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J. M. Manness  

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  • How Apple Keeps Screwing It Up [View article]
    You may be right that Android phones are catching up in quality of experience. They have been trying to for 3 years now, one would hope they would make some progress. (Apple fans will say "let's wait until 7 June to judge," but that is not the point here.)

    The "walled garden" vs "open" approach is something that will continue to play out. Perhaps it is just a matter of personal preference. Time will tell.

    Still the arrogance of anyone who would call Steve Jobs stupid ("It's the Android (GOOG) platform, stupid") is absolutely appalling. You may hate Apple, but no reasonable person would deny that Apple has revolutionized the Computer, Music Player, and smartphone markets. They are the fastest growing large corporation in the world in terms of revenue and profits.

    Anyone who would refer to Jobs - or Apple in general - as "stupid" is nothing short of an idiot.
    May 26, 2010. 02:00 AM | 31 Likes Like |Link to Comment
  • Apple's Jobs Pushes iPhone Parity Out of Rivals' Reach [View article]
    Have you seen a 4G? No?

    Then how can you say there are Android phones with better camera quality? YOu think more megapixels = better quality? You obviously know nothing about digital imaging.

    You say "with faster processors" Yeah? Show me.
    What other phone does HD video editing?

    They may do some of these things, but iPhone (at least arguably) does them better. This is why they alone have over 90% satisfaction rating.

    So - are you kidding me???
    Jun 7, 2010. 04:44 PM | 25 Likes Like |Link to Comment
  • What Good Is an iPad? [View article]
    @ author - you write:
    "Apple drew lines in Japan, UK and France, although it was not clear whether this was due to pent-up product demand or a carefully orchestrated launch event. "

    What exactly is that supposed to mean? Did they have JLo dancing at the openings? Were they giving away free movie tickets? Free pizza?

    What the heck drew people to the stores if not to buy the new iPad?

    Your remark is a gratuitous, meaningless attempt to cast doubt on the significance of the event.

    May 30, 2010. 10:20 AM | 25 Likes Like |Link to Comment
  • Apple iPad's Rivals Can't Hang on Pricing [View article]
    BTW - cut this silly stuff about Jobs' "rant" He was just telling it like it is. Plain and simple.

    Words like rant are what frustrated people use when they have no intelligent reply to the comments.
    Nov 2, 2010. 11:19 AM | 20 Likes Like |Link to Comment
  • Apple iPad's Rivals Can't Hang on Pricing [View article]
    Great analysis of the situation. It is exactly as he predicted. I am not sure as to why no one believed him at the time.

    One more thing. I will bet dollars to donuts that the snapdragon CPU based systems will not match iPad in speed. I think that Apple has thrown more than a little magic into that design that will maintain an edge on the others. And this is the deal with performance,, once you experience greater performance, even for a few minutes, it is very hard to go backwards.

    Now wait until they put out the A5 chip. You will be able to title your review - eat my dust Android.
    Nov 2, 2010. 11:16 AM | 20 Likes Like |Link to Comment
  • Why Android Is Gaining Ground on Apple [View article]
    Android may or may not turn out to be a good OS.

    But if you start with 0 phones and you then sell any at all, by definition you will "gain ground."

    I think people should keep in mind that iPhone is the leader NOT because it is "iconic" but because it is the leader in innovation and customer satisfaction. If your product continually "exceeds expectations" then you will be a leader.
    Oct 14, 2009. 12:07 PM | 18 Likes Like |Link to Comment
  • Dissecting the Apple Flash Crash [View article]
    The question is: what drove the sell volume up so high? This was the driver of the "crashita."

    The chart I see shows over 6 M shares traded in that short period of time, about 3x a normal busy opening volume. If you have more sellers than buyers the price will drop. My guess is that the "bad rumor" caused a drop in price and some hair-trigger programmed trading kicked in. And some just lost his job.
    Sep 29, 2010. 02:17 PM | 16 Likes Like |Link to Comment
  • Is Android Only Surging Because Apple Is Letting It? [View article]
    Davewmart

    Most people I have talked to who use an iPhone are very practical people. They tell me they love the device because it works so well. Simple. Reasonable. Rational. Many play no games and have few apps or none altogether. It works.

