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Michael Slattery

 
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  • The Lessons Of GT Technologies [View article]
    You can't just read everything a company release, you must then decide if, they are telling you the truth.

    Spoiler Alert: They never are 100% accurate or true. Read the long disclosure in advance of any company release. It's there catch 22 or a license to lie.
    Oct 14 10:51 PM | 1 Like Like |Link to Comment
  • Carl Icahn's Valuation Of Apple Is Too High [View article]
    "Apple has already won the mobile and computing war. Now when will Wall St figure that out? "

    Maybe you have stumbled onto an unrecognized problem with the mentality of most of the big traders and investment houses: that is an inherent bias in how they view the two computing platforms.

    Close to 100% of all institutional traders are on some kind of the PC platform. They are familiar with these computers and thus it's their platform of preference. Familiarity breeds contempt, but in this instance the contempt is aimed at the other camp, i.e. AAPL.

    Look how few good trading platforms have been available for the Mac until just recently. The ones now available are only there to serve the individual investors sitting at home.

    I believe that this bias has bled into the mobile platform product group as well. All of these individuals are still not using Apple computers and still don't understand the dramatic benefits of Apple over PC's. It's a war that they know they have lost, but still don't really understand why. These individuals constitute 100% of the institutional and market maker traders.

    It's a form of bigotry that has suppressed the share price and I have no idea of what it would take to awaken them to this reality.

    Their bias is not only hurting AAPL and it's shareholders, but themselves.
    Oct 13 02:07 PM | 1 Like Like |Link to Comment
  • GT Advanced Technologies: Potential Value To Current Shareholders Is Still Murky At Best [View article]
    The Judge is acting in behalf of AAPL and GTAT but the shareholder rights seem to have shattered like a piece of brittle sapphire.

    Do we have no legal rights or is it that there is just no one in the court room advocating for us?
    Oct 10 01:31 PM | 1 Like Like |Link to Comment
  • GT Advanced requests bankruptcy details remain sealed [View news story]
    Apple need to come in and release GTAT for these NDA's.

    Legislation needs to be drafted that protects shareholders from the NDA's when the downstream company experiences a material issue resulting from the same contract. Anything > 5% or that will impact shareholders in any meaningful manner.

    This no longer looks like secrecy, but fraud.

    It now brings into question the management's projections and really all their statements on other products such as Hyperion and Merlin.
    Oct 9 12:36 PM | 7 Likes Like |Link to Comment
  • Why I Won't Be Buying Alibaba Anytime Soon [View article]
    I wrote the following article in April 2011.

    http://seekingalpha.co...

    There is NO SUCH THING as a safe way to invest in any Chinese stock or company.
    Oct 7 12:35 PM | 4 Likes Like |Link to Comment
  • Update: GT Advanced Technologies Applies For Chapter 11 Bankruptcy [View article]
    Where did you gain access to those contracts?
    Oct 6 10:58 PM | 2 Likes Like |Link to Comment
  • Update: GT Advanced Technologies Applies For Chapter 11 Bankruptcy [View article]
    Steve/Ed: I don't believe that the iPhone 6 was ever in the cards. I do believe that Apple would like to have scaled this company up to produce superior covers for most of their products including Finger print ID covers and Camera lens covers. The lead time required to produce the amazing fit and finish of the new phones make it evident that many, many months of collaboration with all of the other body components were required. GTAT never had time to get into this cue with a production facility still being built. I wonder if some of the blowback will hit APPLE as well. You can produce an NDA that prohibits disclosing material issues, but that requirement may not be legal and inserting a requirement in to a contract that is not legal is also non-binding. For GTAT it cannot be utilized as a defense. Ignorance of the law is no excuse.
    Oct 6 10:54 PM | 3 Likes Like |Link to Comment
  • If The Apple Watch Fails, Does Tim Cook Get Fired? [View article]
    Patient: Do you have a link or a reference for that information. I would appreciate it as a GTAT investor; √ (
    Oct 6 04:38 PM | Likes Like |Link to Comment
  • Update: GT Advanced Technologies Applies For Chapter 11 Bankruptcy [View article]
    Legislation needs to be drafted/implemented prohibiting NDA agreements that limit fiduciary understanding of downstream companies when material issues emerge.

