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Deja Vu

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  • Apple: Dear iPhone 6, Meet Desay Mirror X5 [View article]
    Jaguar went broke and was sold to's a Tata brand now...
    Jan 15, 2015. 12:02 PM | 5 Likes Like |Link to Comment
  • Apple: Yes To Action Cameras, Beating GoPro Is Easy [View article]
    To address the market for an Apple ("the innovation company" har har) knockoff of GoPro, we should first look at the market for GoPro itself.

    The novelty of GoPro is really wearing off. Search Youtube and you find zillions of hours of GoPro video posted by surfers, dirtbikers, skateboarders, climber etc etc etc. Most of these have little or no hits.

    Frankly, most people don't even have the time to see the video they take themselves, let alone video shot by other people. We are all being deluged by flood of pictures and video. Pictures at least can be skimmed in a fraction of a second. But video being shared really, really sucks.

    I think GoPro should change its name to "GroanPro" for the groans elicited from the audience on which said surfers and other oversharers inflict GroanPro video.

    I don't see the slightest difference for GroanPro type video created by Apple fanbois wearing an Apple brand GroanPro recording thier bike rides, p90x workouts and yoga classes...
    Jan 13, 2015. 11:07 PM | 2 Likes Like |Link to Comment
  • Analysis: Apple Christmas Sales [View article]
    Actually, the market share of Apple in US/Europe is much higher than the rest of the world barring Japan.

    So one may say to stretch a metaphor, iPhone = turkey, android = chicken, week of Christmas = thanksgiving. Yes in our metaphorical world, Christians do prefer turkeys around thanksgiving.
    Dec 31, 2014. 04:41 AM | Likes Like |Link to Comment
  • Analysis: Apple Christmas Sales [View article]
    does the author realize that most of the world is NOT christian and doesn't celebrate christmas? Christmas tends to be celebrated more in US and Europe than in India and China...iPhone activations from iPhone given as Christmas presents therefore would be closer to iPhone market share in US/Europe (and probably briefly exceed as all the phones purchased in the thanksgiving-christmas period get activated in the week right after christmas).

    It's sort of like comparing turkey eating stats for the week of thanksgiving and proclaiming that turkey had overtaken chicken as the no 1 poultry dish in the US.
    Dec 30, 2014. 08:47 AM | 1 Like Like |Link to Comment
  • Can Apple Sustain Advancements In Future iPhone Generations? [View article]
    "Maybe Apple can develop some sort of sensor that induces noise cancellation from ambient sound when talking on the iPhone."

    Already found on the Galaxy Note 3 which has 3 microphones to do just that. iOS7 up offer this feature, thoug I'm not sure of Apple's hardware implementation and don't care enough to find out.

    "Maybe Apple can create a sensor that monitors speed, which would make the device more responsive to your needs while you're in a car, at your desk or jogging."

    Those are an accelerometer and GPS chip and in found in every phone.

    Are you serious? If you know so little about hardware, why are you writing articles on advancements in future phone hardware.
    Nov 8, 2014. 11:04 PM | 6 Likes Like |Link to Comment
  • Pouring A Little Cold Water On Apple Investors [View article]
    Nice article. Bulls usually ake couple quarters results and extrapolate in a straight line to infinity.

    Very few articles on SA focus on strategic/qualitative aspects.

    I agree with all your points.

    A few more - carrier subsidies are morphing into payment plans where you clearly see the cost of devices. Previously you paid the same price whether you bought a iPhone or a cheap phone.

    Now with the payment plan, esp. for a family of 4, the cost of the phone is going to be an issue in the US, just like it is in most other parts of the world.

    That's going to hurt the higher end offerings from all phone makers, given the average high end phone costs about $150-200 to make. There's plenty of price cutting players like Xiaomi can do to hurt incumbents like Apple and Samsung.

    The installment plans on the phone for a family of 4 can easily equal the monthly plan cost.

