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J. M. Manness'  Instablog

J. M. Manness
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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
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  • WSJ Confirms Premise Of Apple Watch Post

    As reported by John Gruber at Daring Fireball, the Wall Street Journal claims that 1/6 of Apple Watch production will go to the top of the line Apple Watch Edition.

    This is 17% significantly than the 9% recorded in the MacDailyNews poll that was the basis for my post:

    Gruber also predicts much higher prices than I (conservative for a change) suggested. Noting that the cost of gold is about $1200 now, he believes an ASP of $5000 is very realistic - and could be twice that. After reading his argument, I am inclined to agree.

    Back to the main issue, WSJ sources have said that 17% of Apple Watches will be the gold Edition models. The MDN poll says only 9%. Is Apple so far off? That is one possibility. Another is simply that

    Tags: AAPL
    Feb 18 10:40 PM | Link | Comment!
  • Apple's Holiday Quarter Analysis

    I have written a series on the last quarter, giving my expectations for earnings release that will come on January 27, after market close.

    Here is the list:

    1- Analysis: iPhone Sales May Top $50 Billion

    2- Apple: Mac Prospects December Quarter

    3- Apple Dec. Quarter - Of iPads, Software And Others

    4- Apple to Have Extraordinary Results

    5- But wait...

    Jan 19 4:32 PM | Link | 5 Comments
  • 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.

    Tags: AAPL, IBM, tech
    Nov 21 4:13 PM | Link | Comment!
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