Thursday, September 14, 2006

Steve Jobs威脅全世界

相信沒有多少間IT公司召開的記者會,比蘋果CEO Steve Jobs親自主持的記者會更能引起投資者,以及競爭對手的注目。因為每次Steve Jobs高調公布新招,都會令到對手疲於奔命,又要「諗橋」,想想怎樣去抄或者應付Steve Jobs的好橋。

這次Steve Jobs又一次發揮令他的對手望塵莫及的本領,除公布極好用的iTunes 7新版,將他自己持最大股權的迪士尼集團旗下電影,全部放在iTunes Store開賣,推出一系列新款iPod,更公布了一樣,不只微軟會「打冷震」的新產品,那樣叫iTV 。iTV樣貌似是一部壓扁了的Mac Mini,可以讓家居用戶,透過無線網絡,或者USB,控制iTunes軟件的運作,除用來觀賞電影,還可以買歌,買片,簡直是甚麼也可以。該產品所用的介面,正是在新版Mac之中,令人眼前一亮的Frontrow,以及Coverflow。明年一月推出的iTV有何突破性功能,恐怕要等明年公布才知詳情。不過,單睇外形同Mac Mini綑綁銷售也不出奇,因為實在同Mac Mini太登對。

iTunes攻入客廳,人人都可用遙控器買片的代價是,除DVD影碟店很快會消失(因為未來迪士尼的電影片,有DVD版就一定有iTunes版),即使有線電視台的VOD(自選影像Video On Demend)服務全部都會收到威脅。

日後你只需託朋友買張美國版或遲些推出的日本版iTunes Prepaid Card,就可以買到美國任何一部最新電影,透過download來慢慢煲好戲,還要now寬頻或有線寬頻(1097)自選影院服務作啥?全世界VOD可能被Steve Jobs「搞到」消失,日後有線電視台最大作用可能只剩下睇波!如果香港的電影人不盡快將電影放上iTunes,相信將會走漏商機,DVD這項發明很大可能變成明日黃花。除微軟目前不知怎應付外,看看Steve Jobs連屋企的電視都吞埋落肚,料很多電影公司會在iTV推出前快快同蘋果達成協議。這次除蘋果受惠外,就是造硬碟的公司可分一杯羹,像Seagate、Western Digital、Hitachi Global Storage(前身是IBM硬碟部門)等,為甚麼?皆因套套電影至少1GB以上,個個都要超大硬碟儲片,不買新硬碟怎算?這三間公司今次要多謝Steve Jobs了。

濠賭股埋牙見真章

濠賭股曾幾何時被視為必勝投資,看新濠(200)股價翻幾番便知。不過醜婦終須見家翁,當各大賭業巨頭紛紛落腳馬交,真正考驗開始了。率先登場的新濠已告訴投資者開賭也有輸的時候,因不再向澳門博彩提供老虎機安裝服務而需作出9,000萬元無形資產減值,及新賭場建設經營開支達3,150萬元而構成虧損。但銀河娛樂(027)昨公布的中期業績叫大家清醒過來。該股大蝕7.34億元,當中為賭牌攤銷達4.95億元,還有行政支出和融資費用分別達1.17億和2.89億元。從簡單數字來看,上述支出於下半年難免會再出現,加上星際酒店10月開張,料折舊支出也跟隨向上。無疑,新賭場開幕後財源自然滾滾來,連主席呂志和在業績發布會上也表明不擔心客源,即使賭場多,酒店多,旅客也增加很多,而逾90%中港同胞絕對是其客源,故不怕競爭。但外國賭業巨人非同小可,搶客難免,奈何固定支出漸增,像電訊營運商般,投入資金不菲,收回成本需時,能否幫股東賺大錢要開始計數。投資濠賭股不能再視作「概念股」,皆因大家已經埋身肉搏。

(9月14日刊於《am730》)

11 Comments:

At 12:04 AM, Anonymous Uncleray888 said...

Why Steve Jobs don't bring iTunes store to HK? I really looking forward for that happen.

 
At 1:37 PM, Anonymous Anonymous said...

我覺得iTV應該以能夠播放1080p影片作號召。

 
At 7:44 PM, Anonymous Anonymous said...

不要傻啦,全世界不是只有 Walt Disney Pictures 一個發行商,如果威脅全世界電影,DVD市場?

 
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