Google Vs. Apple: Spring Of Hope, Winter Of Despair [View article]
Ahhhhhh! I think I finally figured this out! Steve Jobs wore two critical hats. The first as discussed, "Chief Critical Officer". The second and most important. "Chief Integrations Officer". Imagine that inside Apple there are a bunch of different projects going on that operate way too independently from each other with walls of secrecy between them. Steve Jobs was the only one in the company to whom no secrets could be kept and it was up to him to integrate projects together into a devise completion team. That would be one lousy way to nurture innovation. If that is more or less how Apple was operating than they are going to have to totally re engineer their culture. Certainly they are going to have to be less paranoid about who is talking to who about what within their walls.
Google Vs. Apple: Spring Of Hope, Winter Of Despair [View article]
Ha! Thanks for the reply. The interesting thing is that no one can possibly be that sure about Apple. I do see one perhaps fatal flaw in it's corporate culture which is secrecy! It is all well and good to have a veil of secrecy to hide their innovations from the outside. That can give them a huge advantage over someone like Google who is an open book. However that secrecy bleeds inward. Open discussions of creative individuals with others in different disciplines can generate synergies of intangible value. I see this at Google. Compartmentalizing research projects is a bad idea. Artist's, scientists, technology nerds all have something to learn from each other. Secrets get in the way of everyone's growth. The way of the Ninja is to turn your opponent's strength in to a liability. Secrecy is Apple's true Achilles Heal.
Google Vs. Apple: Spring Of Hope, Winter Of Despair [View article]
Wouldn't the solution to create a position at Apple called ,"Chief Critical Officer" To wander the Halls of Apple dispensing his opinion? Find someone young hungry and foolish who loves technology perhaps someone who has started his own insanely great company and give him a scary amount of power. For example, How about Bre Pettis founder of Makerbot?
Your iPad, iPhone Are Owned By Google Now [View article]
So! I watch the video and I definitely want "Google Now" on my iphone. I mean what a cool app! So I go to the App store and "search" for "google now" and find nothing like what was portrayed in the Video clip. Hmmmmmmm ..... So I go back to the video clip in the article to check to see if I am searching for the right thing. In the same video box in your article out pops this hystericle video which Google had created as an April Fools joke. http://bit.ly/13AOkWv The point is it was presented with the same "this is reality" style with which google tends to portray all of their speculative ideas. Their Google glass promos? I am now starting to really have doubts. Meanwhile Apple works in secrecy. I assume that they are working on something to sell to you while Google is working on selling you something. Still can't seem to find that amazing App that this article is largely based on.
Google Vs. Apple: Spring Of Hope, Winter Of Despair [View article]
I don't think many of you have read Steve Job's Biography. If you had you would know that he never invented a thing. He played with shapes a little a stole a lot of credit from people whose ideas he liked. One could argue that he needed Apple more than Apple needed him. His real genius was Chief Critical Officer ; dispensing, "That's shit" or "That's insanely grate" accordingly. He was also amazingly driven to achieve, "Insanely Great", and to drive others to achieve it on his behalf. I am sure there are insanely great people remaining at Apple. The question is can anyone leverage their talents like SJ did? That is yet to be seen.
Thanks for the cash analysis. Sure! everyone know that cash is not actually cash but cash "equivalents". Nice to have some idea what those assets actually are.
Apple's Rally Is The Child Of A Deluded Wall Street [View article]
Your assumption that the only reason for a buyback of a stock by a company is to artificially raise the price of a stock is ridiculous! I have been buying AAPL because I think it is a good place to put my money! Why, Please Why!, can not Apple buying back their stock for the same reason any investor would buy shares. For this reason and this reason alone I refuse to read your article any further. It is based on an absurd assumption. By the way, I agree that Steve Jobs would never buy back the stock for the sake of artificially boosting up the stock price as I don't think that the current decision to buy back shares was made to do so either.
I would normally agree with you Bill but I am under the impression that the sell of was so overdone that AAPL is due for a huge increase and that a pullback will be very short lived. My Take; AAPL is on it's way to $500 before any real resistance is established. Any drop in price may just be a "Bear Trap" before AAPL continues up. We could be seeing that today! We will see by the end of the week which way this is going.
Apple (AAPL +2.6%) commanded 57% of smartphone profits in Q1, and Samsung (SSNLF.PK) 43%, estimates Canaccord's Mike Walkley. All other OEMs collectively broke even, after having lost money last year. Apple's profit share is down from 2012's 69%, and Samsung's up from 2012's 34% - chalk those changes up to Samsung's share gains and Apple's gross margin decline. Walkley also writes Samsung's Galaxy S4 is off to a strong start (in spite of some reports of overheating), that checks indicate U.S. BlackBerry Z10 (BBRY +0.7%) sales are soft, and that U.K. Q10 supplies have been limited. [View news story]
The author was talking about profits not about sales. BBRY, MOT,whoever are giving their phones away. So , "yes", only Samsung and Apple are actually making money selling smartphones. This should be a warning; stated in Tim Cooks words, "Don't bet against Apple". One smart move by Apple or any serious misstep by Samsung and the flow of users will be in the direction of Apple. There is no a next new thing. The Smart phone war is the investment war of the decade. It is therefore a war of Market share and profit margins. Apple is still solidly in this game.
