Clayton Reeves

Clayton Reeves
Contributor since: 2010
Appreciate the response. I think the quarterly number will have a major impact on the value of the stock, so I appreciate the risks insider stockholders are taking.
Appreciate you reading. I'm not saying that they have reinvented the wheel, but they have made the wheel accessible to the wider public.
Second to...? the Galaxy? Have you played with either phone?
Appreciate you reading. It's hard put an idea forth without being flamed violently.
Viva - Qihoo does not have 1 to 2 percent, they have taken double digits from Baidu, if you believe the reports. That is a major deal. A couple percent would not be a game breaker, but if a new entrant manages to steal 10% of a market share overnight, then I will pay attention!
Thanks for reading, appreciate the response!
The fact that you are saying the iOS (not iPhone 5, iOS was around way before the Galaxy series) copied the Samsung Galaxy S III is really funny. Sure, the GSIII might be better on some accounts (battery, release date), but the iPhone 5 is better on others (size, weight, stability). Also, users love both... so why can't they coexist? Remember the margin Apple makes on their phones is different than Samsung...
GS IV is TBD. The screen size sounds huge for something I'm going to put in my pocket.
If you think Apple copied Samsung... read the news. There are plenty of reasons to prefer Samsung over Apple, but that isn't one of them.
Thanks for reading!
I will check it out - thanks for reading.
It is difficult to be open source and still secure, so true. For now, Apple is the choice of people who don't want to worry about the security and don't care about open system. If Android want's to dominate the dev only environment, Apple will let them.
It's not their target market.
Thanks for reading!
So, a bigger screen is the innovation? That's the next big thing? We've had bigger screens for years.
Have you used the new Samsung phone? Does the Samsung IV 5" screen fit in your pocket? Last time I checked, I had a tablet for a larger screen. The hybrid tab-phone-screen-tab, does not have a market. I have a 10inch screen for my entertainment, and a ~4 inch screen for my business/very mobile (not at home) needs. That might just be me, but I bet that the vast majority of people don't need that extra fifth inch.
If you think that Samsung's screen is all that it has to offer.. then I think you're making my point stronger...
Thanks for reading!
Agreed - and in my time I was actually hesitant to adopt Apple products. What techies ignore is that not everyone in the world is a techie... Apple's ease of use is a major advantage. Although they may be "closed door" to many developers, most developers will jump through hoops to get into their marketplace (because of security and size).
Will this last forever? Maybe not. But you can't argue that it is easier to set up an iPad with your Apple network than it is to set up a Samsung Note with a non-Samsung printer. My mom can't handle the latter (watch your mouths, commenters), and I would venture to guess that many will take this ease of use over supposedly faster processing, screen refresh, video graphics, or any of the other myriad technical specifications that depict alternative products as superior to Apple.
Sorry mate!! Thanks for reading anyways.
I do think it will take something that makes you do a double take to shake competitors loose from their mortal coils... do I think there is a company out there that can do it? Yes. Would I take the field against Apple in the VERY long run... perhaps. But over the medium term (5-10 years) I just don't see a company prepared to bring forth an offering that can knock Apple off it's throne.
Thanks for reading.
The only phones that don't get "horsewhipped" (well put) for not being revolutionary are... Apple phones!! I'm not an Apple fanboy by any means... but isn't that strange?
I've owned several copy cats... and they were good attempts, but they had nothing that the original lacked. The Motorola Razr was thin... but lacked battery life. My Android phones were great, but often came with bloat ware (from bickering between Google and hardware manufacturers) or suffered from short life due to 4G data that their batteries couldn't keep up with (this has changed recently).
You don't hear about these struggles as much as you hear about how far Apple has to fall. Thanks for reading.
Talking about the traditionally high relative value that Baidu has commanded. Price "premium" was probably not the best phrase to use - my apologies! I do agree that by some valuations you can make a strong case that it is trading at a discount.
Thanks for reading!
I agree with the graph comment - who provides the best mobile data then, ComScore?
I definitely think that the two will coexist. MacOS and Windows have coexisted for years. I just think the people writing off Android as a failure (read: mostly AAPL fanboys) are cutting the OS a bit short. It's still early in the game, as you say.
