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Archive for February, 2008

Apple 3G Phone - Part 1

Wednesday, February 27th, 2008

Analysts at UBS have been speculating for months about when and if a 3G iPhone will be released. UBS is tossing their opinion into the gauntlet, speculating that the 3G iPhone could be making an appearance within the next six months, with a possible announcement in September. Interestingly, they also make the claim that the 3G chips themselves will be made by German corporation Infineon Technologies AG.

AT&T’s CEO Randall Stephenson said that AT&T will introduce a version of the iPhone next year that can download from the Internet at a faster rate. The device will operate on third-generation wireless networks, Stephenson said today at a meeting of the Churchill Club in Santa Clara, California. San Antonio-based AT&T is the exclusive carrier for the iPhone in the U.S.

http://www.bloomberg.com/apps/news?pid=newsarchive&sid=aAoHevYzQJgw

iPhone Sales History

New Home Sales and Inventory

Wednesday, February 13th, 2008

New Homes Sales and Inventory

Real Gross Domestic Product (from 1999 - 2008)

Wednesday, February 13th, 2008

Real Gross Domestic Product - from 1999 to 2008

Existing Home Sales and Inventory

Wednesday, February 13th, 2008

Existing Home Sales and Inventory Chart

Blu-ray - The Next Gen High-Def DVD format?

Monday, February 4th, 2008

Warner announced it will drop support for HD-DVD format and favor Blu-ray instead. However, it will still continue to release DVDs in HD-DVD format until May. This decision from Warner essentially puts an end to the format war. This time, interestingly, Sony prevailed in the war. Toshiba responded immediately by cutting down its entry-level HD-A3 player from $200 to $149.99. This I think is Toshiba’s idea of getting rid of their inventory (aka fire sale). As I predicted earlier this year, major entertainment companies will pick a winning format by year end instead of continuing to support both formats. I personally believe, Sony’s Blu-ray won the format war and we already begin to see a huge jump in the market share for Blu-ray DVD players.

High Def DVD Market share