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Deja Vu

 
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  • 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 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 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 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 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 11:35 AM | 6 Likes Like |Link to Comment
  • Apple Pay - Taking A Bite Out Of Payments [View article]
    @tomal

    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 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 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 10:11 AM | Likes Like |Link to Comment
  • Apple Pay - Taking A Bite Out Of Payments [View article]
    Some factors to consider-

    Currently Apple Pay is available on 220,000 of 11-12 million retail POS, a 2% penetration rate.

    The consortium of merchants developing MCX like Dillards, Dicks Sporting goods, 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, Target (they accept Apple pay only in apps, not in stores), baskin robbins, bed bath & beyond, etc *won't allow the installation of other NFC terminals in their stores*. Its in the MCX agreement.

    The single use token system is developed by Visa, NOT Apple, and is available to all platforms.

    Samsung S5 (and I'm sure upcoming phones) has a fingerprint reader and NFC. This is by no means a Apple exclusive. Any vendor can roll out a NFC + fingerprint + single use token system

    I'm a little puzzled by the euphoria surrounding Apple Pay...
    Sep 11 09:15 AM | 2 Likes Like |Link to Comment
  • 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
  • Why Analysts Are Wrong About Apple [View article]
    "reasonable assumptions" on volumes and margins on products categories that no one knows anything about? How about "speculation on vaporware unlikely to appear from a CEO who has so far produced recycled iterations"?
    Jun 16 09:43 AM | 1 Like Like |Link to Comment
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