    Apple can't prohibit (any/or all) disclosures of material issues by GTAT management to shareholders.
    Oct 6 01:40 PM | 8 Likes Like |Link to Comment
  • Cyber-Security Wars Pause With iPhone 6 Nod [View article]
    I believe that there is an internal political component to this as well. The individuals who will purchase iPhone 's in China are well educated and affluent.

    With what is going on in Hong Kong, Bejing does not want to create a disgruntled group that may feel democracy is being a better alternative.
    Oct 6 10:52 AM | 1 Like Like |Link to Comment
  • Yahoo Should Buy A Stake In Snapchat, The Sooner The Better [View article]
    Question: Does this make them more or less attractive as a take over target?
    Oct 5 06:33 PM | Likes Like |Link to Comment
  • Yahoo's Tax Edge: How To Invest In Constructive Tax Avoidance [View article]
    What happens to this investment scenario if both of your short move up dramatically?
    Oct 3 12:06 PM | 1 Like Like |Link to Comment
  • GT Advanced +5% after postponing business update [View news story]
    http://bit.ly/10nz3ux

    a site plan review for the development of a 19.2-acre solar-panel test site at 7930 E. Germann Road.
    Oct 2 11:42 PM | Likes Like |Link to Comment
  • Why Apple Pay Is Likely To Succeed, And Lessons From PayPal [View article]
    That's exactly what the record industry thought until the day they woke up and realized that the record / music industry had become !

    In 12 to 18 months  and banking will be sanominas.
    Oct 1 11:15 PM | Likes Like |Link to Comment
  • Why Apple Pay Is Likely To Succeed, And Lessons From PayPal [View article]
    Excellent article Adam - Thanks:

    Several elements of the new Apple iPhone will convert Android and Windows phone owners. This will certainly drive sales, but there is a back door strategy being implemented by Apple that will not just drive sales, but recruit competitor's customers in large numbers.

    Q: How many individuals who are not currently Apple customers will migrate to the Apple ecosystem in order to obtain a dramatic increase in credit card security all but eliminating fraud? No one really knows at this point, but consider the large number of individuals who have been lusting after an iPhone and did not have an incentive to switch or were reluctant to incur higher monthly fees. A large number of these individual now have several good reasons to rationalize switching platforms.

    How many individuals have been the victims of credit card fraud? Many of these individuals were partially or completely protected by their respective card companies. Some were not. All of them are still haunted by the feelings of violation and fears instilled by the risk of future financial loss that has been demonstrated to them.

    A dramatically safer credit card environment is a powerful magnet to everyone and anyone who utilizes credit cards.

    Q: How many individuals with pre-existing medical conditions, who are not currently Apple customers, will migrate to the Apple ecosystem in order to obtain constant medical monitoring, alerts and seamless transmission of this data to their medical providers? Again, this is a number that no one can know or even guess at, but again it will provide a compelling rationale that will overcome what platform switching resistance these individuals currently are holding onto. How much resistance to switching would remain if saving your life was in the balance?

    Q:How many individuals will switch to iPhone/iWatch in order to control and secure their homes and cars utilizing the internet of everything. This will initially be a relative small number, currently limited to early adopters, but as this universe of smart appliances, home and auto security devices and applications expands and becomes ubiquitous this will only add another incentive to make Apple their platform of choice.

    As many individuals have pointed out, Apple has been loosing market share primarily to Samsung. Prepare to see a dramatic reversal of this trend over the next year. It's not just that one of these elements will drive new customer adoption, but the combination of all of them, transforming the decision making process into a compelling rational to switch. Another point to keep in mind is once an individual has experienced Apple products firsthand, they rarely revert back to any other products. Indeed, they often expand their holding further into the Apple ecosystem by buying tablets and computers.
    Sep 30 11:03 PM | 4 Likes Like |Link to Comment
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