Seeking Alpha

J. M. Manness

 
View as an RSS Feed
View J. M. Manness' Comments BY TICKER:
Latest  |  Highest rated
  • Note On Cheap iPhones [View article]
    Ditto to Dennis. Well done.
    Aug 7 01:06 PM | Likes Like |Link to Comment
  • Rubicon Technology: 6-Inch Wafers, Prices, And Other Questions [View article]
    Excellant article presenting pore and cons. Thanks!
    Jul 29 10:51 AM | 1 Like Like |Link to Comment
  • Apple's Q3 Bonanza: The Real Story May Be Not Quite So Bullish [View article]
    Michael,

    Interesting article. But to be honest, I believe you are standing on shaky ground.

    Your negativity on the topic seems to rest on this:

    ---
    I believe Apple did two things:

    - Flooded the emerging markets with iPhone 4S devices at $349 more or less and managed to keep the ending inventory of these units quite low; and,

    - Continued to ship iPhone 5S units to carriers in excess of demand to report higher sales of the iPhone 5S than were actually taken up by users, with a salutary effect on gross margins.
    ------

    Unfortunately, this is all speculation.

    Additionally, "Flooded" the market and "keeping ending inventories low," implies sell through. Selling product is good, in my opinion.

    Your second point is totally unsubstantiated. Additionally, if it should be true, it would only steal sales from the following quarter. No reseller/carrier is going to continue to purchase product that it cannot sell. Additionally, they will not purchase when they see the price for the current product dropping when the new model release comes out.

    Finally, you ignore the fact that the new 6 will be released soon, and the larger size will probably lead to increased sales.

    Regards.

    JM
    http://seekingalpha.co...
    Jul 27 08:21 AM | 4 Likes Like |Link to Comment
  • Apple And IBM - Connecting The Dots, Part 2: Hidden Implications? [View article]
    @fer

    Disagree.

    Steve was pragmatist. He knew when it was the right time for an alliance. Times change. Strategies change.
    Jul 26 04:43 PM | 2 Likes Like |Link to Comment
  • Apple And IBM - Connecting The Dots, Part 2: Hidden Implications? [View article]
    TE

    I agree completely.

    Just don't underestimate what IBM brings to the table software-wise. What is unique about this is the merger of big data analytics --> iPad. I really feel that both parties are contributing equally here.

    Listen to the interview. They talk about how well the 2 SW teams work together. My guess is that this is real - and a really good sign.

    You can sometimes get some real divas in sw engineering. Apparently the managers on both sides worked to avoid that.
    Jul 21 08:15 PM | 1 Like Like |Link to Comment
  • Apple And IBM - Connecting The Dots, Part 1: The Benefits [View article]
    2put

    Thank you for your vote of confidence.
    Jul 21 06:11 PM | Likes Like |Link to Comment
  • Apple And IBM - Connecting The Dots, Part 2: Hidden Implications? [View article]
    2put

    I think some people get too hung up on the merger concept. These two hang together very well as partners. I see no reason to merge, nor do I think it would be beneficial.

    Apple likes to control what it owns. That would be bad for IBM.

    IMHO

    JMM
    Jul 21 06:10 PM | Likes Like |Link to Comment
  • Apple And IBM - Connecting The Dots, Part 2: Hidden Implications? [View article]
    imac007

    You make some good points.

    In particular:
    "The addition of Enterprise credible security linked to Apple devices, blows away uncertainty on that front in Enterprise IT."

    You are right that both have expertise in security but from different - complementary - angles. Good synergy here.

    I would just add that Apple ALSO brings to the table a special expertise in usability that they also bring to the apps. I expect some of these new apps to be pretty sensational.

    Perennially - I expect this to be a watershed event. People will look back and say "Of course that was the start of the big change."
    Jul 20 12:59 AM | 1 Like Like |Link to Comment
  • IBM According To Warren Buffett's Annual Letters To Shareholders [View article]
    Excellant article. Very well done!
    Jul 19 12:37 AM | 1 Like Like |Link to Comment
  • Apple Might Not Use Sapphire, Short GT Advanced Technologies [View article]
    SHORT SHORT SHORT

    Then on the day that GTAT announces Apple's next installment payment

    RUN TO COVER!

    :-)
    Jul 18 06:26 PM | 4 Likes Like |Link to Comment
  • Apple Might Not Use Sapphire, Short GT Advanced Technologies [View article]
    Additionally - Apple has already PRE-paid much.
    Jul 18 06:25 PM | 2 Likes Like |Link to Comment
  • Apple Might Not Use Sapphire, Short GT Advanced Technologies [View article]
    Apple has literally hundreds of millions of dollars invested in Sapphire production. I think over 2,000 furnaces! Are they just going to walk away from that? You gotta be kidding!

    Therefore - either
    A- It is going onto the iPhone, or
    B- It is all going to something else.

    In either case, they are paying for the sapphire.

    Finally, there are a lot of forces driving the sapphire screen costs down - New technology and scale. If the cost goes to $9/ screen ($6 additional) I can see Apple going for it to maintain lead. No one else in the world will be able to match Apple's costs.
    Jul 18 06:23 PM | 4 Likes Like |Link to Comment
  • Apple And IBM - Connecting The Dots, Part 2: Hidden Implications? [View article]
    I disagree - but it is a reasonable position.
    Jul 18 05:16 PM | Likes Like |Link to Comment
  • Apple And IBM - Connecting The Dots, Part 2: Hidden Implications? [View article]
    Niel - thanks for sharing!!
    Jul 18 12:07 PM | 1 Like Like |Link to Comment
  • Apple And IBM - Connecting The Dots, Part 2: Hidden Implications? [View article]
    Doc-
    Good questions.

    Are the questions rhetorical?
    Jul 18 11:33 AM | Likes Like |Link to Comment
COMMENTS STATS
1,806 Comments
2,739 Likes