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J. M. Manness  

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  • Do Apple's New iPhones Initiate Peak Android?
    Tue, Feb. 17 AAPL 138 Comments

    Summary

    • Apple's iPhones have set new sales records.
    • Research shows highest US market share in 2 years.
    • Does this indicate a new trend?
  • Apple Watch ASPs: Poll Reveals A Hint
    Thu, Feb. 12 AAPL 143 Comments

    Summary

    • Apple Watch should be coming in April.
    • MDN Poll shows a possible distribution of sales by model.
    • An estimation of per million sales revenue is given.
  • Apple: iPhone 6 Plus A Star, ASP To Rise
    Mon, Jan. 26 AAPL 64 Comments

    Summary

    • CIRP has released research on iPhone and iPad sales mixes.
    • Shows major growth for iPhone flagship models 6 & 6 Plus.
    • Shows iPad continues to weaken.
  • Apple Fiscal Q1: Eye-Popping Results To Come
    Thu, Jan. 22 AAPL 64 Comments

    Summary

    • Apple will release earnings on January 27.
    • Estimates of sales from earlier articles are listed.
    • Estimates of earnings are detailed.
  • Google And Softcard Versus Apple Pay: Benefits Are Overstated
    Editors' Pick • Tue, Jan. 20 GOOG 74 Comments

    Summary

    • Google is rumored to be interested in Softcard.
    • Purchase would be beneficial for Google.
    • But benefits might not be so grand as some state.
  • Apple December Quarter: Of iPads, Software And Others
    Tue, Jan. 20 AAPL 15 Comments

    Summary

    • Apple's quarterly results will be announced soon.
    • We present an analysis of iPad sales.
    • Figures for Software Services and the new Other category.
  • Analysis: Apple Christmas Sales
    Dec. 29, 2014 AAPL 31 Comments

    Summary

    • Apple iOS Christmas day activations have outstripped Android.
    • This signals a tremendous increase in sales.
    • Investors will benefit for several reasons.
  • Apple: Why The Current Pullback Is Good
    Dec. 17, 2014 AAPL 38 Comments

    Summary

    • Apple has had pulled back significantly this month, after a tremendous rise.
    • In historical context, however, the price is not so high.
    • The current pull back is a good thing for investors.
  • Apple: Mac Prospects December Quarter
    Dec. 17, 2014 AAPL 23 Comments

    Summary

    • Apple will conclude fiscal Q1 on December 27.
    • The Mac computer line has been picking up.
    • Sales should set a new record.
  • Analysis: iPhone Sales May Top $50 Billion
    Dec. 13, 2014 AAPL 36 Comments

    Summary

    • Apple estimates are more realistic than they used to be.
    • They have inside knowledge.
    • Why they miscalculated the current quarter’s iPhone figures?
  • Analysis: United Buys Apple Smartphones
    Dec. 11, 2014 UAL 9 Comments

    Summary

    • United to buy 23,000 iPhone 6 Plus smartphones.
    • Will run custom apps for flight attendants.
    • Will improve the feel of in flight customer service.
  • Apple + IBM Partnership: Mac Opportunities
    Dec. 9, 2014 AAPL 38 Comments

    Summary

    • Apple + IBM partner in the IBM MobileFirst for iOS program.
    • The focus is on the iPad and iPhone apps portion of the agreement.
    • However, there are implications for Macs as well.
  • Google & FTC: Billing Kids' In-App Charges Without Parental Consent
    Dec. 8, 2014 GOOG, GOOGL 4 Comments

    Summary

    • Google settles with the FTC.
    • Situation similar to Apple and Amazon issues.
    • Not the first settlement with FTC.
  • Intel: What To Expect
    Dec. 6, 2014 INTC 34 Comments

    Summary

    • Intel is in the news for acquisition and partnerships.
    • First mainstay is PC market which faces challenges.
    • Second mainstay is Data Center group where growth is likely.
  • Amazon Gaining Customers
    Nov. 27, 2014 AMZN 19 Comments

    Summary

    • CIRP survey shows Amazon shopper behavior changes.
    • The data suggests Amazon's customer base is growing significantly.
    • Fire Phone receives bad press.
  • Apple + IBM Partnership 3: Part Of The Long-Term Strategic Play
    Nov. 21, 2014 AAPL 83 Comments

