Comments on: Apple iTV – Intel and NVIDIA Inside http://www.nyquistcapital.com/2007/03/23/apple-itv-intel-and-nvidia-inside/ More Signal. Less Noise. Thu, 02 Apr 2009 12:29:57 -0700 http://wordpress.org/?v=2.9.1 hourly 1 By: Apple iPod Growth 2002-2007 at Nyquist Capital http://www.nyquistcapital.com/2007/03/23/apple-itv-intel-and-nvidia-inside/#comment-1126 Apple iPod Growth 2002-2007 at Nyquist Capital Mon, 09 Apr 2007 16:48:15 +0000 http://www.nyquistcapital.com/2007/03/23/apple-itv-intel-and-nvidia-inside/#comment-1126 [...] The statistical beauty of a log chart is in full effect here. Notice how the adoption rate (slope of line) for new media formats such as TV and Movies follow the same trendline as songs. This is clear, numerical evidence of the platform power of iTunes. The most interesting thing about the Apple TV is how it leverages this platform out of your pocket and into your living room. The guts of the Apple TV clearly show Apple has plans for this hardware beyond being simple a music/video player. (See Apple iTV - Intel and NVidia Inside) [...] [...] The statistical beauty of a log chart is in full effect here. Notice how the adoption rate (slope of line) for new media formats such as TV and Movies follow the same trendline as songs. This is clear, numerical evidence of the platform power of iTunes. The most interesting thing about the Apple TV is how it leverages this platform out of your pocket and into your living room. The guts of the Apple TV clearly show Apple has plans for this hardware beyond being simple a music/video player. (See Apple iTV – Intel and NVidia Inside) [...]

]]> By: Mass Debdator http://www.nyquistcapital.com/2007/03/23/apple-itv-intel-and-nvidia-inside/#comment-1127 Mass Debdator Mon, 02 Apr 2007 12:26:49 +0000 http://www.nyquistcapital.com/2007/03/23/apple-itv-intel-and-nvidia-inside/#comment-1127 NPD just released the numbers for FEB for USA, Wii came top. 335,000 Wiis were sold in the US in February. 228,000 Xbox 360s and Sony 127,000 PS3s. XBox and PS3 are in stock, Wii continues to be on pre-order. I think as they solve their supply problems they'll pull ahead further. Japan numbers are: http://www.m-create.com/jpn/s_ranking.html (Week March 12 to 18 2007) DSL 130,549 Wii 75,571 PSP 41,546 PS3 20,459 PS2 16,961 Xbox360 3,492 Europe I don't know the numbers for, but Wii is still only on pre-order and the other two are in stock. The volume seller is never 'niche'. It's a bloodbath. NPD just released the numbers for FEB for USA, Wii came top.

335,000 Wiis were sold in the US in February. 228,000 Xbox 360s and Sony 127,000 PS3s.

XBox and PS3 are in stock, Wii continues to be on pre-order. I think as they solve their supply problems they’ll pull ahead further.

Japan numbers are:
http://www.m-create.com/jpn/s_ranking.html

(Week March 12 to 18 2007)
DSL 130,549
Wii 75,571
PSP 41,546
PS3 20,459
PS2 16,961
Xbox360 3,492

Europe I don’t know the numbers for, but Wii is still only on pre-order and the other two are in stock.

The volume seller is never ‘niche’. It’s a bloodbath.

]]> By: kyelrm http://www.nyquistcapital.com/2007/03/23/apple-itv-intel-and-nvidia-inside/#comment-1128 kyelrm Mon, 02 Apr 2007 03:58:57 +0000 http://www.nyquistcapital.com/2007/03/23/apple-itv-intel-and-nvidia-inside/#comment-1128 To add to the Wii debdate, Nintendo needs a "must have game" only for their console, which they don't have yet. Until that changes, the Wii will be a niche market. To add to the Wii debdate, Nintendo needs a “must have game” only for their console, which they don’t have yet. Until that changes, the Wii will be a niche market.

]]> By: weekly blog chat - Apple iTV | Eric Schmidt Interview | Vitesse & Semi Hell | FreeMind | « Iain’s Chips & Tech http://www.nyquistcapital.com/2007/03/23/apple-itv-intel-and-nvidia-inside/#comment-1130 weekly blog chat - Apple iTV | Eric Schmidt Interview | Vitesse & Semi Hell | FreeMind | « Iain’s Chips & Tech Fri, 23 Mar 2007 23:30:39 +0000 http://www.nyquistcapital.com/2007/03/23/apple-itv-intel-and-nvidia-inside/#comment-1130 [...] Apple iTV - Intel and NVIDIA Inside- Nyquist Capital Andrew comments on the details provided in AnandTech. [...] [...] Apple iTV – Intel and NVIDIA Inside- Nyquist Capital Andrew comments on the details provided in AnandTech. [...]

]]> By: Andrew Schmitt http://www.nyquistcapital.com/2007/03/23/apple-itv-intel-and-nvidia-inside/#comment-1129 Andrew Schmitt Fri, 23 Mar 2007 22:07:42 +0000 http://www.nyquistcapital.com/2007/03/23/apple-itv-intel-and-nvidia-inside/#comment-1129 I can imagine... Joe consumer powers up hit iTV one day and suddenly he can play tetris, order pizza, you name it. The disruption to the telco incumbents is only just beginning. I can imagine… Joe consumer powers up hit iTV one day and suddenly he can play tetris, order pizza, you name it. The disruption to the telco incumbents is only just beginning.

