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  • Apple's Disruptive Mobile Payments Could Threaten Google [View article]
    There are 2 separate patents one that was filed recently and one filed in June 2013. My discussion centers around June patent. I don't know what link I provided that references a cvon patent. The patent above is apple's
    Jan 28, 2014. 06:34 PM | Likes Like |Link to Comment
  • Apple's Story: The Beginning Has Arrived [View article]
    More so now than 2 days ago.
    Jan 28, 2014. 04:04 PM | Likes Like |Link to Comment
  • Apple's Disruptive Mobile Payments Could Threaten Google [View article]
    In the patent, Apple said: "Credit may be offset, or sponsored, by one or more token providers and issued to the user, upon authorization, to enable the user to use the mobile device to purchase items."

    So in your scenario, you think the token provider is....?
    Jan 27, 2014. 04:12 PM | Likes Like |Link to Comment
  • Apple's Disruptive Mobile Payments Could Threaten Google [View article]
    Well there are manipulated clicks... They would be caught by the algorithm. Organic clicks could recognize the patterns of real people with real interest. People who have made real purchases.
    Jan 27, 2014. 10:42 AM | 2 Likes Like |Link to Comment
  • Apple's Disruptive Mobile Payments Could Threaten Google [View article]
    Well for one, it doesn't say that Apple "brought about" a radical change to payment methods. It's more of an interpretation of a patent for what they could do to disrupt the current market. Big difference. The article says the current market is inefficient. Apple is not a part of the inefficient market... They'll make it more efficient. And by the way, what companies currently share revenue with its users for participating in advertising? There are some. But by no means do any use scale. My argument was not that Apple could use points to reimburse its users for using a payment system which is how you understood it. In fact that is not what I said at all.
    Jan 27, 2014. 10:41 AM | 5 Likes Like |Link to Comment
  • Apple's Disruptive Mobile Payments Could Threaten Google [View article]
    What's your source? Google? :)
    Jan 27, 2014. 08:28 AM | Likes Like |Link to Comment
  • Apple's Disruptive Mobile Payments Could Threaten Google [View article]
    I am specifically interpreting the patent language that uses the language "sponsor...credit issued to the user... to enable the user to purchase products"... so it sounds like they will share revenue with users... and aim for Google's ad model.
    Jan 27, 2014. 08:16 AM | 8 Likes Like |Link to Comment
  • Apple's Disruptive Mobile Payments Could Threaten Google [View article]
    Yes, but the main difference is that the bulk of Google's costs are operating costs. If Google starts sharing advertising revenues with users, it will destroy its model. Its advertising dollars subsidize Google's entire operation.
    Jan 27, 2014. 07:33 AM | 7 Likes Like |Link to Comment
  • Why Apple's China Mobile Launch Was A Flop [View article]
    it's anecdotal evidence that is at best driving immaterial amounts. look i appreciate reading bear views, but don't present anecdotal evidence and tell us that it's the driver of a weak strategy. OK?
    Jan 23, 2014. 11:00 AM | 12 Likes Like |Link to Comment
  • Why Apple's China Mobile Launch Was A Flop [View article]
    When you read my piece
    http://bit.ly/1dRYdpV
    and you made this comment: "a fresh perspective on the reality that it is not 'long lines' that define success for Apple in China but orders and shipments."

    And then you come back with "Only about a dozen customers showed up to actually buy an iPhone despite Cooks' attendance"

    I start questioning your credibility.
    Jan 23, 2014. 10:36 AM | 22 Likes Like |Link to Comment
  • Apple's China Mobile Sell-Off Creates An Attractive Buying Opportunity [View article]
    too volatile for a company of that size with that much cash, such high margins, decent dividend, and #1 brand in the world. made no sense. and i will call it out every time it happens. I've done it before.
    Jan 22, 2014. 12:01 AM | 2 Likes Like |Link to Comment
  • Apple's China Mobile Sell-Off Creates An Attractive Buying Opportunity [View article]
    You're looking for an investment thesis in this article? It's underneath the pictures. :) Keep reading.
    Jan 21, 2014. 11:54 PM | Likes Like |Link to Comment
  • Apple's China Mobile Sell-Off Creates An Attractive Buying Opportunity [View article]
    Thanks @Patient Value. I've added to Author's Pick.
    Jan 21, 2014. 07:33 PM | 1 Like Like |Link to Comment
  • Apple's China Mobile Sell-Off Creates An Attractive Buying Opportunity [View article]
    @btbriant - you're looking for a short squeeze play on a mega large cap extremely cash rich quasi-value stock? lol. when was the last time you saw a short squeeze on mcd, msft, intc, csco? Come on now...
    Jan 21, 2014. 03:15 PM | Likes Like |Link to Comment
  • Apple lower amid report of muted China Mobile demand, price concerns [View news story]
    I disagree. Apple doesn't dip before earnings. this is purely result of China/NYT report + options.
    Jan 17, 2014. 02:06 PM | 1 Like Like |Link to Comment
COMMENTS STATS
513 Comments
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