Seeking Alpha

J. M. Manness'  Instablog

J. M. Manness
Send Message
To avoid criticism, do nothing, say nothing, be nothing. -Elbert Hubbard I have a Masters degree in Computer Science, and worked for 14 years in development, technical publications and software quality assurance. I have been investing for 20 years. Currently, I do writing, photography, and... More
My company:
delQuindío Products
My blog:
50 Cent Flash Fiction
My book:
50 Cent Flash Fiction - Anthology 1:Twist
View J. M. Manness' Instablogs on:
  • Apple + IBM The Series

    Developer teams have been working closely to develop the first wave of MobileFirst solutions and these solutions will be ready for customers beginning next month…

    That was said by Apple (NASDAQ:AAPL) CEO Tim Cook during Apple's October 20 conference call, so one ought to expect some sort of announcement this month (November, 2014).

    In anticipation, I have written a series of articles and blog posts analyzing the partnership, projecting implications, and what I deduce to be Apple's motivations and strategic plan.

    Here are the articles in the series, plus links to additional notes on my jmmxtech blog. (Posts without links are planned or still in progress.)

    Apple + IBM Partnership - Seeking Alpha series

    1. Enterprise event: What to expect
    2. Implications
    3. Part of a Long-Term Strategic Play
    4. The Mac
    5. Implications for IBM

    jmmxtech Resources

    1. Critical Strategic Issues
    2. Headwinds to the plan

    Related

    1. How ApplePay reveals Apple's M.O.
    2. Apple Low-Cost Business Mac
    3. Apple new B8 chip to start a PC revolution
    4. Surface Pro 3 vs. Apple: Here's the Data - Make your own analysis
    5. Analysis: United Airlines buys iPhones for services

    Update

    Today (10 Dec.) Apple released the first set of solutions apps with a press release.

    Maribel Lopez has an insightful article here. In particular she notes:

    These apps are not merely updates or an evolution of existing PC apps. These apps are an entirely new species.

    I think this is the key that some people do not understand (or refuse to).

    Here is the Apple press release for the first 10 apps.

    Disclosure: The author is long AAPL.

    Tags: AAPL, IBM, tech
    Nov 21 4:13 PM | Link | Comment!
  • On Another Topic...

    I am particularly fond of the famous Hungarian Tokaji wine, and have just posted an article on my tech blog.

    "Tokaj Aszú is more than wine, because when you first encounter it, it is so much more than you had ever expected!"

    Janos Pogacsas - vintner

    Nov 15 3:37 PM | Link | Comment!
  • Banal Analysis Of Apple Pay

    Apple Pay is Apple's (NASDAQ:AAPL) new electronic payments system that is going live today.

    Clearly there is no surety that it will be a success. Launching a new service such as this is always risky. Look at Google Wallet (NASDAQ:GOOG), that has certainly not been a success.

    Still, this is no excuse for silly, thoughtless criticisms that are superficial and not really relevant.

    In my post on my personal blog, I critique each one made in a Forbes post.

    Apple Pay is neither a critical program for Apple, nor is it likely to directly generate a great deal of cash flow - at least not in the short term.

    However, it is important as one of the great differentiating factors for the platform, and potentially as a driver for iPhone sales. Hence it is important for the investor to understand in detail.

    Please let me know what you think.

    My Other Payments Articles:

    Apple Pay: A Semi-Monopoly On The Real Killer App

    Understanding Tech: Why Credit Card Tokens Matter

    Disclosure: The author is long AAPL.

    Oct 20 11:50 AM | Link | 1 Comment
Full index of posts »
Latest Followers

StockTalks

More »

Latest Comments


Most Commented
Posts by Themes
Instablogs are Seeking Alpha's free blogging platform customized for finance, with instant set up and exposure to millions of readers interested in the financial markets. Publish your own instablog in minutes.