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J. M. Manness  

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  • Apple: Sharp's Problems Present An Opportunity, Not A Threat [View article]
    Mark - thanks for the interesting article.

    My guess would be the joint venture route. I am not sure Apple would want to invest in the whole company. Here they would "sell" Sharp's computer display business (or a portion thereof) to the the joint venture. This would then give Apple proprietary display technology and production, but they would not have to run it.

    Just one possibility.

    Regards
    May 16, 2015. 11:51 AM | 1 Like Like |Link to Comment
  • Apple Earnings Call: Under The Radar Gems [View article]
    "Apple Pay is the main feature for the watch"

    dezee

    You continually make unsupported categorical statements such as this. It is absurd.

    Apple Watch has a wide range of features. Each individual will buy the watch for those that mean the most to him/her. I have never seen any research that stated that Apple Pay was the driving factor for the majority of purchasers and even if it were this would NOT mean that other factors were not important as well.

    I would like also like to see what you mean by "won't gain adoption." Would you please give your expected sales figures?

    Regards JMM
    May 14, 2015. 02:51 AM | 2 Likes Like |Link to Comment
  • Brain = Abstraction Machine: A Fascinating Anecdote [View instapost]
    Thank you Alpine.

    BTW - comments and Likes on the blog page itself are very helpful - if you are so inclined.

    Regards - and best to you as well.
    May 6, 2015. 10:35 AM | Likes Like |Link to Comment
  • Apple Earnings Call: Under The Radar Gems [View article]
    EJ
    I can relate to that!

    Best to you!
    May 4, 2015. 09:20 AM | Likes Like |Link to Comment
  • Apple Earnings Call: Under The Radar Gems [View article]
    reeshau

    All are statements of the present. "We ARE working on... " is present tense - expresses a current state. Ditto for #2 and #3.1.

    Future part of statement #3 "and will launch it at the Developer's Conference next month" is uncertain to some degree. Any certainty that exists is pretty much proportional to the proximity in date.

    I did err for statements such as "Sunrise will be at 6:34 tomorrow morning." "You will die some day." "If you do not pay your taxes you are likely to get into trouble with the IRS."

    Note the final one still accepts some uncertainty. It is possible they will overlook you (though not very likely :P )

    Regards
    May 3, 2015. 04:39 PM | Likes Like |Link to Comment
  • Apple Earnings Call: Under The Radar Gems [View article]
    "Correct me if I am wrong but They will never have to pay dividends on retired shares...."

    Not an expert here but I would think not. Even if they did - the Company would just be paying dividends to itself. So there would be no difference. When they buy back - the number of shares outstanding is decreased. Therefore...
    May 3, 2015. 02:37 AM | Likes Like |Link to Comment
  • Apple Earnings Call: Under The Radar Gems [View article]
    AH-HA!
    May 2, 2015. 08:25 PM | 2 Likes Like |Link to Comment
  • Apple Earnings Call: Under The Radar Gems [View article]
    reeshau

    You make a good point, but remember - if these are opinions (I assume you mean my quotes in the article) then they are by the people who know the most about Apple's future plans.

    I am not sure anyone can make a statement of fact about the future.
    May 2, 2015. 04:42 PM | 4 Likes Like |Link to Comment
  • Apple Watch: Revenue Projections [View article]
    "I alluded to the fact that the pulse sensor measurement might not be measuring what was intended"

    All reports I have seen have been that it is very accurate when compared with chest monitors.

    + most phones do not run a full 24 hours without recharging

    bugs? of course there will be some bugs. mostly minor an mostly fixed quickly.

    It seems to me arnold that you are grasping at straws here.
    May 2, 2015. 03:43 PM | 2 Likes Like |Link to Comment
  • Apple Earnings Call: Under The Radar Gems [View article]
    DM

    Why can they not buy back shares in Europe with euros?
    May 2, 2015. 01:43 PM | 2 Likes Like |Link to Comment
  • Apple Earnings Call: Under The Radar Gems [View article]
    ispank

    It would depend on the strike price of the option.

    Suppose you felt confident that Apple would have a big quarter announcement, and on April 20 (open $125 close $127) you bought Calls with a strike price of $130, then you would have been doing well, until the last few days when the price fell and those calls expired on Friday, worthless with AAPL at $129.

    If you had bought $125 Calls, you would still be in the money for $4, but not what you had hoped for. (Apple opened on Tuesday at $134.46)
    May 2, 2015. 11:11 AM | 2 Likes Like |Link to Comment
  • Apple Earnings Call: Under The Radar Gems [View article]
    ispank

    "Does that mean the investors did not believe Apple was going to crush the earning reports, that's why there was huge volume of weekly option contracts?."

    I think AnLe is saying that people bought a lot of call options - betting the price would go higher (which it did pre-announcemnt), but those in power wanted to minimize the benefits to call owners and so managed sales of AAPL in order to lower price.

    When you buy a CALL option, the seller is guaranteeing to sell you the stock at price $X. If the price is > X then you still get the stock at $X. If the price falls below X then the option is worthless since who wants to buy at a price over the market price?

    With a huge volume of Calls out, it would be in the interest of those who sold the calls to have the price drop. I believe there have been articles written on how the market moves to "maximize the pain" of option holders in the las days before expiration.

    Hope this helps. Anyone else please chime in.
    May 2, 2015. 10:41 AM | 2 Likes Like |Link to Comment
  • Apple Earnings Call: Under The Radar Gems [View article]
    hdl:

    "Back in the day, when the chorus of "Fire Tim Cook" used to resonate throughout the blogosphere..."

    You should see my post of that topic "most absurd apple analysis ever":
    http://seekingalpha.co...
    May 2, 2015. 03:17 AM | 4 Likes Like |Link to Comment
  • Apple Earnings Call: Under The Radar Gems [View article]
    MMO

    Is this deja vu? again? :-)
    May 1, 2015. 06:12 PM | Likes Like |Link to Comment
  • Apple Earnings Call: Under The Radar Gems [View article]
    Thanks Michael

    I prefer dividends too, but trust Cook's judgement.
    May 1, 2015. 06:04 PM | 1 Like Like |Link to Comment
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