Seeking Alpha

Michael Eisenberg  

View Michael Eisenberg's StockTalks BY TICKER:
  • Michael Eisenberg
    Stock Market reacts to $AAPL conf call when it understands margin shift due to free software RT @asymco http://bit.ly/1dHgSnN
    10/29/13
    Reply
      • Michael Eisenberg
        10 years of $AAPL iMac sales RT @benedictevans http://bit.ly/1dHgKVt
        10/29/13
        Reply
          • Michael Eisenberg
            Most important piece u will read on $AAPL - Apple iPhone Fingerprint Sensor Much Bigger Deal Than You Think http://bit.ly/19I1oLd I
            9/11/13
            Reply (3)
          • View all 3 replies
            • Michael Eisenberg: 5S is a bigger long term deal than 5C IMHO. 5C is defensive. 5S is big time offense
              9/11/13
            • 1980XLS: Oh please. That sounds like grasping for hope.
              9/11/13
              • Michael Eisenberg
                interesting post on cyclicality of $AAPL products. Is iPad cyclical yet? http://bit.ly/18DuSgR
                7/24/13
                Reply
                  • Michael Eisenberg
                    Wow! One of my portfolio companies reports today that $AAPL is receiving 40,000 app submissions per week b4 the holidays
                    12/14/12
                    Reply
                      • Michael Eisenberg
                        Lunch yesterday w/ friend in Tel Aviv. Everyone at restaurant had AT LEAST one AAPL device. Mkt Saturation? http://bit.ly/RSK52R
                        10/12/12
                        Reply (6)
                      • View all 6 replies
                        • Michael Eisenberg: It was a negative for the stock. everyone has one. BUt you are right on china.
                          10/14/12
                        • hotnutsjesus: I think it's a positive in first adopting areas. Tel-aviv and NY are early adopters and usually the rest of the world catches up.
                          10/15/12
                          • Michael Eisenberg
                            WOW! AAPL Dismantling the MSFT - Windows advantage http://bit.ly/LzcG8r ...Realizing that Windows is not a hegemony...
                            7/5/12
                            Reply
                              • Michael Eisenberg
                                AAPL iPad for Women and GOOG Android for men I guess :) http://read.bi/GT9VRp
                                3/27/12
                                Reply
                                  • Michael Eisenberg
                                    I wonder if this is a reason behind AAPL purchase of Anobit http://bit.ly/ygyTJn
                                    2/11/12
                                    Reply
                                      • Michael Eisenberg
                                        Data on Stability of mobile operating systems: AAPL iOS vs GOOG Android http://onforb.es/ACB0T2 by Tomio Geron
                                        2/5/12
                                        Reply
                                          • Michael Eisenberg
                                            Robin Harris on why AAPL is buying Anobit + a good dive into intricacies of Flash Memory. See comments re:Samsung http://zd.net/rM0hFX
                                            12/14/11
                                            Reply (1)
                                            • gdwigan: Nice article.
                                              12/14/11
                                              • Michael Eisenberg
                                                RT @Mparekh Interesting take on AMZN taking store links from AAPL iOS apps, to save 30% AAPL tax. Net + for AMZN? http://bit.ly/nRnPFe/
                                                7/25/11
                                                Reply
                                                  • Michael Eisenberg
                                                    RT @bgurley Smart phone market share: See delta. Keep in mind this is 3-mos. window. http://t.co/rpuJdJO Extrapolate people! NOK GOOG AAPL
                                                    4/2/11
                                                    Reply
                                                      • Michael Eisenberg
                                                        CTO of ours on ADBE Flash Vs AAPL "how can u b installed on 99.9% of desktops in the world and still become irrelevant in less than a year"
                                                        10/28/10
                                                        Reply
                                                          • Michael Eisenberg
                                                            I love AAPL but it is hard for me to see how they can be more valuable than Exxon Mobil (XOM) http://seekingalpha.com/a/4ybn
                                                            10/24/10
                                                            Reply
                                                              • Michael Eisenberg
                                                                AAPL results are all abt the Mac. That drives the #s http://seekingalpha.com/a/4m97
                                                                7/20/10
                                                                Reply
                                                                  • Michael Eisenberg
                                                                    The beginning of the end for Nokia? In same day, NOK guides down and ATT and AAPL websites go down due to demand http://bit.ly/b8hAwo
                                                                    6/16/10
                                                                    Reply
                                                                      • Michael Eisenberg
                                                                        V. Impt data on Mary Meeker 2010 Internet Slides http://bit.ly/9jstY0 "AAPL iPad internet Usage More Like Desktop PCRFY.OB than Smartphone"
                                                                        6/9/10
                                                                        Reply
                                                                          • Michael Eisenberg
                                                                            hmmm..Well AAPL sure as hell isn't going to reach a trillion dollar market cap http://bit.ly/deAOT7
                                                                            5/30/10
                                                                            Reply
                                                                              • Michael Eisenberg
                                                                                RT @umairh "Is GOOGLE evil"? Is Android Open & what's GOOG endgame? Is AAPL driving Android success? V. Interesting.
                                                                                4/17/10
                                                                                Reply
                                                                                  More on AAPL by Michael Eisenberg