Apple's Shareholder Program: The Day The Music Died [View article]
After posting this quote I was thinking a little more on Samsung's huge expansion into the smart phone market at Apple's peril. The "wisdom" put froward in this article and the general thinking in the present seem to gravitate to the opinion that Apple needs to find the next new thing to survive because the smart phone has been commoditized and Apple lags in commoditized markets. However, the Smart phone is the modern day computer, (5th generation computing; Mobile internet), and will remain so for the foreseeable future. So it therefore seems plausible to deduce that Apple's game changer needs only to be an innovation in the evolution of the smart phone that is patentable and puts it ahead of the pack. I believe that fingerprint recognition security might do the trick. Huge growth can occur for Apple through Apple reclaiming market share from Samsung and other Android makers. Apple could make a phone so good that perception of the galaxy could go from "iPhone Killer" to "A good affordable entry level devise". Why everyone seems to think that such a change in perception is not a possibility is astounding to me.
Apple's Shareholder Program: The Day The Music Died [View article]
"Innovation has nothing to do with how many R&D dollars you have. When Apple came up with the Mac, IBM was spending at least 100 times more on R&D. It's not about money. It's about the people you have, how you're led, and how much you get it." Steve Jobs.
Apple's Shareholder Program: The Day The Music Died [View article]
Apple buying AAPL might just be a signal that is is time to buy! Over 23 million shares traded hands on Friday with a fair uptick in the stock price. It isn't much of a stretch to surmise that other institutional investors are jumping in on Apple's cue. This could also be a short term trend which will end with a second signal: the date that the dividend is distributed. (May 14th?). It could also be that Apple is gonna blow everyone's mind with the next thing and they know it! At any rate, the buy back does not necessarily spell doom. Apple has to put there money somewhere. Buying their shares back DOES MEAN that Apple is betting on AAPL. Any other interpretation is conjecture.
China And Apple: The Beginning Of A Beautiful Friendship? [View article]
Unfortunately, investometrica left out a very important fact in his article which I had anticipated in the following comment:
From Seeking Alpha Article; " Apple Short Sellers Win, Tails: Apple Shareholders Lose"
One thing that might cause a surprise to the positive side is China. China's largest gift giving season is Chinese New Year; not Christmas. Chinese New year is celebrated for a whole week that falls on different dates between January 21st and February 20th so the week of celebration falls squarely in this quarter. Since China is becoming a larger influence than the U.S. for Apple, earnings could be an absolute blockbuster surprise! All the negative press out of China may be the product of Apple envy and demonstrative of Apple's Power, not their weakness,in China.
Google Vs. Apple: Spring Of Hope, Winter Of Despair [View article]
Google Vs. Apple: Spring Of Hope, Winter Of Despair [View article]
Google Vs. Apple: Spring Of Hope, Winter Of Despair [View article]
Your iPad, iPhone Are Owned By Google Now [View article]
Google Vs. Apple: Spring Of Hope, Winter Of Despair [View article]
The Apple You Don't Know [View article]
Apple's Rally Is The Child Of A Deluded Wall Street [View article]
Apple: Too Far, Too Fast? [View article]
Apple (AAPL +2.6%) commanded 57% of smartphone profits in Q1, and Samsung (SSNLF.PK) 43%, estimates Canaccord's Mike Walkley. All other OEMs collectively broke even, after having lost money last year. Apple's profit share is down from 2012's 69%, and Samsung's up from 2012's 34% - chalk those changes up to Samsung's share gains and Apple's gross margin decline. Walkley also writes Samsung's Galaxy S4 is off to a strong start (in spite of some reports of overheating), that checks indicate U.S. BlackBerry Z10 (BBRY +0.7%) sales are soft, and that U.K. Q10 supplies have been limited. [View news story]
Apple's Shareholder Program: The Day The Music Died [View article]
Apple's Shareholder Program: The Day The Music Died [View article]
"Innovation has nothing to do with how many R&D dollars you have. When Apple came up with the Mac, IBM was spending at least 100 times more on R&D. It's not about money. It's about the people you have, how you're led, and how much you get it." Steve Jobs.
Apple's Shareholder Program: The Day The Music Died [View article]
China And Apple: The Beginning Of A Beautiful Friendship? [View article]
China And Apple: The Beginning Of A Beautiful Friendship? [View article]
From Seeking Alpha Article; " Apple Short Sellers Win, Tails: Apple Shareholders Lose"
One thing that might cause a surprise to the positive side is China. China's largest gift giving season is Chinese New Year; not Christmas. Chinese New year is celebrated for a whole week that falls on different dates between January 21st and February 20th so the week of celebration falls squarely in this quarter. Since China is becoming a larger influence than the U.S. for Apple, earnings could be an absolute blockbuster surprise! All the negative press out of China may be the product of Apple envy and demonstrative of Apple's Power, not their weakness,in China.
Apple's Dirty Little Secret [View article]