that just “feel” right. They own the consumer, they have a big head start, and their prospects are excellent if they have a plan to respond to Google’s strategy.

long AAPL short HTC. now there’s a trade!

You write: “Screwing AT&T post-launch very likely was part of Apple’s business model from the beginning.” you are probably right, but this just shows how arrogant Apple is. Screwing your key distribution partner is not generally thought of as smart.

“the current situation is unfolding according to plan.” You think the plan involved losing market share in Q1? 3 quarters into the life of the handset?

“Before you bet on an iPhone killer, consider the singular lack of success of would-be iPod killers.” The MP3 player category was dominated by subscale hardware only guys. Apple got an immediate scale advantage it could surf on. It was a one-in-a-million shot that worked. Mobile phones are a much harder market to dominate, with smart, deep-pocketed scale players.

“Patent pending” maybe, but no-one in this market cares. Samsung and LG won’t. Plus there are other patent families to cross license. Synaptics has been doing this for a while. Plus it must be FRAND licensed. By the time we get to the end of a process like this and find out if you are right or not, years will have passed. Nokia prefers thumbs, by the way.

“consider all the people you see walking down the street while talking into their phones. You can’t do that with an iPhone” Really? It’s even worse a product than I thought!

“it’s not even clear that Nokia sees competing directly with Apple as its top priority”. Oh yes it is. I met them. They told me. It’s the only thing they get asked at conferences, “when are you going to have a iPhone killer?” The CFO must be sick of it. Have you seen the stock?

But anon, thanks so much for commenting. I consider this post to have been my magnum opus, something people will have talked about long after AAPL has filed for Chapter 11 or gets bought out by IBM for $25 (pre reverse split). “Oh you know, Baruch? Who that guy who nailed Apple before anyone else? ” That’s what they’ll be saying. I am baffled no-one cares.

The sales channel through AT&T is nice, but hardly essential: Apple is a consumer electronics company and they have plenty of other sales channels. This item is moving off the shelf due to consumer pull, not middleman push.

What Apple does better than anyone else is creating a user experience that consumers crave. This is not at all easy to get right; the world is awash with hard-to-use electronic devices with clunky interfaces and too many buttons (you probably own some). Before you bet on an iPhone killer, consider the singular lack of success of would-be iPod killers.

Not to mention Apple will likely have a thicket of IP protection in place. Resizing windows with a pinching motion of your fingers? Patent pending, undoubtedly.

Nokia sells more handsets in a week than iPhone has sold since launch, and they are betting big on emerging markets, including (surprise) Africa. In any case, a plain old mobile phone is a different animal than an iPhone: consider all the people you see walking down the street while talking into their phones. You can’t do that with an iPhone, and you can’t shrink an iPhone beyond a certain size because its screen has to be legible. Ordinary mobile phones and iPhones are fundamentally different product categories. In other words, it’s not even clear that Nokia sees competing directly with Apple as its top priority.

Obviously the stock goes up first, however.

It takes a brave man to go against conventional wisdom, but you hit the nail on the head.

Plus, a Spinoza fan, impresive