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Deja Vu

 
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  • Apple Pay - Taking A Bite Out Of Payments [View article]
    What! No breathless predictions of Apple destroying the revenue of Visa/MC? No prediction of "$40 billion in revenues by 2017 from Apple Pay?", no predcition of "this will add 50% to the current stock price?" Sir you do injustice to the breathless retail bulls and the "To the moon, Alice!" analysts on Wall Street.
    Sep 11 09:00 AM | Likes Like |Link to Comment
  • Apple Pay: The Only Wallet With Potential To Gain Widespread Adoption [View article]
    Curious you did not mention MCX? Merchants making up the MCX are developing their own NFC payment system. MCX merchants are prohibited from installing any other NFC based systems.

    A few of them are Walmart, Samsclub, Kohls, Bestbuy, 7/11, Dunkin Donuts, Exxon Mobil, Lowes, Hobby Lobby, Michaels, CVS, Conoco, Wendys, Southwest, Sunoco, Old Navy, Olive Garden, Sears/Kmart (hahaha here), Target (they accept Apple pay only in apps, not in stores), baskin robbins, bed bath & beyond etc etc etc

    Apple Pay is unlikely to be accepted at far more places than where it will be accepted...as of right now...

    Also, the single use token based system from Visa is going to be offered to all platforms not just Apple.

    http://bit.ly/WKy3hK

    Also not to mention, for instance, Samsung S5 has a fingerprint reader and NFC and will have the token system so much touted by Timmaay, and can roll out a exactly similar (or better) capability as Apple Pay.

    Not to mention that retailer are not wild about having to pay one more middleman after paying issuing bank, Visa/MC/ card processor and now adding Apple too?

    http://reut.rs/WKy4lY

    Also Apple's current market share is 40% in the US and about 10% or less worldwide. Assuming 50% adoption of Apple Pay (Huge I know) even then 80% of people will not use the Apple Pay Terminals in US and 95% of people will not use Apple Pay terminals elsewhere in the world. Why should merchants install, train, maintain and pay fees for such a small segment?
    Sep 10 06:11 PM | Likes Like |Link to Comment
  • Apple Watch Is Finally Here [View article]
    Yes I forgot, people will opt for higher memory sizes. I'm used to Samsung and the microSD card.
    Sep 10 10:41 AM | Likes Like |Link to Comment
  • Apple Watch Is Finally Here [View article]
    I am sure Apple will have 2 barn burner quarters with holiday season plus china new year. Apres cela, le deluge
    Sep 10 10:26 AM | 1 Like Like |Link to Comment
  • Apple Watch Is Finally Here [View article]
    I'm having difficulty seeing an average family forking over $800 for 4 phones on 2 year contracts and paying another $1400 plus taxes for 4 watches
    Sep 10 09:44 AM | 9 Likes Like |Link to Comment
  • Apple analyst buzz mostly positive, Pac Crest sees lack of new profit drivers [View news story]
    trading patterns suggest distribution from big players to retail.
    Sep 10 09:08 AM | 3 Likes Like |Link to Comment
  • One more thing: Here comes the Apple Watch [View news story]
    Pathetic doesn't even describe the Apple Watch. For this ugly thing they hired designers headed by the sainted Jonny Ive? I expect to see the earth shaking about SJ's grave about midnight tonight as he climbs out to chastise TC for making Apple a laughing stock. The phones were adequate (nothing great). But the watch was a joke par excellence
    Sep 9 04:48 PM | 6 Likes Like |Link to Comment
  • Confessions Of A Herbalife Distributor 2.0 - Inside The Recruiting Cartel [View article]
    I'm a little surprised that these MLM companies don't change the terminology. By now all these terms like "Royalty Override, upline, downline, volume points, distributor allowance" etc have started to be closely associated with MLM's. By switching the terminology and the pay scheme ever 2-3 years, they could make it much more difficult for people to understand what they are doing. I mean it would be hard for a paper or report critical about the MLM industry to be relevant if every single industry term referenced was changed. And the MLM industry could say with a straight face "All that stuff mentioned in XYZ, we don't do any of that anymore"

    Completely unrelated to the above discussion, I read an article about Nigerian scammers deliberately using well known nigerian scams, terms, and tricks to "self filter" out even the slightly wary leaving them with a pool of totally unwary people who had never heard of a Nigerian scam. Nigerian scams have no bearing on any MLM company nor do I imply anything like it. Just a tangential digression on my part.
    Sep 8 01:54 PM | 5 Likes Like |Link to Comment
  • Cincinnati Bell Offers Good Value And Opportunities For The Future [View article]
    Even in relatively new suburbs like Mason, there is still only copper running to the houses. Where is CBB going to find money to lay fiber optic?
    Sep 7 07:39 AM | Likes Like |Link to Comment
  • Hot Coffee [View article]
    "Coffee drinking is a sign of “trendiness” in emerging markets (e.g. India)"

    Thanks. That statement helped me value this article.
    Sep 7 07:30 AM | 1 Like Like |Link to Comment
  • Cincinnati Bell Offers Good Value And Opportunities For The Future [View article]
    How do you compare the share price derived from shareholders equity, which is net of assets - liabilities, by just comparing the value of one asset? What about the liabilities on the book per share?

    CBB has 2.1 B of assets and 2.8B of liabilities. It has a net stockholders equity of negative 700 million making the shares worth negative money on the books.

    Cherry picking one asset and comparing to the stock price which should be reflective of both assets and liabilities just doesn't make any sense. At this point, CBB is trading well above book value of assets - liabilities.

    CBB has a history of making disastrous acquisitions, and the wireline business has been shrinking for years, even if now and then it shows a few green shoots. The wireless business is soon going to be gone. CBB will be competing against Time Warner for the cable business. I'm pretty sure the wireline business will be sold at a discount down the road too. I read somewhere that CBB spun off its consulting business All that will be left is CBB the holding company holding a stake in CyrusOne.

    Cassidy & and the bunch on 4th street will find a way to put that stake in their pockets soon enough.
    Sep 5 07:47 AM | Likes Like |Link to Comment
  • Court ruling permits Yelp to manipulate ratings [View news story]
    Yelp will be making more offers that businesses can't refuse. It's "our thing".
    Sep 5 06:50 AM | 1 Like Like |Link to Comment
  • Twitter gains after CFO hints at major product changes [View news story]
    so long as whatsapp remains ad free it will remain after text, voice, email, the 4th most convenient option. who needs twitter group chat?
    Sep 4 03:14 PM | Likes Like |Link to Comment
  • Tibco +6% AH; strategic review officially launched [View news story]
    Thanks Chris...TIBX has been on the block for a while now regardless of Loeb...no takers so far I think...mgmt is now basically hanging out the biggest "For Sale" sign and attaching balloons...soon there will be a "Buy Here, Pay Here" sign too.
    Sep 4 11:21 AM | Likes Like |Link to Comment
  • Tibco +6% AH; strategic review officially launched [View news story]
    I thought loeb was in the stock and this thing was on the block a while ago. why the 6% pop?
    Sep 3 05:00 PM | 1 Like Like |Link to Comment
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