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  • New Apple TV? Ask Why, Not When [View article]
    Apple's dream of content owners signing exclusive deals with Apple at throwaway prices to enable Apple to sell expensive hardware to the public is proving to be just that - a dream.

    After the music industry fiasco, the video/tv/film industry is making sure that no hardware manufacturer gets anything as an exclusive, gets anything cheap....

    Apple is never going to be the must have distributor in the hardware chain...the content industry will support the rokus, the google dongles, the amazon tablets, the android phones, you name it...Apple will just be one of many channels of distribution of content...

    Apple seems to be baffled that content industry is not rushing to deliver itself into bondage to Apple...Also Apple doesn't seem to know how to negotiate with people who can't be pushed around like Les Moonves of CBS (yeah, Apple will get some CBS content)...I think Apple is too used to bullying tiny app developers...

    Frankly, most people buy iPhones and what not as a "status" symbol. No one else is in the living room to see whether you are streaming your netflix on a roku or a Apple TV box...
    Mar 29, 2015. 07:34 PM | 3 Likes Like |Link to Comment
  • Why Is Apple Making A Gold Watch? [View article]
    The bull argument here seems to be "Chinese rich will buy it"

    Guess the loss of 1/3 the brokerage account on the strength of the exact same argument for TSLA hasn't taught too many lessons.....
    Mar 13, 2015. 07:38 AM | Likes Like |Link to Comment
  • Notes On Cars (And Apple) [View article]
    I believe the true niche for a self drive car will be in large retirement communities that are the size of small towns and large enough to support all the usual amenities of life (restaurant chains, walmarts, movie theaters etc).

    Such a community would embed sensors in the roads (or whatever else) to aid self driven cars which would be possible on a town level scale.

    Currently when older folks lose their drivers license its a sentence of life imprisonment. Older folks would move to such towns and still be able to lead a fairly normal life (go the library, golf, starbucks, grocery store, doctor) without being able to drive a car and without the costs, dangers and inconveniences of living in a large city.
    Mar 3, 2015. 01:56 PM | 1 Like Like |Link to Comment
  • Apple: Winning The Profit Battle, Losing The Smartphone War [View article]
    @paulos,

    Exellent article. One thing I wish to add

    Previously the US carriers

    - Bundled the phone subsidies into the plan with a 24 month period
    - Made the consumer pay back the implicit subsidy even if they did not get a new phone
    - Did not lower the plan cost for buying an Android phone instead of an Apple Phone

    So the consumer

    - Usually bought a new phone along with a 24 month plan regardless of whether they wanted a new phone
    - Did not see any cost savings from buying an Android phone
    - Usually needed a new phone because of advances in screen size, resolution, processing power, data speeds etc

    Now the US carriers

    - Have unbundled the plan and the phone subsidy
    - The plan stands on its own w/ no term
    - the handset cost is spread out over a 24 month installment plan with the balance due immediately if the consumer terminates the plan

    So for the US consumer now

    - The phone cost is presented directly as cost of phone/24 installments
    - Savings accrue from not buying new phones. This can be $30/month based on $700/24 installments to $35/month based on $850/24 installments
    - Monthly savings for a family of 4 can be $120-$140 if the family chooses not to buy new phones

    The effect of this is to

    - Provide a incentive to lengthen phone upgrade times
    - Favor cheaper Android handsets since now the cost flows to the consumer. Previously the consumer paid the same regardless of whether the consumer bought an Android or an Apple handset
    - Will provide a incentive for the first time to the average consumer to shift away from Apple

    For my part, when my installments are paid off for my Galaxy Note 3, my family plan bill will drop nearly $120 per month from $250+ right now to $130+. Now that I have an incentive to not buy a new handset, I'll be using my Note 3 till it can no longer handle the load. Which given the oomph it has under the hood, will be a long time.
    Jan 28, 2015. 11:00 AM | 3 Likes Like |Link to Comment
  • Apple: Dear iPhone 6, Meet Desay Mirror X5 [View article]
    Jaguar went broke and was sold to Tata....it'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 nothing...no 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
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