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J. M. Manness

 
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  • Apple And IBM - Connecting The Dots, Part 2: Hidden Implications?
    Thu, Jul. 17 MSFT, IBM, AAPL 48 Comments

    Summary

    • IBM and Apple partnership is historic.
    • Adds air of legitimacy for Apple products in the enterprise.
    • There are several hidden implications.
  • Apple And IBM - Connecting The Dots, Part 1: The Benefits
    Editors' Pick • Thu, Jul. 17 GOOG, GOOGL, MSFT 34 Comments

    Summary

    • Apple and IBM have announced a new partnership.
    • A series of products/services to merge iOS devices with big data analytics.
    • Why this is positive for IBM.
    • Why this is positive for Apple.
  • Apple's New Strategic Centerpiece
    Mon, Jun. 30 AAPL 50 Comments

    Summary

    • Apple is making a serious move to retake market share on all levels.
    • Apple TV will become the center of the home ecosystem.
    • Likely improvements to the device will make it dominate.
    • Big question: Will price point hold?
  • iPad Air II - Real Game Changer
    Thu, Jun. 26 EA, AAPL 94 Comments

    Summary

    • Apple will clearly announce a new iPad in coming months.
    • Improved TouchID is likely.
    • New A8 processor and graphics systems will have enormous impact.
  • Apple WWDC: What Are The Hidden Implications? Swift, Metal And More
    Editors' Pick • Wed, Jun. 11 EA, GOOG, GOOGL 56 Comments

    Summary

    • Big news from Apple’s World Wide Developers Conference.
    • New Mac OSX and iOS versions bring game changing features.
    • Some features are “sleepers” – little noticed but will have very meaningful impact.
  • Apple: Something Extraordinary Is Certain
    Fri, May. 30 GOOG, GOOGL, AAPL 114 Comments

    Summary

    • Apple's Developer Conference will be dominated by a very major announcement.
    • Possibilites include iWatch, iPayments, iHome.
    • The future of Apple's stock price will be determined this announcement.
  • Apple iWatch: A Big Deal Or Not?
    Tue, Apr. 1 GOOG, SNE, SSNLF 57 Comments

    Summary

    • Rumored iWatch is likely coming.
    • Will it fulfill a real need?
    • How many will sell?
    • What will it add to the bottom line?
  • The Most Absurd Apple Analysis Ever
    Wed, Mar. 19 AAPL 106 Comments

    Summary

    • Recent report criticizing Tim Cook is way off base.
    • Price data is contrived and comparisons forced.
    • Technological analysis is wrong.
    • Apple continues to innovate - but when it is ready.
  • Windows Falls To Under 90%, OSX Over 8% - Implications?
    Mon, Mar. 10 AAPL, GOOG, MSFT 89 Comments

    Summary

    • Windows falls below 90% worldwide market share.
    • Apple's Mac OSX tops 8%.
    • Does this foreshadow a new era?
  • iPhone 5c Failure? Baloney!
    Tue, Feb. 4 GOOG, MSFT, SSNLF 77 Comments
  • Nvidia's Tegra K1 Processor - Hot Or Not?
    Thu, Jan. 16 ARMH, IGNMF, QCOM 17 Comments
  • Apple's A8 -- What It Will Be And Why It Matters
    Fri, Jan. 10 GOOG, MSFT, NOK 156 Comments
  • Research Group: Google Continues To Grow
    Fri, Jan. 10 GOOG 14 Comments
  • Apple Mac Worldwide Surges, Almost Takes Fifth Place
    Fri, Jan. 10 AAPL 72 Comments
  • Analysis: China Mobile Deal With Apple
    Dec. 24, 2013 CHL, AAPL 57 Comments
  • Where Have All The Androids Gone?
    Dec. 11, 2013 AAPL, MSFT, IBM 70 Comments
  • December Surprise: Apple Trounces Dell And More
    Dec. 9, 2013 AMZN, BBY, GOOG 74 Comments
  • Apple: Dangers Of Misreading Smartphone Data
    Nov. 10, 2013 BBRY, GOOG, MSFT 37 Comments
  • Apple Vs. Microsoft - Significance Of The October 22 Showdown
    Oct. 21, 2013 MSFT, AAPL 82 Comments
  • Apple's 64 Bit A7 - What It Really Means
    Oct. 16, 2013 GOOG, MSFT, NOK 98 Comments
  • iWatch And Intel Quark - Why Apple Will Win
    Oct. 9, 2013 AAPL, ARMH, DELL 16 Comments
  • New iPhone: Bigger Margins
    Sep. 26, 2013 GOOG, MSFT, AAPL 57 Comments
  • Responsiveness Report - Bad News For Apple?
    Sep. 23, 2013 GOOG, MSFT, AAPL 89 Comments
  • Why Apple Inc.'s Earnings Were Better Than You Think
    Jul. 24, 2013 AAPL 19 Comments
  • Apple: Will A New MacBook Add $10 Billion Per Year?
    Jul. 8, 2013 AAPL 41 Comments
  • New MacBook Ether - No. 2: The Design Case
    Jul. 3, 2013 AMZN, ARMH, GOOG 77 Comments
  • Apple Developing New MacBook Ether?
    Jul. 1, 2013 AMD, ARMH, INTC 61 Comments
  • Effect On Google From Potential Decline Of Android Mobile
    Jun. 27, 2013 GOOG 23 Comments
  • Android Dead? - Part 12: More Security Issues
    Jun. 27, 2013 AAPL, BBRY, MSFT 51 Comments
  • Android Is Dead? - Part 11: Android App Advantage
    May. 26, 2013 BBRY, MSFT, GOOG 66 Comments
  • Apple Share Buyback - The Numbers Talk
    May. 22, 2013 AMZN, BBRY, DELL 37 Comments
  • Best Windows Laptop? MacBook Pro!
    Apr. 28, 2013 MSFT, AAPL 33 Comments