]]> By: iain http://www.nyquistcapital.com/2007/03/23/apple-itv-intel-and-nvidia-inside/#comment-1132 iain Fri, 23 Mar 2007 21:15:42 +0000 http://www.nyquistcapital.com/2007/03/23/apple-itv-intel-and-nvidia-inside/#comment-1132 * good work spotting this ... very cool. * Looks like they've left lots of room for new applications to be put on this beast. * This will be fun. * good work spotting this … very cool.
* Looks like they’ve left lots of room for new applications to be put on this beast.
* This will be fun.

]]> By: They'll Wii all over EA http://www.nyquistcapital.com/2007/03/23/apple-itv-intel-and-nvidia-inside/#comment-1131 They'll Wii all over EA Fri, 23 Mar 2007 19:26:41 +0000 http://www.nyquistcapital.com/2007/03/23/apple-itv-intel-and-nvidia-inside/#comment-1131 Cool, we disagree, it will make the 'I told you so' more fun! ;) "Wii will only win if the software guys move their resources over to develop for it." Nah, because the DS outsells the PSP by a long chalk. Nintendo's own software development efforts seem to be able to carry their products ahead. (EA's site ea.com current pushes 'the godfather Wii edition, Tiger woods Wii edition....' so they can see the potential of all their sports sims as interactive motion games). Sony/MSFT, can play catchup, but Nintendo won't stand still either. iTunes sells 20 tracks per iPod (= only 2 albums), so I think the iPod is driving iTunes not the other way around. Cool, we disagree, it will make the ‘I told you so’ more fun! ;)

“Wii will only win if the software guys move their resources over to develop for it.”

Nah, because the DS outsells the PSP by a long chalk. Nintendo’s own software development efforts seem to be able to carry their products ahead. (EA’s site ea.com current pushes ‘the godfather Wii edition, Tiger woods Wii edition….’ so they can see the potential of all their sports sims as interactive motion games).

Sony/MSFT, can play catchup, but Nintendo won’t stand still either.

iTunes sells 20 tracks per iPod (= only 2 albums), so I think the iPod is driving iTunes not the other way around.

]]> By: Andrew Schmitt http://www.nyquistcapital.com/2007/03/23/apple-itv-intel-and-nvidia-inside/#comment-1133 Andrew Schmitt Fri, 23 Mar 2007 19:16:29 +0000 http://www.nyquistcapital.com/2007/03/23/apple-itv-intel-and-nvidia-inside/#comment-1133 Wii will only win if the software guys move their resources over to develop for it. My bet is right now, EA and everyone else is telling MSFT and Sony to copy the motion sensitive features and cut console prices or they jump ship. MSFT and Sony, of course, will do this. Anything Wii can do MSFT/SNE can do better. I think Wii is a flash in the pan unless they score some media partnerships. As for iPod losing share, not a chance in hell. AAPL will cut margins before they cede share. Most people view iTunes as an asset, not a nuisance. I tend to agree with you but we are on the lunatic fringe. Wii will only win if the software guys move their resources over to develop for it.

My bet is right now, EA and everyone else is telling MSFT and Sony to copy the motion sensitive features and cut console prices or they jump ship. MSFT and Sony, of course, will do this.

Anything Wii can do MSFT/SNE can do better. I think Wii is a flash in the pan unless they score some media partnerships.

As for iPod losing share, not a chance in hell. AAPL will cut margins before they cede share. Most people view iTunes as an asset, not a nuisance. I tend to agree with you but we are on the lunatic fringe.

]]> By: I want my, I want my, I want my Nintendo Wiiiiii http://www.nyquistcapital.com/2007/03/23/apple-itv-intel-and-nvidia-inside/#comment-1134 I want my, I want my, I want my Nintendo Wiiiiii Fri, 23 Mar 2007 19:05:20 +0000 http://www.nyquistcapital.com/2007/03/23/apple-itv-intel-and-nvidia-inside/#comment-1134 Pretty much agree, the iTV isn't a games console so no competition with the kids to play with it (i.e. less is more in this case vs XBox360), 40GB HD too small, no DIVx, but otherwise very promising. Spec of chip hardware is overkill, the Chinese would make that with half that spec and spend the rest of the money on a bigger hard disk instead. Notice the Wii, as predicted (by me) is winning the games console war. To the extent that I can get a XBox360 or a PS3 (only just, there were 2 in stock), but no a Wii. and I so badly want a Wii! It was launched last year and is still on preorder selling out as fast as it arrives where I am. I've just bought an iPod killer (a generic Taiwanese 2GB ipod with bigger screen, FM Radio, voice recorder, video, 2/3rds the price, and no need of that iTunes software nuisance). I expect that to make a dent in iPod Nano later in the year. So to sum up my view of '07, Wii will win easily. Apple Ipod will lose some market to generic clones. iTV succeeds but not a killer product till next generation. Pretty much agree, the iTV isn’t a games console so no competition with the kids to play with it (i.e. less is more in this case vs XBox360), 40GB HD too small, no DIVx, but otherwise very promising. Spec of chip hardware is overkill, the Chinese would make that with half that spec and spend the rest of the money on a bigger hard disk instead.

Notice the Wii, as predicted (by me) is winning the games console war. To the extent that I can get a XBox360 or a PS3 (only just, there were 2 in stock), but no a Wii. and I so badly want a Wii!
It was launched last year and is still on preorder selling out as fast as it arrives where I am.

I’ve just bought an iPod killer (a generic Taiwanese 2GB ipod with bigger screen, FM Radio, voice recorder, video, 2/3rds the price, and no need of that iTunes software nuisance). I expect that to make a dent in iPod Nano later in the year.

So to sum up my view of ‘07,
Wii will win easily.
Apple Ipod will lose some market to generic clones.
iTV succeeds but not a killer product till next generation.

]]>