    While there are some people who my go overboard with their enthusiasm for Apple products - your "cult" - I think that that term is overused by people who are in their own cult - the cult of iHaters. They can be just as irrational as the worst of the fanboys in the foolish things that they say. Just take a look at the guy who posted above who thinks that the iPhone has no multi-tasking, only one camera, and no Google maps.

    Totally off on all these points. Slavish dedication to false ideas - sounds like a cult to me.
    Sep 6, 2010. 05:22 PM | 16 Likes Like |Link to Comment
  • After Long Run, Apple Chart Turns Bearish [View article]
    @ maverta

    Lighten up dude! He is not talking cause or reasonableness of the move, he is just talking from a technical analysis - which is a type of analysis that some people use that ignore all else but the chart. You may not be interested in this, but some people are.

    Personally, I think that some big money sets are hurting for cash and cashing in their chips. Also, Apple has had a great run up. It needs a breather. Not everyone is so bullish as you are, and they are taking profits. That is what happens, you get a run up, you need a breather.

    What I think will happen is that it will drift down to $185 +/- and go sideways until figures start coming in after Christmas. Then we will see the estimates of sales, and in January the real figures will come out, blow everyone away, and it will rocket once again. It will advance all the stronger for all the flakes having bailed now.

    My humble opinion - just hang tight.
    Dec 7, 2009. 03:29 PM | 16 Likes Like |Link to Comment
  • The Mac vs. PC Debate Was Never Clearer [View article]
    You obviously know very little about computers. A Centrino processor is not even close in performance to the "2.13GHz Intel Core 2 Duo processor with 3MB on-chip shared L2 cache running 1:1 with processor speed." I will also bet that your Bestbuy laptop does not have a Nvidia graphics processor. Is there a built in cam? Wifi have 802.11n? I bet not.

    So, while you DO get a computer with more memory and bigger hard drive for about the same price. This is FAR from an equivalent machine. You will not get the same performance out of them. NOw - if your only interest is initial cost, then you can buy computers cheaper than Macs. But this just goes to prove the author's point.


    On Jul 23 05:34 PM User 459557 wrote:

    > adbrad - obviously you are a complete moron as well!
    >
    > Let's take this $1,000 laptop I just found on Bestbuy.com:
    > HP - HDX Laptop for $999
    > - 16" Widescreen display
    > - Centrino 2.26GHz Processor
    > - 4GB RAM
    > - 500GB Hard Drive
    >
    > VS.
    > Apple MacBook for $999
    > - 13.3" display
    > - 2.13GHz processor
    > - 2GB RAM
    > - 160GB Hard Drive
    >
    > That to me looks like a HUGE difference my friend. Why don't you
    > pull your head out Steve's a$$ and get a clue!
    >
    > On Jul 23 05:06 PM adbrad wrote:
    Jul 23, 2009. 05:48 PM | 16 Likes Like |Link to Comment
  • Apple Needs To Succeed In BRIC Countries To Grow, But Its Chances Seem Slim [View article]
    Michael

    Thank you for the article.

    I would just like to relate my experience in Latin America Specifically Colombia (Go James Rodriguez!). Perhaps my experience is telling.

    In the provincial town where I stayed (population 300,000) I almost never saw an iPhone "in the wild." Most people simple did not have the wherewithal to buy one. Blackberry feature phones ruled. I imagine some of these are being replaced by cheap Androids now. But as soon as I went to the airport, there was (virtually literally) no other phone seen but the iPhone - certainly no other smartphones.

    The point - those who cannot afford a top level phone buy low cost alternatives; those who can - buy the iPhone almost exclusively.

