shownotes_20101021

Opening
  Opening Music
    Music is "Say Anything" by Manda and the Marbles
    Band's MySpace page
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News
  Apple 4th Quarter Results
    Before the Q and A Jobs said some things
    I think he might listen to the show. :)
      10" is the minimum size for a tablet based on Apple's research
      7" tablet is a "tweener"
        too small to offer significant advantages over a smartphone
        screen can't best "describe" the apps
        too big to offer portability advantages or replace smartphones
      Tablet makers will replace 7" models within a year leaving developers and customers with abandoned products
    Record setting numbers
      Records for Mac, iPhone, and iPad unit sales
        3.89 million Macs up 27% year over year
        14.1 million iPhones up 91%
        9.05 million iPods. Down 11%
        4.19 million iPads.
        250,000 Apple TVs
      20.34B in revenue resulting in 4.3B in quarterly profit
        Compared to last year which was 12.21B in revenue and 2.53B in profit
      Gross margins were down from a year ago at 36.9% vs. 41.8%
        Largely due to new iPhone designs and aggressive pricing on iPads
      57% of revenue came from International sales.
    Q and A highlights
      Jobs believes iPad will effect notebook business. If not now at some point.
        Effect, but not replace
        New model of computing. General purpose, but "big"
        iPads already out sold Mac units in this quarter.
        Surprised at business adoption of iPad
      Apple TV selling well so far
        $99 price point and Airplay update making it more "enticing"
      Plans for the $51B cash on hand
        A strategic opportunity will come along and Apple can react.
      Market share aspirations and competition
        Jobs reiterated that Apples goal is to make the "best" products that they know how to make
        Make them in a way that they are easy to use
        Apple doesn't aspire to be the biggest, just the best.
        "Relentless improvement" of products and will lower prices when possible.
        Will not chase market share if it means making an lesser product.
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Feedback, Comments and Commentary
  Back to the Mac - Ken Ray
    Interview with Ken Ray
    Mac OS Ken
  Back to the Mac - Victor Cajiao
    Interview with Victor Cajiao
    Typical Mac User
    Typical Shutterbug
Closing
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