Thanks for reading.
Hey Kenn, great article! I agree that Android might be a better stand alone product, but it simply doesn't have the revenues to stand on it's own right now. I think in order to be successful in the way I expect it to be successful, it will have to lean on Papa Google for awhile, however that might irk the traditional Google investors.
Thanks for reading!
Not much argument here - but I'm not saying that Apple is a bad investment (despite the comments that seem to think so). I think Apple is a phenomenal company. I also agree that this gusher you speak of can be a curse if the company managing it refuses to find more of them, but remember that this cash cow was not "handed" to them, but rather won in rather convincing fashion over hundreds of competitors. Then, they monetized it beautifully.
Hopefully they can apply that same drive and monetization to this, although I agree they've struggled to find their stride in areas other than search.
Thanks for reading!
Sorry about that - I believed the sophisticated readers of SeekingAlpha could read the numbers and realize that the graph was designed to mostly show company names clearly at the expense of being exactly to scale. Anyways, if you don't take the time to read a graph's labels, even if it is exactly to scale, you can't expect to understand the data behind the visualization.
Thanks for reading.
Thanks for the comment. Those questions are designed to feed into the rest of the segment - where I explain why I believe they are doing so. I'm not asking the world to answer them!
Appreciate your context on the scaling, maybe they should work on that. You'll also notice that true to scale, Android would cover more than half of that graphic, and Apple only 1/3.
Sure someone might have introduced a competitive mobile OS... but who has the cash flow and technological know how to produce, support and constantly improve the platform? I'm saying that if an inferior company produced the OS to compete with Apple, they would have been smashed, and Apple would have soaked up more market share at the expense of the overall growth in that market. Also, most companies would not be as able to absorb the conditions that Google must accept when putting their OS onto other companies' hardware.
Thanks for reading.
Thanks for the comment, Common. I agree that it will be a long haul, but there will be a reward a the end of the tunnel. We'll just have to see how long the tunnel is.
Thanks for reading.
I'm not sure there are any nails in Cisco's coffin yet, but I agree, the Nicira purchase is just another sign that traditional switching and routers don't have long on this earth.
Having said that, companies are notoriously slow in terms of updating their network infrastructure in response to new technologies, so I think Cisco has plenty of time to milk some more from their cash cow. I just don't know if they possess the innovation to provide networking services to companies ten years from now when the udder is dry.
Thanks for reading.
What do you think will spark that 50% appreciation? That's the key, isn't it? Thanks for reading.
The more I read about their dilutive stock practices and the lethargic nature of his management over the last ten years, the more I'm inclined to agree. It's SUCH an attractive valuation... I'm just not sure what provides the kick it needs to appreciate. Thanks for reading.
Why do you see correction in grains? I see you refer to it repeatedly, but what reasons do you have for a correction other than the price being higher than it was 2 months ago? Not saying there won't be a correction, but wondering why you're so sure when the Midwest is baking at 100+ degrees and water rights are getting stressed.
I'd say AAPL has more like ~32% of smartphone market. Not that it is necessary for your argument, just an observation.
Well said
Haha, sarcasm noted and appreciated. I can't speak to the individual IQ of those two, as I haven't had the opportunity to meet them. Some of those thoughts on the initial iPhone were shared by many (lack of keyboard, exorbitant pricing, poor battery life, etc.).
However, I would argue that a move from more people to fewer in the decision making process will make grabbing opportunities easier. Luckily, Cisco doesn't have to rely on her prowess in the mobile phone sphere to be successful.
Agreed, if QE3 was being priced we would've seen an equity/commodity rebound... if that pricing (read: up up up) happens today (which it might) then expect some carnage if Bernanke doesn't click "Buy" on Friday.
Nice article, I was bullish of BBY at $35 with similar fundamental valuations for the shares.. I just wonder what catalyst would provoke investors to prop this stock up? I know there are plenty of "reasons," but I feel there must be an "event" to truly get this stock back to value.
Very nice analysis, Eric, and welcome to SeekingAlpha.
The idea that shorts ruin the market is an ignorant one... they serve their purpose in capitalism. This is an idiotic move by frantic, weak governments.