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New Century

 
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  • Tim Cook: The (Negative) $250,000,000,000 Man [View article]
    might be a column this time.
    Apr 19 08:04 PM | 2 Likes Like |Link to Comment
  • How Much Should You Pay For Apple? [View article]
    notice how every apple permabull has ignored this...
    Jan 31 11:19 PM | Likes Like |Link to Comment
  • How Much Should You Pay For Apple? [View article]
    in no world is an ipad worth $2,000.
    Jan 31 11:11 PM | 1 Like Like |Link to Comment
  • Apple: 7 Reasons Shorts Can't Sleep At Night [View article]
    Exactly. The title is very ridiculous and inexplicable hostile towards people that have recently made a lot of money.

    If anything, it's the margined longs who bought a "can't lose" stock at $650 who are freaking out.
    Jan 14 11:47 PM | 2 Likes Like |Link to Comment
  • If Apple Isn't Investing In Apple, Should You? [View article]
    True. I'm sure that part of that spending is for manufacturing-related things, some of which would likely relate to the computer plant that has been announced. What would be the point of keeping a phone plant secret, though?
    Dec 21 01:26 PM | Likes Like |Link to Comment
  • If Apple Isn't Investing In Apple, Should You? [View article]
    I have no position in Apple, short or long, stock, options, or otherwise.
    Dec 21 12:47 PM | Likes Like |Link to Comment
  • If Apple Isn't Investing In Apple, Should You? [View article]
    I just reviewed this. They did not spent $9.5 billion on product tooling and manufacturing; they spent $9.5 billion on "other capital expenditures, including product tooling and manufacturing process
    equipment, and other corporate facilities and infrastructure."

    Could they be investing significant amounts of money in manufacturing capabilities? Sure. But it's not certain yet.
    Dec 21 12:46 PM | Likes Like |Link to Comment
  • If Apple Isn't Investing In Apple, Should You? [View article]
    I am aware of this (though did fail to mention it). If Foxconn can do this, why wouldn't Apple?
    Dec 21 12:42 PM | Likes Like |Link to Comment
  • The Market Is Missing Apple's Potential [View article]
    you know what other CEO said "don't bet against us?"

    reed hastings
    Dec 12 08:39 PM | Likes Like |Link to Comment
  • Apple's Positive Uncertainty: Universal Remote iPad [View article]
    I haven't, but interesting. In the wild, I've seen plenty of spiderweb-cracked iPhones (though obviously prior versions). and i do not know that such a test (using two out of hundreds of millions of phones produced - what if the results are atypical?) is the determining factor for a phone buyer.
    Oct 10 11:24 PM | 3 Likes Like |Link to Comment
  • Apple's Positive Uncertainty: Universal Remote iPad [View article]
    you're right, i don't. but for this to be an important product, apple has to sell tens or hundreds of millions of them. and i do not think that the market for high end remotes is that big...
    Oct 10 10:25 PM | 2 Likes Like |Link to Comment
  • Apple's Positive Uncertainty: Universal Remote iPad [View article]
    As it seems that your comment was at least partially directed to me, I will reply.

    If you have used a GS III or Galaxy Nexus, you would know that the Android experience is no longer inferior. I've used an iPhone 5 in real life as well; sure, it's impressively thin and light, but iOS hasn't changed since the original iPhone and it is no longer leading the way - it is getting dragged along. Every "milestone" iOS6 update was a feature that existed in Android (and or other OS's) already.

    And if you'd like to be able to use the native maps/navigation act to plan mass-transit directions, Android is vastly superior.
    Oct 10 09:02 PM | 3 Likes Like |Link to Comment
  • Apple's Positive Uncertainty: Universal Remote iPad [View article]
    In my opinion, the percentage of people willing to buy a $250 TV remote is very small. And the fact that Android/WP8/etc will replicate this for free on the cell phone that consumers already own in short order will make such a product even less necessary very quickly.
    Oct 10 07:57 PM | 1 Like Like |Link to Comment
  • The Nexus 7: A Threat To Apple's Current Business Model? [View article]
    Note: the editors wrote the title... but i think that it's a fine way to package this idea.
    Jul 24 12:02 AM | Likes Like |Link to Comment
  • The Nexus 7: A Threat To Apple's Current Business Model? [View article]
    the last line in your first paragraph does capture my point. it's not that Google is going to win, it's just that Apple is going to lose.
    Jul 23 08:35 AM | 1 Like Like |Link to Comment
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COMMENTS STATS
130 Comments
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