    Summary

    • Apple + IBM Solutions apps in the IBM MobileFirst for iOS program is about to be released.
    • This is only one front in a building assault on the enterprise.
    • Apple has longer range, strategic objectives.
  • Apple + IBM Partnership 2: Implications
    Editors' Pick • Nov. 20, 2014 AAPL 99 Comments

    Summary

    • Apple + IBM Partners in IBM MobileFirst for iOS program.
    • Very important for the investor to understand deeper implications.
    • Should revive iPad sales growth.
    • Is part of the overall move into enterprise.
  • Apple + IBM Enterprise Event: What To Expect
    Nov. 14, 2014 AAPL 96 Comments

    Summary

    • Apple CEO Tim Cook promised the release of MobileFirst solutions this month.
    • The appropriate venue would be a major media event.
    • A new Apple TV (set-top box) with HomeKit also may be announced.
    • Expect a very impressive show of Big Data Analytics on the iPad.
  • Titans Clash: MCX Vs. Apple Pay
    Oct. 27, 2014 AAPL 201 Comments

    Summary

    • Digital wallet Apple Pay has launched relatively successfully.
    • Two major drug store chains have shut off their NFC machine against Apple Pay.
    • How will Apple respond?
  • How Apple Pay Reveals Apple's M.O.
    Oct. 27, 2014 AAPL 78 Comments

    Summary

    • Apple Pay has been launched.
    • The service tells us a lot about Apple's modus operandi.
    • Long-term planning while building the technology is key.
  • Understanding Apple: The Important Details For iPad Event
    Oct. 14, 2014 AAPL 116 Comments

    Summary

    • October 16 is another Apple media event to announce new iPads, and other new products.
    • Key Product: Mac OSX Yosemite.
    • Key Product: Apple Pay.
    • Key Product: IBM Partnership.
    • Key Product: Games?
  • Apple Pay: A Semi-Monopoly On The Real Killer App
    Sep. 30, 2014 AAPL 179 Comments

    Summary

    • Apple Pay will likely revolutionize the credit card payment system.
    • It is superior to other digital wallets in terms of usability, security and privacy.
    • Apple Pay will give Apple a semi-monopoly on payments for some time to come.
    • This will give Apple a definitive and valuable differentiator in the smartphone world.
  • Understanding Tech: Why Credit Card Tokens Matter
    Sep. 20, 2014 AAPL, GOOG, MA 7 Comments

    Summary

    • Credit card fraud amounts to over $11 billion globally.
    • EMVCo has set up a system of "Tokenization" to protect against fraud.
    • The article explains tokenization and how it works with digital wallets.
  • Watch Makers To Benefit From Apple Watch
    Sep. 18, 2014 AAPL, FOSL, MOV 13 Comments

    Summary

    • Several Watch groups have seen share prices fall over the last year.
    • They have all fallen since the announcement of the new Apple Watch.
    • Many think the new product from Apple will steal sales.
    • Why I disagree.
  • Apple's Low-Cost Business Mac: PC Implications
    Sep. 8, 2014 AAPL 36 Comments

    Summary

    • Apple will probably create Macs with their custom ARM-based processors.
    • A bMac would provide a very cost effective proposition for businesses.
    • The product would change the PC landscape - particularly affecting Microsoft.
  • Apple Event: More Than Just iWatch And Bigger Screens
    Sep. 8, 2014 AAPL 45 Comments

    Summary

    • On September 9 Apple will have its most important press event since the original iPhone.
    • New iPhone and iWatch will be announced.
    • Several other system features are also critical and should be watched by the savvy investor.
  • Apple: New B8 Chip To Start A PC Revolution
    Sep. 5, 2014 AAPL 294 Comments

    Summary

    • Apple will announce the new iPhone 6 on Tuesday, September 9, with an A8 processor.
    • The A8 will take the iPhone to new performance levels.
    • A more powerful companion processor will probably power a new series of Mac laptop and desktop computers.
  • Apple And IBM - Connecting The Dots, Part 2: Hidden Implications?
    Jul. 17, 2014 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 • Jul. 17, 2014 AAPL 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
    Jun. 30, 2014 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
    Jun. 26, 2014 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 • Jun. 11, 2014 AAPL 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.