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Michael Blair  

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  • Apple: Bear Case From A Bull [View article]
    @J.M. Manness - great article. This should be a very strong quarter for Apple but perhaps it will be the last really great one for a while. The competition is striking back and only the foolish discount the success Samsung is enjoying with its new S6 devices. Android has improved materially and for the most part equals iOS and in some areas is superior. Google Play is every bit a rich as the App Store. Perhaps most importantly, Samsung has lapped Apple in processors and modems with more power, faster download speeds and at least a full node ahead in process geometry. This is an important war for Samsung and it will put is diverse income streams; basic processor technology; and, massive customer base (at least double that of iPhone users) to good use in doing everything possible to keep the lead.

    Company's always look their best at the top. I think that is where Apple is today.
    Apr 25, 2015. 09:04 PM | 1 Like Like |Link to Comment
  • Apple: Q2 iPhone Sales Of 55 To 65 Million Foreseen, Then Will Fall Behind Samsung Again [View article]
    @Vulpine - Apple loves you - you own 4 iPhones and probably use only one of them. Moreover, you probably can't tell them apart.
    Apr 25, 2015. 10:34 AM | 2 Likes Like |Link to Comment
  • Apple Earnings Preview: It's All About iPhone Sales Momentum [View article]
    @Mark Hibben - I think you have the quarter pretty well on the money. I see revenues of $60 billion but margins of 39% given FX headwinds. Nice article.
    Apr 24, 2015. 09:47 AM | 17 Likes Like |Link to Comment
  • Thompson Creek: At All-Time Lows, Still Not A Buy [View article]
    @Vince Martin - bankruptcy is a risk but not an ominous one at this point barring a collapse in copper prices, which can occur. On the other side of the coin, the upside leverage to higher commodity prices is enormous. With copper at $3.50 and moly at $15 this company will print money. Likely? Your guess is as good as mine (possibly even better) but commodities tend to outperform in the late stages of the economic cycle and I wager those lie in front of use and not behind. Risk losing everything or make 5 times your money - I like TC's odds and am long the name.
    Apr 23, 2015. 02:36 PM | 3 Likes Like |Link to Comment
  • Apple: Examining The iPhone's Quarterly Impact [View article]
    @Bill Maurer - my tracking shows the iPhone north of 60 million units so I am not surprised the estimates are being ratcheted upwards. iPad will be weak however and currency will take a bite. It is the June quarter where they rubber may meet the road with outstanding sales of the Galaxy S6 which is an impressive device and priced even higher than iPhones. I see a very strong Q2 but guidance will tell the story.
    Apr 21, 2015. 02:25 PM | 3 Likes Like |Link to Comment
  • Samsung S6 And iPhone 6 Successes May Be A Pain For Qualcomm [View article]
    @Chris Lau - you may be right, but the headwinds are real and not abating.
    Apr 21, 2015. 09:44 AM | 2 Likes Like |Link to Comment
  • Apple's Watch Strategy Embraces The 80-20 Rule [View article]
    @Neil Cybar - people used to buy a watch as something of enduring value. Then Casio made it a throwaway item. Swatch made it hip. Apple makes it silly. Every time Apple upgrades the OS, changes the battery, adds a new processor, adds DRAM, or makes any fundamental change people who wear them will have to buy another.

    Someone should calculate the drain on retirement savings by the iPhone by doing a DCF over 30 years of the outlay for a $700 device every 18 months. By my math a $350 annual investment over 30 years runs to $43,000. Add in $80 a month for the carriers voice and data plan and it adds up to over $160,000.

    Throw in an Apple Watch every couple of years and you are close to $200,000. Go for 40 years (i.e. 25 year olds) and it is close to half a million.

    Buy a Moto G and forget the Apple Watch.
    Apr 19, 2015. 05:54 PM | 6 Likes Like |Link to Comment
  • Apple: Q2 iPhone Sales Of 55 To 65 Million Foreseen, Then Will Fall Behind Samsung Again [View article]
    @ArnieW - 1920's.
    Apr 19, 2015. 05:46 PM | 2 Likes Like |Link to Comment
  • Qualcomm Faces Tough Sledding This Year [View article]
    @David Muncier - agree with all your comments except your view that Intel is not a threat. Intel is always a threat and it would be a mistake to discount their capability.
    Apr 17, 2015. 11:59 AM | Likes Like |Link to Comment
  • Apple's Samsung Problem [View article]
    @Mark Hibben - "There's a lot more to a smart phone than the SOC process node. " Is this the same Mark Hibben who gushed about Apple's A7 and later declared Samsung had already lost the war? You were right that Apple led the charge and as a result has had enormous success with its iPhone 5S and iPhone 6 models. The Samsung Galaxy S6 is a worthy competitor and the war is far from over.

    Nice article. The absence of industry leading fabrication facilities may be Apple's Achilles heel if Samsung moves out front and decided to no longer fab for Apple. That is well within the bounds of reason.

    That would cause Apple to have to shift to Intel unless TSMC and Global Foundries can catch up which seems increasingly unlikely.
    Apr 17, 2015. 11:58 AM | 3 Likes Like |Link to Comment
  • Russ Fischer: Moore's Law, Chip Companies And What's Next For Tech [View article]
    @Russ Fischer - a wonderful and engaging walk down memory road with deep insights into where the semiconductor world might go. You are the best and I appreciate you sharing your views with us lesser mortals. All the best.
    Apr 17, 2015. 06:21 AM | 2 Likes Like |Link to Comment
  • Apple Watch Pre-Order Sellout: Have The Pundits Underestimated Apple Again? [View article]
    @Eric Dee - Read Bloomberg:

    "In China, the country Apple calls its most important overseas market, only 14 people lined up outside its store in Beijing on Friday to get their first peek at the company’s new smartwatch."

    http://bloom.bg/1cjypEv
    Apr 10, 2015. 07:06 PM | 2 Likes Like |Link to Comment
  • Apple Watch Pre-Order Sellout: Have The Pundits Underestimated Apple Again? [View article]
    @Mark Hibben - incredible demand. Apparently 14 people lined up at the Apple Store in China to get an Apple Watch. Should be a blowout.
    Apr 10, 2015. 12:34 PM | 2 Likes Like |Link to Comment
  • Apple And Wearable Devices: Moving From A Want To A Need By 2020 [View article]
    @Matt Margolis - It would be a sad commentary on the state of the world if a gizmo like Apple Watch becomes a necessity. I guess there are lots of people who only need to know what time it is 18 hours a day or less (depending on battery life) and who cannot survive with just one device but need at least two. Heaven forbid someone had to actually take their smartphone out of their purse to answer it or read an email. Likely a real time saver for those who can't wait to get at their next tweet or piece of spam.
    Apr 9, 2015. 05:36 PM | 9 Likes Like |Link to Comment
  • BlackBerry Should Make Android And Windows Hardware [View instapost]
    @Ivan Jimenez - great article. I think BlackBerry would do very well manufacturing both Android and Windows OS phones but outfitted with BlackBerry level security to the extent possible. I have tried to find ways to install Windows OS on a BlackBerry device (re-flash as is being done on some Android devices) but without success to date.
    Apr 8, 2015. 10:25 PM | Likes Like |Link to Comment
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