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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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  • 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...

    Disclosure: The author is long AAPL.

    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


    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


    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!
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