    I'm pretty sure my Note 3 is the last "subsidized" (implicit payment plan) phone I buy. The next one will be either outright purchase or on a explicit payment plan so I'll choose a cheaper, equally capable phone.

    I think the love for the iPhone will come down when the average Joe sees the actual difference in the monthly bill. IMO carriers should have unbundled the costs a long time ago rather than charging the same subsidized post paid plan price regardless of whether one bought a iPhone or a cheap nokia flip phone.
    Nov 6, 2014. 08:02 AM | 2 Likes Like |Link to Comment
  • In Apple's Gains Against Samsung, A Vindication For Tim Cook [View article]
    You are building a mountain out of a couple of quarters of Apple sales of pent up demand for a product that samsung has sold for 4 device generations.

    Once the surge subsides in about 4 or 5 months, then what?

    The watch is vaporware - no battery life, no pricing, no apps real case to own one either...

    The rest of the paean to Timmy, was frankly, a little too redolent of the North Korean media reporting on Kimmy.
    Nov 4, 2014. 05:52 PM | 1 Like Like |Link to Comment
  • How High Can Icahn Drive Apple Shares? [View article]
    IMHO, Icahn/IEP are probably in dire straits after Icahn's howlers in Hertz, Talisman, Herbalife and Chesapeake (and probably maybe even ebay). Icahn needs a big win to offset those losses. I have a feeling after watching the price action over the last 2 months, Icahn tried to spark a rally several times around 103-104 and is holding the bag on a lot of stock at higher prices than his original investment.

    This is some sort of desperate plea. His letter is so filled with the rosiest projections and so devoid of evaluation of any risk factors, it could have been written by some novice. Appending his name to this missive bespeaks immense judgement clouding anxiety.

    The most useful thing I got out of that letter was a hankering to short IEP. True he promised he won't sell into the tender. He might sell into the rally before the tender or mark to market his gains to make IEP look better after his disastrous investments in other companies.
    Oct 9, 2014. 08:20 PM | 3 Likes Like |Link to Comment
  • Here's Why Apple Has Samsung Beat On The High End [View article]
    any comment on why black market prices in India and China are little more than cost (plus costs of smuggling)?
    Oct 3, 2014. 12:43 PM | 2 Likes Like |Link to Comment
  • Now That The iPhone 6 Is Out, Time To Put Down The Apple Kool-Aid [View article]
    Dear author,

    now you will get the feeling of someone who slips and falls at Pamplona
    Sep 29, 2014. 07:06 PM | 16 Likes Like |Link to Comment
  • Will Apple's 'Bendgate' Give Samsung, BlackBerry An Opening? [View article]
    Matt Honan of Wired magazine also said his iPhone 6+ bent during the review period...
    Sep 26, 2014. 11:18 AM | 3 Likes Like |Link to Comment
  • Apple Shares Are Ripe For A Pullback - Time To Take Profits [View article]
    SAneeds a "block user" functionality so that one can filter out a ton of comments from the same people saying the same things in extremely ad hominem emotional ways.
    Sep 16, 2014. 11:35 AM | 6 Likes Like |Link to Comment
  • Apple Pay - Taking A Bite Out Of Payments [View article]

    110,000 is a *pilot* project. Full rollout is early next year. It will have a huge presence because of all the merchants in the consortium will roll it out at the same time.

    Difference is Apple is *launching* with 220,000. Not piloting it.
    Sep 11, 2014. 12:35 PM | Likes Like |Link to Comment
  • Apple Pay - Taking A Bite Out Of Payments [View article]
    Apple is adding itself as yet one more middleman to be paid by retailer and not cutting out a single existing middleman.
    Sep 11, 2014. 10:12 AM | 1 Like Like |Link to Comment
  • Apple Pay - Taking A Bite Out Of Payments [View article]
    first by a few days doesn't mean a monopoly. MCX is is pilot stage, slated to be rolled out full scale early next year. Visa's token system also will be available to all before end of this year.
    Sep 11, 2014. 10:11 AM | Likes Like |Link to Comment
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