Tuesday Morning with Paul Westcott

I think that Paul Westcott is one of the best radio personalities today.  No doubt about it — if you like to know what’s happening.

I’m on Paul’s show on WTAG AM and FM this morning.  Some of the subjects we hope to get to:

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Apple Release New iMac With No Fanfare


New iMacs are available today via Apple’s online store.  These are the fastest iMacs ever, and use Intel’s latest 4th generate quad-core processors, the fastest WiFi ever as well as high-speed PCIe flash storage.  I want one :-)

  • Processor: quad-core Intel Core i5 processors up to 3.4 GHz, optional quad-core Intel Core i7 processors up to 3.5 GHz
  • Display: 21.5-inch (diagonal) LED-backlit display with IPS technology; 1,920 x 1,080 resolution or 27-inch (diagonal) LED-backlit display with IPS technology; 2,560 x 1,440 resolution
  • Graphics: Intel Iris Pro on base 21.5-inch model, NVIDIA GeForce GT 700 series graphics with up to 4GB of video memory
  • Memory: 8GB (two 4GB) of 1600MHz DDR3 memory, configurable up to 32 GB
  • Storage: 1TB (5,400-rpm) hard drive. Configurable to 3TB hard drive, 1TB or 3TB Fusion Drive; or 256GB, 512GB or 1TB of flash storage. Flash storage is PCIe.
  • Wireless: 802.11ac WiFi wireless networking that is IEEE 802.11a/b/g/n backwards-compatible; Bluetooth 4.0 wireless technology


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Had a Denied Warranty Claim at the Apple Store for iPhone or iPod With “Water Damage”?

This past April, Apple agreed to the terms of a US$53 million class-action settlement stemming from Apple’s warranty practices regarding water damage on older-generation iPhones and iPod touches.

Both the iPhone and iPod touch contain Liquid Contact Indicators which change color when they come into contact with water. The crux of the issue, however, is that these Liquid Contact Indicators were also prone to change color in humid environments.

To qualify for a cash refund, you must: (a) be a United States resident; (b) Apple denied warranty coverage for your iPhone on or before December 31, 2009, OR for your iPod touch on or before June 30, 2010; (c) when it was submitted to Apple for warranty coverage, your iPhone or iPod touch was covered either by its original one-year limited warranty or by an AppleCare Protection Plan; and (d) Apple denied warranty coverage because Apple stated that your iPhone or iPod touch had been damaged by liquid.

The chart below is instructive, but note that the amounts are subject to change depending on how many folks actually file claims.

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Android’s Market Share Isn’t What It Seems

Image representing Android as depicted in Crun...

by John Kirk

Take a gander at some of these recent tech headlines:

– Android is crushing Apple and Microsoft in the mobile device market
– Android looks like it’s winning
– CHART OF THE DAY: The iPhone’s Market Share Is Dead In The Water
– Despite its upmarket history, Apple needs to compete on price
– Gartner: Apple falls below 20% in smartphone market share
– Harvard Liquidates Apple Stake After IPhone Sales Lose Steam
– How Apple Is Losing Mobile
– IDC: Apple’s share of worldwide tablet market drops under 40%
– iPhone growth stalls as Android continues to nip away at Apple’s market share
– iPhone Market Share Stuck At 18%
– Nearly 75% Of All Smartphones Sold In Q1 Were Android
– Sharp to seek Samsung edge for survival as Apple sales lose steam
– Why Android Is Winning The Tablet Wars

I could link to a dozen more headlines just like them. These headlines – or their underlying articles – all have two things in common:

1) They contend that Android is winning and Apple’s iPhone is in deep, deep trouble; and
2) They point to market share as the sole or primary basis for their conclusion.

Bottom-line? The metrics are wrong. It isn’t how many have jumped onto Android, it’s what kind of revenue it can generate.

– See more at: TechPinions

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Apple’s Identity Crisis – As Earnings Decline, Investors Pay Attention to a Lack of New Products

Image representing Apple as depicted in CrunchBase
Jessica E. Lessin, jessica.lessin@wsj.com

It’s all about how Apple is positioned by investors and the marketplace.

If it continues to be seen as a hardware business, Apple’s streak—driven by products like the iPhone and iPad—could run out quickly as smartphones and tablets get commoditized and consumer tastes change. It is a lesson learned by companies like BlackBerry-maker Research In Motion Ltd., whose tech hardware was quickly eclipsed by products from Apple itself.

If Apple is classified as a software-hardware hybrid, the company could be valued more like Internet and software makers that have recurring revenue streams and that often trade at higher price-to-earnings ratios than hardware firms.

“The market views Apple as a consumer hardware company tied to product cycles that drive volatile revenue and earnings streams,” says Morgan Stanley analyst Katy Huberty. But that view isn’t complete, she says, since “Apple customers buy into a brand that offers ease of use similar to companies like Amazon.com or enterprise companies like NetApp.”

Apple has characteristics that differ from many other hardware businesses. Its customers often upgrade their Apple products annually, far more frequently than the four-year PC upgrade cycles typically found at tech hardware businesses including Hewlett-Packard or Dell.

The history of hardware companies that stayed on top through software is short. Sony Corp., 6758.TO +2.14% for instance, lost its supremacy to Apple when the Walkman couldn’t compete with iTunes and the iPod. RIM enjoyed huge sales spurred by its email service, only to have that eclipsed by Apple and its App Store.

Now, some say there are signs Google Inc. GOOG +1.91% may do the same to Apple with online services. Piper Jaffray analyst Gene Munster says Apple builds great software, but gets a “C” on software services like data syncing service iCloud.

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