    Apple still is taking in over 80% of the profits in the business. You cannot ask for more than that!
    Regards,

    JMM
    http://seekingalpha.co...
    Apple's new strategic centerpiece. Why it will be unbeatable.
    Jul 3, 2014. 01:30 AM | 15 Likes Like |Link to Comment
  • Zaky: Apple's P/E Ratio Falls to Lowest Level Since Financial Crisis Despite 92% Earnings Growth [View article]
    Just look at it as a buying opportunity and be happy. One analyst has it pegged at $615 next 12 months. As the growth continues, eventually the market will wake up.

    There was a very similar sideways trading pattern last year, from April all the way to September. Then boom! it rose 40%.

    Also we need to remember the NASDAQ rebalancing has had a heavy toll. I believe I saw one article that estimated a total of $75B of Apple stock needed to be sold. This may still be affecting it as some tracking funds do not legally need to be in balance and so are free to sell off at a more leisurely pace.

    Just have patience. Eventually the market will catch up.
    May 13, 2011. 11:47 AM | 15 Likes Like |Link to Comment
  • The Tech Stock That's Grown Twice as Fast as Apple [View article]
    You have an excellent, well thought out article here. Very provocative. Great analysis.

    I would like to make the following observations based on your 2 comments:
    1- ""The only real difference in their respective valuations has everything to do with psychology and emotions and not fundamental values"

    2- "The primary reasons that most give for RIMM’s shares being so lowly valued, is the loss of market share to competitors like Apple Inc. with their i products and Google with their Android phones, etc."

    The case you make is convincing. However, your analysis skips one important point. It is not ONLY the loss of market share, as you describe, but - and perhaps even more importantly - the fact that RIMM has totally failed to come up with any convincing entry into the "new smartphone" or the tablet categories.

    While PlayBook may yet turn out to be a hit, outside the company cheerleaders there does not appear to be a great deal of enthusiasm. The BB Storm was hardly a drizzle.

    We need to remember the standard disclaimer: "Past performance does not assure future results." With no compelling products and hemorrhaging market share, I believe that people have reason to be wary of RIMM's future.

    Personally I do hope they pull out OK. We need the competition.
    Feb 17, 2011. 04:40 PM | 15 Likes Like |Link to Comment
  • Four New Reasons Why Apple's Stock Will Bounce [View article]
    I have repeatedly posted that an OS is difficult to make, and that this is a great barrier to entry.

    People (including many analysts it seems) take an iPhone and go "Wow! This is so easy to use. So simple and intuitive." they then go on to think that, because it is easy to use iit was easy to make. They have no conception of the complexity of it all. There are layers upon layers of complexity to the system, and at every line of code there is the possibility of some small error that will later on give an erroneous result, or worse yet, throw the whole thing into a tailspin.

    This is why Apple released the iPhone with one model and on one carrier, and limited the complexity of the product (no external apps, no cut/paste, etc etc - remember the long lists?). They understood the importance of limiting complexity so that they can easily solve problems.

    And that worked. When problems came up, there was no finger-pointing back and forth between ATT and Apple. Apple took the problems and solved them. It happend so smoothly that we don't even remember what they were!

    Now they have a very stable product in just 3-1/2 years. They have based it on the 10 years of Mac OSX development so that they have an extremely mature system.

    This is not easy to duplicate. Android still does not have a tablet-ready solution. They have had just as much time to work on it as has Apple.
    Oct 19, 2010. 12:11 PM | 15 Likes Like |Link to Comment
  • December Surprise: Apple Trounces Dell And More [View article]
    Michael,

    Thanks for the comment.

    I still disagree. I really do not believe anyone matches Mac overall build quality. In particular, the trackpad quality. I have seen many favorable reviews of Win laptops that all note that the responsiveness of the touchpads never matches Apple's. Then there are the little touches like the mag power connectors.

    Finally, of course, there is Mac OS. You should not put too much faith in the praise of an old fan such as me - perhaps I am too biased. But A recent article from a Windows defector tells the story best.
    http://zd.net/1br12Hb

    Regards
    Dec 9, 2013. 10:53 AM | 14 Likes Like |Link to Comment
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