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J. M. Manness

 
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  • Apple + IBM Partnership: Mac Opportunities [View article]
    davel - a comment on vpn tho the anecdote is several years old.

    My buddy - a senior Unix developer in a very technical field - had Windows machines always. Once or twice per year I would quietly recommend Macs. But I knew better than to be pushy.

    Finally, he was getting heavy into doing video - as a hobby - and decided to get a Mac Pro.

    Now, Because of his distance, he telecommutes a couple of days per week using VPN to connect to his Unix development machine. Work supplied him with a WinPC laptop to do so. All set up just right.

    But he started switching to using his Mac instead. He told me why.

    "Every day I use the laptop, it drops the connection several times a day. I lose time reconnecting and sometimes some work. But with the Mac this almost never happens - maybe once per week. The two are connected to the same network, the Win PC is tuned by IT at work, but still it gives me this problem. So I have no idea how it works, but the Mac just does not give me the problems of the WinPC."

    Just one little anecdote.

    Regards!

    JMM
    Dec 18, 2014. 03:42 PM | Likes Like |Link to Comment
  • Apple: Why The Current Pullback Is Good [View article]
    NWC

    While anything is possible, and Rometty and Cook seem to get along particularly well, I don't think that IBM will help much here in a formal way. This just is not the basis of their agreement.

    Surely if IBM has some specific contacts with key people they may help informally, but as part of the partnership, I think not.

    The partnering with companies envolved with Apple Pay is fairly delicate and so requires Apple people to be in on face to face negotiations. (IMHO)

    Interesting thought, though.

    Regards,

    JMM
    Dec 18, 2014. 10:24 AM | Likes Like |Link to Comment
  • Apple: Why The Current Pullback Is Good [View article]
    U29

    The problem with comparing with NASDAQ is that Apple is not only a part of that exchange, but is weighted so heavily that a large move by Apple will affect it. Therefore it is a bit like comparing it to itself. The correlation is partly self induced.

    That is why I use Dow - or SP500.

    Regards
    Dec 18, 2014. 09:20 AM | 2 Likes Like |Link to Comment
  • Apple: Why The Current Pullback Is Good [View article]
    rope,

    You certainly are correct in a lot of ways - IF you take the is piece in isolation. If you read the other pieces I have written lately (and there are links in the article) then I think you might see that I do indeed address many of the questions you raise - or at least attempt to do so.

    As for "Apple needs to beat expectations" You are correct to a degree. But if analysts say that it will have revenue of X and EPS of Y and margins of Z, and Apple only matches but does not kill these figures, then the stock may fall again."

    You are probably correct. However that will only be the immediate reaction. When people figure out that the new figures warrant a share price of say (for the sake of argument) $140, then the price will get there in its time.

    If the market is "rational" it is only so in the average over the long term. IMHO

    I would be happy to see your thoughts on my other articles.

    Regards

    JMM
    Dec 18, 2014. 02:18 AM | 5 Likes Like |Link to Comment
  • Apple: Mac Prospects December Quarter [View article]
    Arnie -

    Those are coming up in future posts. I do have a whole series on IBM _Apple

    see:
    http://seekingalpha.co...
    Dec 17, 2014. 11:02 PM | Likes Like |Link to Comment
  • Apple: Mac Prospects December Quarter [View article]
    wneill

    I agree completely - have for a long time. A Mac Pro mini. I do a lot of photography and used to get mid-ranged Mac Pro models. Now the laptops are powerful enough and not so expensive. But still I would go for something like what you describe.
    Dec 17, 2014. 11:00 PM | Likes Like |Link to Comment
  • Apple: Why The Current Pullback Is Good [View article]
    Andy

    I think we will see new highs before 1/1 - i.e. over 120. That was the advantage of the deep consolidation. It all happens quicker. When sales figures begin to come out after Christmas, then it will be clear the "damage" done.

    The gas incentive I talk about,however, will be seen more next year if current low prices hold.
    Dec 17, 2014. 09:16 PM | 5 Likes Like |Link to Comment
  • Apple: Mac Prospects December Quarter [View article]
    kto

    Not so sure about thee SCSI drive part. There is the other side.

    About 1996 I participated in a third party Mac software development training session. The company rented a bunch of Macs for attendees and brought up a SCSI drive with his software system. No question "Will it work or not?" 100% surety that it would.

    1996 - directions for connecting an external hard drive to a Mac. Plug it in. Turn it on.

    Directions for Windows? About 4 pages of "If it is an XXX, then install a card, and then............. But if it is a ZZZ..............."

    Sure I kvetched about the price when I had to buy one. But how hours did I have to muck around before my saved $70 was burned?

    Regards.
    Dec 17, 2014. 08:29 PM | 1 Like Like |Link to Comment
  • Apple: Mac Prospects December Quarter [View article]
    Well yes - I am thinking the trend will continue into the future. Not sure why it would change.

    Regards
    Dec 17, 2014. 08:22 PM | 2 Likes Like |Link to Comment
  • Apple Watch: The Hidden Advantages [View article]
    excellent excellent article Mark. Kudos.

    I disagree a bit on the mechanical watches. A lot of those in the class that can afford them are not adverse to owning several. The traditional luxury watch will continue as a piece of jewelry. It is all the other low and middle end ones that will suffer.

    Regards

    JMM
    Dec 17, 2014. 07:58 PM | 1 Like Like |Link to Comment
  • Apple: Why The Current Pullback Is Good [View article]
    But BJ

    There will always be retractions. So let's have a good one and get it over with. :-)
    Dec 17, 2014. 07:50 PM | 5 Likes Like |Link to Comment
  • Apple: Mac Prospects December Quarter [View article]
    bj

    Thanks for the comment.

    I think you are right about the flow into Chinese new year. Furthermore, after that the enterprise will take up slack. By mid-year, the IBM partnership will be taking hold - particularly for iPads.

    Personally - I see $135 by end of feb. $189 by end of 2015, But then - I am forever over optimistic - (chuckle)
    Dec 17, 2014. 07:28 PM | 4 Likes Like |Link to Comment
  • Apple: Mac Prospects December Quarter [View article]
    Revben

    That would be the previous quarter. Yes, that is why it always rivals the holiday quarter in sales - particularly in Macs.

    Regards

    JMM
    Dec 17, 2014. 06:41 PM | 1 Like Like |Link to Comment
  • Apple: Mac Prospects December Quarter [View article]
    OWENS

    Thanks for the note.

    Re enterprise... I did not want to go into too much detail here because I did not want to repeat my previous article here:
    http://seekingalpha.co...

    While I do believe that enterprise will continue to grow, it does remain to be seen.

    Regards
    Dec 17, 2014. 06:40 PM | Likes Like |Link to Comment
  • Analysis: iPhone Sales May Top $50 Billion [View article]
    faramarz

    If you are asking me.... I have NO insider info.

    My analysis is based on existing reports. The 70 M units came from 2 different wall street analysts.

    Regards!

    JMM
    Dec 14, 2014. 08:15 PM | Likes Like |Link to Comment
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